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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 137 项
建仓 35
增持 31
减持 21
清仓 50
方向
标的
Δ市值
现股数(环比)
清仓
MPWR
MONOLITHIC PWR SYS INC
-$79.4M
0
-100%
减持
TSLA
TESLA INC
-$71.9M
190,941
-58%
增持
AMZN
AMAZON COM INC
+$70.5M
644,704
+634%
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
SRPT
SAREPTA THERAPEUTICS INC
-$69.1M
116,319
-84%
建仓
ROKU
ROKU INC
+$56.2M
796,311
减持
NVDA
NVIDIA CORPORATION
-$54.5M
211,131
-39%
建仓
ABNB
AIRBNB INC
+$51.4M
374,900
建仓
VRT
VERTIV HOLDINGS CO
+$47.5M
1,277,858
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$44.0M
2,703,222
+108%
清仓
DXCM
DEXCOM INC
-$43.7M
0
-100%
减持
TTD
THE TRADE DESK INC
-$42.4M
648,334
-46%
减持
TMDX
TRANSMEDICS GROUP INC
-$40.0M
299,600
-55%
清仓
INDI
INDIE SEMICONDUCTOR INC
-$38.6M
0
-100%
增持
META
META PLATFORMS INC
+$38.4M
215,573
+135%
建仓
—
ON HLDG AG
+$33.8M
1,215,106
减持
FOUR
SHIFT4 PMTS INC
-$32.0M
827,139
-28%
清仓
PLNT
PLANET FITNESS INC
-$31.9M
0
-100%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$31.0M
0
-100%
建仓
AAPL
APPLE INC
+$30.8M
180,000
清仓
RUN
SUNRUN INC
-$29.6M
0
-100%
减持
ALB
ALBEMARLE CORP
-$29.5M
66,115
-64%
减持
ENPH
ENPHASE ENERGY INC
-$29.2M
89,971
-62%
增持
DECK
DECKERS OUTDOOR CORP
+$29.0M
102,303
+129%
清仓
QQQ
INVESCO QQQ TR
-$28.6M
0
-100%
建仓
LEGN
LEGEND BIOTECH CORP
+$27.4M
408,549
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$27.2M
210,000
清仓
SQ
BLOCK INC
-$27.0M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$26.2M
53,512
+52%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$25.9M
0
-100%
清仓
—
LIVENT CORP
-$25.8M
0
-100%
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$25.0M
0
-100%
减持
FSLR
FIRST SOLAR INC
-$24.6M
161,731
-39%
清仓
CAT
CATERPILLAR INC
-$24.6M
0
-100%
增持
FIVN
FIVE9 INC
+$23.6M
583,419
+247%
减持
IPGP
IPG PHOTONICS CORP
-$23.6M
267,988
-28%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$22.4M
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$22.4M
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$21.9M
0
-100%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$21.6M
0
-100%
清仓
PLUG
PLUG POWER INC
-$20.8M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$20.1M
279,252
-55%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$20.1M
1,320,316
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$19.4M
301,588
-36%
增持
FLYW
FLYWIRE CORPORATION
+$19.3M
708,373
+560%
增持
MDB
MONGODB INC
+$18.4M
207,966
+60%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$18.3M
60,000
增持
ELF
E L F BEAUTY INC
+$17.9M
285,133
+143%
建仓
—
NOVA LTD
+$17.7M
157,731
清仓
DUOL
DUOLINGO INC
-$17.2M
0
-100%
清仓
QCOM
QUALCOMM INC
-$16.7M
0
-100%
清仓
SITM
SITIME CORP
-$16.5M
0
-100%
增持
—
KARUNA THERAPEUTICS INC
+$16.1M
198,377
+146%
清仓
NET
CLOUDFLARE INC
-$16.0M
0
-100%
增持
MATW
MATTHEWS INTL CORP
+$15.4M
457,674
+720%
增持
—
APTIV PLC
+$15.2M
726,648
+31%
清仓
GOOGL
ALPHABET INC
-$14.4M
0
-100%
增持
—
SUPER MICRO COMPUTER INC
+$14.0M
213,133
+19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$13.7M
250,000
+138%
建仓
—
MONDAY COM LTD
+$13.5M
84,755
减持
PANW
PALO ALTO NETWORKS INC
-$13.3M
217,638
-14%
建仓
ORCL
ORACLE CORP
+$13.2M
124,800
建仓
HQY
HEALTHEQUITY INC
+$13.2M
180,637
清仓
ETSY
ETSY INC
-$12.7M
0
-100%
清仓
ENVX
ENOVIX CORPORATION
-$12.6M
0
-100%
建仓
—
MASIMO CORP
+$12.3M
140,000
清仓
TEAM
ATLASSIAN CORPORATION
-$12.1M
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$12.0M
80,000
清仓
MSFT
MICROSOFT CORP
-$11.9M
0
-100%
增持
DKNG
DRAFTKINGS INC NEW
+$11.7M
1,283,432
+31%
减持
LLY
ELI LILLY & CO
-$11.4M
41,301
-42%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$10.8M
0
-100%
增持
INSP
INSPIRE MED SYS INC
-$10.5M
408,526
+45%
清仓
TMCI
TREACE MED CONCEPTS INC
-$10.0M
0
-100%
建仓
BNTX
BIONTECH SE
+$9.8M
90,000
清仓
IWM
ISHARES TR
-$9.3M
0
-100%
减持
CALX
CALIX INC
-$9.2M
144,000
-54%
清仓
PI
IMPINJ INC
-$9.1M
0
-100%
清仓
WDAY
WORKDAY INC
-$9.0M
0
-100%
增持
COCO
VITA COCO CO INC
+$8.8M
662,562
+111%
清仓
AVGO
BROADCOM INC
-$8.7M
0
-100%
增持
ACVA
ACV AUCTIONS INC
+$8.5M
2,821,230
+42%
建仓
—
FLEETCOR TECHNOLOGIES INC
+$8.4M
33,000
增持
MBLY
MOBILEYE GLOBAL INC
+$8.4M
861,676
+21%
减持
CELH
CELSIUS HLDGS INC
-$7.7M
66,804
-48%
建仓
PVH
PVH CORPORATION
+$7.7M
100,000
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$7.6M
1,680,811
+12%
清仓
PHR
PHREESIA INC
-$7.2M
0
-100%
清仓
PTLO
PORTILLOS INC
-$7.1M
0
-100%
减持
RMBS
RAMBUS INC DEL
-$6.5M
256,708
-21%
建仓
—
EATON CORP PLC
+$6.4M
30,000
建仓
WSO
WATSCO INC
+$6.0M
16,000
增持
LNTH
LANTHEUS HLDGS INC
+$6.0M
1,340,545
+29%
减持
DDOG
DATADOG INC
-$5.6M
288,234
-11%
增持
DV
DOUBLEVERIFY HLDGS INC
-$5.5M
925,343
+15%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$5.4M
0
-100%
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$5.1M
0
-100%
增持
IOT
SAMSARA INC
+$4.9M
2,178,815
+21%
清仓
BYND
BEYOND MEAT INC
-$4.8M
0
-100%
清仓
TER
TERADYNE INC
-$4.5M
0
-100%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$4.3M
40,000
建仓
SPT
SPROUT SOCIAL INC
+$4.2M
85,000
建仓
JLL
JONES LANG LASALLE INC
+$4.1M
29,200
增持
PCOR
PROCORE TECHNOLOGIES INC
+$3.9M
473,895
+14%
清仓
WEX
WEX INC
-$3.8M
0
-100%
建仓
BILL
BILL HOLDINGS INC
+$3.8M
35,000
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$3.8M
40,016
清仓
STAA
STAAR SURGICAL CO
-$3.7M
0
-100%
清仓
XMTR
XOMETRY INC
-$3.3M
0
-100%
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$3.1M
0
-100%
增持
SGML
SIGMA LITHIUM CORPORATION
+$2.8M
548,898
+47%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$2.7M
298,992
+20%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$2.4M
10,000
建仓
BEAM
BEAM THERAPEUTICS INC
+$2.4M
100,000
增持
AMAT
APPLIED MATLS INC
+$2.3M
90,000
+29%
建仓
FORM
FORMFACTOR INC
+$2.2M
63,000
增持
—
MISTER CAR WASH INC
-$2.2M
736,427
+14%
清仓
BSY
BENTLEY SYS INC
-$2.2M
0
-100%
建仓
ADSK
AUTODESK INC
+$2.1M
10,000
建仓
NCNO
NCINO INC
+$2.1M
65,000
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.0M
30,000
减持
CRWD
CROWDSTRIKE HLDGS INC
+$2.0M
291,674
-9%
建仓
—
CIMPRESS PLC
+$1.8M
25,000
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
50,000
+25%
建仓
—
SIX FLAGS ENTMT CORP NEW
+$1.6M
70,000
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$1.6M
0
-100%
清仓
CBRE
CBRE GROUP INC
-$1.6M
0
-100%
清仓
QLYS
QUALYS INC
-$1.6M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$1.5M
25,000
-17%
清仓
—
CONFLUENT INC
-$1.4M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.4M
30,000
减持
CSGP
COSTAR GROUP INC
-$1.3M
30,000
-25%
清仓
VERX
VERTEX INC
-$1.2M
0
-100%
增持
—
AZEK CO INC
+$1.1M
757,842
+7%
建仓
—
SIGNET JEWELERS LIMITED
+$904.8K
12,600
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$766.5K
0
-100%
清仓
ASUR
ASURE SOFTWARE INC
-$512.6K
0
-100%
增持
AIP
ARTERIS INC
+$21.8K
1,537,475
+5%
