Summit, NJCIK 20115634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Echostar Corp | 550.0K | $59.78M | 31.6% | −165.0K | Reduced |
| 2 | Microsoft Corp | 52.6K | $25.44M | 13.5% | +20.0K | Added |
| 3 | Perimeter Solutions Inc | 570.0K | $15.69M | 8.3% | 0 | Held |
| 4 | Amazon Com Inc |
| 62.3K |
| $14.38M |
| 7.6% |
| 0 |
| Held |
| 5 | Valmont Inds Inc | 33.0K | $13.28M | 7.0% | +33.0K | New |
| 6 | Asml Holding N V | 12.0K | $12.84M | 6.8% | 0 | Held |
| 7 | Npk International Inc | 1.01M | $12.09M | 6.4% | −48.0K | Reduced |
| 8 | Transdigm Group Inc | 6.2K | $8.25M | 4.4% | 0 | Held |
| 9 | Expand Energy Corporation | 69.7K | $7.69M | 4.1% | 0 | Held |
| 10 | Antero Resources Corp | 213.3K | $7.35M | 3.9% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio