Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$561.69M
Total Bought
$168.38M
Total Sold
$147.29M
Net Transaction
+$21.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
REDDIT INC(RDDT)086,871+86,871013,0802.33%+13,080
SPOTIFY TECHNOLOGY S A(SPOT)016,994+16,994013,0402.32%+13,040
SHOPIFY INC(SHOP)0103,971+103,971011,9932.14%+11,993
BAIDU INC0128,915+128,915011,0561.97%+11,056
NVIDIA CORPORATION(NVDA)0218,216+218,216034,4766.14%+34,476
FIRST SOLAR INC(FSLR)064,374+64,374010,6561.90%+10,656
ROBINHOOD MKTS INC(HOOD)200,677184,159-16,5188,35217,2433.07%+8,891
LAM RESEARCH CORP(LRCX)092,599+92,59909,0141.60%+9,014
GE VERNOVA INC(GEV)030,554+30,554016,1682.88%+16,168
QUALCOMM INC(QCOM)048,052+48,05207,6531.36%+7,653
SNOWFLAKE INC(SNOW)33,90251,675+17,7734,95511,5632.06%+6,608
NASDAQ INC(NDAQ)072,563+72,56306,4891.16%+6,489
CONSTELLATION ENERGY CORP(CEG)017,568+17,56805,6701.01%+5,670
VERTIV HOLDINGS CO(VRT)087,840+87,840011,2802.01%+11,280
TOAST INC(TOST)0104,023+104,02304,6070.82%+4,607
UNITED AIRLS HLDGS INC(UAL)58,651105,910+47,2594,0508,4341.50%+4,384
ASTERA LABS INC(ALAB)94,834110,974+16,1405,65910,0341.79%+4,376
TESLA INC(TSLA)052,123+52,123016,5572.95%+16,557
META PLATFORMS INC(META)021,621+21,621015,9582.84%+15,958
CITIGROUP INC(C)0177,800+177,800015,1342.69%+15,134
ELI LILLY & CO(LLY)11,57516,248+4,6739,56012,6662.25%+3,106
ALIBABA GROUP HLDG LTD(BABA)50,15583,922+33,7676,6329,5181.69%+2,886
INTUITIVE SURGICAL INC023,003+23,003012,5002.23%+12,500
ALPHABET INC(GOOG)099,547+99,547017,5433.12%+17,543
BOOKING HOLDINGS INC(BKNG)01,659+1,65909,6041.71%+9,604
PALO ALTO NETWORKS INC(PANW)062,439+62,439012,7782.27%+12,778
AMAZON COM INC(AMZN)075,468+75,468016,5572.95%+16,557
NIKE INC(NKE)022,877+22,87701,6250.29%+1,625
NIAGEN BIOSCIENCE INC090,511+90,51101,3040.23%+1,304
ANALOG DEVICES INC(ADI)05,199+5,19901,2370.22%+1,237
LENNAR CORP(LEN)011,060+11,06001,2230.22%+1,223
MICROCHIP TECHNOLOGY INC.(MCHP)017,201+17,20101,2100.22%+1,210
CATERPILLAR INC(CAT)02,803+2,80301,0880.19%+1,088
LOCKHEED MARTIN CORP(LMT)02,191+2,19101,0150.18%+1,015
UPSTART HLDGS INC(UPST)015,318+15,31809910.18%+991
OPPFI INC(OPFI)070,663+70,66309890.18%+989
SUPER GROUP SGHC LIMITED
ORD SHS
087,418+87,41809590.17%+959
URBAN OUTFITTERS INC(URBN)012,790+12,79009280.17%+928
ARCHER DANIELS MIDLAND CO017,210+17,21009080.16%+908
BEL FUSE INC09,274+9,27409060.16%+906
MILLICOM INTL CELLULAR S A
COM STK
022,475+22,47508420.15%+842
ANTERO RESOURCES CORP(AR)019,995+19,99508050.14%+805
AVEPOINT INC041,662+41,66208040.14%+804
PRIMORIS SVCS CORP(PRIM)010,271+10,27108010.14%+801
MOELIS & CO(MC)011,561+11,56107200.13%+720
ROOT INC(ROOT)05,533+5,53307080.13%+708
RIGEL PHARMACEUTICALS INC037,269+37,26906980.12%+698
ROYALTY PHARMA PLC(RPRX)019,360+19,36006980.12%+698
EXPEDIA GROUP INC(EXPE)04,135+4,13506970.12%+697
PROCTER AND GAMBLE CO(PG)09,956+9,95601,5860.28%+1,586
PRIORITY TECHNOLOGY HLDGS IN088,420+88,42006880.12%+688
CELESTICA INC(CLS)07,828+7,82801,2220.22%+1,222
HCI GROUP INC04,438+4,43806750.12%+675
ATLANTICUS HOLDINGS CORP(ATLC)012,086+12,08606620.12%+662
DXP ENTERPRISES INC(DXPE)07,546+7,54606610.12%+661
BYRNA TECHNOLOGIES INC28,13036,736+8,6064741,1340.20%+661
PALOMAR HLDGS INC(PLMR)04,244+4,24406550.12%+655
CLEAR SECURE INC(YOU)023,370+23,37006490.12%+649
LANDBRIDGE COMPANY LLC(LB)09,359+9,35906320.11%+632
DAVE INC(DAVE)8,1034,805-3,2986701,2900.23%+620
TELEPHONE & DATA SYS INC(TDS)017,232+17,23206130.11%+613
COREBRIDGE FINL INC(CRBD)0270,361+270,36109,5981.71%+9,598
STERLING INFRASTRUCTURE INC(STRL)4,9714,950-215631,1420.20%+579
NUTEX HEALTH INC(NUTX)04,516+4,51605620.10%+562
MERCK & CO INC(MRK)018,883+18,88301,4950.27%+1,495
ACI WORLDWIDE INC011,647+11,64705350.10%+535
GOLDMAN SACHS GROUP INC(GS)02,609+2,60901,8470.33%+1,847
ROYAL GOLD INC(RGLD)02,530+2,53004500.08%+450
JPMORGAN CHASE & CO.(JPM)010,548+10,54803,0580.54%+3,058
JOHNSON CTLS INTL PLC
SHS
17,79317,315-4781,4251,8290.33%+403
REDFIN CORP036,028+36,02804030.07%+403
CISCO SYS INC(CSCO)035,954+35,95402,4940.44%+2,494
COMFORT SYS USA INC(FIX)1,8021,798-45819640.17%+383
QUANTA SVCS INC40,88328,403-12,48010,39210,7391.91%+347
ARGAN INC5,0884,347-7416679580.17%+291
NETFLIX INC(NFLX)13,6179,694-3,92312,69812,9822.31%+283
HONEYWELL INTL INC(HON)01,081+1,08102520.04%+252
CORNING INC(GLW)033,082+33,08201,7400.31%+1,740
BANK AMERICA CORP44,64844,318-3301,8632,0970.37%+234
TALEN ENERGY CORP(TLN)3,3183,059-2596638890.16%+227
ISHARES TR02,235+2,23502230.04%+223
ADVANCED MICRO DEVICES INC(AMD)07,380+7,38001,0470.19%+1,047
TOPBUILD CORP0669+66902170.04%+217
VALERO ENERGY CORP(VLO)01,500+1,50002020.04%+202
SPDR S&P 500 ETF TR(SPY)03,755+3,75502,3200.41%+2,320
SKYWEST INC(SKYW)07,261+7,26107480.13%+748
NORTHERN TR CORP(NTRS)07,230+7,23009170.16%+917
ALPHABET INC(GOOG)08,370+8,37001,4850.26%+1,485
PJT PARTNERS INC(PJT)4,1954,567+3725787540.13%+175
TEXAS INSTRS INC(TXN)4,8625,032+1708741,0450.19%+171
ENOVA INTL INC(ENVA)6,0616,693+6325857460.13%+161
ISHARES TR04,812+4,81208340.15%+834
HIMS & HERS HEALTH INC(HIMS)013,787+13,78706870.12%+687
BREAD FINANCIAL HOLDINGS INC11,79112,868+1,0775907350.13%+145
CROWDSTRIKE HLDGS INC(CRWD)0910+91004630.08%+463
CUMMINS INC(CMI)06,592+6,59202,1590.38%+2,159
GRANITE CONSTR INC(GVA)7,8637,801-625937290.13%+137
MICRON TECHNOLOGY INC(MU)03,578+3,57804410.08%+441
NRG ENERGY INC(NRG)18,53911,767-6,7721,7701,8900.34%+120
BLACKROCK INC(BLK)0802+80208410.15%+841
Page 1 of 1