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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 138 项
建仓 50
增持 16
减持 30
清仓 42
方向
标的
Δ市值
现股数(环比)
建仓
—
ELASTIC N V
+$84.6M
750,228
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$70.8M
680,406
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$67.2M
3,201,731
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
META
META PLATFORMS INC
-$62.9M
5,062
-98%
清仓
—
SUPER MICRO COMPUTER INC
-$58.4M
0
-100%
减持
LNTH
LANTHEUS HLDGS INC
-$56.3M
594,685
-56%
减持
INSP
INSPIRE MED SYS INC
-$52.2M
141,777
-65%
清仓
ABNB
AIRBNB INC
-$51.4M
0
-100%
清仓
FOUR
SHIFT4 PMTS INC
-$45.8M
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$45.6M
750,000
减持
AMZN
AMAZON COM INC
-$45.3M
241,506
-63%
建仓
RUN
SUNRUN INC
+$45.1M
2,300,000
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$40.7M
415,089
+937%
增持
RMBS
RAMBUS INC DEL
+$39.9M
794,626
+210%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$37.9M
629,134
建仓
FLNC
FLUENCE ENERGY INC
+$37.4M
1,570,000
减持
—
APTIV PLC
-$34.6M
413,136
-43%
清仓
—
ON HLDG AG
-$33.8M
0
-100%
清仓
ELF
E L F BEAUTY INC
-$31.3M
0
-100%
增持
DV
DOUBLEVERIFY HLDGS INC
+$31.2M
1,550,668
+68%
建仓
HASI
HANNON ARMSTRONG SUST INFR C
+$30.3M
1,100,000
增持
ENPH
ENPHASE ENERGY INC
+$28.7M
298,715
+232%
建仓
—
NVENT ELECTRIC PLC
+$28.2M
476,794
清仓
IPGP
IPG PHOTONICS CORP
-$27.2M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$26.1M
132,683
-37%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$25.7M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$25.6M
40,342
-61%
建仓
VEEV
VEEVA SYS INC
+$25.0M
130,000
建仓
MKSI
MKS INSTRS INC
+$24.7M
239,889
建仓
AXON
AXON ENTERPRISE INC
+$23.2M
89,954
清仓
FLYW
FLYWIRE CORPORATION
-$22.6M
0
-100%
建仓
—
SUNNOVA ENERGY INTL INC.
+$21.4M
1,400,000
减持
FIVN
FIVE9 INC
-$20.6M
214,901
-63%
减持
DKNG
DRAFTKINGS INC NEW
-$20.5M
489,650
-62%
建仓
MP
MP MATERIALS CORP
+$19.9M
1,000,000
建仓
PHR
PHREESIA INC
+$19.7M
853,000
建仓
SSTK
SHUTTERSTOCK INC
+$19.3M
400,000
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$19.0M
82,287
减持
PANW
PALO ALTO NETWORKS INC
-$18.8M
109,257
-50%
建仓
HUBG
HUB GROUP INC
+$18.4M
200,000
减持
—
KARUNA THERAPEUTICS INC
-$18.4M
47,910
-76%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$18.3M
0
-100%
减持
TTD
THE TRADE DESK INC
-$18.3M
449,802
-31%
增持
MELI
MERCADOLIBRE INC
+$18.1M
54,660
+2%
清仓
MATW
MATTHEWS INTL CORP
-$17.8M
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$16.7M
100,000
清仓
TMDX
TRANSMEDICS GROUP INC
-$16.4M
0
-100%
建仓
CVNA
CARVANA CO
+$15.9M
300,000
建仓
VIAV
VIAVI SOLUTIONS INC
+$15.8M
1,565,768
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$15.8M
959,365
-43%
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$15.2M
248,700
建仓
—
ETF MANAGERS TR
+$15.1M
250,000
建仓
SBUX
STARBUCKS CORP
+$14.4M
150,000
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$14.4M
137,000
-35%
减持
MDB
MONGODB INC
-$14.4M
140,773
-32%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$14.2M
338,498
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$14.1M
0
-100%
减持
IOT
SAMSARA INC
+$14.1M
2,066,765
-5%
建仓
SITM
SITIME CORP
+$13.7M
112,253
增持
LLY
ELI LILLY & CO
+$13.7M
61,542
+49%
减持
AAPL
APPLE INC
-$13.5M
90,000
-50%
清仓
ORCL
ORACLE CORP
-$13.2M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$13.2M
0
-100%
建仓
VST
VISTRA CORP
+$12.7M
330,000
清仓
AMAT
APPLIED MATLS INC
-$12.5M
0
-100%
清仓
—
MASIMO CORP
-$12.3M
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$12.0M
0
-100%
建仓
RXST
RXSIGHT INC
+$11.5M
286,421
清仓
ALB
ALBEMARLE CORP
-$11.2M
0
-100%
增持
FORM
FORMFACTOR INC
+$11.1M
318,550
+406%
减持
MU
MICRON TECHNOLOGY INC
-$10.7M
97,667
-65%
建仓
INSM
INSMED INC
+$10.5M
338,491
减持
PCOR
PROCORE TECHNOLOGIES INC
-$10.1M
301,031
-36%
减持
ROKU
ROKU INC
+$10.1M
723,131
-9%
建仓
IWM
ISHARES TR
+$10.0M
50,000
清仓
BNTX
BIONTECH SE
-$9.8M
0
-100%
建仓
ARGX
ARGENX SE
+$9.5M
25,000
减持
COCO
VITA COCO CO INC
-$9.5M
303,312
-54%
建仓
—
WOLFSPEED INC
+$8.7M
200,000
清仓
—
FLEETCOR TECHNOLOGIES INC
-$8.4M
0
-100%
增持
—
AZEK CO INC
+$8.3M
807,262
+7%
建仓
ETSY
ETSY INC
+$8.1M
100,000
减持
DDOG
DATADOG INC
+$7.9M
281,651
-2%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$7.8M
175,000
清仓
PVH
PVH CORPORATION
-$7.7M
0
-100%
建仓
—
NUVEI CORPORATION
+$7.6M
290,000
增持
—
MONDAY COM LTD
+$7.1M
109,548
+29%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$7.0M
0
-100%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$7.0M
1,391,262
+5%
建仓
—
CONFLUENT INC
+$6.7M
285,000
增持
LEGN
LEGEND BIOTECH CORP
+$6.6M
566,023
+39%
清仓
CALX
CALIX INC
-$6.6M
0
-100%
减持
FSLR
FIRST SOLAR INC
-$6.6M
113,554
-30%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$6.6M
344,818
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$6.5M
165,722
-43%
清仓
—
EATON CORP PLC
-$6.4M
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$6.2M
80,000
减持
ACVA
ACV AUCTIONS INC
-$6.2M
2,419,187
-14%
清仓
WSO
WATSCO INC
-$6.0M
0
-100%
建仓
BIDU
BAIDU INC
+$6.0M
50,000
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$5.8M
290,890
-4%
建仓
PLUG
PLUG POWER INC
+$5.8M
1,280,000
减持
AIP
ARTERIS INC
-$5.8M
722,843
-53%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$5.6M
3,037,741
+12%
建仓
BIIB
BIOGEN INC
+$5.4M
20,830
增持
CELH
CELSIUS HLDGS INC
+$4.9M
299,464
+348%
建仓
LITE
LUMENTUM HLDGS INC
+$4.6M
88,000
建仓
PYPL
PAYPAL HLDGS INC
+$4.6M
75,000
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$4.3M
0
-100%
清仓
SPT
SPROUT SOCIAL INC
-$4.2M
0
-100%
清仓
JLL
JONES LANG LASALLE INC
-$4.1M
0
-100%
清仓
—
MISTER CAR WASH INC
-$4.1M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$3.8M
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$3.8M
0
-100%
减持
—
NOVA LTD
-$3.6M
102,596
-35%
建仓
JD
JD.COM INC
+$3.6M
125,000
增持
MBLY
MOBILEYE GLOBAL INC
+$3.1M
898,377
+4%
建仓
AEIS
ADVANCED ENERGY INDS
+$3.0M
28,000
减持
VRT
VERTIV HOLDINGS CO
+$3.0M
1,052,854
-18%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$2.9M
15,000
建仓
—
ROYAL CARIBBEAN GROUP
+$2.6M
20,000
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$2.4M
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$2.4M
0
-100%
清仓
TW
TRADEWEB MKTS INC
-$2.3M
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$2.3M
0
-100%
建仓
AVGO
BROADCOM INC
+$2.2M
2,000
清仓
ADSK
AUTODESK INC
-$2.1M
0
-100%
清仓
NCNO
NCINO INC
-$2.1M
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.0M
0
-100%
增持
TSLA
TESLA INC
+$1.9M
200,000
+5%
建仓
PAYX
PAYCHEX INC
+$1.8M
15,000
清仓
—
CIMPRESS PLC
-$1.8M
0
-100%
清仓
—
SIX FLAGS ENTMT CORP NEW
-$1.6M
0
-100%
建仓
SMTC
SEMTECH CORP
+$1.4M
65,000
清仓
UBER
UBER TECHNOLOGIES INC
-$1.4M
0
-100%
建仓
EVER
EVERQUOTE INC
+$1.2M
98,912
减持
SGML
SIGMA LITHIUM CORPORATION
-$1.1M
530,000
-3%
清仓
—
SIGNET JEWELERS LIMITED
-$904.8K
0
-100%