Summitry
$2.8B 13F equity value
316 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 530,884 | $179M | 6.3% |
| AMZN | AMAZON COM INC | 618,471 | $129M | 4.5% |
| GOOGL | ALPHABET INC | 412,502 | $119M | 4.2% |
| V | VISA INC | 364,521 | $110M | 3.9% |
| LOW | LOWES COS INC | 364,841 | $86M | 3.0% |
| CARR | CARRIER GLOBAL CORPORATION | 1,419,812 | $80M | 2.8% |
| MSFT | MICROSOFT CORP | 214,462 | $79M | 2.8% |
| ULTA | ULTA BEAUTY INC | 149,403 | $78M | 2.8% |
| A | AGILENT TECHNOLOGIES INC | 673,954 | $77M | 2.7% |
| MA | MASTERCARD INCORPORATED | 150,135 | $75M | 2.6% |
Track Summitry's 13F portfolio: $2.8B in reported holdings, 316 positions. Top holdings and quarterly changes on SentiSense.