SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Est. AUM

$3.72B

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TRPUT	UNIT SER 1	$132.8M	230000	3.57%	SOLE
2	VANECK ETF TRUSTPUT	SEMICONDUCTR ETF	$122.7M	320000	3.30%	SOLE
3	TOWER SEMICONDUCTOR LTD	SHS NEW	$121.4M	692055	3.26%	SOLE
4	SANDISK CORP	COM	$117.8M	185477	3.17%	SOLE
5	INSMED INC	COM PAR $.01	$106.9M	653445	2.87%	SOLE
6	IONIS PHARMACEUTICALS INC	COM	$105.4M	1404033	2.83%	SOLE
7	ISHARES TRCALL	RUSSELL 2000 ETF	$99.2M	400000	2.67%	SOLE
8	SOLARIS ENERGY INFRAS INC	COM CL A	$97.7M	1729055	2.63%	SOLE
9	DIGITALOCEAN HLDGS INC	COM	$80.4M	937147	2.16%	SOLE
10	GUARDANT HEALTH INC	COM	$79.7M	862915	2.14%	SOLE
11	NVIDIA CORPORATION	COM	$78.4M	449477	2.11%	SOLE
12	TOWER SEMICONDUCTOR LTDPUT	SHS NEW	$78.1M	445000	2.10%	SOLE
13	SANDISK CORPPUT	COM	$75.4M	118600	2.03%	SOLE
14	NATERA INC	COM	$74.3M	371603	2.00%	SOLE
15	AKAMAI TECHNOLOGIES INC	COM	$67.0M	583000	1.80%	SOLE
16	MKS INC.	COM	$64.9M	282206	1.74%	SOLE
17	MERCADOLIBRE INCCALL	COM	$58.8M	34000	1.58%	SOLE
18	ADVANCED ENERGY INDS	COM	$53.7M	166418	1.44%	SOLE
19	SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$51.2M	456375	1.38%	SOLE
20	LATTICE SEMICONDUCTOR CORP	COM	$49.3M	531000	1.32%	SOLE
21	SOLARIS ENERGY INFRAS INCPUT	COM CL A	$46.6M	825000	1.25%	SOLE
22	APPLE INCCALL	COM	$43.9M	173000	1.18%	SOLE
23	SPOTIFY TECHNOLOGY S A	SHS	$43.6M	90000	1.17%	SOLE
24	ISHARES TRPUT	RUSSELL 2000 ETF	$43.4M	175000	1.17%	SOLE
25	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$42.3M	125161	1.14%	SOLE
26	COMPASS INC	CL A	$41.7M	5701503	1.12%	SOLE
27	SAMSARA INC	COM CL A	$40.8M	1288431	1.10%	SOLE
28	CARVANA CO	CL A	$40.7M	129543	1.09%	SOLE
29	VERTIV HOLDINGS CO	COM CL A	$40.3M	160915	1.08%	SOLE
30	SITIME CORP	COM	$36.3M	105017	0.97%	SOLE
31	LUMENTUM HLDGS INCPUT	COM	$35.6M	50700	0.96%	SOLE
32	ANALOG DEVICES INCCALL	COM	$34.4M	108000	0.92%	SOLE
33	EATON CORP PLCPUT	SHS	$34.0M	95000	0.91%	SOLE
34	EATON CORP PLC	SHS	$34.0M	95000	0.91%	SOLE
35	ARROWHEAD PHARMACEUTICALS IN	COM	$33.9M	540144	0.91%	SOLE
36	IONIS PHARMACEUTICALS INCPUT	COM	$33.8M	450000	0.91%	SOLE
37	NVIDIA CORPORATIONPUT	COM	$33.1M	190000	0.89%	SOLE
38	ANALOG DEVICES INC	COM	$33.1M	104000	0.89%	SOLE
39	GUARDANT HEALTH INCPUT	COM	$32.3M	350000	0.87%	SOLE
40	NRG ENERGY INC	COM NEW	$32.2M	220000	0.86%	SOLE
41	CARVANA COPUT	CL A	$31.4M	100000	0.84%	SOLE
42	GENEDX HOLDINGS CORP	COM CL A	$30.8M	479418	0.83%	SOLE
43	NEBIUS GROUP N.V.	SHS CLASS A	$29.1M	280000	0.78%	SOLE
44	NEBIUS GROUP N.V.PUT	SHS CLASS A	$29.1M	280000	0.78%	SOLE
45	XOMETRY INC	CLASS A COM	$29.0M	709579	0.78%	SOLE
46	CIRRUS LOGIC INC	COM	$28.9M	199771	0.78%	SOLE
47	CHENIERE ENERGY INC	COM NEW	$28.4M	100000	0.76%	SOLE
48	CHAMPION HOMES INC	COM	$27.6M	370832	0.74%	SOLE
49	BRIDGEBIO PHARMA INC	COM	$26.2M	352831	0.70%	SOLE
50	NVIDIA CORPORATIONCALL	COM	$24.6M	141000	0.66%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.