Summit Partners Public Asset Management, LLC
Net buyer this quarter
$5.69B
79
+$581M
26.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $353M | 6.21% | 0.10% | -16.2% | Q2 2025 |
 GH | $145M | 2.55% | 0.72% | +12.1% | Q2 2019 |
 MKSI | $142M | 2.50% | 0.47% | +13.3% | Q4 2023 |
 DOCN | $139M | 2.45% | 0.85% | -5.3% | Q4 2025 |
 SEI | $136M | 2.39% | Not reported | -2.1% | Q4 2024 |
 TSEM | $135M | 2.37% | 0.46% | -25.2% | Q2 2024 |
 NBIS | $124M | 2.18% | 0.18% | +60.5% | Q1 2026 |
 SNOW | $112M | 1.97% | 0.13% | Not reported | Q4 2024 |
 HUT | $111M | 1.94% | 0.78% | New | Q2 2026 |
 NTRA | $106M | 1.86% | 0.27% | +4.7% | Q3 2021 |
 DDOG | $103M | 1.82% | 0.51% | Not reported | Q3 2022 |
 NVDA | $90M | 1.58% | 0.00% | +0.1% | Q1 2018 |
 ONTO | $87.8M | 1.54% | 0.47% | New | Q2 2026 |
 SIMO | $87.3M | 1.53% | 0.20% | -42.6% | Q4 2021 |
 SITM | $76.8M | 1.35% | 0.39% | -2.0% | Q2 2021 |
 ARWR | $67.7M | 1.19% | 0.59% | +53.7% | Q4 2025 |
 COMP | $66.6M | 1.17% | 0.72% | -5.2% | Q3 2024 |
 ORKA | $62.7M | 1.10% | 1.08% | New | Q2 2026 |
 IONS | $62.4M | 1.10% | 0.48% | -43.9% | Q3 2025 |
 GKOS | $62.4M | 1.10% | 0.76% | Not reported | Q2 2024 |
 TSM | $58.9M | 1.03% | 0.00% | -1.5% | Q4 2023 |
 ABVX | $54.6M | 0.96% | 0.52% | New | Q2 2026 |
 SN | $54.4M | 0.96% | 0.25% | +495.4% | Q2 2024 |
 VRT | $53.9M | 0.95% | 0.04% | Not reported | Q3 2023 |
 CRDO | $53.6M | 0.94% | 0.11% | +578.2% | Q1 2022 |
 TWLO | $53.2M | 0.94% | 0.17% | Not reported | Q2 2018 |
 RSI | $51M | 0.90% | 0.84% | +497.4% | Q1 2026 |
 ALKS | $49.8M | 0.88% | 0.57% | New | Q2 2026 |
 HTFL | $49.7M | 0.87% | 1.95% | +90.0% | Q3 2025 |
 LRCX | $49.4M | 0.87% | 0.01% | +3.6% | Q1 2025 |
 FLEX | $49.4M | 0.87% | 0.08% | New | Q2 2026 |
 BBIO | $46.3M | 0.81% | 0.32% | +76.0% | Q1 2025 |
 FPS | $46.1M | 0.81% | Not reported | +17.8% | Q1 2026 |
 XMTR | $45.3M | 0.80% | 1.02% | -33.9% | Q1 2022 |
 ESTA | $42.2M | 0.74% | 1.65% | +25.1% | Q1 2024 |
 FIX | $41.6M | 0.73% | 0.06% | +110.0% | Q1 2024 |
 AMAT | $39.8M | 0.70% | 0.01% | Not reported | Q2 2017 |
 CRWD | $38.2M | 0.67% | 0.02% | Not reported | Q4 2019 |
 SPOT | $38.1M | 0.67% | 0.04% | -7.8% | Q1 2024 |
| SKY | $35.2M | 0.62% | 0.73% | +7.9% | Q3 2018 |
 TLN | $34.6M | 0.61% | 0.19% | New | Q2 2026 |
 CVNA | $34.6M | 0.61% | Not reported | -19.0% | Q4 2018 |
 ADI | $34.6M | 0.61% | 0.02% | -16.4% | Q3 2025 |
 MEC | $30M | 0.53% | 3.14% | New | Q2 2026 |
 IRM | $29.8M | 0.52% | 0.08% | Not reported | Q1 2024 |
 CBRS | $29.7M | 0.52% | Not reported | New | Q2 2026 |
 LSCC | $28.8M | 0.51% | 0.14% | -64.6% | Q1 2020 |
 EQIX | $27.2M | 0.48% | 0.03% | New | Q2 2026 |
 CEG | $24.8M | 0.44% | 0.03% | +25.0% | Q1 2024 |
 WULF | $24.5M | 0.43% | 0.20% | New | Q2 2026 |
| Q1 2026 | |||||
| TSEM | $121M | 3.26% | 0.62% | -28.1% | Q2 2024 |
| SNDK | $118M | 3.17% | 0.13% | -74.9% | Q2 2025 |
 INSM | $107M | 2.87% | 0.30% | -28.1% | Q4 2023 |
| IONS | $105M | 2.83% | 0.85% | -4.0% | Q3 2025 |
| SEI | $97.7M | 2.63% | Not reported | -16.7% | Q4 2024 |
| DOCN | $80.4M | 2.16% | 0.90% | +230.0% | Q4 2025 |
| GH | $79.7M | 2.14% | 0.66% | +1.3% | Q2 2019 |
| NVDA | $78.4M | 2.11% | 0.00% | -42.1% | Q1 2018 |
| NTRA | $74.3M | 2.00% | 0.26% | -8.8% | Q3 2021 |
 AKAM | $67M | 1.80% | 0.40% | New | Q1 2026 |
| MKSI | $64.9M | 1.74% | 0.42% | -26.0% | Q4 2023 |
 AEIS | $53.7M | 1.44% | 0.44% | -48.1% | Q4 2024 |
| SIMO | $51.2M | 1.38% | 0.34% | -14.7% | Q4 2021 |
| LSCC | $49.3M | 1.32% | 0.39% | Not reported | Q1 2020 |
| SPOT | $43.6M | 1.17% | 0.04% | -55.8% | Q1 2024 |
| TSM | $42.3M | 1.14% | 0.00% | -29.1% | Q4 2023 |
| COMP | $41.7M | 1.12% | 0.76% | +10.0% | Q3 2024 |
 IOT | $40.8M | 1.10% | Not reported | -16.6% | Q1 2022 |
| CVNA | $40.7M | 1.09% | Not reported | -48.8% | Q4 2018 |
| VRT | $40.3M | 1.08% | 0.04% | -29.1% | Q3 2023 |
| SITM | $36.3M | 0.97% | 0.40% | -15.3% | Q2 2021 |
 ETN | $34M | 0.91% | 0.02% | New | Q1 2026 |
| ARWR | $33.9M | 0.91% | 0.38% | +14.9% | Q4 2025 |
| ADI | $33.1M | 0.89% | 0.02% | +1385.7% | Q3 2025 |
 NRG | $32.2M | 0.86% | 0.10% | Not reported | Q1 2024 |
 WGS | $30.8M | 0.83% | 1.62% | -47.9% | Q3 2024 |
| NBIS | $29.1M | 0.78% | 0.11% | New | Q1 2026 |
| XMTR | $29M | 0.78% | 1.54% | +1.3% | Q1 2022 |
 CRUS | $28.9M | 0.78% | 0.39% | +1009.8% | Q1 2021 |
 LNG | $28.4M | 0.76% | 0.05% | Not reported | Q1 2016 |
| SKY | $27.6M | 0.74% | 0.67% | -21.2% | Q3 2018 |
| BBIO | $26.2M | 0.70% | 0.18% | -56.6% | Q1 2025 |
| LRCX | $23.5M | 0.63% | 0.01% | -16.7% | Q1 2025 |
 FROG | $23.4M | 0.63% | 0.41% | -68.6% | Q2 2024 |
 CSTL | $23.1M | 0.62% | 3.11% | -11.2% | Q3 2025 |
| CEG | $22.3M | 0.60% | 0.02% | -38.5% | Q1 2024 |
| ESTA | $22.3M | 0.60% | 1.34% | +0.2% | Q1 2024 |
 NET | $22.3M | 0.60% | Not reported | Not reported | Q1 2020 |
 AORT | $22.2M | 0.60% | 1.27% | -29.9% | Q4 2025 |
| HTFL | $21.7M | 0.58% | 1.04% | -29.2% | Q3 2025 |
| FPS | $20.5M | 0.55% | Not reported | New | Q1 2026 |
 AAON | $18.6M | 0.50% | 0.27% | Not reported | Q1 2024 |
 RRX | $15M | 0.40% | 0.12% | New | Q1 2026 |
 AXON | $14.2M | 0.38% | 0.04% | Not reported | Q4 2023 |
| FIX | $13.8M | 0.37% | 0.03% | -50.0% | Q1 2024 |
 MDB | $12.2M | 0.33% | 0.06% | -83.2% | Q1 2023 |
 AEVA | $12.1M | 0.33% | 1.46% | New | Q1 2026 |
 FSLY | $11.4M | 0.31% | 0.25% | New | Q1 2026 |
 RBRK | $9.79M | 0.26% | Not reported | -79.7% | Q3 2024 |
 ASML | $9.64M | 0.26% | 0.00% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| SNDK | $176M | 3.65% | 0.50% | -17.4% | Q2 2025 |
 GEV | $159M | 3.31% | 0.09% | -9.3% | Q1 2024 |
| INSM | $158M | 3.29% | 0.42% | -12.7% | Q4 2023 |
| NVDA | $145M | 3.01% | 0.00% | +34.2% | Q1 2018 |
| MDB | $125M | 2.59% | 0.36% | +9.0% | Q1 2023 |
| WGS | $120M | 2.49% | 3.15% | +11.8% | Q3 2024 |
| SPOT | $118M | 2.46% | 0.10% | +3.6% | Q1 2024 |
| IONS | $116M | 2.41% | 0.90% | +95.0% | Q3 2025 |
| TSEM | $113M | 2.35% | 0.86% | -10.2% | Q2 2024 |
| CVNA | $107M | 2.22% | Not reported | +9.6% | Q4 2018 |
| CDTX | $105M | 2.19% | 1.52% | +267.3% | Q3 2025 |
| FROG | $99.2M | 2.06% | 1.33% | +77.8% | Q2 2024 |
| SEI | $95.4M | 1.98% | Not reported | +15.6% | Q4 2024 |
| NTRA | $93.4M | 1.94% | 0.29% | +229.9% | Q3 2021 |
 RDDT | $87.2M | 1.81% | Not reported | -2.6% | Q2 2024 |
| GH | $87M | 1.81% | 0.65% | +674.5% | Q2 2019 |
| CRDO | $86.6M | 1.80% | 0.33% | +96.1% | Q1 2022 |
 ALAB | $84.8M | 1.76% | 0.30% | Not reported | Q1 2024 |
| RBRK | $75.3M | 1.57% | Not reported | +8.4% | Q3 2024 |
 ARGX | $69.5M | 1.44% | 0.13% | -10.6% | Q1 2024 |
| AEIS | $67.2M | 1.40% | 0.85% | +28.0% | Q4 2024 |
| BBIO | $62.2M | 1.29% | 0.42% | +0.9% | Q1 2025 |
| MKSI | $61M | 1.27% | 0.57% | -36.0% | Q4 2023 |
| COMP | $54.8M | 1.14% | 0.92% | -2.2% | Q3 2024 |
| IOT | $54.8M | 1.14% | Not reported | -9.3% | Q1 2022 |
 MSFT | $54.7M | 1.14% | 0.00% | -7.8% | Q4 2015 |
| TSM | $53.6M | 1.12% | 0.00% | -42.2% | Q4 2023 |
| SIMO | $49.6M | 1.03% | 0.40% | -4.1% | Q4 2021 |
| CEG | $45.9M | 0.95% | 0.04% | Not reported | Q1 2024 |
| SITM | $43.8M | 0.91% | 0.47% | Not reported | Q2 2021 |
| XMTR | $41.7M | 0.87% | 1.52% | -16.5% | Q1 2022 |
| CSTL | $41.2M | 0.86% | 3.57% | +164.7% | Q3 2025 |
 PVLA | $40.8M | 0.85% | 3.15% | +1016.0% | Q3 2025 |
 UPWK | $40.1M | 0.83% | 1.55% | Not reported | Q1 2019 |
| SKY | $39.8M | 0.83% | 0.84% | -4.5% | Q3 2018 |
| AORT | $39.4M | 0.82% | 1.82% | New | Q4 2025 |
 MU | $37.1M | 0.77% | 0.01% | Not reported | Q2 2020 |
| VRT | $36.8M | 0.76% | 0.06% | Not reported | Q3 2023 |
| HTFL | $36.7M | 0.76% | 1.48% | +48.4% | Q3 2025 |
 FIVE | $32M | 0.67% | 0.31% | New | Q4 2025 |
| ARWR | $31.2M | 0.65% | 0.34% | New | Q4 2025 |
| SNOW | $30.8M | 0.64% | 0.04% | -43.7% | Q4 2024 |
| ESTA | $28.6M | 0.59% | 1.34% | -8.9% | Q1 2024 |
 VIAV | $28.5M | 0.59% | 0.69% | -20.9% | Q2 2020 |
 POWL | $27.1M | 0.56% | 0.70% | -40.5% | Q3 2025 |
 FSLR | $26.1M | 0.54% | 0.09% | +66.7% | Q3 2015 |
 DY | $22.6M | 0.47% | 0.23% | Not reported | Q2 2016 |
| LRCX | $22.6M | 0.47% | 0.01% | Not reported | Q1 2025 |
 BRZE | $22.3M | 0.46% | 3.04% | New | Q4 2025 |
| FIX | $18.7M | 0.39% | 0.06% | -50.0% | Q1 2024 |
| Q3 2025 | |||||
| VRNA | $191M | 3.95% | 0.26% | -16.7% | Q4 2024 |
| GEV | $165M | 3.42% | 0.10% | Not reported | Q1 2024 |
| INSM | $150M | 3.11% | 0.49% | +3.3% | Q4 2023 |
| SPOT | $137M | 2.85% | 0.10% | +1.2% | Q1 2024 |
| NVDA | $108M | 2.24% | 0.00% | -16.0% | Q1 2018 |
| SNDK | $101M | 2.09% | 0.61% | +4615.8% | Q2 2025 |
| ALAB | $99.9M | 2.07% | 0.30% | -17.3% | Q1 2024 |
| RDDT | $89.6M | 1.86% | Not reported | Not reported | Q2 2024 |
| WGS | $88.7M | 1.84% | 2.85% | +7.3% | Q3 2024 |
| CVNA | $87.1M | 1.81% | Not reported | +284.7% | Q4 2018 |
| TSM | $85.2M | 1.77% | 0.00% | +18.8% | Q4 2023 |
| MDB | $84.5M | 1.75% | 0.33% | Not reported | Q1 2023 |
| TSEM | $77.5M | 1.61% | 0.96% | +5.1% | Q2 2024 |
 CVLT | $74.9M | 1.55% | 0.90% | +3.8% | Q3 2024 |
| RBRK | $74.7M | 1.55% | Not reported | -8.6% | Q3 2024 |
| MKSI | $73.8M | 1.53% | 0.89% | +37.9% | Q4 2023 |
| SEI | $71.8M | 1.49% | Not reported | -25.5% | Q4 2024 |
| ARGX | $68.2M | 1.41% | 0.15% | +439.9% | Q1 2024 |
| MSFT | $63.6M | 1.32% | 0.00% | +6.7% | Q4 2015 |
| IOT | $63.4M | 1.32% | Not reported | +46.5% | Q1 2022 |
| SNOW | $56.3M | 1.17% | 0.07% | -8.0% | Q4 2024 |
| SIMO | $52.9M | 1.10% | 0.41% | +8.6% | Q4 2021 |
| IONS | $49.1M | 1.02% | 0.47% | New | Q3 2025 |
| XMTR | $45.7M | 0.95% | 1.82% | -2.3% | Q1 2022 |
| CRDO | $44.7M | 0.93% | 0.18% | -26.6% | Q1 2022 |
| POWL | $43.5M | 0.90% | 0.39% | New | Q3 2025 |
 WAY | $43.5M | 0.90% | 0.66% | -41.1% | Q4 2024 |
| CEG | $42.8M | 0.89% | 0.04% | Not reported | Q1 2024 |
| AEIS | $42.7M | 0.89% | 0.67% | -29.3% | Q4 2024 |
| COMP | $42.6M | 0.88% | 0.95% | +65.6% | Q3 2024 |
 MELI | $42.5M | 0.88% | 0.04% | +3.6% | Q3 2018 |
| FROG | $42.3M | 0.88% | 0.75% | Not reported | Q2 2024 |
| BBIO | $41.9M | 0.87% | 0.42% | +6.5% | Q1 2025 |
| SKY | $37.6M | 0.78% | 0.87% | +43.8% | Q3 2018 |
| VRT | $34.2M | 0.71% | 0.06% | Not reported | Q3 2023 |
| FIX | $33M | 0.68% | 0.11% | Not reported | Q1 2024 |
| AXON | $30.2M | 0.63% | 0.05% | +19.8% | Q4 2023 |
| HTFL | $28.6M | 0.59% | 1.02% | New | Q3 2025 |
 FND | $25.8M | 0.54% | 0.32% | +133.3% | Q2 2017 |
| VIAV | $25.7M | 0.53% | 0.91% | Not reported | Q2 2020 |
 HUBS | $22.5M | 0.47% | 0.09% | Not reported | Q3 2019 |
| NTRA | $19.9M | 0.41% | 0.09% | +35.3% | Q3 2021 |
 ASND | $19.9M | 0.41% | 0.16% | -23.1% | Q1 2022 |
 KLAC | $18.4M | 0.38% | 0.01% | New | Q3 2025 |
| AKRO | $17.9M | 0.37% | 0.47% | +2.8% | Q1 2025 |
| ESTA | $17.6M | 0.37% | 1.48% | +87.1% | Q1 2024 |
 ESTC | $16.9M | 0.35% | 0.19% | Not reported | Q2 2019 |
 ZETA | $15.5M | 0.32% | Not reported | Not reported | Q2 2024 |
 UPST | $15.2M | 0.32% | 0.31% | -48.5% | Q3 2024 |
 LENZ | $15.1M | 0.31% | 1.13% | +34.9% | Q2 2025 |