Stock Taper

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Establishment Labs Holdings Inc.ESTA491.49K$42.17M
Xometry, Inc.XMTR469K$45.27M
NVIDIA CorporationNVDA449.98K$90.04M
Nebius Group N.V.NBIS449.42K$124.12M
Glaukos CorporationGKOS446.55K$62.41M
Snowflake Inc.SNOW440.41K$112.08M
Abivax S.A.ABVX410K$54.64M
Champion Homes, Inc.SKY400K$35.25M
Datadog, Inc.DDOG396.98K$103.36M
Natera, Inc.NTRA389K$105.59M
SharkNinja, Inc.SN357.27K$54.4M
Cipher Mining Inc.CIFR351.49K$8.61M
Floor & Decor Holdings, Inc.FND350K$20.78M
MKS Inc.MKSI319.83K$142.26M
Pattern Group Inc. Series A Common StockPTRN313.48K$7.9M
Flex Ltd.FLEX304.62K$49.37M
Silicon Motion Technology CorporationSIMO261.81K$87.27M
Twilio Inc.TWLO257.91K$53.21M
Ouster, Inc.OUST250K$15.63M
Iron Mountain IncorporatedIRM235.57K$29.75M