Summit Creek Advisors
MINNEAPOLIS, MNfiles as Summit Creek Advisors LLC
$294m in 64 US stocks at the end of 30 June 2026. The top 10 are 29.5% of the money. It changed about 16.8% of the portfolio this quarter.
Value
$294m
Stocks
64
Top 10 share
29.5%
Turnover
16.8%
What changed this quarter
New
Bought for the first time this quarter.
- Federal SignalFSS1.8% of the fund
- AARAIR1.6% of the fund
- SemtechSMTC1.2% of the fund
- Manhattan AssociatesMANH1.0% of the fund
- TransMedics GroupTMDX0.6% of the fund
- PlexusPLXS0.5% of the fund
- SPX TechnologiesSPXC<0.1% of the fund
- Tyler TechnologiesTYL<0.1% of the fund
Added
Bought more of a stock they already held.
- Hinge HealthHNGE1.7% of the fund+11%
- TrimbleTRMB0.1% of the fund+10%
Cut
Sold some of their stake.
- LittelfuseLFUS3.7% of the fund-55%
- VericelVCEL3.3% of the fund-40%
- Casella Waste SystemsCWST3.3% of the fund-47%
- Bio-TechneTECH3.1% of the fund-47%
- Addus HomeCareADUS2.9% of the fund-47%
- Construction PartnersROAD2.8% of the fund-47%
- LegenceLGN2.7% of the fund-52%
- Chefs' WarehouseCHEF2.6% of the fund-47%
- HealthequityHQY2.6% of the fund-48%
- Boot Barn HoldingsBOOT2.4% of the fund-40%
- Ollie's Bargain Outlet HoldingsOLLI2.4% of the fund-23%
- FirstServiceFSV2.4% of the fund-47%
- VeracyteVCYT2.4% of the fund-47%
- Remitly GlobalRELY2.3% of the fund-52%
- Willdan GroupWLDN2.2% of the fund-43%
- Bowman Consulting GroupBWMN2.2% of the fund-46%
- Pennant GroupPNTG2.2% of the fund-47%
- Ameris BancorpABCB2.2% of the fund-49%
- NovantaNOVT2.2% of the fund-40%
- Zeta Global HoldingsZETA2.2% of the fund-42%
- Global-E OnlineGLBE2.0% of the fund-34%
- EverpureP1.9% of the fund-48%
- Five BelowFIVE1.9% of the fund-45%
- OnterrisONT1.9% of the fund-46%
- DigitalOcean HoldingsDOCN1.8% of the fund-78%
Sold out
Sold their entire stake.
- Option Care HealthOPCH-100%
- Paylocity HoldingPCTY-100%
- e.l.f. BeautyELF-100%
- Dolby LaboratoriesDLB-100%
- SPS CommerceSPSC-100%
- Verra MobilityVRRM-100%
- NiceNICE-100%
- Globus MedicalGMED-100%
- GoDaddyGDDY-100%
Holdings
- FirstServiceFSV
- Share
- 2.4%
- Value
- $7m
- Shares
- 49,232
-47%
- Descartes Systems GroupDSGX
- Share
- 1.6%
- Value
- $5m
- Shares
- 67,708
-56%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| LittelfuseLFUS | 3.7% | $11m | 24,106 | -55% |
| VericelVCEL | 3.3% | $10m | 219,312 | -40% |
| Casella Waste SystemsCWST | 3.3% | $10m | 98,633 | -47% |
| Bio-TechneTECH | 3.1% | $9m | 129,624 | -47% |
| Addus HomeCareADUS | 2.9% | $9m | 85,118 | -47% |
| Construction PartnersROAD | 2.8% | $8m | 70,130 | -47% |
| LegenceLGN | 2.7% | $8m | 92,167 | -52% |
| Chefs' WarehouseCHEF | 2.6% | $8m | 80,970 | -47% |
| HealthequityHQY | 2.6% | $8m | 84,157 | -48% |
| Boot Barn HoldingsBOOT | 2.4% | $7m | 42,947 | -40% |
| Ollie's Bargain Outlet HoldingsOLLI | 2.4% | $7m | 91,525 | -23% |
| FirstServiceFSV | 2.4% | $7m | 49,232 | -47% |
| VeracyteVCYT | 2.4% | $7m | 118,956 | -47% |
| Remitly GlobalRELY | 2.3% | $7m | 307,737 | -52% |
| Willdan GroupWLDN | 2.2% | $7m | 83,463 | -43% |
| Bowman Consulting GroupBWMN | 2.2% | $6m | 220,254 | -46% |
| Pennant GroupPNTG | 2.2% | $6m | 172,755 | -47% |
| Ameris BancorpABCB | 2.2% | $6m | 70,720 | -49% |
| NovantaNOVT | 2.2% | $6m | 39,140 | -40% |
| Zeta Global HoldingsZETA | 2.2% | $6m | 322,048 | -42% |
| Global-E OnlineGLBE | 2.0% | $6m | 172,011 | -34% |
| EverpureP | 1.9% | $6m | 71,972 | -48% |
| Five BelowFIVE | 1.9% | $6m | 31,530 | -45% |
| OnterrisONT | 1.9% | $6m | 274,713 | -46% |
| Federal SignalFSS | 1.8% | $5m | 42,106 | New |
| DigitalOcean HoldingsDOCN | 1.8% | $5m | 34,432 | -78% |
| Vita Coco CompanyCOCO | 1.8% | $5m | 79,594 | -63% |
| Biolife SolutionsBLFS | 1.7% | $5m | 180,544 | -42% |
| Hinge HealthHNGE | 1.7% | $5m | 59,903 | +11% |
| Q2 HoldingsQTWO | 1.7% | $5m | 101,701 | -38% |
| SiteOne Landscape SupplySITE | 1.6% | $5m | 41,949 | -34% |
| ExlService HoldingsEXLS | 1.6% | $5m | 182,829 | -41% |
| Lemaitre VascularLMAT | 1.6% | $5m | 49,174 | -53% |
| Descartes Systems GroupDSGX | 1.6% | $5m | 67,708 | -56% |
| CCC Intelligent Solutions HoldingsCCC | 1.6% | $5m | 890,542 | -44% |
| Dorman ProductsDORM | 1.6% | $5m | 33,535 | -48% |
| AgilysysAGYS | 1.6% | $5m | 43,779 | -35% |
| AARAIR | 1.6% | $5m | 31,949 | New |
| TranscatTRNS | 1.5% | $4m | 46,970 | -31% |
| CbizCBZ | 1.3% | $4m | 123,551 | -47% |
| WorkivaWK | 1.3% | $4m | 80,717 | -11% |
| Floor & Decor HoldingsFND | 1.2% | $4m | 60,135 | -38% |
| Mirion TechnologiesMIR | 1.2% | $4m | 198,422 | -37% |
| SemtechSMTC | 1.2% | $4m | 21,844 | New |
| Medpace HoldingsMEDP | 1.2% | $3m | 6,449 | -47% |
| Manhattan AssociatesMANH | 1.0% | $3m | 22,140 | New |
| Alarm.com HoldingsALRM | 0.9% | $3m | 59,056 | -69% |
| ArtivionAORT | 0.9% | $3m | 120,354 | -36% |
| PegasystemsPEGA | 0.8% | $2m | 82,928 | -52% |
| Grid Dynamics HoldingsGDYN | 0.8% | $2m | 431,671 | -47% |
| DoubleVerify HoldingsDV | 0.6% | $2m | 175,936 | -49% |
| TransMedics GroupTMDX | 0.6% | $2m | 26,707 | New |
| Baldwin Insurance GroupBWIN | 0.6% | $2m | 66,487 | -50% |
| PlexusPLXS | 0.5% | $1m | 4,917 | New |
| West Pharmaceutical ServicesWST | 0.2% | $463,110 | 1,290 | Held |
| TrimbleTRMB | 0.1% | $387,484 | 7,571 | +10% |
| Advanced Drainage SystemsWMS | 0.1% | $340,603 | 2,170 | Held |
| Fair IsaacFICO | 0.1% | $316,617 | 265 | Held |
| Jack Henry & AssociatesJKHY | 0.1% | $296,003 | 2,149 | -10% |
| SPX TechnologiesSPXC | <0.1% | $225,802 | 921 | New |
| Monolithic Power SystemsMPWR | <0.1% | $218,413 | 158 | -33% |
| Tradeweb MarketsTW | <0.1% | $214,668 | 2,154 | Held |
| DynatraceDT | <0.1% | $207,343 | 4,722 | -20% |
| Tyler TechnologiesTYL | <0.1% | $203,845 | 697 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 59.1% since 30 June 2025.
Where the money is
Technology33.4%
Health care22.7%
Industrials19.5%
Retail & consumer11.3%
Everyday goods4.4%
Utilities3.3%
Financial services2.9%
Real estate2.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.