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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 129 项
建仓 44
增持 22
减持 26
清仓 37
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$155.9M
485,000
+870%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$133.4M
765,081
+289%
建仓
IWM
ISHARES TR
+$92.4M
450,000
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。
建仓
PANW
PALO ALTO NETWORKS INC
+$80.9M
129,971
建仓
MPWR
MONOLITHIC PWR SYS INC
+$78.5M
161,619
清仓
—
AZEK CO INC
-$64.4M
0
-100%
减持
ETSY
ETSY INC
-$60.3M
163,658
-56%
增持
CRM
SALESFORCE COM INC
+$60.1M
342,746
+585%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$58.3M
1,141,962
+637%
减持
SKY
SKYLINE CHAMPION CORPORATION
-$55.6M
796,063
-37%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$54.1M
495,233
建仓
IWO
ISHARES TR
+$51.1M
200,000
减持
FOUR
SHIFT4 PMTS INC
-$50.2M
217,249
-80%
建仓
—
KNOWBE4 INC
+$48.1M
2,091,263
增持
ENVX
ENOVIX CORPORATION
-$45.5M
3,582,986
+1%
建仓
UBER
UBER TECHNOLOGIES INC
+$44.6M
1,249,913
减持
CROX
CROCS INC
-$44.6M
250,575
-50%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$42.2M
200,000
-60%
清仓
VICR
VICOR CORP
-$39.8M
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$38.2M
16,276
清仓
—
GLOBAL E ONLINE LTD
-$35.7M
0
-100%
清仓
META
META PLATFORMS INC
-$35.3M
0
-100%
增持
SITM
SITIME CORP
+$35.3M
513,466
+63%
建仓
IOT
SAMSARA INC
+$33.8M
2,111,035
清仓
DT
DYNATRACE INC
-$33.5M
0
-100%
减持
SMTC
SEMTECH CORP
-$31.4M
302,302
-49%
清仓
RBLX
ROBLOX CORP
-$30.6M
0
-100%
增持
CHWY
CHEWY INC
+$29.8M
1,226,536
+258%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$28.9M
0
-100%
清仓
EXP
EAGLE MATLS INC
-$26.5M
0
-100%
清仓
FLNC
FLUENCE ENERGY INC
-$26.1M
0
-100%
建仓
—
INARI MED INC
+$25.2M
277,863
清仓
ACVA
ACV AUCTIONS INC
-$24.7M
0
-100%
建仓
—
APTIV PLC
+$23.9M
199,885
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$23.8M
0
-100%
清仓
SKIN
THE BEAUTY HEALTH COMPANY
-$22.4M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$21.9M
60,000
建仓
ULTA
ULTA BEAUTY INC
+$21.9M
54,891
建仓
MA
MASTERCARD INCORPORATED
+$21.4M
60,000
清仓
PHR
PHREESIA INC
-$21.2M
0
-100%
清仓
LEN
LENNAR CORP
-$20.3M
0
-100%
建仓
XMTR
XOMETRY INC
+$19.6M
532,489
增持
MRVL
MARVELL TECHNOLOGY INC
+$19.4M
764,230
+89%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$18.5M
0
-100%
增持
LAW
CS DISCO INC
+$18.4M
855,628
+186%
清仓
—
KORNIT DIGITAL LTD
-$18.3M
0
-100%
减持
PLUG
PLUG POWER INC
-$18.2M
199,936
-76%
清仓
V
VISA INC
-$17.3M
0
-100%
减持
INDI
INDIE SEMICONDUCTOR INC
-$16.9M
3,885,145
-1%
减持
—
SUNNOVA ENERGY INTL INC.
-$16.8M
1,717,822
-15%
建仓
CWH
CAMPING WORLD HLDGS INC
+$16.8M
600,400
减持
VSAT
VIASAT INC
-$16.4M
371,892
-52%
建仓
NET
CLOUDFLARE INC
+$16.2M
135,000
建仓
IWN
ISHARES TR
+$16.1M
100,000
清仓
—
CHARGEPOINT HOLDINGS INC
-$16.0M
0
-100%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$15.8M
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$15.6M
0
-100%
清仓
TFII
TFI INTL INC
-$15.6M
0
-100%
建仓
—
NORDSTROM INC
+$14.9M
549,700
建仓
—
INTRA-CELLULAR THERAPIES INC
+$14.7M
239,903
清仓
—
ALLBIRDS INC
-$13.9M
0
-100%
减持
—
HORIZON THERAPEUTICS PUB L
-$13.8M
957,981
-10%
清仓
TDOC
TELADOC HEALTH INC
-$13.8M
0
-100%
减持
AR
ANTERO RESOURCES CORP
-$13.5M
252,005
-79%
减持
—
CONSTELLIUM SE
-$13.3M
2,114,841
-26%
减持
ABNB
AIRBNB INC
-$13.1M
644,390
-13%
减持
KIDS
ORTHOPEDIATRICS CORP
-$12.3M
256,400
-41%
建仓
—
SHOCKWAVE MED INC
+$11.2M
53,844
清仓
—
DRAFTKINGS INC
-$11.0M
0
-100%
减持
—
FIVERR INTL LTD
-$10.8M
218,166
-9%
建仓
XBI
SPDR SER TR
+$10.8M
120,000
清仓
INTC
INTEL CORP
-$10.3M
0
-100%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$10.2M
517,929
-21%
增持
ENPH
ENPHASE ENERGY INC
+$10.1M
367,874
+5%
建仓
ASAN
ASANA INC
+$10.0M
250,000
建仓
DOCS
DOXIMITY INC
+$9.9M
189,196
建仓
INSP
INSPIRE MED SYS INC
+$9.5M
37,199
清仓
CVNA
CARVANA CO
-$9.3M
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$9.0M
30,000
减持
DECK
DECKERS OUTDOOR CORP
-$8.8M
56,359
-15%
减持
SIBN
SI-BONE INC
-$8.1M
150,620
-71%
建仓
IGV
ISHARES TR
+$7.9M
23,000
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$7.8M
0
-100%
建仓
IPGP
IPG PHOTONICS CORP
+$7.7M
70,000
增持
ALB
ALBEMARLE CORP
+$7.4M
328,887
+18%
建仓
AAPL
APPLE INC
+$7.0M
40,000
建仓
—
ASCENDIS PHARMA A/S
+$6.9M
58,651
减持
BYND
BEYOND MEAT INC
-$6.7M
200,100
-21%
减持
TASK
TASKUS INC
-$6.5M
200,000
-24%
建仓
YETI
YETI HLDGS INC
+$6.0M
100,000
增持
ROKU
ROKU INC
-$5.8M
150,100
+39%
清仓
—
INNOVIZ TECHNOLOGIES LTD
-$5.6M
0
-100%
清仓
—
NEW RELIC INC
-$5.5M
0
-100%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$5.3M
92,000
增持
AIP
ARTERIS INC
-$5.3M
778,027
+7%
建仓
MRNA
MODERNA INC
+$5.2M
30,000
清仓
—
NCINO INC
-$5.1M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$4.6M
20,000
建仓
AI
C3 AI INC
+$4.5M
200,000
清仓
ANIP
ANI PHARMACEUTICALS INC
-$4.5M
0
-100%
建仓
RVLV
REVOLVE GROUP INC
+$4.3M
80,000
建仓
—
NIKOLA CORP
+$4.3M
400,000
减持
SPT
SPROUT SOCIAL INC
-$4.0M
341,596
-1%
清仓
—
DLOCAL LTD
-$4.0M
0
-100%
建仓
CLFD
CLEARFIELD INC
+$4.0M
60,995
建仓
LMND
LEMONADE INC
+$4.0M
150,000
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$3.9M
616,453
+41%
减持
FCX
FREEPORT-MCMORAN INC
-$3.8M
836,577
-23%
清仓
CELH
CELSIUS HLDGS INC
-$3.7M
0
-100%
清仓
LAD
LITHIA MTRS INC
-$3.7M
0
-100%
增持
TW
TRADEWEB MKTS INC
-$3.6M
429,499
+4%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$3.4M
0
-100%
减持
BBY
BEST BUY INC
-$3.2M
21,000
-58%
清仓
—
ENFUSION INC
-$3.1M
0
-100%
清仓
PTC
PTC INC
-$3.0M
0
-100%
建仓
HPQ
HP INC
+$2.9M
80,000
建仓
AMPL
AMPLITUDE INC
+$2.8M
150,000
增持
FRPT
FRESHPET INC
+$2.5M
255,880
+3%
增持
GNRC
GENERAC HLDGS INC
-$2.0M
158,415
+14%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$1.8M
24,000
减持
TSLA
TESLA INC
+$1.8M
85,725
-0%
建仓
SG
SWEETGREEN INC
+$1.7M
52,300
增持
AMAT
APPLIED MATLS INC
+$1.1M
49,955
+43%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$944.0K
62,000
增持
INTA
INTAPP INC
+$903.0K
196,447
+30%
增持
FLYW
FLYWIRE CORPORATION
+$672.0K
214,737
+39%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$521.0K
27,000
-16%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
-$418.0K
380,264
+40%
增持
HCI
HCI GROUP INC
-$196.0K
221,926
+21%