SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVNA | 231K | $87.07M |
 | VRT | 227K | $34.24M |
 | ESTC | 200K | $16.90M |
 | SPOT | 197K | $137.27M |
 | PAY | 158K | $4.83M |
 | AAON | 150K | $14.02M |
 | POWL | 143K | $43.52M |
 | CEG | 130K | $42.78M |
 | CDTX | 130K | $12.45M |
 | NTRA | 124K | $19.89M |
 | MSFT | 123K | $63.57M |
 | GH | 110K | $6.87M |
 | ASND | 100K | $19.88M |
 | AMBQ | 94K | $2.80M |
 | ARGX | 92K | $68.19M |
 | IRM | 85K | $8.66M |
 | ADTN | 75K | $703.50K |
 | STM | 60K | $1.70M |
 | FSLR | 60K | $13.23M |
 | HUBS | 48K | $22.45M |
Carvana Co.
CVNA
Shares Held
231K
Value
$87.07M
Vertiv Holdings Co
VRT
Shares Held
227K
Value
$34.24M
Elastic N.V.
ESTC
Shares Held
200K
Value
$16.90M
Spotify Technology S.A.
SPOT
Shares Held
197K
Value
$137.27M
Paymentus Holdings, Inc.
PAY
Shares Held
158K
Value
$4.83M
AAON, Inc.
AAON
Shares Held
150K
Value
$14.02M
Powell Industries, Inc.
POWL
Shares Held
143K
Value
$43.52M
Constellation Energy Corporation
CEG
Shares Held
130K
Value
$42.78M
Cidara Therapeutics, Inc.
CDTX
Shares Held
130K
Value
$12.45M
Natera, Inc.
NTRA
Shares Held
124K
Value
$19.89M
Microsoft Corporation
MSFT
Shares Held
123K
Value
$63.57M
Guardant Health, Inc.
GH
Shares Held
110K
Value
$6.87M
Ascendis Pharma A/S
ASND
Shares Held
100K
Value
$19.88M
Ambiq Micro, Inc.
AMBQ
Shares Held
94K
Value
$2.80M
argenx SE
ARGX
Shares Held
92K
Value
$68.19M
Iron Mountain Incorporated
IRM
Shares Held
85K
Value
$8.66M
ADTRAN Holdings, Inc.
ADTN
Shares Held
75K
Value
$703.50K
STMicroelectronics N.V.
STM
Shares Held
60K
Value
$1.70M
First Solar, Inc.
FSLR
Shares Held
60K
Value
$13.23M
HubSpot, Inc.
HUBS
Shares Held
48K
Value
$22.45M