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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 129 项
建仓 38
增持 21
减持 26
清仓 44
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$218.5M
50,000
-92%
清仓
UBER
UBER TECHNOLOGIES INC
-$78.0M
0
-100%
减持
—
DLOCAL LTD
-$65.5M
112,128
-91%
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。
清仓
LSPD
LIGHTSPEED COMMERCE INC
-$65.2M
0
-100%
清仓
IWM
ISHARES TR
-$59.6M
0
-100%
减持
LAD
LITHIA MTRS INC
-$59.6M
12,556
-94%
清仓
—
EVERBRIDGE INC
-$59.5M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$57.2M
0
-100%
减持
VSAT
VIASAT INC
-$56.0M
775,548
-53%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$52.3M
504,191
增持
ENVX
ENOVIX CORPORATION
+$48.5M
3,540,996
+39%
减持
GNRC
GENERAC HLDGS INC
-$48.3M
139,363
-41%
清仓
RNG
RINGCENTRAL INC
-$47.6M
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$45.4M
1,089,102
增持
SITM
SITIME CORP
+$41.7M
314,389
+28%
清仓
DDOG
DATADOG INC
-$41.7M
0
-100%
清仓
—
FUBOTV INC
-$40.3M
0
-100%
建仓
VICR
VICOR CORP
+$39.8M
313,134
建仓
MRVL
MARVELL TECHNOLOGY INC
+$35.4M
404,479
减持
FRPT
FRESHPET INC
-$32.2M
249,427
-36%
减持
SMTC
SEMTECH CORP
-$31.5M
588,438
-45%
清仓
PENN
PENN NATL GAMING INC
-$30.8M
0
-100%
建仓
RBLX
ROBLOX CORP
+$30.6M
297,000
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$28.9M
133,592
清仓
—
GENIUS SPORTS LIMITED
-$28.7M
0
-100%
增持
ABNB
AIRBNB INC
+$28.4M
743,734
+31%
清仓
SKYT
SKYWATER TECHNOLOGY INC
-$26.7M
0
-100%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$26.2M
1,256,799
+3%
建仓
FLNC
FLUENCE ENERGY INC
+$26.1M
734,798
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$25.8M
271,788
建仓
NVTS
NAVITAS SEMICONDUCTOR CORP
+$23.8M
1,399,914
减持
DT
DYNATRACE INC
-$23.6M
555,756
-31%
清仓
U
UNITY SOFTWARE INC
-$23.4M
0
-100%
减持
SPT
SPROUT SOCIAL INC
-$22.5M
345,953
-22%
建仓
AR
ANTERO RESOURCES CORP
+$21.1M
1,208,298
建仓
LEN
LENNAR CORP
+$20.3M
175,144
增持
ETSY
ETSY INC
+$19.4M
368,323
+25%
清仓
GTLS
CHART INDS INC
-$19.1M
0
-100%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$18.5M
66,000
建仓
—
KORNIT DIGITAL LTD
+$18.3M
119,996
清仓
MAR
MARRIOTT INTL INC NEW
-$17.9M
0
-100%
建仓
V
VISA INC
+$17.3M
80,000
清仓
COUR
COURSERA INC
-$17.1M
0
-100%
增持
—
SUNNOVA ENERGY INTL INC.
+$16.9M
2,020,514
+69%
清仓
WYNN
WYNN RESORTS LTD
-$16.9M
0
-100%
增持
CROX
CROCS INC
+$16.3M
497,090
+50%
减持
ROKU
ROKU INC
-$16.1M
107,670
-17%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$15.8M
650,124
减持
—
HORIZON THERAPEUTICS PUB L
-$15.7M
1,063,236
-11%
建仓
ON
ON SEMICONDUCTOR CORP
+$15.6M
230,000
建仓
TFII
TFI INTL INC
+$15.6M
138,982
建仓
AIP
ARTERIS INC
+$15.4M
729,599
减持
—
CHARGEPOINT HOLDINGS INC
-$15.3M
841,454
-46%
清仓
SNOW
SNOWFLAKE INC
-$15.1M
0
-100%
减持
CHWY
CHEWY INC
-$14.8M
342,830
-33%
建仓
TASK
TASKUS INC
+$14.2M
263,936
建仓
—
ALLBIRDS INC
+$13.9M
922,661
建仓
TDOC
TELADOC HEALTH INC
+$13.8M
150,000
增持
—
AZEK CO INC
+$13.7M
1,393,448
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$13.4M
196,826
+80%
清仓
—
STEM INC
-$13.1M
0
-100%
建仓
CRM
SALESFORCE COM INC
+$12.7M
50,000
减持
LAW
CS DISCO INC
-$11.4M
298,740
-35%
清仓
PTON
PELOTON INTERACTIVE INC
-$11.3M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
+$11.2M
350,335
-1%
建仓
INTC
INTEL CORP
+$10.3M
200,000
减持
—
NCINO INC
-$10.2M
92,622
-57%
减持
—
GLOBAL E ONLINE LTD
-$10.1M
562,672
-12%
清仓
—
JFROG LTD
-$10.0M
0
-100%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$9.9M
154,991
增持
META
META PLATFORMS INC
+$9.9M
105,000
+40%
建仓
CVNA
CARVANA CO
+$9.3M
40,000
清仓
SLQT
SELECTQUOTE INC
-$8.4M
0
-100%
清仓
—
AXONICS INC
-$8.3M
0
-100%
增持
—
DRAFTKINGS INC
+$8.1M
400,000
+567%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$7.8M
60,000
清仓
MA
MASTERCARD INCORPORATED
-$7.6M
0
-100%
清仓
—
CARDLYTICS INC
-$7.6M
0
-100%
清仓
TFX
TELEFLEX INCORPORATED
-$7.5M
0
-100%
增持
PHR
PHREESIA INC
-$7.2M
509,643
+11%
减持
ACVA
ACV AUCTIONS INC
-$6.8M
1,310,050
-25%
减持
DECK
DECKERS OUTDOOR CORP
-$6.5M
66,132
-23%
清仓
IGV
ISHARES TR
-$6.4M
0
-100%
减持
TW
TRADEWEB MKTS INC
+$6.3M
412,969
-5%
清仓
—
ZENVIA INC
-$6.0M
0
-100%
增持
BYND
BEYOND MEAT INC
-$5.9M
251,900
+19%
建仓
FLYW
FLYWIRE CORPORATION
+$5.9M
154,882
建仓
—
INNOVIZ TECHNOLOGIES LTD
+$5.6M
883,016
建仓
AMAT
APPLIED MATLS INC
+$5.5M
34,988
建仓
—
NEW RELIC INC
+$5.5M
50,000
减持
PLUG
PLUG POWER INC
-$5.4M
848,449
-26%
建仓
BBY
BEST BUY INC
+$5.1M
50,000
清仓
—
LUCID GROUP INC
-$5.1M
0
-100%
增持
INDI
INDIE SEMICONDUCTOR INC
+$5.0M
3,943,472
+15%
增持
—
CONSTELLIUM SE
+$4.9M
2,870,743
+16%
清仓
—
ARISTA NETWORKS INC
-$4.5M
0
-100%
建仓
ANIP
ANI PHARMACEUTICALS INC
+$4.5M
96,910
清仓
—
EVENTBRITE INC
-$4.3M
0
-100%
清仓
—
ASPEN TECHNOLOGY INC
-$4.3M
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$4.2M
437,612
-25%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$4.0M
0
-100%
清仓
—
ENOVIX CORPORATION
-$3.9M
0
-100%
建仓
INTA
INTAPP INC
+$3.8M
151,593
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$3.7M
32,000
建仓
CELH
CELSIUS HLDGS INC
+$3.7M
50,000
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$3.4M
30,000
建仓
—
ENFUSION INC
+$3.1M
148,846
建仓
PTC
PTC INC
+$3.0M
25,000
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$2.9M
928,813
+24%
清仓
APP
APPLOVIN CORP
-$2.9M
0
-100%
清仓
AAPL
APPLE INC
-$2.8M
0
-100%
清仓
EVGO
EVGO INC
-$2.4M
0
-100%
增持
SIBN
SI-BONE INC
+$2.4M
517,456
+22%
清仓
—
CERIDIAN HCM HLDG INC
-$2.3M
0
-100%
清仓
—
NEOGAMES S A
-$2.2M
0
-100%
减持
EXP
EAGLE MATLS INC
+$2.2M
159,271
-14%
清仓
—
POWERSCHOOL HOLDINGS INC
-$1.5M
0
-100%
清仓
—
GAMBLING COM GROUP LIMITED
-$1.4M
0
-100%
清仓
OLPX
OLAPLEX HLDGS INC
-$1.1M
0
-100%
清仓
DOCS
DOXIMITY INC
-$932.0K
0
-100%
增持
FOUR
SHIFT4 PMTS INC
+$931.0K
1,098,767
+36%
减持
TSLA
TESLA INC
+$857.0K
85,747
-26%
增持
—
FIVERR INTL LTD
+$803.0K
240,892
+66%
清仓
RELY
REMITLY GLOBAL INC
-$734.0K
0
-100%
增持
KIDS
ORTHOPEDIATRICS CORP
+$482.0K
436,123
+11%
清仓
NTRA
NATERA INC
-$382.0K
0
-100%
减持
ALB
ALBEMARLE CORP
-$341.0K
279,609
-7%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$289.0K
654,620
-0%
增持
HCI
HCI GROUP INC
+$189.0K
183,474
+34%
