Summit Creek Advisors LLC
Sector Allocation
- Technology35.0%$103.0M
- Healthcare20.1%$59.0M
- Industrials18.4%$54.2M
- Consumer Discretionary9.6%$28.1M
- Other5.6%$16.5M
- Utilities3.3%$9.6M
- Financials2.9%$8.4M
- Consumer Staples2.6%$7.8M
- Real Estate2.4%$7.0M
- Materials0.1%$340,603
AUM History
13fpro.ai/research/fund/summit-creek-advisors-llc-1333709
Conviction and streaks
Stable · top 10 = 29.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
LFUS
$11.0MVCEL
$9.8MCWST
$9.6MTECH
$9.2MADUS
$8.6MROAD
$8.3MLGN
$7.9MCHEF
$7.8MHQY
$7.6MBOOT
$7.1MOLLI
$7.0MFSV
$7.0MVCYT
$7.0MRELY
$6.9MWLDN
$6.6MBWMN
$6.4MPNTG
$6.4MABCB
$6.4MNOVT
$6.4MZETA
$6.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/summit-creek-advisors-llc-1333709
Summit Creek Advisors LLC 13F holdings — Q2 2026
$293.8M portfolio (-39.6% QoQ) · 64 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
$11.0M
3.7% of stocks
-55%This quarter—Since Q-end—HeldAIQuality55.2#1,256Est. buy—$9.8M
3.3% of stocks
-40%This quarter—Since Q-end—HeldAIQuality64.3#554Est. buy—$9.6M
3.3% of stocks
-47%This quarter—Since Q-end—HeldAIQuality56.6#1,137Est. buy—$9.2M
3.1% of stocks
-47%This quarter—Since Q-end—HeldAIQuality58.7#985Est. buy—$8.6M
2.9% of stocks
-47%This quarter—Since Q-end—HeldAIQuality63.7#595Est. buy—$8.3M
2.8% of stocks
-47%This quarter—Since Q-end—Held$7.9M
2.7% of stocks
-52%This quarter—Since Q-end—Held$7.8M
2.6% of stocks
-47%This quarter—Since Q-end—Held$7.6M
2.6% of stocks
-48%This quarter—Since Q-end—Held$7.1M
2.4% of stocks
-40%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $11.0M | 3.7% | -55% | — | — | 55.2#1,256 | — | ||
| 2 | $9.8M | 3.3% | -40% | — | — | 64.3#554 | — | ||
| 3 | $9.6M | 3.3% | -47% | — | — | 56.6#1,137 | — | ||
| 4 | $9.2M | 3.1% | -47% | — | — | 58.7#985 | — | ||
| 5 | $8.6M | 2.9% | -47% | — | — | 63.7#595 | — | ||
| 6 | $8.3M | 2.8% | -47% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $7.9M | 2.7% | -52% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $7.8M | 2.6% | -47% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $7.6M | 2.6% | -48% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $7.1M | 2.4% | -40% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — Summit Creek Advisors LLC (Q2 2026)
64 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Ollie's Bargain Outlet Holdings, Inc. | Consumer Discretionary | $7.0M | 2.4% | 92K | -23% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | FirstService Corp | Real Estate | $7.0M | 2.4% | 49K | -47% | — | — | 13F | |
| 13 | VERACYTE, INC. | Healthcare | $7.0M | 2.4% | 119K | -47% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Remitly Global, Inc. | Industrials | $6.9M | 2.4% | 308K | -52% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Willdan Group, Inc. | Technology | $6.6M | 2.3% | 83K | -43% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Bowman Consulting Group Ltd. | Technology | $6.4M | 2.2% | 220K | -46% | — | — | 13F | |
| 17 | Pennant Group, Inc. | Healthcare | $6.4M | 2.2% | 173K | -47% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Ameris Bancorp | Financials | $6.4M | 2.2% | 71K | -49% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NOVANTA INC | Technology | $6.4M | 2.2% | 39K | -40% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Zeta Global Holdings Corp. | Technology | $6.3M | 2.2% | 322K | -42% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Global-E Online Ltd. | Technology | $6.0M | 2.0% | 172K | -34% | — | — | 13F | |
| 22 | — | EVERPURE INC CL A - COM | — | $5.7M | 1.9% | 72K | -48% | — | — | 13F |
| 23 | FIVE BELOW, INC | Consumer Discretionary | $5.7M | 1.9% | 32K | -45% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ONTERRIS INC COM - COM | — | $5.6M | 1.9% | 275K | -46% | — | — | 13F |
| 25 | FEDERAL SIGNAL CORP /DE/ | Industrials | $5.4M | 1.8% | 42K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $5.4M | 1.8% | 34K | -78% | |||
| 27 | — | VITA COCO CO, INC. - COM | — | $5.3M | 1.8% | 80K | -63% | |||
| 28 | $BLFS | BIOLIFE SOLUTIONS INC | Healthcare | $5.1M | 1.7% | 181K | -42% | |||
| 29 | $HNGE | Hinge Health, Inc. | Technology | $5.0M | 1.7% | 60K | +11% | |||
| 30 | $QTWO | Q2 Holdings, Inc. | Technology | $4.9M | 1.7% | 102K | -38% | |||
| 31 | $SITE | SiteOne Landscape Supply, Inc. | Consumer Discretionary | $4.8M | 1.6% | 42K | -34% | |||
| 32 | $EXLS | ExlService Holdings, Inc. | Industrials | $4.7M | 1.6% | 183K | -41% | |||
| 33 | $LMAT | LEMAITRE VASCULAR INC | Healthcare | $4.7M | 1.6% | 49K | -53% | |||
| 34 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $4.7M | 1.6% | 68K | -56% | |||
| 35 | $CCC | CCC Intelligent Solutions Holdings Inc. | Technology | $4.6M | 1.6% | 891K | -44% | |||
| 36 | $DORM | Dorman Products, Inc. | Industrials | $4.6M | 1.6% | 34K | -48% | |||
| 37 | $AGYS | AGILYSYS INC | Technology | $4.6M | 1.6% | 44K | -35% | |||
| 38 | $AIR | AAR CORP | Industrials | $4.6M | 1.6% | 32K | New | |||
| 39 | $TRNS | TRANSCAT INC | Technology | $4.4M | 1.5% | 47K | -31% | |||
| 40 | $CBZ | CBIZ, Inc. | Industrials | $4.0M | 1.4% | 124K | -47% | |||
| 41 | $WK | WORKIVA INC | Technology | $3.9M | 1.3% | 81K | -11% | |||
| 42 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $3.6M | 1.2% | 60K | -38% | |||
| 43 | $MIR | Mirion Technologies, Inc. | Technology | $3.6M | 1.2% | 198K | -37% | |||
| 44 | $SMTC | SEMTECH CORP | Technology | $3.5M | 1.2% | 22K | New | |||
| 45 | $MEDP | Medpace Holdings, Inc. | Healthcare | $3.4M | 1.2% | 6,449 | -47% | |||
| 46 | $MANH | MANHATTAN ASSOCIATES INC | Technology | $3.1M | 1.1% | 22K | New | |||
| 47 | $ALRM | Alarm.com Holdings, Inc. | Technology | $2.8M | 0.9% | 59K | -69% | |||
| 48 | $AORT | ARTIVION, INC. | Healthcare | $2.7M | 0.9% | 120K | -36% | |||
| 49 | $PEGA | PEGASYSTEMS INC | Technology | $2.5M | 0.8% | 83K | -52% | |||
| 50 | $GDYN | GRID DYNAMICS HOLDINGS, INC. | Technology | $2.5M | 0.8% | 432K | -47% | |||
| 51 | $DV | DoubleVerify Holdings, Inc. | Technology | $1.9M | 0.7% | 176K | -49% | |||
| 52 | $TMDX | TransMedics Group, Inc. | Healthcare | $1.8M | 0.6% | 27K | New | |||
| 53 | $BWIN | Baldwin Insurance Group, Inc. | Financials | $1.8M | 0.6% | 66K | -50% | |||
| 54 | $PLXS | PLEXUS CORP | Technology | $1.5M | 0.5% | 4,917 | New | |||
| 55 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $463K | 0.2% | 1,290 | — | |||
| 56 | $TRMB | TRIMBLE INC. | Technology | $387K | 0.1% | 7,571 | +10% | |||
| 57 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $341K | 0.1% | 2,170 | — | |||
| 58 | $FICO | FAIR ISAAC CORP | Technology | $317K | 0.1% | 265 | — | |||
| 59 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $296K | 0.1% | 2,149 | -10% | |||
| 60 | $SPXC | SPX Technologies, Inc. | Industrials | $226K | 0.1% | 921 | New | |||
| 61 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $218K | 0.1% | 158 | -33% | |||
| 62 | $TW | Tradeweb Markets Inc. | Financials | $215K | 0.1% | 2,154 | — | |||
| 63 | $DT | Dynatrace, Inc. | Technology | $207K | 0.1% | 4,722 | -20% | |||
| 64 | $TYL | TYLER TECHNOLOGIES INC | Technology | $204K | 0.1% | 697 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 2 added to, 50 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$FSSFEDERAL SIGNAL CORP /DE/$5.4M
first bought this quarter
$AIRAAR CORP$4.6M
first bought this quarter
$SMTCSEMTECH CORP$3.5M
first bought this quarter
$MANHMANHATTAN ASSOCIATES INC$3.1M
first bought this quarter
$TMDXTransMedics Group, Inc.$1.8M
first bought this quarter
$PLXSPLEXUS CORP$1.5M
first bought this quarter
+2 more in the Excel export
Trimmed (50)
$DOCNDigitalOcean Holdings, Inc.-78%
now $5.4M
now $11.0M
- VITA COCO CO, INC. - COM-63%
now $5.3M
now $7.9M
now $9.6M
now $9.2M
+44 more in the Excel export
Sold out (9)
$OPCHOption Care Health, Inc.was $12.0M
held 9+ qtrs
$PCTYPaylocity Holding Corpwas $9.2M
held 9+ qtrs
$ELFe.l.f. Beauty, Inc.was $6.7M
held 6 qtrs
$DLBDolby Laboratories, Inc.was $6.1M
held 9+ qtrs
$SPSCSPS COMMERCE INCwas $4.6M
held 9+ qtrs
$VRRMVERRA MOBILITY Corpwas $4.0M
+3 more in the Excel export
Holdings by quarter
Every 13F Summit Creek Advisors LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Portfolio Overview
Summit Creek Advisors LLC disclosed 64 positions worth $293.8M in its Form 13F-HR for Q2 2026, led by $LFUS (LITTELFUSE INC /DE) at 3.7% of the equity portfolio, followed by $VCEL and $CWST. During the quarter the fund opened 8 new positions and exited 9 — including a new stake in $FSS and a full exit from $OPCH. The portfolio is most concentrated in Technology (35.0% of disclosed assets). All figures are sourced directly from Summit Creek Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1333709.
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