§ 13F · FUND PROFILE
SIERRA SUMMIT ADVISORS LLC.
AUM · $895M (13F)Positions · 185Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$119M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 230K | $46M | 5.1% | +1% |
| 2 | ALAB | ASTERA LABS INC | 93K | $45M | 5.0% | −8% |
| 3 | MU | MICRON TECHNOLOGY INC | 31K | $35M | 3.9% | +2% |
| 4 | GOOGL | ALPHABET INC | 87K | $31M | 3.5% | +1% |
| 5 | AAPL | APPLE INC | 107K | $31M | 3.4% | −4% |
| 6 | MRVL | MARVELL TECHNOLOGY INC | 97K | $29M | 3.2% | +2% |
| 7 | HOOD | ROBINHOOD MKTS INC | 248K | $25M | 2.8% | +27% |
| 8 | LLY | ELI LILLY & CO | 20K | $24M | 2.7% | +3% |
| 9 | LRCX | LAM RESEARCH CORP | 53K | $23M | 2.6% | +3% |
| 10 | TSLA | TESLA INC | 54K | $23M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIERRA SIGNAL
AC read
SIERRA SUMMIT ADVISORS LLC is a Other fund managing $895 million in assets. The fund runs a portfolio of 185 positions.
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