Stock Taper 
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bandwidth Inc. | BAND | 72K | $4.56M |
 ServiceTitan, Inc. | TTAN | 70K | $4.95M |
 Ambiq Micro, Inc. | AMBQ | 66.7K | $5.89M |
 JFrog Ltd. | FROG | 64K | $5.82M |
 Impinj, Inc. | PI | 61.5K | $8.81M |
 Advanced Energy Industries, Inc. | AEIS | 55K | $20.51M |
 Applied Materials, Inc. | AMAT | 55K | $39.77M |
 CrowdStrike Holdings, Inc. | CRWD | 50K | $38.16M |
 Space Exploration Technologies Corp. | SPCX | 37.2K | $6.36M |
 Amazon.com, Inc. | AMZN | 30K | $7.15M |
 Equinix, Inc. | EQIX | 26.13K | $27.24M |
 Axon Enterprise, Inc. | AXON | 21.5K | $12.05M |
 Comfort Systems USA, Inc. | FIX | 21K | $41.62M |
 Veeva Systems Inc. | VEEV | 20K | $3.55M |
 Ciena Corporation | CIEN | 13.35K | $6.55M |
 Broadcom Inc. | AVGO | 6.5K | $2.46M |
 ASML Holding N.V. | ASML | 1.1K | $2.19M |