SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC: 13F holdings
CIK 16385552026Q2
| Positions | 118 |
|---|
| Reported value | $5.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 118 (+8 vs prior quarter) |
|---|
| Reported value | $5.7bn (+52.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 155,402 | $353.3m | 6.2% |
| GH GUARDANT HEALTH INC | 967,697 | $145.2m | 2.6% |
| MKSI MKS INC. | 319,833 | $142.3m | 2.5% |
| DOCN DIGITALOCEAN HLDGS INC | 887,435 | $139.4m | 2.4% |
| SEI SOLARIS ENERGY INFRAS INC | 1,692,838 | $136.2m | 2.4% |
| TOWER SEMICONDUCTOR LTD | 517,547 | $134.9m | 2.4% |
| NBIS NEBIUS GROUP N.V. | 449,416 | $124.1m | 2.2% |
| SNOW SNOWFLAKE INC | 440,409 | $112.1m | 2.0% |
| HUT HUT 8 CORP | 958,500 | $110.7m | 1.9% |
| NTRA NATERA INC | 389,000 | $105.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1638555")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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