Summit Tx Capital, L.P. Incresed Positions in Q2 2025

Summit Tx Capital, L.P.

  • $2.32 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
86.9K
+ 3031.26%
$354.56 - $497.45 $30.8M - $43.2M
89.7K $44.6B
NVDA
Nvidia Corp

Technology
185K
+ 226.02%
$94.31 - $157.99 $17.4M - $29.2M
266K $42.1B
CCJ
Cameco Corp

Energy
193K
+ 1362.25%
$36.68 - $74.46 $7.09M - $14.4M
207K $15.4B
PEAK
Healthpeak Properties, Inc.

Real Estate
727K
+ 236.7%
N/A
1.03M $18.1B
LLY
Eli Lilly & CO

Healthcare
14.8K
+ 217.14%
$713.71 - $898.95 $10.5M - $13.3M
21.6K $16.8B
MTH
Meritage Homes Corp

Consumer Cyclical
172K
+ 124.84%
$62.44 - $71.44 $10.8M - $12.3M
310K $20.8B
T
At&T Inc.

Communication Services
376K
+ 2053.36%
$26.33 - $28.94 $9.9M - $10.9M
394K $11.4B
CAT
Caterpillar Inc

Industrials
27K
+ 766.2%
$273.94 - $388.21 $7.38M - $10.5M
30.5K $11.8B
GFF
Griffon Corp

Industrials
139K
+ 269.09%
$64.73 - $74.97 $8.97M - $10.4M
190K $13.8B
MHO
M/I Homes, Inc.

Consumer Cyclical
87.1K
+ 138.42%
$103.9 - $115.72 $9.05M - $10.1M
150K $16.8B
AMAT
Applied Materials Inc

Technology
44.9K
+ 316.41%
$126.95 - $183.52 $5.7M - $8.23M
59.1K $10.8B
NXPI
Nxp Semiconductors N.V.

Technology
30.6K
+ 69.15%
$153.5 - $218.72 $4.7M - $6.69M
74.9K $16.4B
SIMO
Silicon Motion Technology Corp

Technology
55.3K
+ 44.3%
$38.95 - $75.77 $2.15M - $4.19M
180K $13.5B
META
Meta Platforms, Inc.

Communication Services
6.38K
+ 48.59%
$484.66 - $738.09 $3.09M - $4.71M
19.5K $14.4B
GILD
Gilead Sciences, Inc.

Healthcare
61.2K
+ 958.08%
$96.91 - $113.0 $5.93M - $6.91M
67.5K $7.49B
FDX
Fedex Corp

Industrials
29.1K
+ 3006.3%
$198.07 - $245.17 $5.77M - $7.14M
30.1K $6.84B
PFE
Pfizer Inc

Healthcare
277K
+ 172.5%
$21.59 - $24.84 $5.99M - $6.89M
438K $10.6B
CUZ
Cousins Properties Inc

Real Estate
214K
+ 177.86%
$25.15 - $30.53 $5.38M - $6.53M
334K $10B
LNG
Cheniere Energy, Inc.

Energy
24.6K
+ 2166.31%
$197.25 - $244.33 $4.85M - $6M
25.7K $6.26B
ON
On Semiconductor Corp

Technology
109K
+ 749.91%
$31.95 - $54.21 $3.48M - $5.9M
123K $6.47B
PNW
Pinnacle West Capital Corp

Utilities
61.5K
+ 980.69%
$88.3 - $95.43 $5.43M - $5.86M
67.7K $6.06B
RMBS
Rambus Inc

Technology
40.7K
+ 17.85%
$42.9 - $64.02 $1.75M - $2.61M
269K $17.2B
BIIB
Biogen Inc.

Healthcare
43.3K
+ 370.55%
$113.38 - $135.49 $4.91M - $5.87M
55K $6.9B
TOL
Toll Brothers, Inc.

Consumer Cyclical
35.9K
+ 25.48%
$90.5 - $114.3 $3.25M - $4.1M
177K $20.2B
GRMN
Garmin LTD

Technology
25K
+ 421.09%
$173.63 - $218.07 $4.34M - $5.45M
31K $6.46B
Arista Networks Inc
48.7K
+ 1497.05%
N/A
52K $5.32B
MATX
Matson, Inc.

Industrials
45.7K
+ 2258.07%
$93.11 - $132.21 $4.26M - $6.05M
47.8K $5.32B
BLD
Top Build Corp

Industrials
14.8K
+ 126.35%
$275.93 - $326.59 $4.09M - $4.84M
26.5K $8.59B
AMZN
Amazon Com Inc

Consumer Cyclical
9.3K
+ 9.32%
$167.32 - $223.3 $1.56M - $2.08M
109K $23.9B
TDG
Trans Digm Group Inc

Industrials
2.88K
+ 154.51%
$1231.75 - $1520.64 $3.54M - $4.37M
4.74K $7.21B
MKSI
Mks Instruments Inc

Technology
18.7K
+ 14.11%
$58.78 - $100.27 $1.1M - $1.87M
151K $15B
AMT
American Tower Corp

Real Estate
19.2K
+ 354.3%
$203.96 - $228.19 $3.92M - $4.39M
24.6K $5.45B
TTMI
Ttm Technologies Inc

Technology
27.4K
+ 17.98%
$17.57 - $40.82 $481K - $1.12M
180K $7.33B
WMT
Walmart Inc.

Consumer Defensive
41.3K
+ 320.13%
$81.79 - $99.98 $3.38M - $4.13M
54.2K $5.3B
GOOGL
Alphabet Inc.

Communication Services
23.1K
+ 655.04%
$144.7 - $178.6 $3.34M - $4.12M
26.6K $4.69B
CSTM
Constellium Se

Basic Materials
204K
+ 61.37%
$7.7 - $13.96 $1.57M - $2.84M
535K $7.12B
PHM
Pultegroup Inc

Consumer Cyclical
34.6K
+ 80.41%
$92.02 - $106.54 $3.18M - $3.69M
77.6K $8.19B
JNJ
Johnson & Johnson

Healthcare
27.5K
+ 76.75%
$146.36 - $159.82 $4.03M - $4.4M
63.4K $9.68B
Thomson Reuters Corp
17.3K
+ 230.67%
N/A
24.8K $4.99B
COP
Conocophillips

Energy
43.4K
+ 279.77%
$82.66 - $106.1 $3.59M - $4.61M
58.9K $5.29B
IQV
Iqvia Holdings Inc.

Healthcare
23.2K
+ 1549.8%
$137.0 - $174.37 $3.18M - $4.05M
24.7K $3.9B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.44K
+ 509.03%
$328.01 - $475.68 $2.44M - $3.54M
8.9K $4.17B
WELL
Welltower Inc.

Real Estate
22.6K
+ 1457.16%
$136.49 - $155.22 $3.08M - $3.51M
24.1K $3.71B
CBRE
Cbre Group, Inc.

Real Estate
23.5K
+ 139.76%
$113.94 - $140.12 $2.67M - $3.29M
40.3K $5.64B
MCHP
Microchip Technology Inc

Technology
28.1K
+ 43.78%
$35.34 - $71.6 $993K - $2.01M
92.2K $6.49B
WSO
Watsco Inc

Industrials
7.98K
+ 260.37%
$421.84 - $520.66 $3.36M - $4.15M
11K $4.87B
CPB
Campbell Soup CO

Consumer Defensive
118K
+ 231.38%
$30.65 - $39.9 $3.63M - $4.72M
170K $5.2B
LKQ
Lkq Corp

Consumer Cyclical
89.1K
+ 319.64%
$36.86 - $43.38 $3.28M - $3.87M
117K $4.33B
ACI
Albertsons Companies, Inc.

Consumer Defensive
141K
+ 172.05%
$19.94 - $22.91 $2.81M - $3.23M
223K $4.8B
Activity Summary
Buys All Purchases 470 New Holdings 293 Increased Positions 177 Sells All Sells 245 Reductions 245 Sold out 0 Options Calls 1 Puts 4
Track This Portfolio

Track Summit Tx Capital, L.P. Portfolio

Follow Summit Tx Capital, L.P. 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 Summit Tx Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Summit Tx Capital, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email