Stock Taper 
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Onto Innovation Inc. | ONTO | 232K | $87.8M |
 Samsara Inc. | IOT | 212.43K | $6.89M |
 CAVA Group, Inc. | CAVA | 200K | $15.7M |
 Credo Technology Group Holding Ltd | CRDO | 197.25K | $53.64M |
 Lattice Semiconductor Corporation | LSCC | 188K | $28.76M |
 Vertiv Holdings Co | VRT | 160.91K | $53.88M |
 Sandisk Corporation | SNDK | 155.4K | $353.34M |
 Cerebras Systems Inc. | CBRS | 134.47K | $29.72M |
 Cirrus Logic, Inc. | CRUS | 128.12K | $19.03M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 123.25K | $58.86M |
 Lam Research Corporation | LRCX | 114K | $49.4M |
 SiTime Corporation | SITM | 102.96K | $76.76M |
 Zeta Global Holdings Corp. | ZETA | 100K | $1.97M |
 AAON, Inc. | AAON | 100K | $12.69M |
 Constellation Energy Corporation | CEG | 100K | $24.84M |
 Mercury Systems, Inc. | MRCY | 98.12K | $12M |
 Talen Energy Corporation | TLN | 90K | $34.58M |
 Analog Devices, Inc. | ADI | 87K | $34.55M |
 FTAI Aviation Ltd. | FTAI | 86.5K | $23.4M |
 Spotify Technology S.A. | SPOT | 83K | $38.11M |