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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 121 项
建仓 43
增持 32
减持 17
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
ALAB
ASTERA LABS INC
+$222.6M
2,411,786
+31%
减持
RDDT
REDDIT INC
+$186.8M
2,074,400
-10%
增持
TSLA
TESLA INC
+$159.5M
472,600
+294%
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
QQQ
INVESCO QQQ TR
-$148.1M
92,500
-77%
建仓
SNOW
SNOWFLAKE INC
+$135.1M
874,900
增持
NTRA
NATERA INC
+$132.1M
1,303,498
+123%
增持
—
TOWER SEMICONDUCTOR LTD
+$110.9M
3,438,813
+130%
建仓
—
VERONA PHARMA PLC
+$106.9M
2,302,026
减持
LLY
ELI LILLY & CO
-$92.5M
63,192
-60%
增持
UPST
UPSTART HLDGS INC
+$87.4M
1,913,000
+152%
增持
CVLT
COMMVAULT SYS INC
+$78.4M
968,468
+120%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$76.0M
688,000
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$75.0M
0
-100%
减持
—
MONDAY COM LTD
-$73.6M
150,000
-62%
建仓
AEIS
ADVANCED ENERGY INDS
+$71.5M
618,301
建仓
SEI
SOLARIS ENERGY INFRAS INC
+$69.0M
2,399,191
建仓
MSFT
MICROSOFT CORP
+$61.5M
146,000
增持
RBRK
RUBRIK INC.
+$61.3M
1,445,000
+40%
建仓
LNG
CHENIERE ENERGY INC
+$60.2M
280,000
建仓
AAPL
APPLE INC
+$56.3M
225,000
清仓
IBP
INSTALLED BLDG PRODS INC
-$54.5M
0
-100%
建仓
WAY
WAYSTAR HLDG CORP
+$53.8M
1,466,449
增持
WGS
GENEDX HOLDINGS CORP
+$50.7M
755,564
+337%
增持
NVDA
NVIDIA CORPORATION
+$49.0M
1,138,651
+33%
减持
SMH
VANECK ETF TRUST
-$47.8M
46,000
-81%
增持
MDB
MONGODB INC
+$43.3M
357,604
+142%
增持
—
SPOTIFY TECHNOLOGY S A
+$42.9M
464,000
+4%
增持
GKOS
GLAUKOS CORP
+$40.5M
850,014
+27%
增持
IWM
ISHARES TR
+$39.8M
280,000
+180%
建仓
VST
VISTRA CORP
+$36.5M
264,921
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$35.9M
1,644,000
增持
VRT
VERTIV HOLDINGS CO
+$35.5M
751,965
+50%
清仓
RXST
RXSIGHT INC
-$34.0M
0
-100%
增持
IOT
SAMSARA INC
+$32.1M
2,607,612
+53%
清仓
MOD
MODINE MFG CO
-$32.0M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$31.3M
687,778
+14%
建仓
NFLX
NETFLIX INC
+$31.2M
35,000
建仓
MTUM
ISHARES TR
+$31.0M
150,000
建仓
FRSH
FRESHWORKS INC
+$30.6M
1,893,000
增持
CVNA
CARVANA CO
+$30.5M
625,599
+13%
建仓
IGV
ISHARES TR
+$30.0M
300,000
增持
SRPT
SAREPTA THERAPEUTICS INC
+$28.9M
379,150
+175%
建仓
DT
DYNATRACE INC
+$27.8M
512,000
清仓
HASI
HA SUSTAINABLE INFRA CAP INC
-$27.6M
0
-100%
建仓
NRG
NRG ENERGY INC
+$27.5M
304,933
建仓
BILL
BILL HOLDINGS INC
+$26.9M
318,000
清仓
ORA
ORMAT TECHNOLOGIES INC
-$26.9M
0
-100%
建仓
PAY
PAYMENTUS HOLDINGS INC
+$26.3M
805,000
清仓
FND
FLOOR & DECOR HLDGS INC
-$24.8M
0
-100%
减持
FSLR
FIRST SOLAR INC
-$24.3M
146,000
-27%
增持
ENPH
ENPHASE ENERGY INC
+$24.1M
450,000
+650%
建仓
—
FIVERR INTL LTD
+$23.4M
738,000
增持
—
ESTABLISHMENT LABS HLDGS INC
+$21.8M
1,114,910
+63%
建仓
OKLO
OKLO INC
+$21.2M
1,000,000
建仓
AR
ANTERO RESOURCES CORP
+$20.9M
595,900
减持
MELI
MERCADOLIBRE INC
-$20.6M
1,850
-84%
清仓
DUOL
DUOLINGO INC
-$19.7M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$19.5M
67,925
+30%
建仓
ARGX
ARGENX SE
+$18.2M
29,611
建仓
VICR
VICOR CORP
+$17.8M
368,100
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$17.5M
250,000
增持
NPWR
NET POWER INC
+$16.8M
2,250,000
+125%
清仓
ABNB
AIRBNB INC
-$16.5M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$16.3M
100,000
清仓
INSP
INSPIRE MED SYS INC
-$15.8M
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$14.3M
430,000
+37%
建仓
KRYS
KRYSTAL BIOTECH INC
+$14.1M
90,000
建仓
DHI
D R HORTON INC
+$14.0M
100,000
建仓
EQT
EQT CORP
+$13.8M
298,252
清仓
—
SUPER MICRO COMPUTER INC
-$13.7M
0
-100%
清仓
PAYX
PAYCHEX INC
-$13.4M
0
-100%
清仓
THO
THOR INDS INC
-$13.2M
0
-100%
增持
ACVA
ACV AUCTIONS INC
+$12.8M
2,052,026
+32%
建仓
UBER
UBER TECHNOLOGIES INC
+$12.1M
200,000
增持
META
META PLATFORMS INC
+$12.0M
40,000
+100%
减持
—
WIX COM LTD
-$11.5M
40,000
-67%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$11.4M
50,000
-51%
建仓
FCX
FREEPORT-MCMORAN INC
+$11.4M
300,000
建仓
KLAC
KLA CORP
+$11.3M
18,000
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$11.3M
707,605
+59%
建仓
HOOD
ROBINHOOD MKTS INC
+$11.2M
300,000
清仓
GS
GOLDMAN SACHS GROUP INC
-$11.1M
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$10.9M
190,000
建仓
NEE
NEXTERA ENERGY INC
+$10.8M
150,000
清仓
MU
MICRON TECHNOLOGY INC
-$10.4M
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$10.0M
0
-100%
减持
DDOG
DATADOG INC
+$9.7M
366,117
-1%
减持
—
SHARKNINJA INC
-$9.4M
119,205
-38%
减持
PRIM
PRIMORIS SVCS CORP
-$8.5M
526,883
-37%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$8.4M
0
-100%
增持
SKY
CHAMPION HOMES INC
+$8.1M
527,770
+30%
清仓
—
ARISTA NETWORKS INC
-$7.7M
0
-100%
减持
AMZN
AMAZON COM INC
-$7.3M
355,620
-22%
建仓
VIAV
VIAVI SOLUTIONS INC
+$7.1M
700,000
增持
IESC
IES HLDGS INC
+$7.1M
153,801
+29%
清仓
ENVX
ENOVIX CORPORATION
-$7.0M
0
-100%
建仓
LEN
LENNAR CORP
+$6.5M
48,000
清仓
EBAY
EBAY INC.
-$6.5M
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$6.5M
106,000
-60%
建仓
QS
QUANTUMSCAPE CORP
+$5.2M
1,000,000
减持
—
ASCENDIS PHARMA A/S
-$4.8M
24,600
-55%
清仓
ALB
ALBEMARLE CORP
-$4.7M
0
-100%
增持
INSM
INSMED INC
+$4.6M
837,448
+15%
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$4.5M
0
-100%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$4.5M
60,000
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$4.3M
0
-100%
清仓
NU
NU HLDGS LTD
-$4.1M
0
-100%
增持
—
ELASTIC N V
+$4.1M
80,000
+60%
建仓
SITM
SITIME CORP
+$3.9M
18,000
清仓
CRUS
CIRRUS LOGIC INC
-$3.7M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$3.2M
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$3.2M
0
-100%
建仓
JBL
JABIL INC
+$2.9M
20,000
建仓
SLAB
SILICON LABORATORIES INC
+$2.9M
23,000
建仓
TDC
TERADATA CORP DEL
+$2.8M
90,000
清仓
—
INFORMATICA INC
-$2.8M
0
-100%
减持
—
CELLEBRITE DI LTD
+$2.7M
542,138
-2%
增持
COMP
COMPASS INC
+$1.1M
2,800,000
+12%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$919.4K
551,767
+2%
清仓
ROKU
ROKU INC
-$895.9K
0
-100%
减持
BLND
BLEND LABS INC
+$846.6K
1,889,797
-0%