Summitry LLC - Q12026 Holdings

Summitry LLC holds 285 stocks with a total portfolio value of $ 5.12B as of Q12026. In Q12026, Summitry LLC added 65 new positions, increased stakes in 218 stocks, reduced 2 holdings, and fully exited 31 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 7.00% of the total portfolio.