SIERRA SUMMIT ADVISORS LLC
CIK 2012614
13F filing for Q2 2026・No. 2,763
- Holdings
- US$895.43M
- Quarter change
- +US$207.31M
- Entries
- 185
- Net bought (estimate)
- +US$26.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 64
- Sold out 59
- Cut 44
- Added 64
- Corporate actions 0
- Unchanged 13
Largest holdings
185 stocks worth US$895.43M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 229,673 | US$45.96M | 5.13% |
| ALABASTERA LABS INCCOM | Cut | 92,645 | US$44.75M | 5.00% |
| MUMicronCOM | Added | 30,581 | US$35.3M | 3.94% |
| GOOGLAlphabetCAP STK CL A | Added | 86,983 | US$31.09M | 3.47% |
| AAPLAppleCOM | Cut | 106,629 | US$30.85M | 3.45% |
| MRVLMARVELL TECHNOLOGY INCCOM | Added | 96,720 | US$28.81M | 3.22% |
| HOODROBINHOOD MKTS INCCOM CL A | Added | 247,573 | US$24.83M | 2.77% |
| LLYELI LILLY & COCOM | Added | 19,926 | US$23.9M | 2.67% |
| LRCXLAM RESEARCH CORPCOM NEW | Added | 53,034 | US$22.98M | 2.57% |
| TSLATeslaCOM | Added | 54,205 | US$22.8M | 2.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.