SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.7T
Holdings
103
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $146.4B |
TSLATESLA INC | $119.6B |
TTDTHE TRADE DESK INC | $93.1B |
INSPINSPIRE MED SYS INC | $91.6B |
LNTHLANTHEUS HLDGS INC | $87.2B |
SRPTSAREPTA THERAPEUTICS INC | $83.2B |
MPWRMONOLITHIC PWR SYS INC | $79.4B |
FOURSHIFT4 PMTS INC | $77.8B |
PANWPALO ALTO NETWORKS INC | $64.3B |
APTVAPTIV PLC | $56.4B |
TMDXTRANSMEDICS GROUP INC | $56.4B |
MDBMONGODB INC | $53.6B |
IPGPIPG PHOTONICS CORP | $50.8B |
FSLRFIRST SOLAR INC | $50.8B |
IOTSAMSARA INC | $50.0B |
CRWDCROWDSTRIKE HLDGS INC | $46.8B |
LSCCLATTICE SEMICONDUCTOR CORP | $45.3B |
SMCIUSDSUPER MICRO COMPUTER INC | $44.5B |
DC4DEXCOM INC | $43.7B |
MLB1MERCADOLIBRE INC | $41.7B |
ALBALBEMARLE CORP | $40.7B |
ENPHENPHASE ENERGY INC | $40.0B |
MUMICRON TECHNOLOGY INC | $39.1B |
INDIINDIE SEMICONDUCTOR INC | $38.6B |
SHLSSHOALS TECHNOLOGIES GROUP IN | $38.3B |
ACVAACV AUCTIONS INC | $34.3B |
LLYLILLY ELI & CO | $33.6B |
DDOGDATADOG INC | $31.9B |
PLNTPLANET FITNESS INC | $31.9B |
DVDOUBLEVERIFY HLDGS INC | $31.4B |
IRDMIRIDIUM COMMUNICATIONS INC | $31.0B |
RUNSUNRUN INC | $29.6B |
NDQINVESCO QQQ TR | $28.6B |
MBLYMOBILEYE GLOBAL INC | $27.4B |
PCORPROCORE TECHNOLOGIES INC | $27.0B |
XYZBLOCK INC | $27.0B |
METAMETA PLATFORMS INC | $26.3B |
DKNGDRAFTKINGS INC NEW | $26.1B |
HALOHALOZYME THERAPEUTICS INC | $25.9B |
LTHM1EURLIVENT CORP | $25.8B |
HASIHANNON ARMSTRONG SUST INFR C | $25.0B |
CATCATERPILLAR INC | $24.6B |
DECKDECKERS OUTDOOR CORP | $23.6B |
MCHPMICROCHIP TECHNOLOGY INC. | $22.4B |
GNRCGENERAC HLDGS INC | $22.4B |
COFCAPITAL ONE FINL CORP | $21.9B |
RIVNRIVIAN AUTOMOTIVE INC | $21.7B |
BFAMBRIGHT HORIZONS FAM SOL IN D | $21.6B |
AZEKAZEK CO INC | $21.5B |
RMBS*RAMBUS INC DEL | $20.8B |
PLUNPLUG POWER INC | $20.8B |
CELHCELSIUS HLDGS INC | $19.2B |
KRTXKARUNA THERAPEUTICS INC | $17.5B |
DUOLDUOLINGO INC | $17.2B |
QCOMQUALCOMM INC | $16.7B |
SITMSITIME CORP | $16.5B |
SKYSKYLINE CHAMPION CORPORATION | $16.3B |
NETCLOUDFLARE INC | $16.0B |
CALXCALIX INC | $15.8B |
SGMLSIGMA LITHIUM CORPORATION | $15.0B |
GOOGLALPHABET INC | $14.4B |
FIVNFIVE9 INC | $13.9B |
ELFE L F BEAUTY INC | $13.4B |
ETSYETSY INC | $12.7B |
ENVXENOVIX CORPORATION | $12.6B |
TEAMATLASSIAN CORPORATION | $12.1B |
AMDADVANCED MICRO DEVICES INC | $12.0B |
MSFTMICROSOFT CORP | $11.9B |
AMZNAMAZON COM INC | $11.5B |
MRVLMARVELL TECHNOLOGY INC | $10.8B |
AMATAPPLIED MATLS INC | $10.1B |
TMCITREACE MED CONCEPTS INC | $10.0B |
AIPARTERIS INC | $10.0B |
IWMISHARES TR | $9.3B |
PIIMPINJ INC | $9.1B |
WDAYWORKDAY INC | $9.0B |
AVGOBROADCOM INC | $8.7B |
COCOVITA COCO CO INC | $8.4B |
PHRPHREESIA INC | $7.2B |
PTLOPORTILLOS INC | $7.1B |
MCWMISTER CAR WASH INC | $6.3B |
IBMINTERNATIONAL BUSINESS MACHS | $5.4B |
ITCIEURINTRA-CELLULAR THERAPIES INC | $5.4B |
SNOWSNOWFLAKE INC | $5.3B |
PLAYDAVE & BUSTERS ENTMT INC | $5.1B |
BYNDBEYOND MEAT INC | $4.8B |
TERTERADYNE INC | $4.5B |
WEXWEX INC | $3.8B |
STAASTAAR SURGICAL CO | $3.7B |
CSGPCOSTAR GROUP INC | $3.6B |
XMTRXOMETRY INC | $3.3B |
FLYWFLYWIRE CORPORATION | $3.3B |
LTHLIFE TIME GROUP HOLDINGS INC | $3.1B |
MATWMATTHEWS INTL CORP | $2.4B |
BSYBENTLEY SYS INC | $2.2B |
TWTRADEWEB MKTS INC | $2.0B |
ALKTALKAMI TECHNOLOGY INC | $1.6B |
CBRECBRE GROUP INC | $1.6B |
QLYSQUALYS INC | $1.6B |
CFLTCONFLUENT INC | $1.4B |
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