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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 135 项
建仓 42
增持 28
减持 31
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
ABNB
AIRBNB INC
-$71.4M
440,563
-32%
减持
SITM
SITIME CORP
-$59.5M
415,735
-19%
清仓
IWO
ISHARES TR
-$51.1M
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。
减持
MRVL
MARVELL TECHNOLOGY INC
-$49.5M
122,063
-84%
增持
AAPL
APPLE INC
+$48.6M
406,500
+916%
清仓
—
KNOWBE4 INC
-$48.1M
0
-100%
增持
IWM
ISHARES TR
+$47.8M
827,900
+84%
清仓
UBER
UBER TECHNOLOGIES INC
-$44.6M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$41.6M
0
-100%
减持
TSLA
TESLA INC
-$41.0M
76,237
-11%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$39.7M
795,139
+4%
增持
AR
ANTERO RESOURCES CORP
+$39.1M
1,525,271
+505%
清仓
BKNG
BOOKING HOLDINGS INC
-$38.2M
0
-100%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$37.5M
923,856
-19%
建仓
LNTH
LANTHEUS HLDGS INC
+$35.2M
533,391
增持
QQQ
INVESCO QQQ TR
+$33.9M
748,200
+54%
减持
SKY
SKYLINE CHAMPION CORPORATION
-$32.0M
247,445
-69%
减持
—
HORIZON THERAPEUTICS PUB L
-$31.1M
873,803
-9%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$27.3M
630,206
+66%
减持
LAW
CS DISCO INC
-$27.2M
101,472
-88%
减持
CHWY
CHEWY INC
-$26.8M
668,845
-45%
建仓
VLO
VALERO ENERGY CORP
+$26.5M
249,500
减持
AMD
ADVANCED MICRO DEVICES INC
-$26.2M
364,981
-26%
建仓
SPY
SPDR S&P 500 ETF TR
+$24.5M
65,000
建仓
U
UNITY SOFTWARE INC
+$24.4M
663,200
清仓
—
APTIV PLC
-$23.9M
0
-100%
减持
CRM
SALESFORCE INC
-$22.8M
302,896
-12%
减持
ENVX
ENOVIX CORPORATION
-$22.5M
3,207,980
-10%
清仓
ULTA
ULTA BEAUTY INC
-$21.9M
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$21.7M
170,817
+359%
减持
GNRC
GENERAC HLDGS INC
-$21.0M
123,714
-22%
清仓
ETSY
ETSY INC
-$20.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$19.9M
5,000
-92%
增持
CLFD
CLEARFIELD INC
+$19.4M
376,956
+518%
减持
ALB
ALBEMARLE CORP
-$18.9M
257,435
-22%
减持
—
CONSTELLIUM SE
-$18.8M
1,457,745
-31%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$18.5M
315,340
建仓
—
JAZZ PHARMACEUTICALS PLC
+$18.2M
116,516
清仓
VSAT
VIASAT INC
-$18.1M
0
-100%
减持
IOT
SAMSARA INC
-$18.1M
1,410,854
-33%
清仓
CWH
CAMPING WORLD HLDGS INC
-$16.8M
0
-100%
减持
—
FIVERR INTL LTD
-$16.3M
8,177
-96%
清仓
IWN
ISHARES TR
-$16.1M
0
-100%
减持
NET
CLOUDFLARE INC
-$14.0M
49,800
-63%
减持
—
NORDSTROM INC
-$13.7M
55,000
-90%
建仓
MP
MP MATERIALS CORP
+$13.6M
424,804
建仓
BILL
BILL COM HLDGS INC
+$13.2M
120,000
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$13.2M
799,784
建仓
MAR
MARRIOTT INTL INC NEW
+$12.9M
94,800
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$12.7M
800,000
增持
MPWR
MONOLITHIC PWR SYS INC
-$12.3M
172,468
+7%
增持
ENPH
ENPHASE ENERGY INC
+$11.0M
436,334
+19%
减持
XMTR
XOMETRY INC
-$10.8M
257,860
-52%
清仓
XBI
SPDR SER TR
-$10.8M
0
-100%
建仓
—
WOLFSPEED INC
+$10.5M
164,839
清仓
ASAN
ASANA INC
-$10.0M
0
-100%
清仓
DOCS
DOXIMITY INC
-$9.9M
0
-100%
建仓
—
DLOCAL LTD
+$9.5M
360,043
建仓
BX
BLACKSTONE INC
+$9.1M
100,000
建仓
FIVN
FIVE9 INC
+$9.1M
100,000
减持
—
INARI MED INC
-$9.0M
238,595
-14%
建仓
PH
PARKER-HANNIFIN CORP
+$8.6M
35,000
减持
FOUR
SHIFT4 PMTS INC
-$8.4M
153,098
-30%
建仓
TWLO
TWILIO INC
+$8.4M
100,000
建仓
COF
CAPITAL ONE FINL CORP
+$8.3M
79,500
增持
TW
TRADEWEB MKTS INC
-$8.1M
433,630
+1%
建仓
META
META PLATFORMS INC
+$8.1M
50,000
增持
INDI
INDIE SEMICONDUCTOR INC
-$8.0M
3,917,042
+1%
建仓
AMZN
AMAZON COM INC
+$8.0M
75,000
清仓
IGV
ISHARES TR
-$7.9M
0
-100%
减持
ROKU
ROKU INC
-$7.7M
135,000
-10%
清仓
TASK
TASKUS INC
-$7.7M
0
-100%
清仓
IPGP
IPG PHOTONICS CORP
-$7.7M
0
-100%
建仓
CAR
AVIS BUDGET GROUP
+$7.4M
50,000
增持
SHOP
SHOPIFY INC
-$7.3M
200,000
+900%
减持
BYND
BEYOND MEAT INC
-$7.3M
100,800
-50%
增持
FRPT
FRESHPET INC
-$7.0M
371,613
+45%
增持
CROX
CROCS INC
-$6.9M
251,537
+0%
清仓
—
ASCENDIS PHARMA A/S
-$6.9M
0
-100%
减持
—
INTRA-CELLULAR THERAPIES INC
-$6.8M
138,331
-42%
清仓
AMAT
APPLIED MATLS INC
-$6.6M
0
-100%
建仓
BC
BRUNSWICK CORP
+$6.5M
100,000
建仓
—
CAPRI HOLDINGS LIMITED
+$6.5M
159,200
建仓
RL
RALPH LAUREN CORP
+$6.4M
71,700
建仓
—
SIGNET JEWELERS LIMITED
+$6.2M
116,000
清仓
YETI
YETI HLDGS INC
-$6.0M
0
-100%
清仓
PLUG
PLUG POWER INC
-$5.7M
0
-100%
建仓
NOW
SERVICENOW INC
+$5.7M
12,001
减持
KIDS
ORTHOPEDIATRICS CORP
-$5.5M
193,355
-25%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$5.3M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$5.3M
153,105
+18%
清仓
MRNA
MODERNA INC
-$5.2M
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$4.6M
570,000
+185%
清仓
AI
C3 AI INC
-$4.5M
0
-100%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$4.5M
200,000
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$4.4M
531,598
+3%
减持
SMTC
SEMTECH CORP
-$4.4M
301,259
-0%
建仓
FND
FLOOR & DECOR HLDGS INC
+$4.4M
69,700
清仓
RVLV
REVOLVE GROUP INC
-$4.3M
0
-100%
清仓
—
NIKOLA CORP
-$4.3M
0
-100%
清仓
LMND
LEMONADE INC
-$4.0M
0
-100%
减持
FLYW
FLYWIRE CORPORATION
-$3.7M
165,031
-23%
清仓
SIBN
SI-BONE INC
-$3.4M
0
-100%
减持
—
SHOCKWAVE MED INC
-$3.3M
41,155
-24%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$3.2M
0
-100%
增持
AIP
ARTERIS INC
-$3.1M
1,004,485
+29%
增持
AMPL
AMPLITUDE INC
+$2.9M
399,600
+166%
增持
LULU
LULULEMON ATHLETICA INC
-$2.9M
69,693
+16%
清仓
HPQ
HP INC
-$2.9M
0
-100%
建仓
CALX
CALIX INC
+$2.9M
85,008
建仓
PAYC
PAYCOM SOFTWARE INC
+$2.8M
10,000
建仓
TDOC
TELADOC HEALTH INC
+$2.7M
80,000
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$2.6M
828,741
+34%
增持
DECK
DECKERS OUTDOOR CORP
+$2.5M
70,091
+24%
减持
INTA
INTAPP INC
-$2.4M
156,793
-20%
建仓
UPST
UPSTART HLDGS INC
+$2.2M
69,800
建仓
GLW
CORNING INC
+$2.2M
70,000
建仓
WRBY
WARBY PARKER INC
+$2.1M
190,600
清仓
BBY
BEST BUY INC
-$1.9M
0
-100%
建仓
POWI
POWER INTEGRATIONS INC
+$1.9M
25,000
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$1.8M
0
-100%
建仓
DLB
DOLBY LABORATORIES INC
+$1.8M
25,000
建仓
TMDX
TRANSMEDICS GROUP INC
+$1.7M
53,457
清仓
SG
SWEETGREEN INC
-$1.7M
0
-100%
增持
SPT
SPROUT SOCIAL INC
+$1.7M
499,998
+46%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$1.6M
50,000
建仓
—
NUVEI CORPORATION
+$1.6M
45,000
建仓
BOOT
BOOT BARN HLDGS INC
+$1.4M
20,000
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.3M
40,000
+33%
增持
—
SUNNOVA ENERGY INTL INC.
+$1.1M
2,207,188
+28%
建仓
RBLX
ROBLOX CORP
+$986.0K
30,000
增持
SNOW
SNOWFLAKE INC
+$979.0K
40,000
+100%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$944.0K
0
-100%
建仓
—
ENFUSION INC
+$766.0K
75,000
增持
HCI
HCI GROUP INC
-$42.0K
222,680
+0%