SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Top Portfolio Positions
108 positions ·
$3,455,333,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSEM |
Tower Semiconductor Ltd
Technology
|
1,137,055 | $199,530,411 | 5.77% | |
| SNDK |
Sandisk Corp
Technology
|
305,577 | $194,145,291 | 5.62% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
2,554,055 | $144,329,648 | 4.18% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
1,854,033 | $139,219,337 | 4.03% | |
| NVDA |
Nvidia Corp
Technology
|
780,477 | $136,115,188 | 3.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
230,000 | $132,751,400 | 3.84% | |
| GH |
Guardant Health, Inc.
Healthcare
|
1,212,915 | $112,036,958 | 3.24% | |
| INSM |
INSMED Inc
Healthcare
|
653,445 | $106,851,326 | 3.09% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
1,007,147 | $86,393,069 | 2.50% | |
| NTRA |
Natera, Inc.
Healthcare
|
371,603 | $74,316,883 | 2.15% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CRDO
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,730,021 | 29,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,764,250 | 325,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $86,605,376 | 601,886 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $15,827,900 | 110,000 | Call | Sole | 2026-02-17 | |
| 2025-06-30 | $38,721,138 | 418,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $329,312 | 8,200 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $24,417,280 | 608,000 | Call | Sole | 2025-05-15 | |
| 2024-03-31 | $19,878,826 | 938,123 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,352,871 | 891,262 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $9,735,000 | 500,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $20,134,819 | 1,320,316 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $14,334,451 | 1,521,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,504,601 | 1,841,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,759,141 | 1,250,831 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $944,260 | 62,000 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||