SUMMIT PARTNERS L P
CIK
830588
Location
BOSTON, MA
Portfolio Value
Small
$297,709,110
Diversification
Highly concentrated
Filing Date
Global Rank
#1,641
/ 8,420
▲ 250
Top Industry
Software - Application
61.7%
3Y Alpha vs SPY
-40.2%
Period ended 6 months ago
Filed Feb 6, 2026 · 4mo
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-47.7%
SPY
+76.3%
Annualised alpha
-40.2%
Max drawdown
−56.4%
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 Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
61.7%
+2.1 pts
Top 5
99.0%
+0.1 pts
Top 10
100.0%
0.0 pts
HHI
4,450
Highly concentrated+315
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 62.8% | $623,625,715 |
| Healthcare | 30.0% | $297,709,110 |
| Consumer Cyclical | 7.2% | $71,434,778 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVAH | Aveanna Healthcare Holdings, Inc. | −2,100,000 | 7,551,422 | $61,695,117 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$297,709,110 total
· Healthcare only
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LFST |
LifeStance Health Group, Inc.
Healthcare
|
Held | 33,524,715 | $236,013,993 | 79.28% | |
| AVAH |
Aveanna Healthcare Holdings, Inc.
Healthcare
|
Reduced | 7,551,422 | $61,695,117 | 20.72% |