Sierra Summit Advisors LLC

13F filer · CIK 0002012614

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$895MU.S. long equity reported on 13F

Positions16558 new · 57 closed

Net flow last quarter+$12.6MBuys minus sells

Top 10 positions weight34.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026165 positions
NVDANvidia Corp	$46M	5.13%	0.00%	+0.6%	Q4 2023
ALABAstera Labs, Inc.	$44.7M	5.00%	0.05%	-7.6%	Q1 2025
MUMicron Technology Inc	$35.3M	3.94%	0.00%	+2.0%	Q4 2023
GOOGLAlphabet Inc.	$31.1M	3.47%	0.00%	+1.4%	Q4 2023
AAPLApple Inc.	$30.9M	3.45%	0.00%	-4.4%	Q4 2023
MRVLMarvell Technology, Inc.	$28.8M	3.22%	0.01%	+1.9%	Q4 2024
HOODRobinhood Markets, Inc.	$24.8M	2.77%	0.11%	+26.8%	Q1 2025
LLYELI LILLY & Co	$23.9M	2.67%	0.00%	+3.3%	Q4 2023
LRCXLam Research Corp	$23M	2.57%	0.00%	+2.6%	Q3 2024
TSLATesla, Inc.	$22.8M	2.55%	0.00%	+2.0%	Q4 2023
GEVGE Vernova Inc.	$22.3M	2.49%	0.01%	+3.9%	Q2 2024
CCitigroup Inc	$20.8M	2.33%	0.01%	0.0%	Q4 2023
VRTVertiv Holdings Co	$20.8M	2.32%	0.02%	-5.8%	Q3 2024
AMZNAmazon Com Inc	$19.6M	2.19%	0.00%	+3.5%	Q4 2023
LITELumentum Holdings Inc.	$18.6M	2.08%	0.02%	-15.0%	Q1 2026
TERTeradyne, Inc	$17.3M	1.93%	0.02%	+3.9%	Q1 2026
SHOPShopify Inc.	$17.2M	1.92%	0.04%	+55.4%	Q4 2023
SOFISoFi Technologies, Inc.	$16.1M	1.79%	0.07%	Not reported	Q1 2025
RDDTReddit, Inc.	$15.7M	1.75%	Not reported	+19.7%	Q2 2025
ANETArista Networks, Inc.	$15.2M	1.69%	0.01%	+5.1%	Q4 2024
METAMeta Platforms, Inc.	$15.1M	1.69%	Not reported	+16.4%	Q4 2023
STLDSteel Dynamics Inc	$15M	1.68%	0.05%	-0.5%	Q4 2023
ENTGEntegris Inc	$15M	1.67%	0.05%	New	Q2 2026
PWRQuanta Services, Inc.	$14.8M	1.65%	0.01%	+7.0%	Q4 2023
PEverpure, Inc.	$13.6M	1.52%	0.05%	+2738.9%	Q4 2023
SNPSSynopsys Inc	$13.6M	1.52%	0.02%	+72.8%	Q1 2026
APPAppLovin Corp	$12.8M	1.43%	0.01%	-5.2%	Q3 2025
ALNYAlnylam Pharmaceuticals, Inc.	$12.5M	1.40%	0.03%	+37.6%	Q1 2026
DISWalt Disney Co	$12.2M	1.36%	0.01%	+2594.1%	Q4 2023
SYMSymbotic Inc.	$11.6M	1.30%	0.04%	New	Q2 2026
FCXFreeport-Mcmoran Inc	$10.7M	1.20%	0.01%	+4.7%	Q1 2026
REGNRegeneron Pharmaceuticals, Inc.	$9.15M	1.02%	0.02%	+5050.2%	Q4 2023
BABoeing Co	$8.4M	0.94%	0.00%	+6.9%	Q4 2023
CVXChevron Corp	$7.73M	0.86%	0.00%	-39.6%	Q4 2023
SPCXSpace Exploration Technologies Corp	$6.23M	0.70%	Not reported	New	Q2 2026
CATCaterpillar Inc	$6.02M	0.67%	0.00%	+1.9%	Q2 2025
MPMP Materials Corp. / DE	$5.59M	0.62%	0.06%	New	Q2 2026
ISRGIntuitive Surgical Inc	$5.23M	0.58%	0.00%	-46.8%	Q4 2023
ABBVAbbVie Inc.	$4.39M	0.49%	0.00%	-1.7%	Q4 2023
JPMJPMorgan Chase & Co	$4.21M	0.47%	0.00%	-0.7%	Q4 2023
CSCOCisco Systems, Inc.	$4.05M	0.45%	0.00%	-13.8%	Q4 2023
CMICummins Inc	$3.99M	0.45%	0.00%	+1.7%	Q4 2023
JNJJohnson & Johnson	$3.94M	0.44%	0.00%	+1.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.79M	0.42%	Not reported	+8.9%	Q4 2023
AVGOBroadcom Inc.	$3.43M	0.38%	0.00%	-4.0%	Q4 2023
AGLagilon health, inc.	$3.34M	0.37%	0.19%	New	Q2 2026
MCHPMicrochip Technology Inc	$3.27M	0.36%	0.01%	+2.1%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$3.12M	0.35%	Not reported	+1.8%	Q4 2023
IBMInternational Business Machines Corp	$3.03M	0.34%	0.00%	+3.8%	Q4 2023
GSGoldman Sachs Group Inc	$2.89M	0.32%	0.00%	-0.3%	Q4 2023

Q1 2026Reported Apr 27, 2026164 positions
NVDANvidia Corp	$39.8M	5.79%	0.00%	+1.9%	Q4 2023
AAPLApple Inc.	$28.3M	4.11%	0.00%	+13.7%	Q4 2023
GOOGLAlphabet Inc.	$24.7M	3.59%	0.00%	+4.1%	Q4 2023
TSLATesla, Inc.	$19.7M	2.87%	0.00%	+8.8%	Q4 2023
LITELumentum Holdings Inc.	$18M	2.61%	0.04%	New	Q1 2026
LLYELI LILLY & Co	$17.7M	2.58%	0.00%	+24.1%	Q4 2023
CCitigroup Inc	$16.9M	2.45%	0.01%	-16.9%	Q4 2023
VRTVertiv Holdings Co	$16.5M	2.40%	0.02%	-28.3%	Q3 2024
AMZNAmazon Com Inc	$16.5M	2.40%	0.00%	+21.9%	Q4 2023
GEVGE Vernova Inc.	$16M	2.32%	0.01%	-43.4%	Q2 2024
CVXChevron Corp	$16M	2.32%	0.00%	+3344.6%	Q4 2023
RKTRocket Companies, Inc.	$13.6M	1.98%	Not reported	+4.5%	Q3 2025
HOODRobinhood Markets, Inc.	$13.5M	1.97%	0.08%	+39.6%	Q1 2025
METAMeta Platforms, Inc.	$13.2M	1.91%	Not reported	+14.4%	Q4 2023
DEDeere & Co	$13.1M	1.90%	0.01%	New	Q1 2026
UALUnited Airlines Holdings, Inc.	$13M	1.89%	0.04%	+3.2%	Q1 2025
EMEEMCOR Group, Inc.	$12M	1.75%	0.04%	+7.3%	Q4 2024
PLTRPalantir Technologies Inc.	$11.9M	1.72%	0.00%	New	Q1 2026
STLDSteel Dynamics Inc	$11.9M	1.72%	0.05%	+5.7%	Q4 2023
SHOPShopify Inc.	$11.5M	1.67%	0.02%	+4.0%	Q4 2023
ISRGIntuitive Surgical Inc	$11.4M	1.65%	0.01%	+1.0%	Q4 2023
LRCXLam Research Corp	$11M	1.61%	0.00%	-30.0%	Q3 2024
ALABAstera Labs, Inc.	$11M	1.60%	0.06%	+4.9%	Q1 2025
PWRQuanta Services, Inc.	$10.5M	1.53%	0.01%	-31.5%	Q4 2023
ANETArista Networks, Inc.	$10.4M	1.52%	0.01%	+8.6%	Q4 2024
APPAppLovin Corp	$10.4M	1.51%	0.01%	+41.5%	Q3 2025
TERTeradyne, Inc	$10.2M	1.48%	0.02%	New	Q1 2026
RDDTReddit, Inc.	$10.2M	1.48%	Not reported	+92.9%	Q2 2025
MUMicron Technology Inc	$10.1M	1.47%	0.00%	+1246.3%	Q4 2023
ALNYAlnylam Pharmaceuticals, Inc.	$10M	1.46%	0.02%	New	Q1 2026
FCXFreeport-Mcmoran Inc	$9.56M	1.39%	0.01%	New	Q1 2026
EQTEQT Corp	$9.54M	1.39%	0.02%	New	Q1 2026
MRVLMarvell Technology, Inc.	$9.4M	1.37%	0.01%	Not reported	Q4 2024
CEGConstellation Energy Corp	$9.28M	1.35%	0.01%	+89.9%	Q2 2024
CMECme Group Inc.	$8.78M	1.28%	0.01%	+461.0%	Q4 2023
BABoeing Co	$7.23M	1.05%	0.00%	Not reported	Q4 2023
SNPSSynopsys Inc	$6.99M	1.02%	0.01%	New	Q1 2026
WFCWells Fargo & Company	$5.1M	0.74%	0.00%	+1144.4%	Q4 2023
CATCaterpillar Inc	$3.93M	0.57%	0.00%	+89.5%	Q2 2025
ABBVAbbVie Inc.	$3.86M	0.56%	0.00%	+11.5%	Q4 2023
JPMJPMorgan Chase & Co	$3.81M	0.55%	0.00%	+19.6%	Q4 2023
JNJJohnson & Johnson	$3.75M	0.55%	0.00%	+8.2%	Q4 2023
CSCOCisco Systems, Inc.	$3.11M	0.45%	0.00%	+7.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.03M	0.44%	Not reported	+2.0%	Q4 2023
CMICummins Inc	$2.96M	0.43%	0.00%	-19.4%	Q4 2023
AVGOBroadcom Inc.	$2.93M	0.43%	0.00%	-5.0%	Q4 2023
MRKMerck & Co., Inc.	$2.59M	0.38%	0.00%	+7.2%	Q4 2023
IBMInternational Business Machines Corp	$2.52M	0.37%	0.00%	-8.5%	Q4 2023
WMBWilliams Companies, Inc.	$2.51M	0.36%	0.00%	+1.7%	Q4 2023
JCIJohnson Controls International plc	$2.5M	0.36%	0.00%	+6.3%	Q4 2024

Q4 2025Reported Feb 6, 2026156 positions
NVDANvidia Corp	$41.8M	6.40%	0.00%	+2.9%	Q4 2023
AAPLApple Inc.	$26.7M	4.09%	0.00%	-9.2%	Q4 2023
GOOGLAlphabet Inc.	$25.8M	3.96%	0.00%	-0.9%	Q4 2023
TSLATesla, Inc.	$22M	3.37%	0.00%	-1.6%	Q4 2023
GEVGE Vernova Inc.	$21.1M	3.24%	0.01%	+1.1%	Q2 2024
CCitigroup Inc	$20.9M	3.20%	0.01%	+1.1%	Q4 2023
RKTRocket Companies, Inc.	$17.7M	2.72%	Not reported	+1.7%	Q3 2025
LLYELI LILLY & Co	$16.7M	2.56%	0.00%	-13.2%	Q4 2023
ALABAstera Labs, Inc.	$15.9M	2.44%	0.06%	+0.6%	Q1 2025
HOODRobinhood Markets, Inc.	$15.8M	2.43%	0.06%	+0.5%	Q1 2025
FSLRFirst Solar, Inc.	$15.5M	2.37%	0.06%	-8.3%	Q2 2024
UALUnited Airlines Holdings, Inc.	$15.3M	2.35%	0.04%	+42.6%	Q1 2025
AMZNAmazon Com Inc	$15M	2.30%	0.00%	+0.5%	Q4 2023
SHOPShopify Inc.	$15M	2.30%	0.02%	-11.9%	Q4 2023
VRTVertiv Holdings Co	$14.9M	2.28%	0.02%	+0.4%	Q3 2024
ISRGIntuitive Surgical Inc	$13.8M	2.12%	0.01%	+0.6%	Q4 2023
METAMeta Platforms, Inc.	$13.3M	2.04%	Not reported	+3.0%	Q4 2023
LRCXLam Research Corp	$12.6M	1.94%	0.01%	+0.3%	Q3 2024
APPAppLovin Corp	$12.5M	1.91%	0.01%	+59.6%	Q3 2025
SNOWSnowflake Inc.	$12.2M	1.87%	0.02%	+0.3%	Q4 2023
PWRQuanta Services, Inc.	$11.8M	1.81%	0.02%	-18.0%	Q4 2023
SPOTSpotify Technology S.A.	$10.8M	1.66%	0.01%	+0.3%	Q2 2025
NVONovo Nordisk A S	$10.6M	1.63%	Not reported	New	Q4 2025
STLDSteel Dynamics Inc	$10.6M	1.62%	0.04%	+1894.7%	Q4 2023
ANETArista Networks, Inc.	$10.2M	1.57%	0.01%	+1.9%	Q4 2024
NFLXNetflix Inc	$9.33M	1.43%	0.00%	+1.9%	Q1 2024
EMEEMCOR Group, Inc.	$9.27M	1.42%	0.03%	+80.4%	Q4 2024
RDDTReddit, Inc.	$9M	1.38%	Not reported	+0.1%	Q2 2025
MELIMercadolibre Inc	$8.63M	1.32%	0.01%	+0.5%	Q4 2023
EXEEXPAND ENERGY Corp	$8.52M	1.31%	0.03%	+25.9%	Q3 2025
QCOMQualcomm Inc	$8.37M	1.28%	0.00%	+2.1%	Q4 2023
DHIHorton D R Inc	$8M	1.23%	0.02%	+3.6%	Q1 2025
DGDollar General Corp	$7.56M	1.16%	0.03%	New	Q4 2025
CEGConstellation Energy Corp	$6.19M	0.95%	0.01%	0.0%	Q2 2024
VLOValero Energy Corp	$5.92M	0.91%	0.01%	+2325.2%	Q4 2023
ABBVAbbVie Inc.	$3.64M	0.56%	0.00%	+2.1%	Q4 2023
JPMJPMorgan Chase & Co	$3.49M	0.54%	0.00%	+1.9%	Q4 2023
CMICummins Inc	$3.48M	0.53%	0.00%	+2.1%	Q4 2023
AVGOBroadcom Inc.	$3.45M	0.53%	0.00%	-5.3%	Q4 2023
IBMInternational Business Machines Corp	$3.36M	0.52%	0.00%	+2.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.11M	0.48%	Not reported	-4.7%	Q4 2023
GILDGilead Sciences, Inc.	$2.96M	0.45%	0.00%	+2.4%	Q4 2023
JNJJohnson & Johnson	$2.94M	0.45%	0.00%	+1.8%	Q4 2023
CSCOCisco Systems, Inc.	$2.86M	0.44%	0.00%	+1.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.48M	0.38%	Not reported	-3.6%	Q4 2023
BACBank of America Corp	$2.47M	0.38%	0.00%	+0.9%	Q4 2023
GSGoldman Sachs Group Inc	$2.37M	0.36%	0.00%	+3.3%	Q4 2023
UNHUnitedhealth Group Inc	$2.21M	0.34%	0.00%	+1.6%	Q4 2023
JCIJohnson Controls International plc	$2.15M	0.33%	0.00%	-2.3%	Q4 2024
MCHPMicrochip Technology Inc	$2.13M	0.33%	0.01%	+2.2%	Q2 2025

Q3 2025Reported Nov 12, 2025165 positions
NVDANvidia Corp	$40.6M	6.19%	0.00%	-0.2%	Q4 2023
AAPLApple Inc.	$27.5M	4.19%	0.00%	-4.1%	Q4 2023
TSLATesla, Inc.	$22.1M	3.36%	0.00%	-4.8%	Q4 2023
GOOGLAlphabet Inc.	$20.2M	3.08%	0.00%	-16.4%	Q4 2023
HOODRobinhood Markets, Inc.	$19.9M	3.04%	0.06%	-24.4%	Q1 2025
GEVGE Vernova Inc.	$19.7M	3.00%	0.01%	+4.7%	Q2 2024
ALABAstera Labs, Inc.	$18.6M	2.84%	0.06%	-14.3%	Q1 2025
CCitigroup Inc	$18M	2.74%	0.01%	-0.4%	Q4 2023
RKTRocket Companies, Inc.	$17.5M	2.66%	Not reported	New	Q3 2025
SHOPShopify Inc.	$15.8M	2.40%	0.03%	+1.9%	Q4 2023
BABAAlibaba Group Holding Ltd	$15M	2.28%	0.00%	-0.1%	Q4 2024
METAMeta Platforms, Inc.	$14.4M	2.19%	Not reported	-9.6%	Q4 2023
FSLRFirst Solar, Inc.	$14.2M	2.17%	0.06%	+0.2%	Q2 2024
AMZNAmazon Com Inc	$14.2M	2.17%	0.00%	-14.1%	Q4 2023
PWRQuanta Services, Inc.	$14.1M	2.16%	0.02%	+20.2%	Q4 2023
VRTVertiv Holdings Co	$13.8M	2.11%	0.02%	+4.3%	Q3 2024
LLYELI LILLY & Co	$13.7M	2.08%	0.00%	+10.3%	Q4 2023
SPOTSpotify Technology S.A.	$13M	1.98%	0.01%	+9.3%	Q2 2025
SNOWSnowflake Inc.	$12.5M	1.90%	0.02%	+7.0%	Q4 2023
NFLXNetflix Inc	$11.7M	1.79%	0.00%	+0.8%	Q1 2024
CRCLCircle Internet Group, Inc.	$11.4M	1.74%	Not reported	New	Q3 2025
ANETArista Networks, Inc.	$11.2M	1.70%	0.01%	-0.5%	Q4 2024
ISRGIntuitive Surgical Inc	$10.9M	1.66%	0.01%	+5.7%	Q4 2023
MELIMercadolibre Inc	$9.97M	1.52%	0.01%	+2.4%	Q4 2023
CAHCardinal Health Inc	$9.9M	1.51%	0.03%	New	Q3 2025
LRCXLam Research Corp	$9.86M	1.50%	0.01%	-20.5%	Q3 2024
UALUnited Airlines Holdings, Inc.	$9.27M	1.41%	0.03%	-9.3%	Q1 2025
DHIHorton D R Inc	$9.08M	1.38%	0.02%	+0.4%	Q1 2025
RDDTReddit, Inc.	$9M	1.37%	Not reported	-55.0%	Q2 2025
BKNGBooking Holdings Inc.	$9M	1.37%	0.01%	+0.4%	Q4 2023
APPAppLovin Corp	$8.32M	1.27%	0.00%	New	Q3 2025
QCOMQualcomm Inc	$7.97M	1.21%	0.00%	-0.3%	Q4 2023
COINCoinbase Global, Inc.	$6.85M	1.04%	0.01%	New	Q3 2025
EXEEXPAND ENERGY Corp	$6.52M	0.99%	0.03%	New	Q3 2025
LNGCheniere Energy, Inc.	$6.38M	0.97%	0.01%	New	Q3 2025
CEGConstellation Energy Corp	$5.76M	0.88%	0.01%	-0.3%	Q2 2024
EMEEMCOR Group, Inc.	$5.46M	0.83%	0.02%	Not reported	Q4 2024
ABBVAbbVie Inc.	$3.61M	0.55%	0.00%	+0.7%	Q4 2023
AVGOBroadcom Inc.	$3.47M	0.53%	0.00%	+3.9%	Q4 2023
JPMJPMorgan Chase & Co	$3.35M	0.51%	0.00%	+0.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.19M	0.49%	Not reported	+27.5%	Q4 2023
IBMInternational Business Machines Corp	$3.12M	0.48%	0.00%	+6.3%	Q4 2023
CMICummins Inc	$2.82M	0.43%	0.00%	+1.4%	Q4 2023
GILDGilead Sciences, Inc.	$2.62M	0.40%	0.00%	-0.9%	Q4 2023
JNJJohnson & Johnson	$2.58M	0.39%	0.00%	+1.3%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.51M	0.38%	Not reported	-15.6%	Q4 2023
CSCOCisco Systems, Inc.	$2.49M	0.38%	0.00%	+1.4%	Q4 2023
BACBank of America Corp	$2.3M	0.35%	0.00%	+0.6%	Q4 2023
UNHUnitedhealth Group Inc	$2.27M	0.35%	0.00%	+161.4%	Q4 2023
HDHome Depot, Inc.	$2.25M	0.34%	0.00%	+1.6%	Q4 2023

Premium opens every quarter this fund has filed