StockDriftsStockDriftsTop 50 Sierra Summit Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.13% | 229.7K | $46.0M | +0.62%(+1.40K) | $64.37(+242.48%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 5% | 92.6K | $44.7M | -7.57%(-7.58K) | $95.63(+229.40%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.94% | 30.6K | $35.3M | +1.95%(+586) | $303.68(+183.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.47% | 87.0K | $31.1M | +1.35%(+1.16K) | $154.04(+128.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.45% | 106.6K | $30.9M | -4.42%(-4.93K) | $194.60(+57.59%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.22% | 96.7K | $28.8M | +1.89%(+1.79K) | $93.17(+124.58%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 2.77% | 247.6K | $24.8M | +26.79%(+52.32K) | $60.42(+54.63%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.67% | 19.9K | $23.9M | +3.28%(+633) | $769.93(+59.61%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.57% | 53.0K | $23.0M | +2.55%(+1.32K) | $91.10(+245.14%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.55% | 54.2K | $22.8M | +2.04%(+1.08K) | $284.90(+16.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +59.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.03% |
Sierra Summit Advisors LLC reports $895.43M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.1%), ALAB (5.0%) and MU (3.9%). The top 20 holdings account for 55.26% of reported assets. Its disclosed equity book has returned +59.21% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sierra Summit Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012614). View Sierra Summit Advisors LLC’s 13F filings on SEC