Summitry LLC - Q42025 Holdings

Summitry LLC holds 251 stocks with a total portfolio value of $ 2.4B as of Q42025. In Q42025, Summitry LLC added 54 new positions, increased stakes in 144 stocks, reduced 44 holdings, and fully exited 25 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 7.16% of the total portfolio.