SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 5.18M | $54.81M |
 | SEI | 2.08M | $95.45M |
 | UPWK | 2.02M | $40.14M |
 | VIAV | 1.60M | $28.50M |
 | FROG | 1.59M | $99.16M |
 | IOT | 1.54M | $54.75M |
 | IONS | 1.46M | $115.71M |
 | HTFL | 1.26M | $36.70M |
 | CSTL | 1.06M | $41.18M |
 | RBRK | 985K | $75.33M |
 | TSEM | 962K | $113.01M |
 | WGS | 921K | $119.73M |
 | INSM | 909K | $158.22M |
 | ZETA | 886K | $18.03M |
 | GH | 852K | $87.02M |
 | BBIO | 814K | $62.25M |
 | NVDA | 777K | $144.88M |
 | SNDK | 740K | $175.60M |
 | XMTR | 700K | $41.65M |
 | JOBY | 700K | $9.24M |
Compass, Inc.
COMP
Shares Held
5.18M
Value
$54.81M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
2.08M
Value
$95.45M
Upwork Inc.
UPWK
Shares Held
2.02M
Value
$40.14M
Viavi Solutions Inc.
VIAV
Shares Held
1.60M
Value
$28.50M
JFrog Ltd.
FROG
Shares Held
1.59M
Value
$99.16M
Samsara Inc.
IOT
Shares Held
1.54M
Value
$54.75M
Ionis Pharmaceuticals, Inc.
IONS
Shares Held
1.46M
Value
$115.71M
Heartflow, Inc. Common Stock
HTFL
Shares Held
1.26M
Value
$36.70M
Castle Biosciences, Inc.
CSTL
Shares Held
1.06M
Value
$41.18M
Rubrik, Inc.
RBRK
Shares Held
985K
Value
$75.33M
Tower Semiconductor Ltd.
TSEM
Shares Held
962K
Value
$113.01M
GeneDx Holdings Corp.
WGS
Shares Held
921K
Value
$119.73M
Insmed Incorporated
INSM
Shares Held
909K
Value
$158.22M
Zeta Global Holdings Corp.
ZETA
Shares Held
886K
Value
$18.03M
Guardant Health, Inc.
GH
Shares Held
852K
Value
$87.02M
BridgeBio Pharma, Inc.
BBIO
Shares Held
814K
Value
$62.25M
NVIDIA Corporation
NVDA
Shares Held
777K
Value
$144.88M
Sandisk Corporation
SNDK
Shares Held
740K
Value
$175.60M
Xometry, Inc.
XMTR
Shares Held
700K
Value
$41.65M
Joby Aviation, Inc.
JOBY
Shares Held
700K
Value
$9.24M