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CIK: 0000830588
Total reported value
$608.9M
$608.9M
10 檔
284.7%
In Q1 2024, Summit Partners L P's U.S. equity holdings reached a combined market value of $608.9M, distributed across 10 disclosed stock positions.
During Q1 2024, Summit Partners L P's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including KVYO, LFST, SOLO BRANDS INC) accounted for 284.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 67.09% | -7.99% | — | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 15.56% | +13.24% | — | |
| 3 | ✓ | Solo Brands Inc | Stock-Other | 5.27% | — | — | |
| 4 | JAMF | Jamf Holding CORP | Stock-Other | 4.53% | — | — | |
| 5 | AKA | Aka Brands Holding CORP | Stock-Other | 3.17% | +1.33% | — | |
| 6 | ATEN | A10 Networks Inc | Stock-Other | 2.95% | +0.54% | +0.36% | |
| 7 | ✓ | Stock-Other | 0.67% | — | — | ||
| 8 | CASA1EUR | Casa Systems Inc | Stock-Other | 0.51% | — | — | |
| 9 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.24% | -1.25% | +5.19% | |
| 10 | EGHT | 8x8 Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Summit Partners L P reported a total U.S. public equity portfolio value of $608.9M across 10 disclosed positions in Q1 2024.
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During Q1 2024, Summit Partners L P's top holdings by market value included KVYO (67.1%)、LFST (15.6%)、SOLO BRANDS INC (5.3%). The largest single position, KVYO, represented 67.1% of total portfolio value.
In Q1 2024, Summit Partners L P made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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