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CIK: 0000830588
Total reported value
$608.9M
$608.9M
8 檔
169.6%
According to the latest 13F quarterly dataset, Summit Partners L P managed an equity portfolio of $608.9M at the end of Q4 2025, spanning 8 distinct U.S. exchange-listed positions.
In Q4 2025, Summit Partners L P adopted a defensive or profit-taking posture, trimming 1 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 | 58.24% | -7.99% | — | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 22.46% | +13.24% | — | |
| 3 | AKA | Aka Brands Holding CORP | Stock-Other | 6.16% | +1.33% | — | |
| 4 | AVAH | Aveanna Healthcare Holdings | Stock-Other | 5.87% | -5.23% | EXIT | |
| 5 | JAMF | Jamf Holding CORP | Stock-Other | 5.54% | — | — | |
| 6 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.78% | -1.25% | — | |
| 7 | SBDS | Solo Brands Inc - Class A | Stock-Other | 0.63% | -0.62% | EXIT | |
| 8 | ATEN | A10 Networks Inc | Stock-Other | 0.32% | +0.54% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LFST | Lifestance Health Group Inc | +2.5% | — | Unchanged |
| 2 | KVYO | Klaviyo Inc-a | +1.8% | — | Unchanged |
| 3 | JAMF | Jamf Holding CORP | +0.4% | — | Unchanged |
| 4 | MTSI | Macom Technology Solutions H | +0.1% | — | Unchanged |
| 5 | ATEN | A10 Networks Inc | -0.1% | — | Unchanged |
| 6 | AKA | Aka Brands Holding CORP | -0.2% | — | Unchanged |
| 7 | SBDS | Solo Brands Inc - Class A | -1.2% | — | Unchanged |
| 8 | AVAH | Aveanna Healthcare Holdings | -3.4% | -21.76% | Trim |
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 Q4 2025.
During Q4 2025, Summit Partners L P's top holdings by market value included KVYO (58.2%)、LFST (22.5%)、AKA (6.2%). The largest single position, KVYO, represented 58.2% 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 169.6% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AVAH
前期市值: $85.6M
In Q4 2025, Summit Partners L P made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 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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