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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 132 项
建仓 35
增持 23
减持 38
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
ALAB
ASTERA LABS INC
-$282.7M
615,500
-74%
减持
RDDT
REDDIT INC
-$256.0M
791,392
-62%
减持
—
TOWER SEMICONDUCTOR LTD
-$125.2M
1,456,547
-58%
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
TSLA
TESLA INC
-$124.8M
255,000
-46%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$103.7M
193,500
-72%
增持
—
VERONA PHARMA PLC
+$97.7M
3,223,115
+40%
减持
NVDA
NVIDIA CORPORATION
-$95.0M
534,500
-53%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$85.9M
650,000
清仓
MDB
MONGODB INC
-$83.3M
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$76.0M
0
-100%
增持
SMH
VANECK ETF TRUST
+$73.4M
400,000
+770%
减持
GKOS
GLAUKOS CORP
-$69.8M
586,190
-31%
减持
AMZN
AMAZON COM INC
-$62.5M
81,389
-77%
增持
MELI
MERCADOLIBRE INC
+$61.7M
33,250
+1697%
清仓
MSFT
MICROSOFT CORP
-$61.5M
0
-100%
减持
CVNA
CARVANA CO
-$60.9M
317,181
-49%
减持
UPST
UPSTART HLDGS INC
-$59.3M
1,271,000
-34%
建仓
DOCS
DOXIMITY INC
+$58.3M
1,004,754
减持
GEV
GE VERNOVA INC
-$57.3M
268,322
-37%
增持
WGS
GENEDX HOLDINGS CORP
+$57.3M
1,302,329
+72%
增持
LNG
CHENIERE ENERGY INC
+$55.5M
500,000
+79%
减持
IOT
SAMSARA INC
-$55.2M
1,531,869
-41%
减持
NTRA
NATERA INC
-$51.0M
1,098,356
-16%
建仓
JPM
JPMORGAN CHASE & CO.
+$49.1M
200,000
清仓
LLY
ELI LILLY & CO
-$48.8M
0
-100%
增持
ARGX
ARGENX SE
+$48.1M
112,000
+278%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$46.1M
0
-100%
减持
DDOG
DATADOG INC
-$40.4M
120,117
-67%
建仓
TEAM
ATLASSIAN CORPORATION
+$40.3M
189,869
清仓
PRIM
PRIMORIS SVCS CORP
-$40.3M
0
-100%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$39.0M
1,129,592
增持
SKY
CHAMPION HOMES INC
+$38.6M
897,770
+70%
增持
QQQ
INVESCO QQQ TR
+$37.7M
181,200
+96%
清仓
VST
VISTRA CORP
-$36.5M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$36.1M
298,000
-31%
减持
VRT
VERTIV HOLDINGS CO
-$34.3M
707,965
-6%
建仓
LRCX
LAM RESEARCH CORP
+$34.3M
472,000
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$34.2M
2,791,600
+70%
减持
SNOW
SNOWFLAKE INC
-$33.7M
693,745
-21%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$33.4M
325,000
清仓
MTUM
ISHARES TR
-$31.0M
0
-100%
清仓
FRSH
FRESHWORKS INC
-$30.6M
0
-100%
清仓
IGV
ISHARES TR
-$30.0M
0
-100%
增持
TTD
THE TRADE DESK INC
+$28.7M
1,167,702
+289%
建仓
LII
LENNOX INTL INC
+$28.0M
50,000
清仓
NRG
NRG ENERGY INC
-$27.5M
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$26.9M
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$25.7M
0
-100%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$24.7M
616,200
减持
ACVA
ACV AUCTIONS INC
-$24.6M
1,402,026
-32%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$23.9M
283,912
-60%
清仓
NPWR
NET POWER INC
-$23.8M
0
-100%
清仓
—
AZEK CO INC
-$23.7M
0
-100%
建仓
—
AKERO THERAPEUTICS INC
+$23.5M
580,000
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$23.5M
300,000
清仓
—
FIVERR INTL LTD
-$23.4M
0
-100%
减持
—
MONDAY COM LTD
-$23.4M
49,114
-67%
增持
META
META PLATFORMS INC
+$22.7M
80,000
+100%
建仓
FIX
COMFORT SYS USA INC
+$22.6M
70,000
减持
IESC
IES HLDGS INC
-$22.2M
53,000
-66%
减持
PAY
PAYMENTUS HOLDINGS INC
-$21.7M
175,000
-78%
清仓
OKLO
OKLO INC
-$21.2M
0
-100%
增持
WAY
WAYSTAR HLDG CORP
+$21.0M
2,003,629
+37%
清仓
AR
ANTERO RESOURCES CORP
-$20.9M
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$20.7M
1,660,000
减持
CVLT
COMMVAULT SYS INC
-$20.6M
795,738
-18%
减持
—
ESTABLISHMENT LABS HLDGS INC
-$20.6M
753,667
-32%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$20.5M
410,292
-26%
增持
HOOD
ROBINHOOD MKTS INC
+$19.0M
725,000
+142%
减持
ENPH
ENPHASE ENERGY INC
-$18.5M
200,000
-56%
清仓
VICR
VICOR CORP
-$17.8M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$17.6M
400,000
+167%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$17.5M
0
-100%
建仓
DASH
DOORDASH INC
+$17.5M
95,500
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$17.1M
0
-100%
建仓
AVGO
BROADCOM INC
+$17.1M
102,000
清仓
AMAT
APPLIED MATLS INC
-$16.3M
0
-100%
建仓
DUOL
DUOLINGO INC
+$15.5M
50,000
增持
COMP
COMPASS INC
+$15.0M
3,600,000
+29%
增持
SEI
SOLARIS ENERGY INFRAS INC
-$14.1M
2,523,844
+5%
清仓
KRYS
KRYSTAL BIOTECH INC
-$14.1M
0
-100%
清仓
DHI
D R HORTON INC
-$14.0M
0
-100%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$13.9M
100,000
增持
IWM
ISHARES TR
+$13.9M
380,000
+36%
减持
DT
DYNATRACE INC
-$13.7M
300,000
-41%
建仓
MIR
MIRION TECHNOLOGIES INC
+$13.0M
896,000
减持
—
SPOTIFY TECHNOLOGY S A
+$12.8M
400,678
-14%
清仓
—
CELLEBRITE DI LTD
-$11.9M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$11.6M
98,900
+46%
清仓
—
SHARKNINJA INC
-$11.6M
0
-100%
建仓
TTAN
SERVICETITAN INC
+$11.4M
120,000
清仓
KLAC
KLA CORP
-$11.3M
0
-100%
建仓
NET
CLOUDFLARE INC
+$11.3M
100,000
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$10.9M
0
-100%
建仓
CMI
CUMMINS INC
+$9.4M
30,000
减持
UBER
UBER TECHNOLOGIES INC
-$9.1M
40,000
-80%
清仓
—
WIX COM LTD
-$8.6M
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$8.2M
15,000
减持
AAPL
APPLE INC
-$8.1M
217,000
-4%
减持
EQT
EQT CORP
-$7.9M
109,850
-63%
清仓
—
NOVA LTD
-$7.9M
0
-100%
清仓
AEYE
AUDIOEYE INC
-$7.8M
0
-100%
清仓
LEN
LENNAR CORP
-$6.5M
0
-100%
建仓
EXPE
EXPEDIA GROUP INC
+$6.1M
36,000
建仓
NOW
SERVICENOW INC
+$6.0M
7,500
增持
RBRK
RUBRIK INC.
+$5.7M
1,642,604
+14%
建仓
ALLY
ALLY FINL INC
+$5.5M
150,000
减持
BLND
BLEND LABS INC
-$5.4M
750,000
-60%
清仓
QS
QUANTUMSCAPE CORP
-$5.2M
0
-100%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$4.5M
170,000
建仓
—
NEBIUS GROUP N.V.
+$4.4M
210,000
建仓
INTA
INTAPP INC
+$4.4M
75,000
减持
INSM
INSMED INC
-$4.1M
704,366
-16%
清仓
SITM
SITIME CORP
-$3.9M
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$3.9M
200,000
-33%
建仓
—
SEMRUSH HLDGS INC
+$3.7M
400,000
增持
VIAV
VIAVI SOLUTIONS INC
+$3.4M
932,500
+33%
增持
DKNG
DRAFTKINGS INC NEW
+$3.4M
220,000
+108%
建仓
TYL
TYLER TECHNOLOGIES INC
+$2.9M
5,000
清仓
JBL
JABIL INC
-$2.9M
0
-100%
清仓
TDC
TERADATA CORP DEL
-$2.8M
0
-100%
增持
—
ELASTIC N V
+$2.8M
120,000
+50%
减持
SLAB
SILICON LABORATORIES INC
-$2.6M
2,700
-88%
建仓
KRMN
KARMAN HLDGS INC
+$2.5M
74,501
建仓
VPG
VISHAY PRECISION GROUP INC
+$2.0M
85,000
建仓
BE
BLOOM ENERGY CORP
+$2.0M
100,000
建仓
THRY
THRYV HLDGS INC
+$1.9M
145,553
减持
PCOR
PROCORE TECHNOLOGIES INC
-$1.2M
50,000
-17%
建仓
CRUS
CIRRUS LOGIC INC
+$747.4K
7,500
增持
AEIS
ADVANCED ENERGY INDS
-$678.8K
743,000
+20%
减持
NFLX
NETFLIX INC
-$422.7K
33,000
-6%
减持
—
ASCENDIS PHARMA A/S
+$400.7K
24,300
-1%
