SUMMIT PARTNERS L P
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $42,008,600,050 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $43,634,617,453 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $34,741,173,981 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $31,803,735,320 | Pooled investment vehicles (100%) |
| Apr 2023 | $31,803,735,320 | Pooled investment vehicles (100%) |
| Apr 2022 to Mar 2023 | $35,184,178,740 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P MidCap 400 as of 2026-06-30, active share 99.6%; sector active share 52.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.4% | $294,435,496 |
| Healthcare | 41.0% | $249,651,331 |
| Consumer Cyclical | 10.6% | $64,835,052 |
Last Quarter's Activity
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Positions the filer increasedNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KVYO |
Klaviyo, Inc.
Technology
|
Held | 18,852,778 | $284,676,947 | 46.75% | |
| LFST |
LifeStance Health Group, Inc.
Healthcare
|
Reduced | 23,310,115 | $249,651,331 | 41.00% | |
| AKA |
A.K.A. Brands Holding Corp.
Consumer Cyclical
|
Held | 6,053,693 | $64,835,052 | 10.65% | |
| ATEN |
A10 Networks, Inc.
Technology
|
Held | 200,065 | $7,474,428 | 1.23% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
Reduced | 6,005 | $2,284,121 | 0.38% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.