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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 104 项
建仓 21
增持 23
减持 23
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$130.7M
280,658
-55%
清仓
QQQ
INVESCO QQQ TR
-$128.3M
0
-100%
增持
FSLR
FIRST SOLAR INC
+$79.7M
738,676
+216%
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
ALB
ALBEMARLE CORP
-$71.1M
46,725
-85%
清仓
IWM
ISHARES TR
-$49.5M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$46.6M
92,225
-73%
清仓
MSFT
MICROSOFT CORP
-$41.9M
0
-100%
减持
—
SUNNOVA ENERGY INTL INC.
-$41.0M
798,288
-68%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$39.9M
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
+$39.8M
176,179
+195%
减持
PAYC
PAYCOM SOFTWARE INC
-$39.6M
13,422
-90%
减持
ENVX
ENOVIX CORPORATION
-$39.5M
1,365,467
-56%
增持
FOUR
SHIFT4 PMTS INC
+$29.3M
534,355
+4010%
建仓
GTLB
GITLAB INC
+$29.0M
637,563
增持
BILL
BILL COM HLDGS INC
+$27.7M
423,030
+205%
增持
TW
TRADEWEB MKTS INC
+$26.6M
729,462
+98%
建仓
RUN
SUNRUN INC
+$26.3M
1,093,352
清仓
—
LIVENT CORP
-$26.1M
0
-100%
建仓
MBLY
MOBILEYE GLOBAL INC
+$25.1M
714,561
增持
INSP
INSPIRE MED SYS INC
+$24.7M
299,090
+5%
建仓
PCTY
PAYLOCITY HLDG CORP
+$24.6M
126,691
建仓
SPT
SPROUT SOCIAL INC
+$23.8M
421,728
减持
DV
DOUBLEVERIFY HLDGS INC
-$23.6M
150,866
-85%
减持
MA
MASTERCARD INCORPORATED
-$21.7M
40,178
-68%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$21.7M
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$21.6M
166,990
建仓
—
ASCENDIS PHARMA A/S
+$21.1M
172,751
清仓
—
WOLFSPEED INC
-$20.1M
0
-100%
清仓
CLFD
CLEARFIELD INC
-$20.1M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$19.8M
270,714
-23%
建仓
RNG
RINGCENTRAL INC
+$19.1M
539,402
建仓
PLNT
PLANET FITNESS INC
+$17.2M
218,364
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$16.8M
925,303
+84%
减持
AAPL
APPLE INC
-$16.7M
20,000
-86%
减持
ENPH
ENPHASE ENERGY INC
-$15.9M
404,594
-9%
清仓
MP
MP MATERIALS CORP
-$14.9M
0
-100%
建仓
QRVO
QORVO INC
+$14.4M
158,686
减持
TMDX
TRANSMEDICS GROUP INC
+$13.3M
957,282
-13%
增持
GNRC
GENERAC HLDGS INC
+$13.2M
279,900
+234%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$13.1M
508,023
+105%
清仓
—
ATLASSIAN CORP PLC
-$12.7M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.6M
49,430
+84%
清仓
TER
TERADYNE INC
-$12.1M
0
-100%
建仓
TWLO
TWILIO INC
+$12.0M
244,220
减持
ON
ON SEMICONDUCTOR CORP
-$11.9M
461,365
-29%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$11.7M
195,666
+95%
清仓
DDOG
DATADOG INC
-$11.6M
0
-100%
清仓
—
SHOCKWAVE MED INC
-$11.6M
0
-100%
减持
—
CHARGEPOINT HOLDINGS INC
-$11.3M
443,865
-58%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$11.1M
255,895
+1179%
清仓
—
AZEK CO INC
-$10.9M
0
-100%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$10.7M
1,841,067
+47%
清仓
—
CONSTELLIUM SE
-$10.7M
0
-100%
减持
—
JAZZ PHARMACEUTICALS PLC
-$10.6M
42,214
-68%
增持
PI
IMPINJ INC
+$10.5M
281,301
+12%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$10.3M
36,878
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$10.2M
374,490
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$9.8M
757,490
-5%
增持
IOT
SAMSARA INC
+$9.6M
2,087,397
+54%
增持
MPWR
MONOLITHIC PWR SYS INC
+$8.8M
74,724
+54%
清仓
MAR
MARRIOTT INTL INC NEW
-$8.4M
0
-100%
增持
—
STEM INC
+$8.3M
1,437,780
+323%
清仓
NEE
NEXTERA ENERGY INC
-$7.8M
0
-100%
增持
CALX
CALIX INC
+$7.3M
428,651
+19%
建仓
—
SUNPOWER CORP
+$7.2M
398,247
清仓
KIDS
ORTHOPEDIATRICS CORP
-$6.8M
0
-100%
减持
INDI
INDIE SEMICONDUCTOR INC
-$6.7M
4,029,211
-2%
清仓
CVNA
CARVANA CO
-$6.1M
0
-100%
建仓
KMX
CARMAX INC
+$6.1M
99,900
清仓
EXE
CHESAPEAKE ENERGY CORP
-$5.7M
0
-100%
建仓
ALLY
ALLY FINL INC
+$5.5M
223,000
清仓
SHOP
SHOPIFY INC
-$5.4M
0
-100%
清仓
PWR
QUANTA SVCS INC
-$5.2M
0
-100%
增持
LNTH
LANTHEUS HLDGS INC
+$5.2M
984,098
+54%
清仓
RRC
RANGE RES CORP
-$5.1M
0
-100%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$5.0M
824,079
+31%
清仓
HCI
HCI GROUP INC
-$4.9M
0
-100%
清仓
ROST
ROSS STORES INC
-$4.2M
0
-100%
清仓
ETSY
ETSY INC
-$4.0M
0
-100%
清仓
—
SIGNET JEWELERS LIMITED
-$4.0M
0
-100%
清仓
—
DLOCAL LTD
-$3.9M
0
-100%
清仓
FND
FLOOR & DECOR HLDGS INC
-$3.5M
0
-100%
清仓
—
ALTUS POWER INC
-$3.3M
0
-100%
增持
AR
ANTERO RESOURCES CORP
+$3.2M
429,986
+30%
减持
AIP
ARTERIS INC
-$3.1M
844,925
-16%
清仓
DKS
DICKS SPORTING GOODS INC
-$2.6M
0
-100%
减持
SITM
SITIME CORP
-$2.3M
109,485
-36%
清仓
TXRH
TEXAS ROADHOUSE INC
-$2.2M
0
-100%
减持
FLYW
FLYWIRE CORPORATION
-$2.1M
119,251
-46%
减持
INTA
INTAPP INC
-$2.1M
42,339
-75%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$1.9M
21,221
清仓
JACK
JACK IN THE BOX INC
-$1.9M
0
-100%
清仓
NOW
SERVICENOW INC
-$1.6M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
+$1.6M
72,855
-17%
建仓
QLYS
QUALYS INC
+$1.5M
13,200
建仓
—
NOVA LTD
+$1.4M
17,300
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$1.2M
0
-100%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
建仓
YETI
YETI HLDGS INC
+$1.0M
24,700
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$1.0M
2,421,496
-14%
清仓
AGYS
AGILYSYS INC
-$830.0K
0
-100%
增持
ABNB
AIRBNB INC
+$803.7K
169,108
+30%
增持
TMCI
TREACE MED CONCEPTS INC
+$633.0K
493,213
+2%
建仓
AEHR
AEHR TEST SYS
+$248.1K
12,343
