SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 579K | $108.03M |
 | SIMO | 558K | $52.90M |
 | ALAB | 510K | $99.86M |
 | MIR | 500K | $11.63M |
 | SKY | 493K | $37.63M |
 | AMPL | 491K | $5.26M |
 | ESTA | 430K | $17.63M |
 | CSTL | 400K | $9.11M |
 | CVLT | 397K | $74.86M |
 | RDDT | 390K | $89.58M |
 | AKRO | 377K | $17.91M |
 | FND | 350K | $25.80M |
 | LENZ | 324K | $15.09M |
 | CRDO | 307K | $44.70M |
 | TSM | 305K | $85.25M |
 | UPST | 300K | $15.24M |
 | MDB | 272K | $84.48M |
 | GEV | 268K | $164.99M |
 | AEIS | 251K | $42.67M |
 | SNOW | 249K | $56.26M |
NVIDIA Corporation
NVDA
Shares Held
579K
Value
$108.03M
Silicon Motion Technology Corporation
SIMO
Shares Held
558K
Value
$52.90M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
510K
Value
$99.86M
Mirion Technologies, Inc.
MIR
Shares Held
500K
Value
$11.63M
Champion Homes, Inc.
SKY
Shares Held
493K
Value
$37.63M
Amplitude, Inc.
AMPL
Shares Held
491K
Value
$5.26M
Establishment Labs Holdings Inc.
ESTA
Shares Held
430K
Value
$17.63M
Castle Biosciences, Inc.
CSTL
Shares Held
400K
Value
$9.11M
Commvault Systems, Inc.
CVLT
Shares Held
397K
Value
$74.86M
Reddit, Inc.
RDDT
Shares Held
390K
Value
$89.58M
Akero Therapeutics, Inc.
AKRO
Shares Held
377K
Value
$17.91M
Floor & Decor Holdings, Inc.
FND
Shares Held
350K
Value
$25.80M
LENZ Therapeutics, Inc.
LENZ
Shares Held
324K
Value
$15.09M
Credo Technology Group Holding Ltd
CRDO
Shares Held
307K
Value
$44.70M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
305K
Value
$85.25M
Upstart Holdings, Inc.
UPST
Shares Held
300K
Value
$15.24M
MongoDB, Inc.
MDB
Shares Held
272K
Value
$84.48M
GE Vernova Inc.
GEV
Shares Held
268K
Value
$164.99M
Advanced Energy Industries, Inc.
AEIS
Shares Held
251K
Value
$42.67M
Snowflake Inc.
SNOW
Shares Held
249K
Value
$56.26M