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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 131 项
建仓 31
增持 26
减持 24
清仓 50
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$114.0M
623,155
+717%
减持
IWM
ISHARES TR
-$90.8M
299,900
-64%
减持
QQQ
INVESCO QQQ TR
-$81.4M
480,000
-36%
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
CRWD
CROWDSTRIKE HLDGS INC
-$77.8M
341,419
-57%
清仓
—
HORIZON THERAPEUTICS PUB L
-$69.7M
0
-100%
减持
SITM
SITIME CORP
-$54.4M
170,000
-59%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$52.7M
0
-100%
清仓
CRM
SALESFORCE INC
-$50.0M
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
-$48.6M
48,497
-72%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$47.6M
2,818,705
+252%
增持
TMDX
TRANSMEDICS GROUP INC
+$44.1M
1,097,027
+1952%
建仓
MSFT
MICROSOFT CORP
+$41.9M
180,000
增持
PAYC
PAYCOM SOFTWARE INC
+$41.0M
132,584
+1226%
建仓
ON
ON SEMICONDUCTOR CORP
+$40.7M
652,657
增持
ENPH
ENPHASE ENERGY INC
+$37.9M
443,748
+2%
减持
AR
ANTERO RESOURCES CORP
-$36.7M
330,098
-78%
减持
AAPL
APPLE INC
-$36.2M
140,000
-66%
增持
MA
MASTERCARD INCORPORATED
+$34.1M
125,580
+2412%
建仓
FSLR
FIRST SOLAR INC
+$30.9M
233,700
清仓
SPT
SPROUT SOCIAL INC
-$29.0M
0
-100%
减持
ENVX
ENOVIX CORPORATION
+$27.9M
3,081,740
-4%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$27.9M
0
-100%
增持
ALB
ALBEMARLE CORP
+$27.5M
307,366
+19%
清仓
VLO
VALERO ENERGY CORP
-$26.5M
0
-100%
建仓
—
LIVENT CORP
+$26.1M
849,948
减持
ABNB
AIRBNB INC
-$25.6M
130,000
-70%
清仓
SPY
SPDR S&P 500 ETF TR
-$24.5M
0
-100%
清仓
U
UNITY SOFTWARE INC
-$24.4M
0
-100%
清仓
CHWY
CHEWY INC
-$23.2M
0
-100%
增持
DV
DOUBLEVERIFY HLDGS INC
+$22.4M
985,840
+393%
建仓
PI
IMPINJ INC
+$20.2M
251,938
增持
INSP
INSPIRE MED SYS INC
+$19.5M
285,584
+67%
清仓
FRPT
FRESHPET INC
-$19.3M
0
-100%
增持
CALX
CALIX INC
+$19.2M
360,727
+324%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$18.5M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$18.1M
351,405
+130%
清仓
SMTC
SEMTECH CORP
-$16.6M
0
-100%
清仓
—
INARI MED INC
-$16.2M
0
-100%
建仓
—
CHARGEPOINT HOLDINGS INC
+$15.5M
1,050,176
增持
—
SUNNOVA ENERGY INTL INC.
+$14.7M
2,505,958
+14%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$13.8M
1,250,831
建仓
UNH
UNITEDHEALTH GROUP INC
+$13.6M
26,861
建仓
—
ATLASSIAN CORP PLC
+$12.7M
60,329
清仓
HTZ
HERTZ GLOBAL HLDGS INC
-$12.7M
0
-100%
清仓
CROX
CROCS INC
-$12.2M
0
-100%
建仓
TER
TERADYNE INC
+$12.1M
160,600
建仓
DDOG
DATADOG INC
+$11.6M
130,541
减持
GNRC
GENERAC HLDGS INC
-$11.1M
83,914
-32%
清仓
ROKU
ROKU INC
-$11.1M
0
-100%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$11.0M
503,699
建仓
—
AZEK CO INC
+$10.9M
655,184
建仓
TMCI
TREACE MED CONCEPTS INC
+$10.7M
485,086
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$10.3M
0
-100%
减持
HCI
HCI GROUP INC
-$10.2M
125,694
-44%
增持
LNTH
LANTHEUS HLDGS INC
+$9.7M
639,091
+20%
增持
—
WOLFSPEED INC
+$9.7M
194,693
+18%
增持
DECK
DECKERS OUTDOOR CORP
+$9.6M
87,902
+25%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$9.2M
957,189
+4%
清仓
BX
BLACKSTONE INC
-$9.1M
0
-100%
清仓
FIVN
FIVE9 INC
-$9.1M
0
-100%
减持
TW
TRADEWEB MKTS INC
-$8.8M
368,308
-15%
清仓
XMTR
XOMETRY INC
-$8.7M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$8.6M
0
-100%
减持
—
CONSTELLIUM SE
-$8.5M
1,056,766
-28%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$8.5M
100,309
清仓
TWLO
TWILIO INC
-$8.4M
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$8.3M
0
-100%
清仓
META
META PLATFORMS INC
-$8.1M
0
-100%
清仓
AMZN
AMAZON COM INC
-$8.0M
0
-100%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$7.9M
0
-100%
增持
INDI
INDIE SEMICONDUCTOR INC
+$7.9M
4,124,419
+5%
建仓
NEE
NEXTERA ENERGY INC
+$7.8M
100,000
清仓
CAR
AVIS BUDGET GROUP
-$7.4M
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$7.0M
659,923
+16%
清仓
BC
BRUNSWICK CORP
-$6.5M
0
-100%
清仓
—
CAPRI HOLDINGS LIMITED
-$6.5M
0
-100%
清仓
RL
RALPH LAUREN CORP
-$6.4M
0
-100%
建仓
CVNA
CARVANA CO
+$6.1M
300,000
清仓
AMPL
AMPLITUDE INC
-$5.7M
0
-100%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$5.7M
60,000
清仓
SNOW
SNOWFLAKE INC
-$5.6M
0
-100%
减持
—
DLOCAL LTD
-$5.5M
192,322
-47%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$5.3M
0
-100%
建仓
PWR
QUANTA SVCS INC
+$5.2M
41,000
增持
BILL
BILL COM HLDGS INC
+$5.2M
138,741
+16%
建仓
RRC
RANGE RES CORP
+$5.1M
200,000
建仓
—
STEM INC
+$4.5M
339,976
减持
MAR
MARRIOTT INTL INC NEW
-$4.5M
60,000
-37%
减持
FOUR
SHIFT4 PMTS INC
-$4.5M
13,000
-92%
建仓
ROST
ROSS STORES INC
+$4.2M
50,000
减持
NOW
SERVICENOW INC
-$4.1M
4,361
-64%
建仓
ETSY
ETSY INC
+$4.0M
40,100
增持
—
SHOCKWAVE MED INC
+$3.7M
41,593
+1%
建仓
—
ALTUS POWER INC
+$3.3M
299,977
减持
CLFD
CLEARFIELD INC
-$3.3M
191,668
-49%
清仓
TDOC
TELADOC HEALTH INC
-$2.7M
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$2.6M
25,000
清仓
BYND
BEYOND MEAT INC
-$2.4M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$2.3M
59,656
-14%
清仓
UPST
UPSTART HLDGS INC
-$2.2M
0
-100%
清仓
GLW
CORNING INC
-$2.2M
0
-100%
减持
—
SIGNET JEWELERS LIMITED
-$2.2M
70,000
-40%
建仓
TXRH
TEXAS ROADHOUSE INC
+$2.2M
25,000
清仓
NET
CLOUDFLARE INC
-$2.2M
0
-100%
清仓
WRBY
WARBY PARKER INC
-$2.1M
0
-100%
增持
FLYW
FLYWIRE CORPORATION
+$2.1M
219,857
+33%
清仓
IMXI
INTERNATIONAL MNY EXPRESS IN
-$2.0M
0
-100%
清仓
POWI
POWER INTEGRATIONS INC
-$1.9M
0
-100%
建仓
JACK
JACK IN THE BOX INC
+$1.9M
25,000
清仓
LAW
CS DISCO INC
-$1.8M
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$1.8M
0
-100%
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$1.6M
0
-100%
清仓
—
NUVEI CORPORATION
-$1.6M
0
-100%
减持
KIDS
ORTHOPEDIATRICS CORP
-$1.5M
148,386
-23%
清仓
BOOT
BOOT BARN HLDGS INC
-$1.4M
0
-100%
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$1.2M
631,094
+19%
增持
MP
MP MATERIALS CORP
+$1.2M
544,430
+28%
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE
+$1.2M
10,000
清仓
—
NORDSTROM INC
-$1.2M
0
-100%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$1.1M
15,000
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$990.0K
20,000
清仓
RBLX
ROBLOX CORP
-$986.0K
0
-100%
减持
FND
FLOOR & DECOR HLDGS INC
-$875.0K
50,000
-28%
增持
—
JAZZ PHARMACEUTICALS PLC
-$845.0K
130,040
+12%
建仓
AGYS
AGILYSYS INC
+$830.0K
15,000
增持
INTA
INTAPP INC
+$811.0K
166,382
+6%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$809.0K
800,352
-3%
清仓
—
ENFUSION INC
-$766.0K
0
-100%
减持
IOT
SAMSARA INC
+$613.0K
1,356,407
-4%
增持
AIP
ARTERIS INC
-$284.0K
1,008,509
+0%
清仓
—
FIVERR INTL LTD
-$281.0K
0
-100%