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CIK: 0000830588
Total reported value
$608.9M
$608.9M
7 檔
231.1%
According to the latest 13F quarterly dataset, Summit Partners L P managed an equity portfolio of $608.9M at the end of Q2 2025, spanning 7 distinct U.S. exchange-listed positions.
In Q2 2025, Summit Partners L P adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 73.01% | -7.99% | -20.60% | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 15.29% | +13.24% | — | |
| 3 | AKA | Aka Brands Holding CORP | Stock-Other | 4.40% | +1.33% | — | |
| 4 | AVAH | Aveanna Healthcare Holdings | Stock-Other | 3.56% | -5.23% | EXIT | |
| 5 | JAMF | Jamf Holding CORP | Stock-Other | 3.00% | — | — | |
| 6 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.48% | -1.25% | — | |
| 7 | ATEN | A10 Networks Inc | Stock-Other | 0.26% | +0.54% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTSI | Macom Technology Solutions H | +0.2% | — | Unchanged |
| 2 | KVYO | Klaviyo Inc-a | +0.1% | -20.60% | Trim |
| 3 | ATEN | A10 Networks Inc | +0.1% | — | Unchanged |
| 4 | JAMF | Jamf Holding CORP | -0.4% | — | Unchanged |
| 5 | AKA | Aka Brands Holding CORP | -0.7% | — | Unchanged |
| 6 | LFST | Lifestance Health Group Inc | -2% | — | Unchanged |
| 7 | AVAH | Aveanna Healthcare Holdings | — | NEW | New buy |
| 8 | ✓ | Solo Brands Inc | — | EXIT | Sold out |
| 9 | ✓ | Markforged Hldg CORP Equcorp Act Exp: 04/20/26 | — | EXIT | Sold out |
| 10 | EGHT | 8x8 Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Summit Partners L P reported a total U.S. public equity portfolio value of $608.9M across 7 disclosed positions in Q2 2025.
During Q2 2025, Summit Partners L P's top holdings by market value included KVYO (73.0%)、LFST (15.3%)、AKA (4.4%). The largest single position, KVYO, represented 73.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KVYO, LFST, AKA) accounted for 231.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVAH
市值: $50.5M
Top Position Liquidated / Trimmed
SOLO BRANDS INC
前期市值: $7.4M
In Q2 2025, Summit Partners L P made 5 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 3 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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