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CIK: 0000830588
Total reported value
$608.9M
$608.9M
9 檔
364.4%
At the close of Q3 2024, Summit Partners L P disclosed equity holdings valued at approximately $608.9M, spread across 9 reported holdings.
During Q3 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, AKA) accounted for 364.4% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 73.34% | -7.99% | -2.75% | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 13.11% | +13.24% | — | |
| 3 | AKA | Aka Brands Holding CORP | Stock-Other | 6.38% | +1.33% | — | |
| 4 | JAMF | Jamf Holding CORP | Stock-Other | 3.47% | — | — | |
| 5 | ✓ | Solo Brands Inc | Stock-Other | 2.77% | — | — | |
| 6 | ATEN | A10 Networks Inc | Stock-Other | 0.39% | +0.54% | — | |
| 7 | ✓ | Markforged Hldg CORP Equcorp Act Exp: 04/20/26 | Stock-Other | 0.31% | — | — | |
| 8 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.23% | -1.25% | — | |
| 9 | EGHT | 8x8 Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Summit Partners L P reported a total U.S. public equity portfolio value of $608.9M across 9 disclosed positions in Q3 2024.
During Q3 2024, Summit Partners L P's top holdings by market value included KVYO (73.3%)、LFST (13.1%)、AKA (6.4%). The largest single position, KVYO, represented 73.3% of total portfolio value.
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In Q3 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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