Summit Partners Public Asset Management
$2.2B 13F equity value
92 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 692,055 | $121M | 5.6% |
| SNDK | SANDISK CORP | 185,477 | $118M | 5.5% |
| INSM | INSMED INC | 653,445 | $107M | 4.9% |
| IONS | IONIS PHARMACEUTICALS INC | 1,404,033 | $105M | 4.9% |
| SEI | SOLARIS ENERGY INFRAS INC | 1,729,055 | $98M | 4.5% |
| DOCN | DIGITALOCEAN HLDGS INC | 937,147 | $80M | 3.7% |
| GH | GUARDANT HEALTH INC | 862,915 | $80M | 3.7% |
| NVDA | NVIDIA CORPORATION | 449,477 | $78M | 3.6% |
| NTRA | NATERA INC | 371,603 | $74M | 3.4% |
| AKAM | AKAMAI TECHNOLOGIES INC | 583,000 | $67M | 3.1% |
Track Summit Partners Public Asset Management's 13F portfolio: $2.2B in reported holdings, 92 positions. Top holdings and quarterly changes on SentiSense.