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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 114 项
建仓 27
增持 22
减持 30
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
RDDT
REDDIT INC
+$120.0M
1,877,828
增持
GEV
GE VERNOVA INC
+$100.5M
689,870
+431%
清仓
IGV
ISHARES TR
-$81.0M
0
-100%
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。
建仓
SMH
VANECK ETF TRUST
+$73.0M
280,000
清仓
—
INFORMATICA INC
-$64.8M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$63.2M
557,006
-52%
增持
—
MONDAY COM LTD
+$62.4M
352,737
+254%
减持
NEE
NEXTERA ENERGY INC
-$61.1M
200,000
-83%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$51.7M
245,736
建仓
GKOS
GLAUKOS CORP
+$48.6M
410,907
建仓
CVNA
CARVANA CO
+$45.6M
354,215
减持
—
ASPEN TECHNOLOGY INC
-$45.6M
3,427
-98%
减持
MELI
MERCADOLIBRE INC
-$45.0M
21,074
-60%
建仓
AAPL
APPLE INC
+$44.2M
209,700
减持
RMBS
RAMBUS INC DEL
-$41.5M
47,000
-93%
减持
—
NVENT ELECTRIC PLC
-$39.5M
149,794
-78%
减持
TSLA
TESLA INC
-$38.9M
150,000
-62%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$36.8M
80,200
-87%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$33.3M
635,824
-40%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$31.9M
1,130,209
清仓
DV
DOUBLEVERIFY HLDGS INC
-$31.6M
0
-100%
清仓
IWM
ISHARES TR
-$31.5M
0
-100%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$31.5M
1,555,408
-48%
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$31.2M
0
-100%
清仓
ARGX
ARGENX SE
-$30.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$29.6M
806,037
+940%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$29.5M
723,290
+91%
增持
INSM
INSMED INC
+$28.9M
472,435
+372%
清仓
SQ
BLOCK INC
-$28.8M
0
-100%
减持
MDB
MONGODB INC
-$28.7M
100,000
-33%
清仓
LEGN
LEGEND BIOTECH CORP
-$26.1M
0
-100%
清仓
NET
CLOUDFLARE INC
-$25.6M
0
-100%
增持
NRG
NRG ENERGY INC
+$25.4M
689,923
+65%
清仓
GNRC
GENERAC HLDGS INC
-$25.2M
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$24.8M
0
-100%
减持
ACVA
ACV AUCTIONS INC
-$23.4M
1,402,026
-46%
建仓
PRIM
PRIMORIS SVCS CORP
+$23.2M
464,927
建仓
ORA
ORMAT TECHNOLOGIES INC
+$21.5M
300,000
建仓
—
JFROG LTD
+$19.9M
530,000
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$19.9M
0
-100%
清仓
PHR
PHREESIA INC
-$19.5M
0
-100%
减持
FSLR
FIRST SOLAR INC
-$19.0M
150,554
-52%
清仓
XLE
SELECT SECTOR SPDR TR
-$18.9M
0
-100%
减持
VST
VISTRA CORP
-$18.9M
688,323
-39%
清仓
MTZ
MASTEC INC
-$18.6M
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$18.1M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$17.4M
163,724
+16%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$17.2M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP.
+$16.9M
222,573
减持
PANW
PALO ALTO NETWORKS INC
-$16.5M
9,500
-86%
建仓
ARM
ARM HOLDINGS PLC
+$16.4M
100,000
清仓
AAON
AAON INC
-$16.2M
0
-100%
清仓
FORM
FORMFACTOR INC
-$16.0M
0
-100%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$14.3M
809,815
减持
VRT
VERTIV HOLDINGS CO
-$13.9M
501,965
-28%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$13.7M
0
-100%
增持
IOT
SAMSARA INC
+$13.3M
2,119,087
+38%
建仓
—
SHARKNINJA INC
+$12.2M
162,778
减持
—
AZEK CO INC
-$11.9M
500,262
-24%
清仓
IRM
IRON MTN INC DEL
-$10.8M
0
-100%
清仓
ZG
ZILLOW GROUP INC
-$9.6M
0
-100%
减持
—
NOVA LTD
-$9.3M
179,281
-38%
减持
SKY
SKYLINE CHAMPION CORPORATION
-$9.2M
328,100
-11%
减持
PRCT
PROCEPT BIOROBOTICS CORP
+$8.7M
762,694
-1%
增持
RXST
RXSIGHT INC
+$8.6M
813,833
+4%
减持
LLY
ELI LILLY & CO
+$8.4M
67,931
-0%
建仓
FDS
FACTSET RESH SYS INC
+$8.2M
20,000
建仓
APP
APPLOVIN CORP
+$8.1M
97,000
清仓
FLYW
FLYWIRE CORPORATION
-$8.1M
0
-100%
建仓
AEYE
AUDIOEYE INC
+$7.3M
413,977
减持
—
ELASTIC N V
-$6.4M
487,600
-21%
减持
AMZN
AMAZON COM INC
-$6.3M
110,059
-28%
建仓
IESC
IES HLDGS INC
+$6.3M
45,000
清仓
TXRH
TEXAS ROADHOUSE INC
-$6.2M
0
-100%
清仓
NFLX
NETFLIX INC
-$6.1M
0
-100%
清仓
DUOL
DUOLINGO INC
-$5.7M
0
-100%
减持
VEEV
VEEVA SYS INC
-$5.6M
20,000
-50%
减持
—
SPOTIFY TECHNOLOGY S A
+$5.3M
222,064
-9%
减持
CEG
CONSTELLATION ENERGY CORP
-$5.2M
671,840
-11%
清仓
CSGP
COSTAR GROUP INC
-$4.8M
0
-100%
建仓
—
TOWER SEMICONDUCTOR LTD
+$4.7M
120,000
清仓
—
NUVEI CORPORATION
-$4.7M
0
-100%
增持
EVER
EVERQUOTE INC
+$4.6M
411,712
+91%
增持
—
ASCENDIS PHARMA A/S
+$4.3M
364,373
+21%
清仓
VIAV
VIAVI SOLUTIONS INC
-$4.3M
0
-100%
减持
NTRA
NATERA INC
+$4.2M
564,205
-9%
增持
BRZE
BRAZE INC
+$4.1M
150,000
+275%
减持
DKNG
DRAFTKINGS INC NEW
-$3.9M
354,083
-8%
建仓
OMF
ONEMAIN HLDGS INC
+$3.9M
80,000
增持
ALAB
ASTERA LABS INC
-$3.8M
940,601
+15%
清仓
—
FABRINET
-$3.6M
0
-100%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$3.6M
240,000
+60%
增持
TDW
TIDEWATER INC NEW
+$3.5M
181,367
+21%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$3.4M
21,318
增持
DDOG
DATADOG INC
+$3.4M
378,471
+2%
建仓
NU
NU HLDGS LTD
+$3.2M
250,000
清仓
MBLY
MOBILEYE GLOBAL INC
-$3.2M
0
-100%
清仓
LSPD
LIGHTSPEED COMMERCE INC
-$2.8M
0
-100%
减持
AES
AES CORP
-$2.8M
505,600
-22%
建仓
DELL
DELL TECHNOLOGIES INC
+$2.8M
20,000
清仓
DSP
VIANT TECHNOLOGY INC
-$2.7M
0
-100%
建仓
BAND
BANDWIDTH INC
+$2.2M
133,149
清仓
LITE
LUMENTUM HLDGS INC
-$2.1M
0
-100%
建仓
BSY
BENTLEY SYS INC
+$2.1M
42,000
建仓
CRM
SALESFORCE INC
+$2.1M
8,000
增持
—
ASML HOLDING N V
+$1.6M
18,313
+4%
建仓
MKSI
MKS INSTRS INC
+$1.6M
12,000
增持
—
ESTABLISHMENT LABS HLDGS INC
+$1.6M
220,575
+33%
减持
TTD
THE TRADE DESK INC
-$1.5M
611,802
-13%
清仓
APPF
APPFOLIO INC
-$1.0M
0
-100%
增持
SMTC
SEMTECH CORP
+$902.4K
90,000
+38%
增持
AXON
AXON ENTERPRISE INC
+$769.6K
65,316
+11%
增持
NPWR
NET POWER INC
+$739.9K
1,205,000
+24%
增持
BLND
BLEND LABS INC
+$159.5K
343,000
+72%
