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CIK: 0000830588
Total reported value
$608.9M
$608.9M
8 檔
147.5%
During the Q3 2025 filing period, Summit Partners L P (CIK: 0000830588) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $608.9M across 8 reported positions.
In Q3 2025, Summit Partners L P adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 56.48% | -7.99% | -38.84% | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 19.95% | +13.24% | -20.05% | |
| 3 | AVAH | Aveanna Healthcare Holdings | Stock-Other | 9.26% | -5.23% | EXIT | |
| 4 | AKA | Aka Brands Holding CORP | Stock-Other | 6.32% | +1.33% | — | |
| 5 | JAMF | Jamf Holding CORP | Stock-Other | 5.18% | — | — | |
| 6 | SBDS | Solo Brands Inc - Class A | Stock-Other | 1.80% | -0.62% | EXIT | |
| 7 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.64% | -1.25% | — | |
| 8 | ATEN | A10 Networks Inc | Stock-Other | 0.37% | +0.54% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVAH | Aveanna Healthcare Holdings | +5.7% | — | Unchanged |
| 2 | LFST | Lifestance Health Group Inc | +4.7% | -20.05% | Trim |
| 3 | JAMF | Jamf Holding CORP | +2.2% | — | Unchanged |
| 4 | AKA | Aka Brands Holding CORP | +1.9% | — | Unchanged |
| 5 | MTSI | Macom Technology Solutions H | +0.2% | — | Unchanged |
| 6 | ATEN | A10 Networks Inc | +0.1% | — | Unchanged |
| 7 | KVYO | Klaviyo Inc-a | -16.5% | -38.84% | Trim |
| 8 | SBDS | Solo Brands Inc - Class A | — | 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 8 disclosed positions in Q3 2025.
During Q3 2025, Summit Partners L P's top holdings by market value included KVYO (56.5%)、LFST (19.9%)、AVAH (9.3%). The largest single position, KVYO, represented 56.5% 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, AVAH) accounted for 147.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SBDS
市值: $16.6M
Top Position Liquidated / Trimmed
KVYO
前期市值: $1.0B
In Q3 2025, Summit Partners L P made 3 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 2 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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