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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 102 项
建仓 35
增持 27
减持 17
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$160.5M
500,000
建仓
IWM
ISHARES TR
+$107.0M
600,000
增持
TSLA
TESLA INC
+$76.9M
537,169
+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。
减持
ENPH
ENPHASE ENERGY INC
-$54.3M
251,691
-38%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$46.7M
476,676
清仓
BILL
BILL COM HLDGS INC
-$46.1M
0
-100%
增持
FOUR
SHIFT4 PMTS INC
+$43.6M
969,928
+82%
增持
MPWR
MONOLITHIC PWR SYS INC
+$43.5M
139,721
+87%
建仓
MDB
MONGODB INC
+$41.5M
178,199
增持
CRWD
CROWDSTRIKE HLDGS INC
+$38.9M
354,441
+284%
增持
RUN
SUNRUN INC
+$38.8M
3,230,722
+195%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$38.6M
918,713
+21%
建仓
IPGP
IPG PHOTONICS CORP
+$38.2M
309,874
减持
LULU
LULULEMON ATHLETICA INC
-$34.3M
60,870
-65%
建仓
TTD
THE TRADE DESK INC
+$34.2M
561,558
建仓
MELI
MERCADOLIBRE INC
+$34.2M
25,931
增持
TWLO
TWILIO INC
+$32.9M
673,230
+176%
清仓
CALX
CALIX INC
-$29.3M
0
-100%
增持
IOT
SAMSARA INC
+$28.8M
2,776,140
+33%
清仓
GNRC
GENERAC HLDGS INC
-$28.2M
0
-100%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$27.8M
0
-100%
建仓
WDAY
WORKDAY INC
+$27.6M
133,670
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$26.1M
1,477,430
-39%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$24.9M
323,730
增持
SPT
SPROUT SOCIAL INC
+$23.7M
780,625
+85%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$23.6M
569,173
+122%
建仓
ELF
E L F BEAUTY INC
+$23.5M
284,900
增持
SRPT
SAREPTA THERAPEUTICS INC
+$22.6M
321,209
+92%
增持
INDI
INDIE SEMICONDUCTOR INC
+$22.2M
4,326,820
+7%
增持
DV
DOUBLEVERIFY HLDGS INC
+$21.8M
833,152
+452%
建仓
NVDA
NVIDIA CORPORATION
+$21.5M
77,367
减持
TW
TRADEWEB MKTS INC
-$21.3M
329,373
-55%
增持
MBLY
MOBILEYE GLOBAL INC
+$21.2M
1,068,993
+50%
建仓
PHR
PHREESIA INC
+$20.2M
625,771
增持
ALB
ALBEMARLE CORP
+$20.1M
136,606
+192%
增持
TMDX
TRANSMEDICS GROUP INC
+$19.4M
1,036,168
+8%
清仓
RNG
RINGCENTRAL INC
-$19.1M
0
-100%
建仓
—
PERION NETWORK LTD
+$18.5M
468,036
建仓
ACVA
ACV AUCTIONS INC
+$17.8M
1,375,513
清仓
ENVX
ENOVIX CORPORATION
-$17.0M
0
-100%
减持
PI
IMPINJ INC
-$15.9M
109,084
-61%
增持
ABNB
AIRBNB INC
+$15.3M
238,940
+41%
建仓
DXCM
DEXCOM INC
+$14.7M
126,442
建仓
—
AZEK CO INC
+$14.6M
619,478
清仓
QRVO
QORVO INC
-$14.4M
0
-100%
清仓
—
SUNNOVA ENERGY INTL INC.
-$14.4M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$14.0M
0
-100%
增持
—
NOVA LTD
+$13.6M
143,742
+731%
建仓
DUOL
DUOLINGO INC
+$13.5M
95,000
减持
ON
ON SEMICONDUCTOR CORP
-$13.5M
186,092
-60%
建仓
RMBS
RAMBUS INC DEL
+$13.4M
261,818
清仓
AR
ANTERO RESOURCES CORP
-$13.3M
0
-100%
增持
SITM
SITIME CORP
+$13.0M
169,361
+55%
清仓
—
STEM INC
-$12.9M
0
-100%
增持
PLNT
PLANET FITNESS INC
+$12.6M
383,169
+75%
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$11.4M
183,934
建仓
NFLX
NETFLIX INC
+$10.4M
30,000
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$10.3M
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$10.2M
1,521,704
-17%
建仓
FND
FLOOR & DECOR HLDGS INC
+$9.8M
100,000
建仓
—
KARUNA THERAPEUTICS INC
+$9.5M
52,100
建仓
DDOG
DATADOG INC
+$9.4M
130,000
减持
GTLB
GITLAB INC
-$9.4M
570,000
-11%
增持
TMCI
TREACE MED CONCEPTS INC
+$7.7M
755,379
+53%
清仓
—
SUNPOWER CORP
-$7.2M
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP
-$6.8M
89,650
-29%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$6.7M
0
-100%
减持
INSP
INSPIRE MED SYS INC
-$6.2M
295,288
-1%
清仓
KMX
CARMAX INC
-$6.1M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$5.9M
218,616
-19%
减持
LNTH
LANTHEUS HLDGS INC
+$5.8M
678,051
-31%
清仓
ALLY
ALLY FINL INC
-$5.5M
0
-100%
减持
SKY
SKYLINE CHAMPION CORPORATION
-$4.4M
289,617
-43%
清仓
—
CHARGEPOINT HOLDINGS INC
-$4.2M
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$4.2M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$4.0M
55,738
-23%
建仓
WEX
WEX INC
+$3.9M
21,000
建仓
DT
DYNATRACE INC
+$3.0M
70,000
减持
—
ASCENDIS PHARMA A/S
-$2.9M
169,693
-2%
建仓
—
MONDAY COM LTD
+$2.9M
20,000
建仓
—
INTRA-CELLULAR THERAPIES INC
+$2.7M
50,589
清仓
AAPL
APPLE INC
-$2.6M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.4M
232,617
+19%
建仓
CSGP
COSTAR GROUP INC
+$2.1M
30,000
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$2.0M
15,000
建仓
PAYO
PAYONEER GLOBAL INC
+$2.0M
315,000
减持
FSLR
FIRST SOLAR INC
-$1.6M
501,214
-32%
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$1.6M
24,000
清仓
QLYS
QUALYS INC
-$1.5M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
58,583
+19%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$1.5M
40,000
增持
SWKS
SKYWORKS SOLUTIONS INC
+$1.4M
28,221
+33%
增持
DRVN
DRIVEN BRANDS HLDGS INC
+$1.2M
378,139
+1%
建仓
OXM
OXFORD INDS INC
+$1.2M
11,000
增持
AIP
ARTERIS INC
+$1.1M
1,128,606
+34%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$1.1M
873,497
+6%
清仓
INTA
INTAPP INC
-$1.1M
0
-100%
清仓
YETI
YETI HLDGS INC
-$1.0M
0
-100%
减持
FLYW
FLYWIRE CORPORATION
+$524.4K
117,251
-2%
建仓
DSP
VIANT TECHNOLOGY INC
+$435.0K
100,000
建仓
—
GENIUS SPORTS LIMITED
+$373.5K
75,000
清仓
AEHR
AEHR TEST SYS
-$248.1K
0
-100%