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 |
|---|---|---|---|---|
| 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
Holdings in FSLY
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,376,437 | 391,481 | Shares | Sole | 2026-05-15 | |
| 2021-06-30 | $22,469,200 | 377,000 | Call | Sole | 2021-08-16 | |
| 2020-09-30 | $4,684,000 | 50,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $13,195,150 | 155,000 | Put | Sole | 2020-08-14 | |
| No quarters match your search. | ||||||