Sierra Summit Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Sierra Summit Advisors Llc disclosed 182 stock positions valued at approximately $895.43M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ASTERA LABS INC, and MICRON TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 182
- Portfolio Value
- $895.43M
Holdings by Sector
Sierra Summit Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.13% | 229,673 | +1,404 | +0.62% | $45,955,271 |
| ASTERA LABS INC | ALAB | Technology | 5.00% | 92,645 | -7,584 | -7.57% | $44,749,388 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.94% | 30,581 | +586 | +1.95% | $35,299,343 |
| ALPHABET INC | GOOGL | Communication Services | 3.47% | 86,983 | +1,155 | +1.35% | $31,085,115 |
| APPLE INC | AAPL | Technology | 3.45% | 106,629 | -4,931 | -4.42% | $30,854,042 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 3.22% | 96,720 | +1,795 | +1.89% | $28,811,921 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 2.77% | 247,573 | +52,318 | +26.79% | $24,826,621 |
| ELI LILLY & CO | LLY | Healthcare | 2.67% | 19,926 | +633 | +3.28% | $23,899,843 |
| LAM RESEARCH CORP | LRCX | Technology | 2.57% | 53,034 | +1,319 | +2.55% | $22,981,224 |
| TESLA INC | TSLA | Consumer Cyclical | 2.55% | 54,205 | +1,082 | +2.04% | $22,798,623 |
| GE VERNOVA INC | GEV | Utilities | 2.49% | 19,002 | +712 | +3.89% | $22,324,690 |
| CITIGROUP INC | C | Financial Services | 2.33% | 148,823 | +23 | +0.02% | $20,829,268 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.32% | 62,125 | -3,835 | -5.81% | $20,800,693 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.19% | 82,140 | +2,802 | +3.53% | $19,577,248 |
| LUMENTUM HLDGS INC | LITE | Technology | 2.08% | 21,729 | -3,818 | -14.95% | $18,644,786 |
| TERADYNE INC | TER | Technology | 1.93% | 35,672 | +1,322 | +3.85% | $17,259,541 |
| SHOPIFY INC | SHOP | Technology | 1.92% | 150,882 | +53,780 | +55.39% | $17,227,707 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 1.79% | 895,254 | +895,254 | +100.00% | $16,051,905 |
| REDDIT INC | RDDT | Communication Services | 1.75% | 90,402 | +14,866 | +19.68% | $15,691,980 |
| ARISTA NETWORKS INC | ANET | Technology | 1.69% | 89,314 | +4,343 | +5.11% | $15,172,663 |
| META PLATFORMS INC | META | Communication Services | 1.69% | 26,801 | +3,775 | +16.39% | $15,096,736 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 1.68% | 65,539 | -355 | -0.54% | $15,038,579 |
| ENTEGRIS INC | ENTG | Technology | 1.67% | 83,246 | +83,246 | +100.00% | $14,972,626 |
| QUANTA SVCS INC | PWR | Industrials | 1.65% | 20,515 | +1,345 | +7.02% | $14,771,621 |
| EVERPURE INC | PSTG | Technology | 1.52% | 173,086 | +166,989 | +2738.87% | $13,637,446 |
| SYNOPSYS INC | SNPS | Technology | 1.52% | 30,468 | +12,839 | +72.83% | $13,590,861 |
| APPLOVIN CORP | APP | Technology | 1.43% | 24,803 | -1,359 | -5.19% | $12,779,250 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.40% | 41,684 | +11,386 | +37.58% | $12,548,135 |
| DISNEY WALT CO | DIS | Communication Services | 1.36% | 126,354 | +121,664 | +2594.12% | $12,161,591 |
| SYMBOTIC INC | SYM | Industrials | 1.30% | 259,079 | +259,079 | +100.00% | $11,645,602 |
Showing 30 of 182 holdings in the latest reporting period.