Number of Shares
92,599
Previous 3,260 2740.46%
Holding current value
$9.01 Billion
Previous $237 Million 3703.17%
% of portfolio
1.6%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
N/A
89,339 Added 2740.46%
92,599 $9.01 Billion
Q1 2025

May 12, 2025

SELL
N/A
-158,982 Reduced 97.99%
3,260 $237 Million
Q4 2024

Feb 13, 2025

BUY
N/A
162,242 New
162,242 $11.7 Billion
Track This Portfolio

Track Sierra Summit Advisors LLC Portfolio

Follow Sierra Summit Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sierra Summit Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sierra Summit Advisors LLC with notifications on news.