SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.8B
Holdings
110
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
SPOTSPOTIFY TECHNOLOGY S A | $240.2M |
IM8NINSMED INC | $236.4M |
VRNAVERONA PHARMA PLC | $190.5M |
NVDANVIDIA CORPORATION | $168.2M |
SNDKSANDISK CORP | $166.2M |
GEVGE VERNOVA INC | $165.0M |
MSFTMICROSOFT CORP | $164.4M |
CVNACARVANA CO | $161.0M |
SEISOLARIS ENERGY INFRAS INC | $140.9M |
MDBMONGODB INC | $131.0M |
RBRKRUBRIK INC. | $118.6M |
WGSGENEDX HOLDINGS CORP | $115.1M |
NDQINVESCO QQQ TR | $108.1M |
MKSIMKS INC. | $103.5M |
ALABASTERA LABS INC | $99.9M |
TSEMTOWER SEMICONDUCTOR LTD | $99.2M |
SNOWSNOWFLAKE INC | $94.6M |
CVLTCOMMVAULT SYS INC | $93.0M |
ARGXARGENX SE | $90.3M |
RDDTREDDIT INC | $89.6M |
ISIIONIS PHARMACEUTICALS INC | $88.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $87.3M |
CEGCONSTELLATION ENERGY CORP | $85.6M |
SIMOSILICON MOTION TECHNOLOGY CO | $80.6M |
IWMISHARES TR | $67.2M |
IOTSAMSARA INC | $67.1M |
AXONAXON ENTERPRISE INC | $66.0M |
FROGJFROG LTD | $61.2M |
VRTVERTIV HOLDINGS CO | $58.4M |
KLACKLA CORP | $55.8M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $50.5M |
XMTRXOMETRY INC | $50.0M |
COMPCOMPASS INC | $46.6M |
POWLPOWELL INDS INC | $43.5M |
WAYWAYSTAR HLDG CORP | $43.5M |
AEISADVANCED ENERGY INDS | $42.7M |
MLB1MERCADOLIBRE INC | $42.5M |
BBIOBRIDGEBIO PHARMA INC | $41.9M |
JBLJABIL INC | $41.7M |
HUBSHUBSPOT INC | $37.9M |
SKYCHAMPION HOMES INC | $37.6M |
FIXCOMFORT SYS USA INC | $33.0M |
KKRKKR & CO INC | $31.8M |
TWLOTWILIO INC | $31.1M |
UPSTUPSTART HLDGS INC | $30.5M |
AAPLAPPLE INC | $30.5M |
VIAVVIAVI SOLUTIONS INC | $29.4M |
HTFLHEARTFLOW INC | $28.6M |
ESTCELASTIC N V | $28.0M |
MIRMIRION TECHNOLOGIES INC | $27.9M |
FNDFLOOR & DECOR HLDGS INC | $27.6M |
RMBS*RAMBUS INC DEL | $27.6M |
AKROAKERO THERAPEUTICS INC | $21.8M |
IRENIREN LIMITED | $20.9M |
NTRANATERA INC | $19.9M |
ASNDASCENDIS PHARMA A/S | $19.9M |
IRMIRON MTN INC DEL | $18.9M |
ORCLORACLE CORP | $17.7M |
ESTAESTABLISHMENT LABS HLDGS INC | $17.6M |
CRUSCIRRUS LOGIC INC | $17.4M |
ANETARISTA NETWORKS INC | $16.6M |
CLSCELESTICA INC | $16.5M |
ZETAZETA GLOBAL HOLDINGS CORP | $15.5M |
LENZLENZ THERAPEUTICS INC | $15.1M |
QCOMQUALCOMM INC | $15.0M |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $14.9M |
AAONAAON INC | $14.0M |
GTLBGITLAB INC | $13.8M |
CRWVCOREWEAVE INC | $13.7M |
FSLRFIRST SOLAR INC | $13.2M |
AMATAPPLIED MATLS INC | $13.1M |
CDTXCIDARA THERAPEUTICS INC | $12.4M |
LITELUMENTUM HLDGS INC | $12.0M |
LMNDLEMONADE INC | $10.7M |
NOWSERVICENOW INC | $10.1M |
CSTLCASTLE BIOSCIENCES INC | $9.1M |
WWAYFAIR INC | $8.9M |
MNDYMONDAY COM LTD | $8.7M |
BEBLOOM ENERGY CORP | $8.5M |
PLPLANET LABS PBC | $8.4M |
DYDYCOM INDS INC | $8.2M |
AMPLAMPLITUDE INC | $7.4M |
GHGUARDANT HEALTH INC | $6.9M |
CFLTCONFLUENT INC | $6.7M |
PANWPALO ALTO NETWORKS INC | $6.7M |
BRZEBRAZE INC | $6.5M |
IONQIONQ INC | $6.5M |
VEEVVEEVA SYS INC | $6.0M |
STCSTEWART INFORMATION SVCS COR | $5.2M |
GDSGDS HLDGS LTD | $4.9M |
PAYPAYMENTUS HOLDINGS INC | $4.8M |
SMCISUPER MICRO COMPUTER INC | $4.6M |
BLNDBLEND LABS INC | $4.5M |
RGTIRIGETTI COMPUTING INC | $4.3M |
ADIANALOG DEVICES INC | $4.3M |
ROKUROKU INC | $4.0M |
SOFISOFI TECHNOLOGIES INC | $4.0M |
GFSGLOBALFOUNDRIES INC | $3.6M |
STMSTMICROELECTRONICS N V | $2.8M |
AMBQAMBIQ MICRO INC | $2.8M |
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