Universe · entity
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Institutional manager (13F) · CIK 1638555
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | $121M | 692,055 |
| 2 | SANDISK CORP | $118M | 185,477 |
| 3 | INSMED INC | $107M | 653,445 |
| 4 | IONIS PHARMACEUTICALS INC | $105M | 1,404,033 |
| 5 | SOLARIS ENERGY INFRAS INC | $98M | 1,729,055 |
| 6 | DIGITALOCEAN HLDGS INC | $80M | 937,147 |
| 7 | GUARDANT HEALTH INC | $80M | 862,915 |
| 8 | NVIDIA CORPORATION | $78M | 449,477 |
| 9 | NATERA INC | $74M | 371,603 |
| 10 | AKAMAI TECHNOLOGIES INC | $67M | 583,000 |
| 11 | MKS INC. | $65M | 282,206 |
| 12 | ADVANCED ENERGY INDS | $54M | 166,418 |
| 13 | SILICON MOTION TECHNOLOGY CO | $51M | 456,375 |
| 14 | LATTICE SEMICONDUCTOR CORP | $49M | 531,000 |
| 15 | SPOTIFY TECHNOLOGY S A | $44M | 90,000 |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | $42M | 125,161 |
| 17 | COMPASS INC | $42M | 5,701,503 |
| 18 | SAMSARA INC | $41M | 1,288,431 |
| 19 | CARVANA CO | $41M | 129,543 |
| 20 | VERTIV HOLDINGS CO | $40M | 160,915 |
| 21 | SITIME CORP | $36M | 105,017 |
| 22 | EATON CORP PLC | $34M | 95,000 |
| 23 | ARROWHEAD PHARMACEUTICALS IN | $34M | 540,144 |
| 24 | ANALOG DEVICES INC | $33M | 104,000 |
| 25 | NRG ENERGY INC | $32M | 220,000 |
| 26 | GENEDX HOLDINGS CORP | $31M | 479,418 |
| 27 | NEBIUS GROUP N.V. | $29M | 280,000 |
| 28 | XOMETRY INC | $29M | 709,579 |
| 29 | CIRRUS LOGIC INC | $29M | 199,771 |
| 30 | CHENIERE ENERGY INC | $28M | 100,000 |
| 31 | CHAMPION HOMES INC | $28M | 370,832 |
| 32 | BRIDGEBIO PHARMA INC | $26M | 352,831 |
| 33 | LAM RESEARCH CORP | $24M | 110,000 |
| 34 | JFROG LTD | $23M | 498,517 |
| 35 | CASTLE BIOSCIENCES INC | $23M | 940,685 |
| 36 | CONSTELLATION ENERGY CORP | $22M | 80,000 |
| 37 | ESTABLISHMENT LABS HLDGS INC | $22M | 392,805 |
| 38 | CLOUDFLARE INC | $22M | 108,000 |
| 39 | ARTIVION INC | $22M | 605,722 |
| 40 | HEARTFLOW INC | $22M | 892,093 |
| 41 | FORGENT POWER SOLUTIONS INC | $21M | 700,726 |
| 42 | AAON INC | $19M | 225,000 |
| 43 | REGAL REXNORD CORPORATION | $15M | 80,000 |
| 44 | AXON ENTERPRISE INC | $14M | 33,500 |
| 45 | COMFORT SYS USA INC | $14M | 10,000 |
| 46 | MONGODB INC | $12M | 50,000 |
| 47 | AEVA TECHNOLOGIES INC | $12M | 920,000 |
| 48 | FASTLY INC | $11M | 391,481 |
| 49 | RUBRIK INC. | $10M | 200,000 |
| 50 | ASML HLDG NV | $10M | 7,300 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.