SUMMIT PARTNERS L P

CIK

830588

Location

BOSTON, MA

Portfolio Value

Small $670,180,999

Diversification

Highly concentrated

Filing Date

Global Rank

#2,237 / 8,604 ▼ 415 · as of Mar 2026

Top Industry

Software - Application 54.7%

3Y Alpha vs SPY

-33.0%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-32.0%

SPY

+76.5%

Annualised alpha

-32.9%

Max drawdown

−56.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

54.7%

−6.9 pts

Top 5

98.7%

−0.3 pts

Top 10

100.0%

0.0 pts

HHI

3,885

Highly concentrated−564

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	57.1%	$382,442,616	3
Healthcare	33.0%	$221,173,430	2
Consumer Cyclical	9.9%	$66,564,953	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
ATEN	A10 Networks, Inc.	+12,698	200,065	$4,625,502
MTSI	MACOM Technology Solutions Holdings, Inc.	+1,623	49,273	$10,942,055
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
LFST	LifeStance Health Group, Inc.	−4,314,939	29,209,776	$186,066,273
AVAH	Aveanna Healthcare Holdings, Inc.	−2,100,000	5,451,422	$35,107,157
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $670,180,999 total · as of Mar 31, 2026

All sectors Consumer Cyclical Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KVYO	Klaviyo, Inc. Technology	Held	18,852,778	0	$366,875,059	−40.1%	54.74%
LFST	LifeStance Health Group, Inc. Healthcare	Reduced	29,209,776	-4,314,939	$186,066,273	−21.2%	27.76%
AKA	A.K.A. Brands Holding Corp. Consumer Cyclical	Held	6,053,693	0	$62,425,682	−3.6%	9.31%
AVAH	Aveanna Healthcare Holdings, Inc. Healthcare	Reduced	5,451,422	-2,100,000	$35,107,157	−43.1%	5.24%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	Added	49,273	+1,623	$10,942,055	+34.1%	1.63%
ATEN	A10 Networks, Inc. Technology	Added	200,065	+12,698	$4,625,502	+39.6%	0.69%
SBDS	Solo Brands, Inc. Consumer Cyclical	Held	1,100,870	0	$4,139,271	−37.9%	0.62%