Summit Partners Public Asset Management
$3.8B 13F equity value
98 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Summit Partners Public Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNDK | SANDISK CORP | 155,402 | $353M | 9.2% |
| GH | GUARDANT HEALTH INC | 967,697 | $145M | 3.8% |
| MKSI | MKS INC. | 319,833 | $142M | 3.7% |
| DOCN | DIGITALOCEAN HLDGS INC | 887,435 | $139M | 3.6% |
| SEI | SOLARIS ENERGY INFRAS INC | 1,692,838 | $136M | 3.5% |
| TSEM | TOWER SEMICONDUCTOR LTD | 517,547 | $135M | 3.5% |
| NBIS | NEBIUS GROUP N.V. | 449,416 | $124M | 3.2% |
| SNOW | SNOWFLAKE INC | 440,409 | $112M | 2.9% |
| HUT | HUT 8 CORP | 958,500 | $111M | 2.9% |
| NTRA | NATERA INC | 389,000 | $106M | 2.7% |
Track Summit Partners Public Asset Management's 13F portfolio: $3.8B in reported holdings, 98 positions. Top holdings and quarterly changes on SentiSense.
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