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CIK: 0000830588
Total reported value
$608.9M
$608.9M
9 檔
262.4%
The Q1 2025 SEC filing reveals that Summit Partners L P held a total portfolio value of $608.9M, covering 9 public equity positions.
In Q1 2025, Summit Partners L P displayed an active expansion posture, initiating 9 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KVYO, LFST, AKA) accounted for 262.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 72.87% | -7.99% | -4.90% | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 17.32% | +13.24% | — | |
| 3 | AKA | Aka Brands Holding CORP | Stock-Other | 5.06% | +1.33% | — | |
| 4 | JAMF | Jamf Holding CORP | Stock-Other | 3.37% | — | — | |
| 5 | ✓ | Solo Brands Inc | Stock-Other | 0.46% | — | — | |
| 6 | ✓ | Markforged Hldg CORP Equcorp Act Exp: 04/20/26 | Stock-Other | 0.43% | — | — | |
| 7 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.30% | -1.25% | +4.70% | |
| 8 | ATEN | A10 Networks Inc | Stock-Other | 0.19% | +0.54% | +7.40% | |
| 9 | EGHT | 8x8 Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | — | NEW | New buy |
| 2 | LFST | Lifestance Health Group Inc | — | NEW | New buy |
| 3 | AKA | Aka Brands Holding CORP | — | NEW | New buy |
| 4 | JAMF | Jamf Holding CORP | — | NEW | New buy |
| 5 | ✓ | Solo Brands Inc | — | NEW | New buy |
| 6 | ✓ | Markforged Hldg CORP Equcorp Act Exp: 04/20/26 | — | NEW | New buy |
| 7 | MTSI | Macom Technology Solutions H | — | NEW | New buy |
| 8 | ATEN | A10 Networks Inc | — | NEW | New buy |
| 9 | EGHT | 8x8 Inc | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Summit Partners L P's top holdings by market value included KVYO (72.9%)、LFST (17.3%)、AKA (5.1%). The largest single position, KVYO, represented 72.9% of total portfolio value.
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Top New Position Initiated
KVYO
市值: $1.2B
In Q1 2025, Summit Partners L P made 9 total portfolio adjustments, initiating 9 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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