Stock Taper 
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Silicon Motion Technology Corporation | SIMO | 261.81K | $87.27M |
 Flex Ltd. | FLEX | 304.62K | $49.37M |
 Pattern Group Inc. Series A Common Stock | PTRN | 313.48K | $7.9M |
 MKS Inc. | MKSI | 319.83K | $142.26M |
 Floor & Decor Holdings, Inc. | FND | 350K | $20.78M |
 Cipher Mining Inc. | CIFR | 351.49K | $8.61M |
 SharkNinja, Inc. | SN | 357.27K | $54.4M |
 Natera, Inc. | NTRA | 389K | $105.59M |
 Datadog, Inc. | DDOG | 396.98K | $103.36M |
 Champion Homes, Inc. | SKY | 400K | $35.25M |
 Abivax S.A. | ABVX | 410K | $54.64M |
 Snowflake Inc. | SNOW | 440.41K | $112.08M |
 Glaukos Corporation | GKOS | 446.55K | $62.41M |
 Nebius Group N.V. | NBIS | 449.42K | $124.12M |
 NVIDIA Corporation | NVDA | 449.98K | $90.04M |
 Xometry, Inc. | XMTR | 469K | $45.27M |
 Establishment Labs Holdings Inc. | ESTA | 491.49K | $42.17M |
 Tower Semiconductor Ltd. | TSEM | 517.55K | $134.89M |
 Carvana Co. | CVNA | 525K | $34.56M |
 Aeva Technologies, Inc. | AEVA | 550K | $15.8M |