SIERRA SUMMIT ADVISORS LLC: 13F holdings
CIK 20126142026Q2
| Positions | 185 |
|---|---|
| Reported value | $895.4m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 229,673 | $46.0m | 5.1% |
| ALAB ASTERA LABS INC | 92,645 | $44.7m | 5.0% |
| MU MICRON TECHNOLOGY INC | 30,581 | $35.3m | 3.9% |
| GOOGL ALPHABET INC | 86,983 | $31.1m | 3.5% |
| AAPL APPLE INC | 106,629 | $30.9m | 3.4% |
| MRVL MARVELL TECHNOLOGY INC | 96,720 | $28.8m | 3.2% |
| HOOD ROBINHOOD MKTS INC | 247,573 | $24.8m | 2.8% |
| LLY ELI LILLY & CO | 19,926 | $23.9m | 2.7% |
| LRCX LAM RESEARCH CORP | 53,034 | $23.0m | 2.6% |
| TSLA TESLA INC | 54,205 | $22.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012614")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.