Summit Creek Advisors LLC
Summit Creek Advisors LLC is an investment adviser registered with the SEC, headquartered in Minneapolis, Minnesota. The firm was founded in 2005 and specializes in managing equity accounts, primarily through small-cap growth strategies. With a staff of 8 employees, half in investment roles, Summit Creek serves a variety of clients, including high-net-worth individuals, institutions, pension/profit-sharing plans, charities, and municipalities.
Investment Strategy
Summit Creek Advisors focuses on a small-cap growth equity investment strategy. The firm conducts comprehensive fundamental research to identify high-quality companies with sustainable competitive advantages and strong growth potential. Their approach emphasizes bottom-up stock selection, long-term ownership, and diversification across industries. Summit Creek targets investments in companies with compelling business models and capable management teams, seeking to outperform relevant small-cap growth benchmarks for their institutional and private clients.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ADUS | ADDUS HOMECARE | 3.20% | $23.0M | 199,670 | $84.53 | $115.19 | +$2.4M |
C CBZ | CBIZ INC | 3.06% | $22.0M | 306,318 | $71.56 | $71.71 | -$1.1M |
H HQY | HEALTHEQUITY | 3.04% | $21.8M | 208,195 | $63.39 | $104.76 | +$172.2K |
C CWST | CASELLA WASTE SYSTEMS INC | 3.00% | $21.6M | 187,109 | $102.44 | $115.38 | +$1.6M |
P PSTG | PURE STORAGE | 2.90% | $20.8M | 361,368 | $37.12 | $57.58 | +$4.3M |