SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

CIK

1638555

City

Boston

State / Country

Stock

ENPH — Enphase Energy, Inc.

Top Portfolio Positions

108 positions · $3,455,333,062 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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

25 quarters · across all stocks

Holdings in ENPH

Compact Export CSV

Shares Held

Position Value (USD)

40 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,343,000	300,000	+20.0%	Call	Sole	2026-05-15
2025-06-30	$9,912,500	250,000	-37.5%	Put	Sole	2025-08-14
2025-06-30	$15,860,000	400,000	+100.0%	Call	Sole	2025-08-14
2025-03-31	$12,410,000	200,000	-42.9%	Put	Sole	2025-05-15
2024-12-31	$24,038,000	350,000	+250.0%	Call	Sole	2025-02-14
2024-12-31	$6,868,000	100,000	+66.7%	Put	Sole	2025-02-14
2024-09-30	$6,781,200	60,000	+20.0%	Call	Sole	2024-11-14
2024-03-31	$6,049,000	50,000	-50.0%	Call	Sole	2024-05-15
2024-03-31	$12,098,000	100,000	-47.4%	Put	Sole	2024-05-15
2023-12-31	$25,106,600	190,000	+74.8%	Put	Sole	2024-02-14
2023-12-31	$14,365,600	108,715	+20.8%	Shares	Sole	2024-02-14
2023-09-30	$10,810,015	89,971	-40.0%	Shares	Sole	2023-11-14
2023-06-30	$25,105,252	149,900	+69.0%	Put	Sole	2023-08-14
2023-06-30	$14,857,988	88,715	+77.8%	Shares	Sole	2023-08-14
2023-03-31	$10,492,972	49,900	-75.3%	Put	Sole	2023-05-15
2023-03-31	$42,432,611	201,791	-20.8%	Shares	Sole	2023-05-15
2022-12-31	$67,510,218	254,794	+70.1%	Shares	Sole	2023-02-14
2022-12-31	$39,691,008	149,800	-49.0%	Put	Sole	2023-02-14
2022-09-30	$81,450,763	293,548	+95.4%	Shares	Sole	2022-11-14
2022-09-30	$41,675,994	150,200	-49.3%	Put	Sole	2022-11-14
2022-06-30	$57,856,250	296,334	+111.7%	Shares	Sole	2022-08-15
2022-06-30	$27,333,600	140,000	+100.0%	Put	Sole	2022-08-15
2022-03-31	$14,124,600	70,000	-76.5%	Put	Sole	2022-05-16
2022-03-31	$60,105,015	297,874	+197.9%	Shares	Sole	2022-05-16
2021-12-31	$18,294,000	100,000	-60.1%	Call	Sole	2022-02-14
2021-12-31	$45,796,284	250,335	+163.5%	Shares	Sole	2022-02-14
2021-09-30	$14,247,150	95,000	-63.2%	Put	Sole	2021-11-15
2021-09-30	$38,675,613	257,889	-8.0%	Shares	Sole	2021-11-15
2021-06-30	$51,483,057	280,363	+180.4%	Shares	Sole	2021-08-16
2021-06-30	$18,363,000	100,000	+233.3%	Put	Sole	2021-08-16
2021-03-31	$4,864,800	30,000	-89.9%	Call	Sole	2021-05-17
2021-03-31	$48,185,195	297,146	+197.1%	Shares	Sole	2021-05-17
2021-03-31	$16,216,000	100,000	-33.3%	Put	Sole	2021-05-17
2020-12-31	$26,320,500	150,000	-71.1%	Put	Sole	2021-02-16
2020-12-31	$90,965,578	518,411	-27.8%	Shares	Sole	2021-02-16
2020-09-30	$59,325,140	718,309	+8.7%	Shares	Sole	2020-11-16
2020-06-30	$31,443,770	661,000	+355.9%	Shares	Sole	2020-08-14
2020-06-30	$6,897,650	145,000	-71.0%	Call	Sole	2020-08-14
2020-03-31	$16,145,000	500,000	+100.0%	Shares	Sole	2020-05-15
2020-03-31	$8,072,500	250,000	—	Put	Sole	2020-05-15
No 13F history on record for this holder in this stock.