SIERRA SUMMIT ADVISORS LLC — 13F holdings

SIERRA SUMMIT ADVISORS LLC reported 185 holdings worth $895M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $46.0M (5.1%)
2. ALAB ASTERA LABS INC — $44.7M (5.0%)
3. MU MICRON TECHNOLOGY INC — $35.3M (3.9%)
4. GOOGL ALPHABET INC — $31.1M (3.5%)
5. AAPL APPLE INC — $30.9M (3.4%)
6. MRVL MARVELL TECHNOLOGY INC — $28.8M (3.2%)
7. HOOD ROBINHOOD MKTS INC — $24.8M (2.8%)
8. LLY ELI LILLY & CO — $23.9M (2.7%)
9. LRCX LAM RESEARCH CORP — $23.0M (2.6%)
10. TSLA TESLA INC — $22.8M (2.5%)