Summit Creek Advisors LLC

CIK

1333709

Location

MINNEAPOLIS, MN

Portfolio Value

Micro $3,279,808

Diversification

Diversified

Filing Date

Global Rank

#2,353 / 8,232 ▼ 196

Top Industry

Software - Application 14.1%

3Y Alpha vs SPY

-17.5%

Period ended 2 months ago

Filed May 6, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.3%

SPY

+76.3%

Annualised alpha

-17.5%

Max drawdown

−26.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.7%

+0.4 pts

Top 5

15.6%

+1.0 pts

Top 10

28.8%

+1.1 pts

HHI

210

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$154,077,423	25
Healthcare	23.7%	$115,235,749	14
Industrials	21.9%	$106,692,085	12
Consumer Cyclical	8.9%	$43,406,937	5
Consumer Defensive	7.6%	$37,146,155	4
Financial Services	2.9%	$14,012,923	3
Real Estate	2.7%	$12,931,423	1
Communication Services	0.7%	$3,279,808	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BLFS	Biolife Solutions Inc	+70,548	309,350	$5,902,398
AORT	Artivion, Inc.	+48,264	189,137	$6,926,196
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+20,336	118,795	$10,933,891
BWMN	Bowman Consulting Group Ltd.	+9,488	408,582	$11,620,072
DOCN	DigitalOcean Holdings, Inc.	+5,572	153,655	$13,180,525
WST	West Pharmaceutical Services Inc	+324	1,290	$323,325
FICO	Fair Isaac Corp	+80	265	$282,898
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	−176,045	1,596,600	$9,579,600
PEGA	Pegasystems Inc	−119,241	171,801	$7,311,850
ONT	Onterris, Inc.	−117,626	511,160	$11,189,292
GDYN	Grid Dynamics Holdings, Inc.	−104,093	819,664	$4,672,084
RELY	Remitly Global, Inc.	−101,487	637,090	$9,983,200
ZETA	Zeta Global Holdings Corp.	−89,290	559,113	$8,901,078
ABCB	Ameris Bancorp	−68,135	138,753	$10,821,346
VCEL	Vericel Corp	−57,654	365,277	$11,750,961
LGN	Legence Corp.	−54,798	192,967	$10,894,916
EXLS	ExlService Holdings, Inc.	−49,442	312,170	$9,505,576
VRRM	VERRA MOBILITY Corp	−46,406	277,357	$3,963,431
SPSC	Sps Commerce Inc	−45,992	82,108	$4,570,952
LMAT	Lemaitre Vascular Inc	−44,317	105,679	$11,536,976
DV	DoubleVerify Holdings, Inc.	−38,943	345,243	$3,279,808
TECH	BIO-TECHNE Corp	−36,837	245,743	$12,842,529
COCO	Vita Coco Company, Inc.	−30,780	217,140	$10,403,177
GLBE	Global-E Online Ltd.	−30,435	261,138	$8,056,107
FIVE	Five Below, Inc	−29,905	57,362	$13,106,069
CBZ	CBIZ, Inc.	−29,548	234,632	$6,299,869
QTWO	Q2 Holdings, Inc.	−25,749	163,293	$7,723,758
DSGX	Descartes Systems Group Inc	−24,457	154,587	$11,062,245
ALRM	Alarm.com Holdings, Inc.	−24,361	191,405	$8,266,781
CHEF	Chefs' Warehouse, Inc.	−24,204	153,772	$9,141,745
HQY	Healthequity, Inc.	−23,718	161,123	$13,465,049
CWST	Casella Waste Systems Inc	−23,515	186,780	$14,819,125
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
MIR	Mirion Technologies, Inc.	315,880	$5,872,209
TRNS	Transcat Inc	68,441	$5,026,991
FND	Floor & Decor Holdings, Inc.	96,801	$4,917,490
HNGE	Hinge Health, Inc.	54,156	$2,088,255
GMED	Globus Medical Inc	2,401	$206,870
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CWAN	Clearwater Analytics Holdings, Inc.	362,151	$8,735,082
QLYS	Qualys, Inc.	34,590	$4,597,011
FIVN	Five9, Inc.	176,540	$3,539,627
ICLR	Icon PLC	1,655	$301,574
TYL	Tyler Technologies Inc	520	$236,054
MNDY	monday.com Ltd.	1,552	$229,013
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $3,279,808 total · Communication Services only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
DV	DoubleVerify Holdings, Inc. Communication Services	Reduced	345,243	-38,943	$3,279,808	−25.4%	100.00%