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CIK: 0000830588
Total reported value
$608.9M
$608.9M
7 檔
108.6%
As reported in its official Q1 2026 Form 13F filing, Summit Partners L P's tracked investment portfolio stood at $608.9M with 7 total positions.
In Q1 2026, Summit Partners L P adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including KVYO, LFST, AKA) accounted for 108.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 54.74% | -7.99% | — | |
| 2 | LFST | Lifestance Health Group Inc | Stock-Other | 27.76% | +13.24% | -12.87% | |
| 3 | AKA | Aka Brands Holding CORP | Stock-Other | 9.32% | +1.33% | — | |
| 4 | AVAH | Aveanna Healthcare Holdings | Stock-Other | 5.23% | -5.23% | EXIT | |
| 5 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.63% | -1.25% | +3.41% | |
| 6 | ATEN | A10 Networks Inc | Stock-Other | 0.69% | +0.54% | +6.78% | |
| 7 | SBDS | Solo Brands Inc - Class A | Stock-Other | 0.62% | -0.62% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LFST | Lifestance Health Group Inc | +5.3% | -12.87% | Trim |
| 2 | AKA | Aka Brands Holding CORP | +3.2% | — | Unchanged |
| 3 | MTSI | Macom Technology Solutions H | +0.9% | +3.41% | Add |
| 4 | ATEN | A10 Networks Inc | +0.4% | +6.78% | Add |
| 5 | SBDS | Solo Brands Inc - Class A | 0% | — | Unchanged |
| 6 | AVAH | Aveanna Healthcare Holdings | -0.6% | -27.81% | Trim |
| 7 | KVYO | Klaviyo Inc-a | -3.5% | — | Unchanged |
| 8 | JAMF | Jamf Holding CORP | — | 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 Q1 2026.
During Q1 2026, Summit Partners L P's top holdings by market value included KVYO (54.7%)、LFST (27.8%)、AKA (9.3%). The largest single position, KVYO, represented 54.7% of total portfolio value.
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Top Position Liquidated / Trimmed
JAMF
前期市值: $58.2M
In Q1 2026, Summit Partners L P made 5 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 1 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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