AI Portfolio Summary
In 2026 Q1, SUMMIT PARTNERS L P maintained a portfolio of 8 distinct positions. They heavily accumulated shares in MACOM TECH SOLUTIONS, increasing their position by 3.4%. Conversely, SUMMIT PARTNERS L P completely exited their position in JAMF HOLDINGS CORP.
Total Positions
8
Quarter
2026 Q1
Top Holding
KVYO (54.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
| 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 | 54.74% | 58.24% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
18,852,778 | $366,875,060 |
$34.50
-44.5%
|
2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
LFST
LIFESTANCE HEAL...
|
Healthcare | 27.76% | 22.46% |
#2
Prev: #2
|
6.0 | -4,314,939 | -12.9% |
P
S
|
29,209,776 | $186,066,273 |
$27.86
-77.4%
|
2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
AKA
A K A BRANDS HL...
|
Consumer Cyclical | 9.32% | 6.16% |
#3
Prev: #3
|
5.7 | no change | no change |
P
S
|
6,053,693 | $62,426,288 |
$97.06
-89.2%
|
2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
AVAH
AVEANNA HEALTHC...
|
Healthcare | 5.23% | 5.87% |
#4
Prev: #4
|
2.6 | -2,100,000 | -27.8% |
P
S
|
5,451,422 | $35,079,901 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MTSI
MACOM TECH SOLU...
|
Technology | 1.63% | 0.78% |
#5
1
Prev: #6
|
1.7 | 1,623 | 3.4% |
P
S
|
49,273 | $10,942,055 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ATEN
A10 NETWORKS IN...
|
Technology | 0.69% | 0.32% |
#6
2
Prev: #8
|
2.3 | 12,698 | 6.8% |
P
S
|
200,065 | $4,625,503 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SBDS
SOLO BRANDS INC
|
Consumer Cyclical | 0.62% | 0.63% |
#7
Prev: #7
|
1.2 | no change | no change |
P
S
|
1,100,870 | $4,139,271 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JAMF
JAMF HOLDINGS C...
|
Unknown | 0.00% | 5.54% |
Sold All 😨
(Was: #5) |
0.0 | -4,475,381 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-8 of 8 holdings