SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 5.30M | $42.56M |
 | VIAV | 2.02M | $25.67M |
 | SEI | 1.80M | $71.80M |
 | VRNA | 1.79M | $190.52M |
 | IOT | 1.70M | $63.41M |
 | BLND | 1.23M | $4.49M |
 | WAY | 1.15M | $43.50M |
 | TSEM | 1.07M | $77.51M |
 | INSM | 1.04M | $150.04M |
 | ADPT | 998K | $14.93M |
 | RBRK | 909K | $74.74M |
 | SNDK | 896K | $100.53M |
 | FROG | 893K | $42.26M |
 | HTFL | 848K | $28.56M |
 | XMTR | 839K | $45.68M |
 | WGS | 824K | $88.73M |
 | BBIO | 807K | $41.90M |
 | ZETA | 782K | $15.54M |
 | IONS | 750K | $49.06M |
 | MKSI | 596K | $73.78M |
Compass, Inc.
COMP
Shares Held
5.30M
Value
$42.56M
Viavi Solutions Inc.
VIAV
Shares Held
2.02M
Value
$25.67M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
1.80M
Value
$71.80M
Verona Pharma plc
VRNA
Shares Held
1.79M
Value
$190.52M
Samsara Inc.
IOT
Shares Held
1.70M
Value
$63.41M
Blend Labs, Inc.
BLND
Shares Held
1.23M
Value
$4.49M
Waystar Holding Corp.
WAY
Shares Held
1.15M
Value
$43.50M
Tower Semiconductor Ltd.
TSEM
Shares Held
1.07M
Value
$77.51M
Insmed Incorporated
INSM
Shares Held
1.04M
Value
$150.04M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
998K
Value
$14.93M
Rubrik, Inc.
RBRK
Shares Held
909K
Value
$74.74M
Sandisk Corporation
SNDK
Shares Held
896K
Value
$100.53M
JFrog Ltd.
FROG
Shares Held
893K
Value
$42.26M
Heartflow, Inc. Common Stock
HTFL
Shares Held
848K
Value
$28.56M
Xometry, Inc.
XMTR
Shares Held
839K
Value
$45.68M
GeneDx Holdings Corp.
WGS
Shares Held
824K
Value
$88.73M
BridgeBio Pharma, Inc.
BBIO
Shares Held
807K
Value
$41.90M
Zeta Global Holdings Corp.
ZETA
Shares Held
782K
Value
$15.54M
Ionis Pharmaceuticals, Inc.
IONS
Shares Held
750K
Value
$49.06M
MKS Inc.
MKSI
Shares Held
596K
Value
$73.78M