SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Q2 2026 13F filing
Updated 27 days ago155 disclosed positions worth $5.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HODL VANECK ETF TRUST | $468.3M | 714.0K | 8.23% | — |
| 2 | S SNDK SANDISK CORP | $353.3M | 155.4K | 6.21% | — |
| 3 | G GH GUARDANT HEALTH INC | $145.2M | 967.7K | 2.55% | — |
| 4 | M MKSI MKS INC. | $142.3M | 319.8K | 2.50% | — |
| 5 | D DOCN DIGITALOCEAN HLDGS INC | $139.4M | 887.4K | 2.45% | — |
| 6 | S SEI SOLARIS ENERGY INFRAS INC | $136.2M | 1.69M | 2.39% | — |
| 7 | T TSEM TOWER SEMICONDUCTOR LTD | $134.9M | 517.5K | 2.37% | — |
| 8 | N NBIS NEBIUS GROUP N.V. | $124.1M | 449.4K | 2.18% | — |
| 9 | S SNOW SNOWFLAKE INC | $112.1M | 440.4K | 1.97% | — |
| 10 | H HUT HUT 8 CORP | $110.7M | 958.5K | 1.94% | — |
| 11 | N NTRA NATERA INC | $105.6M | 389.0K | 1.86% | — |
| 12 | D DDOG DATADOG INC | $103.4M | 397.0K | 1.82% | — |
| 13 | N NVDA NVIDIA CORPORATION | $90M | 450.0K | 1.58% | — |
| 14 | O ONTO ONTO INNOVATION INC | $87.8M | 232.0K | 1.54% | — |
| 15 | S SIMO SILICON MOTION TECHNOLOGY CO | $87.3M | 261.8K | 1.53% | — |
| 16 | S SNDK SANDISK CORP | $79.6M | 35.0K | 1.40% | — |
| 17 | S SITM SITIME CORP | $76.8M | 103.0K | 1.35% | — |
| 18 | D DELL DELL TECHNOLOGIES INC | $76.4M | 177.0K | 1.34% | — |
| 19 | K KLAC KLA CORP | $69.2M | 229.5K | 1.22% | — |
| 20 | A ARWR ARROWHEAD PHARMACEUTICALS IN | $67.7M | 830.2K | 1.19% | — |
| 21 | C CONE COMPASS INC | $66.6M | 5.41M | 1.17% | — |
| 22 | O ORKA ORUKA THERAPEUTICS INC | $62.7M | 658.3K | 1.10% | — |
| 23 | I IONS IONIS PHARMACEUTICALS INC | $62.4M | 787.3K | 1.10% | — |
| 24 | G GKOS GLAUKOS CORP | $62.4M | 446.6K | 1.10% | — |
| 25 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $58.9M | 123.3K | 1.03% | — |
| 26 | I INTC INTEL CORP | $56.3M | 403.0K | 0.99% | — |
| 27 | A AAVXF ABIVAX SA | $54.6M | 410.0K | 0.96% | — |
| 28 | S SN SHARKNINJA INC | $54.4M | 357.3K | 0.96% | — |
| 29 | V VRT VERTIV HOLDINGS CO | $53.9M | 160.9K | 0.95% | — |
| 30 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $53.6M | 197.3K | 0.94% | — |
| 31 | T TWLO TWILIO INC | $53.2M | 257.9K | 0.94% | — |
| 32 | R RSI RUSH STREET INTERACTIVE INC | $51M | 1.71M | 0.90% | — |
| 33 | A ALKS ALKERMES PLC | $49.8M | 950.2K | 0.88% | — |
| 34 | H HTFL HEARTFLOW INC | $49.7M | 1.69M | 0.87% | — |
| 35 | L LRCX LAM RESEARCH CORP | $49.4M | 114.0K | 0.87% | — |
| 36 | L LPG FLEX LTD | $49.4M | 304.6K | 0.87% | — |
| 37 | A ARM ARM HOLDINGS PLC | $47.9M | 135.0K | 0.84% | — |
| 38 | G GOOGN ALPHABET INC | $46.5M | 130.0K | 0.82% | — |
| 39 | B BBIO BRIDGEBIO PHARMA INC | $46.3M | 621.1K | 0.81% | — |
| 40 | F FPS FORGENT POWER SOLUTIONS INC | $46.1M | 825.7K | 0.81% | — |
| 41 | X XMTR XOMETRY INC | $45.3M | 469.0K | 0.80% | — |
| 42 | O ORCL-PD ORACLE CORP | $44M | 300.0K | 0.77% | — |
| 43 | M MRVL MARVELL TECHNOLOGY INC | $43.9M | 147.5K | 0.77% | — |
| 44 | E ESTA ESTABLISHMENT LABS HLDGS INC | $42.2M | 491.5K | 0.74% | — |
| 45 | F FIX COMFORT SYS USA INC | $41.6M | 21.0K | 0.73% | — |
| 46 | A AMD ADVANCED MICRO DEVICES INC | $41M | 70.5K | 0.72% | — |
| 47 | A AMAT APPLIED MATLS INC | $39.8M | 55.0K | 0.70% | — |
| 48 | W WDC WESTERN DIGITAL CORP | $39M | 61.0K | 0.68% | — |
| 49 | C CRWV COREWEAVE INC | $38.4M | 386.0K | 0.68% | — |
| 50 | C CRWD CROWDSTRIKE HLDGS INC | $38.2M | 50.0K | 0.67% | — |