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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 127 项
建仓 49
增持 25
减持 28
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$131.8M
77,500
-85%
增持
NVDA
NVIDIA CORPORATION
+$124.9M
345,974
+347%
减持
IWM
ISHARES TR
-$97.7M
49,700
-92%
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。
增持
TTD
THE TRADE DESK INC
+$58.9M
1,205,081
+115%
减持
FSLR
FIRST SOLAR INC
-$58.3M
267,025
-47%
建仓
—
APTIV PLC
+$56.4M
552,770
清仓
SPT
SPROUT SOCIAL INC
-$47.5M
0
-100%
清仓
TWLO
TWILIO INC
-$44.9M
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$44.5M
178,507
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$42.4M
471,588
-49%
建仓
MU
MICRON TECHNOLOGY INC
+$39.1M
620,271
增持
SRPT
SAREPTA THERAPEUTICS INC
+$38.9M
726,295
+126%
减持
RUN
SUNRUN INC
-$35.5M
1,656,877
-49%
减持
AMD
ADVANCED MICRO DEVICES INC
-$34.8M
105,024
-78%
建仓
LLY
LILLY ELI & CO
+$33.6M
71,679
增持
LNTH
LANTHEUS HLDGS INC
+$31.2M
1,038,914
+53%
清仓
ABNB
AIRBNB INC
-$29.7M
0
-100%
增持
DXCM
DEXCOM INC
+$29.0M
340,233
+169%
清仓
UNH
UNITEDHEALTH GROUP INC
-$27.7M
0
-100%
建仓
SQ
BLOCK INC
+$27.0M
405,000
建仓
META
META PLATFORMS INC
+$26.3M
91,784
建仓
DKNG
DRAFTKINGS INC NEW
+$26.1M
982,662
建仓
HALO
HALOZYME THERAPEUTICS INC
+$25.9M
718,484
建仓
—
LIVENT CORP
+$25.8M
941,102
建仓
CAT
CATERPILLAR INC
+$24.6M
100,000
减持
TW
TRADEWEB MKTS INC
-$24.0M
29,066
-91%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$22.6M
0
-100%
增持
DDOG
DATADOG INC
+$22.5M
324,253
+149%
减持
INSP
INSPIRE MED SYS INC
+$22.5M
282,068
-4%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$22.4M
250,000
建仓
GNRC
GENERAC HLDGS INC
+$22.4M
150,000
清仓
LULU
LULULEMON ATHLETICA INC
-$22.2M
0
-100%
减持
TMDX
TRANSMEDICS GROUP INC
-$22.1M
671,716
-35%
建仓
COF
CAPITAL ONE FINL CORP
+$21.9M
200,000
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$21.7M
1,300,000
建仓
PLUG
PLUG POWER INC
+$20.8M
1,998,600
增持
PANW
PALO ALTO NETWORKS INC
+$20.6M
251,688
+15%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$19.6M
499,111
+171%
清仓
GTLB
GITLAB INC
-$19.5M
0
-100%
建仓
CELH
CELSIUS HLDGS INC
+$19.2M
128,571
减持
MBLY
MOBILEYE GLOBAL INC
-$18.8M
713,388
-33%
减持
WDAY
WORKDAY INC
-$18.6M
40,000
-70%
清仓
—
PERION NETWORK LTD
-$18.5M
0
-100%
清仓
—
ASCENDIS PHARMA A/S
-$18.2M
0
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$17.8M
0
-100%
建仓
QCOM
QUALCOMM INC
+$16.7M
140,000
增持
ACVA
ACV AUCTIONS INC
+$16.5M
1,984,993
+44%
建仓
NET
CLOUDFLARE INC
+$16.0M
245,000
建仓
CALX
CALIX INC
+$15.8M
316,000
清仓
ON
ON SEMICONDUCTOR CORP
-$15.3M
0
-100%
清仓
—
NOVA LTD
-$15.0M
0
-100%
建仓
SGML
SIGMA LITHIUM CORPORATION
+$15.0M
372,236
建仓
GOOGL
ALPHABET INC
+$14.4M
120,000
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$14.3M
0
-100%
建仓
FIVN
FIVE9 INC
+$13.9M
168,365
减持
PHR
PHREESIA INC
-$13.0M
230,856
-63%
减持
ENPH
ENPHASE ENERGY INC
-$13.0M
238,615
-5%
建仓
ETSY
ETSY INC
+$12.7M
150,000
建仓
ENVX
ENOVIX CORPORATION
+$12.6M
699,800
增持
IPGP
IPG PHOTONICS CORP
+$12.6M
373,747
+21%
建仓
TEAM
ATLASSIAN CORPORATION
+$12.1M
72,100
减持
MDB
MONGODB INC
+$12.0M
130,331
-27%
建仓
MSFT
MICROSOFT CORP
+$11.9M
35,000
清仓
DRVN
DRIVEN BRANDS HLDGS INC
-$11.5M
0
-100%
建仓
AMZN
AMAZON COM INC
+$11.5M
87,837
建仓
MRVL
MARVELL TECHNOLOGY INC
+$10.8M
180,000
增持
ALB
ALBEMARLE CORP
+$10.5M
182,607
+34%
清仓
NFLX
NETFLIX INC
-$10.4M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$10.1M
70,000
减持
ELF
E L F BEAUTY INC
-$10.1M
117,322
-59%
清仓
FND
FLOOR & DECOR HLDGS INC
-$9.8M
0
-100%
增持
MPWR
MONOLITHIC PWR SYS INC
+$9.5M
147,006
+5%
减持
TMCI
TREACE MED CONCEPTS INC
-$9.0M
391,869
-48%
建仓
AVGO
BROADCOM INC
+$8.7M
10,000
减持
PCOR
PROCORE TECHNOLOGIES INC
-$8.6M
415,611
-27%
建仓
COCO
VITA COCO CO INC
+$8.4M
313,699
减持
TSLA
TESLA INC
+$8.2M
457,062
-15%
增持
—
KARUNA THERAPEUTICS INC
+$8.0M
80,481
+54%
减持
SITM
SITIME CORP
-$7.6M
140,000
-17%
增持
MELI
MERCADOLIBRE INC
+$7.5M
35,197
+36%
增持
RMBS
RAMBUS INC DEL
+$7.4M
324,865
+24%
建仓
PTLO
PORTILLOS INC
+$7.1M
316,776
减持
INDI
INDIE SEMICONDUCTOR INC
-$7.1M
4,101,161
-5%
增持
—
AZEK CO INC
+$6.9M
709,315
+15%
减持
DV
DOUBLEVERIFY HLDGS INC
+$6.3M
806,922
-3%
建仓
—
MISTER CAR WASH INC
+$6.3M
647,938
减持
PI
IMPINJ INC
-$5.7M
101,000
-7%
减持
SKY
SKYLINE CHAMPION CORPORATION
-$5.5M
249,122
-14%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$5.4M
40,000
建仓
SNOW
SNOWFLAKE INC
+$5.3M
30,000
增持
AIP
ARTERIS INC
+$5.2M
1,464,400
+30%
建仓
BYND
BEYOND MEAT INC
+$4.8M
368,300
减持
IOT
SAMSARA INC
-$4.7M
1,804,685
-35%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$4.6M
1,497,568
+1%
建仓
TER
TERADYNE INC
+$4.5M
40,000
增持
FOUR
SHIFT4 PMTS INC
+$4.3M
1,146,127
+18%
建仓
STAA
STAAR SURGICAL CO
+$3.7M
70,000
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$3.7M
115,000
+188%
增持
DUOL
DUOLINGO INC
+$3.6M
120,000
+26%
建仓
XMTR
XOMETRY INC
+$3.3M
157,400
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$3.3M
0
-100%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$3.3M
233,722
-28%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$3.1M
158,512
清仓
DT
DYNATRACE INC
-$3.0M
0
-100%
清仓
—
MONDAY COM LTD
-$2.9M
0
-100%
增持
—
INTRA-CELLULAR THERAPIES INC
+$2.6M
84,515
+67%
建仓
MATW
MATTHEWS INTL CORP
+$2.4M
55,813
建仓
BSY
BENTLEY SYS INC
+$2.2M
40,000
增持
PLNT
PLANET FITNESS INC
+$2.1M
472,672
+23%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$2.0M
0
-100%
清仓
PAYO
PAYONEER GLOBAL INC
-$2.0M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.8M
318,971
-10%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$1.6M
100,000
建仓
CBRE
CBRE GROUP INC
+$1.6M
20,000
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$1.6M
0
-100%
建仓
QLYS
QUALYS INC
+$1.6M
12,000
增持
CSGP
COSTAR GROUP INC
+$1.5M
40,000
+33%
减持
DECK
DECKERS OUTDOOR CORP
-$1.4M
44,745
-20%
建仓
—
CONFLUENT INC
+$1.4M
40,000
建仓
VERX
VERTEX INC
+$1.2M
60,000
清仓
OXM
OXFORD INDS INC
-$1.2M
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$766.5K
50,000
建仓
ASUR
ASURE SOFTWARE INC
+$512.6K
42,155
清仓
DSP
VIANT TECHNOLOGY INC
-$435.0K
0
-100%
清仓
—
GENIUS SPORTS LIMITED
-$373.5K
0
-100%
减持
FLYW
FLYWIRE CORPORATION
-$113.4K
107,251
-9%
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$26.2K
998,233
+14%