Summit Partners Public Asset Management
$1.9B Assets Reported
79 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 1,137,055 | $200M | 10.6% |
| SNDK | SANDISK CORP | 305,577 | $194M | 10.3% |
| SEI | SOLARIS ENERGY INFRAS INC | 2,554,055 | $144M | 7.6% |
| INSM | INSMED INC | 653,445 | $107M | 5.7% |
| DOCN | DIGITALOCEAN HLDGS INC | 1,007,147 | $86M | 4.6% |
| NTRA | NATERA INC | 371,603 | $74M | 3.9% |
| AKAM | AKAMAI TECHNOLOGIES INC | 643,000 | $74M | 3.9% |
| ETN | EATON CORP PLC | 190,000 | $68M | 3.6% |
| ADI | ANALOG DEVICES INC | 212,000 | $67M | 3.6% |
| MKSI | MKS INC. | 282,206 | $65M | 3.4% |
Track Summit Partners Public Asset Management's 13F portfolio: $1.9B in reported holdings, 79 positions. Top holdings, AUM, and quarterly changes on SentiSense.