SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 5.70M | $41.68M |
 | SEI | 1.73M | $97.71M |
 | IONS | 1.40M | $105.43M |
 | IOT | 1.29M | $40.83M |
 | CSTL | 941K | $23.09M |
 | DOCN | 937K | $80.39M |
 | AEVA | 920K | $12.11M |
 | HTFL | 892K | $21.70M |
 | GH | 863K | $79.71M |
 | XMTR | 710K | $28.98M |
 | FPS | 701K | $20.51M |
 | TSEM | 692K | $121.44M |
 | INSM | 653K | $106.85M |
 | AKAM | 583K | $66.96M |
 | ARWR | 540K | $33.87M |
 | LSCC | 531K | $49.26M |
 | VG | 500K | $7.88M |
 | FROG | 499K | $23.40M |
 | WGS | 479K | $30.79M |
 | SIMO | 456K | $51.25M |
Compass, Inc.
COMP
Shares Held
5.70M
Value
$41.68M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
1.73M
Value
$97.71M
Ionis Pharmaceuticals, Inc.
IONS
Shares Held
1.40M
Value
$105.43M
Samsara Inc.
IOT
Shares Held
1.29M
Value
$40.83M
Castle Biosciences, Inc.
CSTL
Shares Held
941K
Value
$23.09M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
937K
Value
$80.39M
Aeva Technologies, Inc.
AEVA
Shares Held
920K
Value
$12.11M
Heartflow, Inc. Common Stock
HTFL
Shares Held
892K
Value
$21.70M
Guardant Health, Inc.
GH
Shares Held
863K
Value
$79.71M
Xometry, Inc.
XMTR
Shares Held
710K
Value
$28.98M
Forgent Power Solutions, Inc.
FPS
Shares Held
701K
Value
$20.51M
Tower Semiconductor Ltd.
TSEM
Shares Held
692K
Value
$121.44M
Insmed Incorporated
INSM
Shares Held
653K
Value
$106.85M
Akamai Technologies, Inc.
AKAM
Shares Held
583K
Value
$66.96M
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
540K
Value
$33.87M
Lattice Semiconductor Corporation
LSCC
Shares Held
531K
Value
$49.26M
Venture Global, Inc.
VG
Shares Held
500K
Value
$7.88M
JFrog Ltd.
FROG
Shares Held
499K
Value
$23.40M
GeneDx Holdings Corp.
WGS
Shares Held
479K
Value
$30.79M
Silicon Motion Technology Corporation
SIMO
Shares Held
456K
Value
$51.25M