Sierra Summit Advisors
Sierra Summit Advisors reported 174 stocks worth $852M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (6.2%), MU (4.5%) and AAPL (3.9%). Compared with Q2 2026, the fund opened new positions in DAL, LNG and GTE, added to NVDA, MU and ALAB, trimmed AAPL, HOOD and SHOP and sold out of SOFI, ENTG and SNPS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $52.8M | 6.2% | 231K | +1,303 (+1%) | 8 of 8 | |
| 2 |  MU Micron Technology Inc | $37.9M | 4.5% | 36K | +5,000 (+16%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $33.5M | 3.9% | 101K | −5,915 (−6%) | 8 of 8 | |
| 4 |  ALAB Astera Labs Inc | $33.2M | 3.9% | 93K | +527 (+1%) | 7 of 8 | |
| 5 |  GOOGL Alphabet Inc | $29.9M | 3.5% | 87K | No change | 8 of 8 | |
| 6 |  HOOD Robinhood Mkts Inc | $26.8M | 3.1% | 238K | −9,339 (−4%) | 7 of 8 | |
| 7 |  MRVL Marvell Technology Inc | $26.8M | 3.1% | 101K | +4,547 (+5%) | 5 of 8 | |
| 8 |  LITE Lumentum Hldgs Inc | $26.7M | 3.1% | 28K | +5,799 (+27%) | 3 of 8 | |
| 9 |  LLY Eli Lilly & Co | $23.1M | 2.7% | 20K | +26 (+0%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $19.5M | 2.3% | 27K | +109 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SOFI Sofi Technologies Inc | $16.1M | 895K |
 ENTG Entegris Inc | $15M | 83K |
 SNPS Synopsys Inc | $13.6M | 30K |
 APP Applovin Corp | $12.8M | 25K |
 ALNY Alnylam Pharmaceuticals Inc | $12.5M | 42K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sierra Summit Advisors 13F FAQ
What does Sierra Summit Advisors own?
Sierra Summit Advisors reported 174 stocks worth $852M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (6.2%), MU (4.5%) and AAPL (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sierra Summit Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 47 new positions, 81 added to, 29 trimmed and 58 sold out. New positions include DAL, LNG and GTE. It sold all of SOFI, ENTG and SNPS.
When will Sierra Summit Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sierra Summit Advisors's portfolio worth?
The Q3 2026 filing reports $852M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.