SUMMIT PARTNERS L P

CIK: 0000830588SEC EDGAR →

Portfolio Value

$1.1B

Holdings

8

As of

Q4 2025

New Positions

8

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

KLAVIYO, INC. (2)

18,852,778$612.1M
58.24%
2

LIFESTANCE HEALTH GROUP INC.

33,524,715$236.0M
22.46%
3

A K A BRANDS HLDG CORP (1)

6,053,693$64.8M
6.16%
4

AVEANNA HEALTHCARE HLDGS INC

7,551,422$61.7M
5.87%
5

JAMF HOLDINGS CORP

4,475,381$58.2M
5.54%
6

MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.

47,650$8.2M
0.78%
7

SOLO BRANDS INC (3)

1,100,870$6.7M
0.63%
8

A10 NETWORKS, INC.

187,367$3.3M
0.32%

Quarterly Changes

Top Buys

KVYONEW
$612.1M
LFSTNEW
$236.0M
AKANEW
$64.8M
AVAHNEW
$61.7M
JAMFNEW
$58.2M

Top Sells

No sells this quarter

New Positions (8)

$612.1M · 18.9M shares
$236.0M · 33.5M shares
$64.8M · 6.1M shares
$61.7M · 7.6M shares
$58.2M · 4.5M shares
$8.2M · 48K shares
$6.7M · 1.1M shares
$3.3M · 187K shares

Sector Breakdown

Sector# HoldingsValue%
Technology3$623.6M59.3%
Healthcare2$297.7M28.3%
Consumer Cyclical2$71.4M6.8%
Unknown1$58.2M5.5%