小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001638555
持仓数
148
前50大市值合计
$2.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 119 项
建仓 36
增持 33
减持 22
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$238.4M
666,000
减持
IWM
ISHARES TR
-$123.9M
272,500
-66%
清仓
—
LIGHTSPEED POS INC
-$94.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SMTC
SEMTECH CORP
+$78.4M
1,075,486
+1244%
减持
RNG
RINGCENTRAL INC
-$69.6M
218,897
-46%
增持
—
DLOCAL LTD
+$65.5M
1,272,974
+1611%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$65.2M
675,674
清仓
NFLX
NETFLIX INC
-$63.3M
0
-100%
清仓
W
WAYFAIR INC
-$53.7M
0
-100%
建仓
ENVX
ENOVIX CORPORATION
+$48.1M
2,545,275
建仓
—
GLOBAL E ONLINE LTD
+$45.8M
637,655
减持
CRWD
CROWDSTRIKE HLDGS INC
-$45.3M
109,441
-62%
增持
—
HORIZON THERAPEUTICS PUB L
+$44.7M
1,188,938
+30%
建仓
DDOG
DATADOG INC
+$41.7M
295,000
减持
—
GENIUS SPORTS LIMITED
-$41.4M
1,538,711
-59%
清仓
—
AVAYA HLDGS CORP
-$37.1M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$34.2M
1,741,706
+99%
增持
AMD
ADVANCED MICRO DEVICES INC
+$34.0M
555,526
+125%
建仓
PENN
PENN NATL GAMING INC
+$30.8M
425,372
减持
—
FIVERR INTL LTD
-$30.7M
145,535
-38%
减持
ROKU
ROKU INC
-$30.7M
129,942
-16%
建仓
PLUG
PLUG POWER INC
+$29.4M
1,150,149
增持
SKY
SKYLINE CHAMPION CORPORATION
+$29.1M
1,216,135
+47%
增持
FRPT
FRESHPET INC
+$28.1M
392,524
+129%
建仓
META
FACEBOOK INC
+$25.5M
75,000
清仓
—
1LIFE HEALTHCARE INC
-$24.1M
0
-100%
清仓
CI
CIGNA CORP NEW
-$23.7M
0
-100%
建仓
U
UNITY SOFTWARE INC
+$23.4M
185,000
增持
SPT
SPROUT SOCIAL INC
+$23.2M
441,478
+29%
清仓
—
RODGERS SILICON VALLEY AQ CO
-$22.8M
0
-100%
增持
SITM
SITIME CORP
+$22.6M
245,998
+13%
清仓
FSLY
FASTLY INC
-$22.5M
0
-100%
增持
INDI
INDIE SEMICONDUCTOR INC
+$22.3M
3,433,141
+70%
建仓
BYND
BEYOND MEAT INC
+$22.3M
212,000
建仓
LAW
CS DISCO INC
+$22.0M
459,545
减持
PTON
PELOTON INTERACTIVE INC
-$21.2M
130,000
-50%
增持
—
CONSTELLIUM SE
+$20.3M
2,474,761
+79%
建仓
GTLS
CHART INDS INC
+$19.1M
100,100
建仓
MAR
MARRIOTT INTL INC NEW
+$17.9M
120,771
建仓
COUR
COURSERA INC
+$17.1M
538,976
减持
ENPH
ENPHASE ENERGY INC
-$16.9M
352,889
-7%
增持
ALB
ALBEMARLE CORP
+$15.5M
300,063
+1%
清仓
FCX
FREEPORT-MCMORAN INC
-$15.4M
0
-100%
建仓
—
NCINO INC
+$15.3M
215,000
增持
EXP
EAGLE MATLS INC
+$14.8M
185,706
+176%
增持
TSLA
TESLA INC
+$14.5M
115,747
+5%
减持
—
STEM INC
-$13.9M
546,477
-27%
清仓
PCRX
PACIRA BIOSCIENCES INC
-$13.7M
0
-100%
增持
—
AZEK CO INC
+$13.6M
1,389,372
+59%
增持
—
FUBOTV INC
+$13.0M
1,682,326
+98%
清仓
AMZN
AMAZON COM INC
-$12.8M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$12.7M
50,000
+400%
增持
DECK
DECKERS OUTDOOR CORP
+$12.5M
85,414
+80%
清仓
THO
THOR INDS INC
-$12.1M
0
-100%
清仓
—
WESTPORT FUEL SYSTEMS INC
-$11.9M
0
-100%
减持
SIBN
SI-BONE INC
-$10.6M
424,774
-32%
增持
ABNB
AIRBNB INC
+$10.5M
568,577
+3%
清仓
RUN
SUNRUN INC
-$9.8M
0
-100%
清仓
AN
AUTONATION INC
-$9.5M
0
-100%
减持
LAD
LITHIA MTRS INC
-$9.4M
199,766
-6%
增持
—
SUNNOVA ENERGY INTL INC.
+$9.3M
1,198,021
+50%
清仓
NET
CLOUDFLARE INC
-$9.0M
0
-100%
减持
CROX
CROCS INC
+$8.7M
330,435
-1%
增持
ACVA
ACV AUCTIONS INC
-$8.6M
1,758,383
+12%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$8.6M
587,194
+12%
建仓
MA
MASTERCARD INCORPORATED
+$7.6M
22,000
建仓
—
CARDLYTICS INC
+$7.6M
90,000
建仓
TFX
TELEFLEX INCORPORATED
+$7.5M
19,900
减持
VSAT
VIASAT INC
+$7.5M
1,643,930
-1%
减持
—
EVERBRIDGE INC
-$7.4M
394,044
-20%
清仓
—
INFINERA CORP
-$7.2M
0
-100%
清仓
TSPH
TUSIMPLE HLDGS INC
-$7.1M
0
-100%
增持
FOUR
SHIFT4 PMTS INC
+$6.0M
809,085
+34%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$6.0M
0
-100%
建仓
—
ZENVIA INC
+$6.0M
436,576
增持
HCI
HCI GROUP INC
+$5.8M
136,663
+46%
建仓
—
LUCID GROUP INC
+$5.1M
200,000
增持
WYNN
WYNN RESORTS LTD
-$4.9M
199,335
+12%
清仓
PETS
PETMED EXPRESS INC
-$4.8M
0
-100%
清仓
—
RODGERS SILICON VALLEY AQ CO
-$4.7M
0
-100%
增持
ETSY
ETSY INC
+$4.5M
294,352
+7%
减持
SKIN
THE BEAUTY HEALTH COMPANY
+$4.5M
751,771
-16%
建仓
—
ARISTA NETWORKS INC
+$4.5M
13,000
建仓
—
EVENTBRITE INC
+$4.3M
230,000
建仓
—
ASPEN TECHNOLOGY INC
+$4.3M
35,000
清仓
SYNA
SYNAPTICS INC
-$4.3M
0
-100%
减持
DT
DYNATRACE INC
+$4.2M
804,923
-11%
减持
PHR
PHREESIA INC
-$4.0M
460,372
-13%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$4.0M
20,000
建仓
—
ENOVIX CORPORATION
+$3.9M
450,579
清仓
TTD
THE TRADE DESK INC
-$3.9M
0
-100%
增持
CHWY
CHEWY INC
-$3.7M
513,615
+6%
增持
KIDS
ORTHOPEDIATRICS CORP
+$3.7M
391,150
+13%
清仓
BILL
BILL COM HLDGS INC
-$3.7M
0
-100%
增持
—
CHARGEPOINT HOLDINGS INC
+$3.6M
1,568,290
+97%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$3.5M
0
-100%
增持
SKYT
SKYWATER TECHNOLOGY INC
+$3.5M
980,085
+21%
增持
SLQT
SELECTQUOTE INC
-$3.1M
650,000
+8%
清仓
NOW
SERVICENOW INC
-$3.1M
0
-100%
建仓
APP
APPLOVIN CORP
+$2.9M
40,000
建仓
—
DRAFTKINGS INC
+$2.9M
60,000
减持
TW
TRADEWEB MKTS INC
-$2.8M
434,388
-3%
建仓
AAPL
APPLE INC
+$2.8M
20,000
清仓
—
PAGSEGURO DIGITAL LTD
-$2.7M
0
-100%
建仓
EVGO
EVGO INC
+$2.4M
297,500
建仓
—
CERIDIAN HCM HLDG INC
+$2.3M
20,000
建仓
—
NEOGAMES S A
+$2.2M
60,000
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$1.9M
655,610
-0%
减持
—
AXONICS INC
-$1.8M
127,391
-20%
增持
—
JFROG LTD
+$1.8M
299,700
+65%
建仓
—
POWERSCHOOL HOLDINGS INC
+$1.5M
60,000
减持
IGV
ISHARES TR
-$1.4M
16,000
-20%
建仓
—
GAMBLING COM GROUP LIMITED
+$1.4M
149,599
建仓
OLPX
OLAPLEX HLDGS INC
+$1.1M
46,797
清仓
—
RODGERS SILICON VALLEY AQ CO
-$735.0K
0
-100%
建仓
RELY
REMITLY GLOBAL INC
+$734.0K
20,000
建仓
NTRA
NATERA INC
+$382.0K
3,429
减持
DOCS
DOXIMITY INC
+$163.0K
11,555
-13%
增持
GNRC
GENERAC HLDGS INC
+$96.0K
238,088
+2%