SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GDS | 46K | $1.78M |
 | AXON | 42K | $30.15M |
 | FIX | 40K | $33.01M |
 | PVLA | 35K | $2.19M |
 | CRUS | 21K | $2.63M |
 | VEEV | 20K | $5.96M |
 | MELI | 18K | $42.48M |
 | KLAC | 17K | $18.44M |
 | MNDY | 15K | $2.91M |
 | ANET | 14K | $2.04M |
 | ADI | 10K | $2.46M |
 | TER | 10K | $1.31M |
GDS Holdings Limited
GDS
Shares Held
46K
Value
$1.78M
Axon Enterprise, Inc.
AXON
Shares Held
42K
Value
$30.15M
Comfort Systems USA, Inc.
FIX
Shares Held
40K
Value
$33.01M
Palvella Therapeutics, Inc.
PVLA
Shares Held
35K
Value
$2.19M
Cirrus Logic, Inc.
CRUS
Shares Held
21K
Value
$2.63M
Veeva Systems Inc.
VEEV
Shares Held
20K
Value
$5.96M
MercadoLibre, Inc.
MELI
Shares Held
18K
Value
$42.48M
KLA Corporation
KLAC
Shares Held
17K
Value
$18.44M
monday.com Ltd.
MNDY
Shares Held
15K
Value
$2.91M
Arista Networks, Inc.
ANET
Shares Held
14K
Value
$2.04M
Analog Devices, Inc.
ADI
Shares Held
10K
Value
$2.46M
Teradyne, Inc.
TER
Shares Held
10K
Value
$1.31M