SUMMITTX CAPITAL, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFSI | 2K | $289.38K |
 | CCI | 2K | $219.90K |
 | MOD | 2K | $317.73K |
 | STLD | 2K | $306.75K |
 | CHDN | 2K | $213.03K |
 | JPM | 2K | $652.63K |
 | PATK | 2K | $204.48K |
 | WIX | 2K | $344.60K |
 | NXST | 2K | $379.26K |
 | MKTX | 2K | $318.53K |
 | VEEV | 2K | $536.24K |
 | NBIX | 2K | $249.46K |
 | INTU | 2K | $1.21M |
 | NET | 2K | $380.68K |
 | PAG | 2K | $307.82K |
 | MSTR | 2K | $541.31K |
 | AMT | 2K | $321.37K |
 | CRDO | 2K | $232.83K |
 | SPOT | 2K | $1.11M |
 | CACI | 2K | $791.56K |
PennyMac Financial Services, Inc.
PFSI
Shares Held
2K
Value
$289.38K
Crown Castle Inc.
CCI
Shares Held
2K
Value
$219.90K
Modine Manufacturing Company
MOD
Shares Held
2K
Value
$317.73K
Steel Dynamics, Inc.
STLD
Shares Held
2K
Value
$306.75K
Churchill Downs Incorporated
CHDN
Shares Held
2K
Value
$213.03K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$652.63K
Patrick Industries, Inc.
PATK
Shares Held
2K
Value
$204.48K
Wix.com Ltd.
WIX
Shares Held
2K
Value
$344.60K
Nexstar Media Group, Inc.
NXST
Shares Held
2K
Value
$379.26K
MarketAxess Holdings Inc.
MKTX
Shares Held
2K
Value
$318.53K
Veeva Systems Inc.
VEEV
Shares Held
2K
Value
$536.24K
Neurocrine Biosciences, Inc.
NBIX
Shares Held
2K
Value
$249.46K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.21M
Cloudflare, Inc.
NET
Shares Held
2K
Value
$380.68K
Penske Automotive Group, Inc.
PAG
Shares Held
2K
Value
$307.82K
MicroStrategy Incorporated
MSTR
Shares Held
2K
Value
$541.31K
American Tower Corporation
AMT
Shares Held
2K
Value
$321.37K
Credo Technology Group Holding Ltd
CRDO
Shares Held
2K
Value
$232.83K
Spotify Technology S.A.
SPOT
Shares Held
2K
Value
$1.11M
CACI International Inc
CACI
Shares Held
2K
Value
$791.56K