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Megan Doyle

Summittx Capital, L.p.

Assets Managed
$3.202B
Holdings
739
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-3.5%(2Q avg: 16.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summittx Capital, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 739 positions.

Assets under management

The assets under management (AUM) of Summittx Capital, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.202B in assets, with a quarterly growth rate of -3.5% and a 2-quarter average growth rate of 16.76%. The portfolio is managed by Megan Doyle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 80.21%
15.11%
$483.631M
743,658 shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 72.1%
5.2%
$166.419M
288,332 shares@ $577.19 avg price
WBD
Warner Bros Discovery Inc
Recent Activity
Increased 528.64%
1.44%
$46.022M
1.676M shares@ $27.47 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -21.74%
1.41%
$44.971M
234,322 shares@ $191.92 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -24.71%
1.17%
$37.254M
28,205 shares@ $1320.83 avg price
MKSI
Mks Instruments Inc
Recent Activity
Decreased -21.79%
1.16%
$36.978M
160,909 shares@ $229.81 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Increased 41.25%
1.04%
$32.987M
53,484 shares@ $616.77 avg price
GFF
Griffon Corp
Recent Activity
Increased 42.91%
0.95%
$30.201M
415,531 shares@ $72.68 avg price
MTH
Meritage Homes Corp
Recent Activity
Increased 16.14%
0.92%
$29.165M
471,614 shares@ $61.85 avg price
CTRA
Coterra Energy Inc
Recent Activity
New Position
0.89%
$28.306M
805,523 shares@ $35.14 avg price

1-10 of 739