§ 13F · FUND PROFILE
Summa Corp..
AUM · $319M (13F)Positions · 83Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 590K | $118M | 37.1% | −7% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 116K | $67M | 21.1% | −6% |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 50K | $15M | 4.7% | +19% |
| 4 | MSFT | MICROSOFT CORP | 23K | $9M | 2.7% | +1% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 11K | $8M | 2.6% | ±0% |
| 6 | IWF | ISHARES TR | 58K | $7M | 2.2% | +415% |
| 7 | QCOM | QUALCOMM INC | 35K | $6M | 2.0% | +3% |
| 8 | QUAL | ISHARES TR | 28K | $6M | 1.9% | ±0% |
| 9 | AMZN | AMAZON COM INC | 22K | $5M | 1.7% | +5% |
| 10 | VOO | VANGUARD INDEX FDS | 7K | $5M | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMA SIGNAL
AC read
Summa Corp. is a Other fund managing $319 million in assets. The fund runs a portfolio of 83 positions.
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