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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 131 项
建仓 37
增持 22
减持 27
清仓 45
方向
标的
Δ市值
现股数(环比)
建仓
CEG
CONSTELLATION ENERGY CORP
+$139.7M
755,821
增持
MU
MICRON TECHNOLOGY INC
+$128.1M
1,157,620
+1085%
建仓
IGV
ISHARES TR
+$81.0M
950,000
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
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$73.0M
1,056,716
+55%
清仓
ROKU
ROKU INC
-$66.3M
0
-100%
增持
VST
VISTRA CORP
+$65.4M
1,120,782
+240%
建仓
—
INFORMATICA INC
+$64.8M
1,851,988
建仓
—
SPOTIFY TECHNOLOGY S A
+$64.4M
244,074
减持
LSPD
LIGHTSPEED COMMERCE INC
-$64.4M
200,000
-94%
建仓
ALAB
ASTERA LABS INC
+$60.7M
818,014
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$57.6M
1,250,000
-59%
建仓
NTRA
NATERA INC
+$56.9M
622,498
建仓
—
ASPEN TECHNOLOGY INC
+$46.3M
216,863
建仓
—
ASCENDIS PHARMA A/S
+$45.4M
300,211
清仓
RUN
SUNRUN INC
-$45.1M
0
-100%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$44.4M
0
-100%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$44.0M
2,965,987
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$42.7M
640,000
清仓
MRVL
MARVELL TECHNOLOGY INC
-$37.9M
0
-100%
清仓
FLNC
FLUENCE ENERGY INC
-$37.4M
0
-100%
增持
—
NOVA LTD
+$37.3M
289,469
+182%
清仓
—
APTIV PLC
-$37.1M
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$36.9M
0
-100%
减持
MBLY
MOBILEYE GLOBAL INC
-$35.7M
100,000
-89%
增持
FSLR
FIRST SOLAR INC
+$33.4M
313,554
+176%
增持
NEE
NEXTERA ENERGY INC
+$29.7M
1,177,000
+57%
增持
TTD
THE TRADE DESK INC
+$28.9M
700,902
+56%
增持
RXST
RXSIGHT INC
+$28.8M
783,069
+173%
清仓
INSP
INSPIRE MED SYS INC
-$28.8M
0
-100%
建仓
SQ
BLOCK INC
+$28.8M
340,000
建仓
NRG
NRG ENERGY INC
+$28.3M
418,687
清仓
DECK
DECKERS OUTDOOR CORP
-$27.0M
0
-100%
建仓
NET
CLOUDFLARE INC
+$25.6M
264,000
减持
DV
DOUBLEVERIFY HLDGS INC
-$25.4M
900,000
-42%
建仓
GNRC
GENERAC HLDGS INC
+$25.2M
200,000
清仓
MKSI
MKS INSTRS INC
-$24.7M
0
-100%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$23.7M
766,744
+127%
增持
—
NVENT ELECTRIC PLC
+$22.9M
676,726
+42%
减持
—
ELASTIC N V
-$22.6M
617,843
-18%
增持
IWM
ISHARES TR
+$21.5M
150,000
+200%
清仓
—
SUNNOVA ENERGY INTL INC.
-$21.4M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$21.3M
150,000
-50%
增持
ARGX
ARGENX SE
+$20.7M
76,729
+207%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$20.1M
0
-100%
清仓
MP
MP MATERIALS CORP
-$19.9M
0
-100%
清仓
SSTK
SHUTTERSTOCK INC
-$19.3M
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$19.1M
60,000
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$19.0M
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$18.9M
200,300
增持
TSLA
TESLA INC
+$18.9M
390,000
+95%
建仓
MTZ
MASTEC INC
+$18.6M
200,000
清仓
HUBG
HUB GROUP INC
-$18.4M
0
-100%
建仓
GEV
GE VERNOVA LLC
+$17.8M
130,000
清仓
AAPL
APPLE INC
-$17.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$17.2M
68,243
+11%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$17.2M
95,069
建仓
—
ASML HOLDING N V
+$17.1M
17,668
清仓
FIVN
FIVE9 INC
-$16.9M
0
-100%
清仓
SGML
SIGMA LITHIUM CORPORATION
-$16.7M
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$16.7M
0
-100%
清仓
CELH
CELSIUS HLDGS INC
-$16.3M
0
-100%
建仓
AAON
AAON INC
+$16.2M
183,814
清仓
CVNA
CARVANA CO
-$15.9M
0
-100%
减持
VEEV
VEEVA SYS INC
-$15.8M
40,000
-69%
清仓
—
KARUNA THERAPEUTICS INC
-$15.2M
0
-100%
清仓
—
ETF MANAGERS TR
-$15.1M
0
-100%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$14.9M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$14.4M
0
-100%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$13.8M
377,987
+52%
建仓
TDW
TIDEWATER INC NEW
+$13.8M
150,000
清仓
SITM
SITIME CORP
-$13.7M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$12.5M
69,257
-37%
增持
ACVA
ACV AUCTIONS INC
+$12.3M
2,609,713
+8%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$12.0M
350,000
+155%
建仓
AES
AES CORP
+$11.7M
650,500
增持
DDOG
DATADOG INC
+$11.5M
369,931
+31%
减持
VIAV
VIAVI SOLUTIONS INC
-$11.5M
469,584
-70%
建仓
NPWR
NET POWER INC
+$11.1M
975,000
减持
IOT
SAMSARA INC
-$10.9M
1,538,042
-26%
建仓
IRM
IRON MTN INC DEL
+$10.8M
135,000
减持
RMBS
RAMBUS INC DEL
-$9.9M
716,677
-10%
建仓
ZG
ZILLOW GROUP INC
+$9.6M
200,000
减持
AMZN
AMAZON COM INC
-$9.1M
152,886
-37%
清仓
—
WOLFSPEED INC
-$8.7M
0
-100%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$8.5M
150,000
-50%
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$8.5M
166,297
清仓
ETSY
ETSY INC
-$8.1M
0
-100%
建仓
FLYW
FLYWIRE CORPORATION
+$8.1M
325,000
减持
LEGN
LEGEND BIOTECH CORP
-$7.9M
465,493
-18%
清仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$7.8M
0
-100%
清仓
COCO
VITA COCO CO INC
-$7.8M
0
-100%
减持
INSM
INSMED INC
-$7.8M
100,100
-70%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$7.2M
938,123
-33%
减持
VRT
VERTIV HOLDINGS CO
+$6.8M
701,965
-33%
清仓
—
CONFLUENT INC
-$6.7M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$6.3M
52,672
-4%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$6.2M
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$6.2M
40,000
建仓
NFLX
NETFLIX INC
+$6.1M
10,000
清仓
BIDU
BAIDU INC
-$6.0M
0
-100%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$5.8M
369,818
+7%
清仓
PLUG
PLUG POWER INC
-$5.8M
0
-100%
建仓
DUOL
DUOLINGO INC
+$5.7M
26,000
清仓
BIIB
BIOGEN INC
-$5.4M
0
-100%
建仓
CSGP
COSTAR GROUP INC
+$4.8M
50,000
减持
AXON
AXON ENTERPRISE INC
-$4.8M
58,965
-34%
清仓
PYPL
PAYPAL HLDGS INC
-$4.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$4.3M
77,500
-42%
清仓
AIP
ARTERIS INC
-$4.3M
0
-100%
增持
MDB
MONGODB INC
-$3.9M
149,646
+6%
清仓
JD
JD.COM INC
-$3.6M
0
-100%
建仓
—
FABRINET
+$3.6M
19,000
清仓
AEIS
ADVANCED ENERGY INDS
-$3.0M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$3.0M
141,451
-15%
减持
—
NUVEI CORPORATION
-$2.9M
147,629
-49%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$2.9M
0
-100%
增持
EVER
EVERQUOTE INC
+$2.8M
215,441
+118%
建仓
DSP
VIANT TECHNOLOGY INC
+$2.7M
255,066
增持
FORM
FORMFACTOR INC
+$2.7M
350,544
+10%
清仓
—
ROYAL CARIBBEAN GROUP
-$2.6M
0
-100%
减持
LITE
LUMENTUM HLDGS INC
-$2.5M
45,000
-49%
清仓
AVGO
BROADCOM INC
-$2.2M
0
-100%
减持
—
AZEK CO INC
+$2.1M
657,262
-19%
减持
—
MONDAY COM LTD
+$2.0M
99,740
-9%
清仓
META
META PLATFORMS INC
-$1.8M
0
-100%
清仓
PAYX
PAYCHEX INC
-$1.8M
0
-100%
建仓
BRZE
BRAZE INC
+$1.8M
40,000
建仓
APPF
APPFOLIO INC
+$1.0M
4,088
建仓
BLND
BLEND LABS INC
+$650.0K
200,000
减持
PHR
PHREESIA INC
-$291.9K
813,000
-5%
减持
DKNG
DRAFTKINGS INC NEW
+$195.8K
384,407
-21%