2026 Q2 Portfolio Activity
In 2026 Q2, SUMMIT PARTNERS L P maintained a portfolio of 7 distinct positions. Conversely, SUMMIT PARTNERS L P completely exited their position in AVEANNA HEALTHCARE HLDGS INC.
Position History
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Total Positions
7
Quarter
2026 Q2
Top Holding
KVYO (46.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
SUMMIT PARTNERS L P Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KVYO
KLAVIYO INC
|
Technology | 46.75% | 54.74% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
18,852,778 | $284,676,948 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
LFST
LIFESTANCE HEAL...
|
Healthcare | 41.00% | 27.76% |
#2
Prev: #2
|
5.5 |
—
|
-5,899,661 | -20.2% |
P
S
|
23,310,115 | $249,651,332 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AKA
A K A BRANDS HL...
|
Consumer Cyclical | 10.65% | 9.32% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
6,053,693 | $64,835,052 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ATEN
A10 NETWORKS IN...
|
Technology | 1.23% | 0.69% |
#4
2
Prev: #6
|
2.0 |
—
|
no change | no change |
P
S
|
200,065 | $7,474,428 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MTSI
MACOM TECH SOLU...
|
Technology | 0.38% | 1.63% |
#5
Prev: #5
|
0.7 |
—
|
-43,268 | -87.8% |
P
S
|
6,005 | $2,284,122 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SBDS
SOLO BRANDS INC
|
Consumer Cyclical | 0.00% | 0.62% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-1,100,870 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AVAH
AVEANNA HEALTHC...
|
Healthcare | 0.00% | 5.23% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-5,451,422 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 |
Showing 1-7 of 7 holdings