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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 135 项
建仓 40
增持 22
减持 35
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
NTRA
NATERA INC
-$139.9M
91,330
-92%
增持
—
VERONA PHARMA PLC
+$130.6M
3,544,286
+10%
增持
NVDA
NVIDIA CORPORATION
+$89.6M
933,489
+75%
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。
清仓
QQQ
INVESCO QQQ TR
-$85.0M
0
-100%
清仓
SMH
VANECK ETF TRUST
-$84.6M
0
-100%
建仓
MSFT
MICROSOFT CORP
+$79.6M
160,000
建仓
TWLO
TWILIO INC
+$78.7M
633,220
减持
BABA
ALIBABA GROUP HLDG LTD
-$73.8M
107,000
-84%
减持
LNG
CHENIERE ENERGY INC
-$73.1M
175,000
-65%
减持
SKY
CHAMPION HOMES INC
-$63.6M
342,770
-62%
建仓
PANW
PALO ALTO NETWORKS INC
+$62.0M
303,000
建仓
GNRC
GENERAC HLDGS INC
+$58.7M
410,000
清仓
DOCS
DOXIMITY INC
-$58.3M
0
-100%
增持
RBRK
RUBRIK INC.
+$53.8M
1,718,371
+5%
增持
IWM
ISHARES TR
+$53.6M
599,900
+58%
增持
INSM
INSMED INC
+$52.8M
1,058,937
+50%
增持
AMZN
AMAZON COM INC
+$49.6M
296,600
+264%
清仓
JPM
JPMORGAN CHASE & CO.
-$49.1M
0
-100%
减持
ARGX
ARGENX SE
-$47.4M
34,223
-69%
建仓
MNTN
MNTN INC
+$46.3M
2,116,527
清仓
META
META PLATFORMS INC
-$46.1M
0
-100%
建仓
MKSI
MKS INC.
+$42.9M
432,153
减持
GKOS
GLAUKOS CORP
-$42.2M
150,000
-74%
建仓
COIN
COINBASE GLOBAL INC
+$41.7M
119,000
减持
SNOW
SNOWFLAKE INC
-$40.7M
271,181
-61%
清仓
TEAM
ATLASSIAN CORPORATION
-$40.3M
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$36.9M
260,000
减持
WGS
GENEDX HOLDINGS CORP
-$35.3M
867,265
-33%
减持
AMD
ADVANCED MICRO DEVICES INC
-$32.8M
4,000
-99%
减持
CVLT
COMMVAULT SYS INC
-$32.8M
532,000
-33%
减持
CVNA
CARVANA CO
-$32.6M
100,000
-68%
建仓
EXAS
EXACT SCIENCES CORP
+$31.9M
599,985
清仓
NFLX
NETFLIX INC
-$30.8M
0
-100%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$30.7M
1,154,000
-59%
清仓
HOOD
ROBINHOOD MKTS INC
-$30.2M
0
-100%
增持
SEI
SOLARIS ENERGY INFRAS INC
+$30.0M
3,000,016
+19%
减持
LRCX
LAM RESEARCH CORP
-$29.8M
46,500
-90%
建仓
XMTR
XOMETRY INC
+$29.0M
858,579
清仓
NEE
NEXTERA ENERGY INC
-$28.4M
0
-100%
增持
ALAB
ASTERA LABS INC
+$28.1M
716,500
+16%
清仓
LII
LENNOX INTL INC
-$28.0M
0
-100%
增持
TTD
THE TRADE DESK INC
+$28.0M
1,276,307
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$26.1M
257,000
+33%
建仓
ANET
ARISTA NETWORKS INC
+$25.6M
250,000
增持
ALKT
ALKAMI TECHNOLOGY INC
+$24.7M
965,959
+468%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$24.3M
513,937
+81%
建仓
VST
VISTRA CORP
+$24.2M
125,000
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$23.9M
0
-100%
建仓
ZTS
ZOETIS INC
+$22.6M
145,000
减持
VRT
VERTIV HOLDINGS CO
-$22.0M
226,965
-68%
增持
TSLA
TESLA INC
+$21.7M
276,500
+8%
减持
—
ESTABLISHMENT LABS HLDGS INC
-$20.9M
229,905
-69%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$20.7M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$19.0M
17,550
-47%
增持
—
ASCENDIS PHARMA A/S
+$18.7M
130,000
+435%
增持
MIR
MIRION TECHNOLOGIES INC
+$18.4M
1,456,000
+63%
建仓
HD
HOME DEPOT INC
+$18.3M
50,000
减持
CEG
CONSTELLATION ENERGY CORP
-$18.1M
130,000
-56%
清仓
DASH
DOORDASH INC
-$17.5M
0
-100%
减持
AEIS
ADVANCED ENERGY INDS
-$17.2M
404,921
-46%
清仓
AVGO
BROADCOM INC
-$17.1M
0
-100%
建仓
NRG
NRG ENERGY INC
+$16.1M
100,000
减持
SPHB
INVESCO EXCH TRADED FD TR II
-$15.7M
80,000
-73%
清仓
DUOL
DUOLINGO INC
-$15.5M
0
-100%
增持
IOT
SAMSARA INC
+$15.4M
1,861,985
+22%
增持
—
MONDAY COM LTD
+$15.4M
86,790
+77%
清仓
DT
DYNATRACE INC
-$14.1M
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$14.0M
418,200
-32%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$13.9M
0
-100%
增持
ENPH
ENPHASE ENERGY INC
+$13.4M
650,000
+225%
建仓
TPG
TPG INC
+$13.1M
250,000
减持
—
SPOTIFY TECHNOLOGY S A
+$12.4M
303,341
-24%
增持
AAPL
APPLE INC
+$12.3M
295,000
+36%
建仓
BX
BLACKSTONE INC
+$12.0M
80,000
建仓
—
ELBIT SYS LTD
+$11.6M
25,700
清仓
TTAN
SERVICETITAN INC
-$11.4M
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC
+$11.4M
150,000
清仓
NET
CLOUDFLARE INC
-$11.3M
0
-100%
建仓
—
APTIV PLC
+$10.9M
160,000
建仓
RMBS
RAMBUS INC DEL
+$10.9M
170,000
清仓
—
ELASTIC N V
-$10.7M
0
-100%
建仓
PHM
PULTE GROUP INC
+$10.5M
100,000
增持
CRUS
CIRRUS LOGIC INC
+$10.1M
104,458
+1293%
建仓
QS
QUANTUMSCAPE CORP
+$10.1M
1,500,000
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$9.5M
70,000
清仓
CMI
CUMMINS INC
-$9.4M
0
-100%
减持
DDOG
DATADOG INC
-$9.2M
20,380
-83%
减持
VIAV
VIAVI SOLUTIONS INC
-$8.9M
150,000
-84%
增持
EQT
EQT CORP
+$8.9M
253,070
+130%
清仓
IESC
IES HLDGS INC
-$8.8M
0
-100%
建仓
CAR
AVIS BUDGET GROUP
+$8.5M
50,000
建仓
ON
ON SEMICONDUCTOR CORP
+$8.4M
160,000
清仓
MA
MASTERCARD INCORPORATED
-$8.2M
0
-100%
建仓
CAI
CARIS LIFE SCIENCES INC
+$7.9M
296,000
减持
—
TOWER SEMICONDUCTOR LTD
-$7.7M
1,020,163
-30%
清仓
FCX
FREEPORT-MCMORAN INC
-$7.6M
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$7.3M
0
-100%
建仓
RUM
RUMBLE INC
+$7.2M
800,000
建仓
LENZ
LENZ THERAPEUTICS INC
+$7.0M
240,000
减持
BBIO
BRIDGEBIO PHARMA INC
-$6.3M
757,745
-33%
建仓
MBLY
MOBILEYE GLOBAL INC
+$6.1M
339,000
清仓
EXPE
EXPEDIA GROUP INC
-$6.1M
0
-100%
减持
AXON
AXON ENTERPRISE INC
+$6.0M
70,062
-29%
清仓
NOW
SERVICENOW INC
-$6.0M
0
-100%
建仓
WMT
WALMART INC
+$5.9M
60,000
清仓
ALLY
ALLY FINL INC
-$5.5M
0
-100%
减持
RDDT
REDDIT INC
-$5.4M
515,500
-35%
减持
WAY
WAYSTAR HLDG CORP
+$4.8M
1,948,529
-3%
清仓
—
NEBIUS GROUP N.V.
-$4.4M
0
-100%
建仓
CIEN
CIENA CORP
+$4.4M
53,500
减持
UPST
UPSTART HLDGS INC
+$4.1M
968,000
-24%
清仓
—
SEMRUSH HLDGS INC
-$3.7M
0
-100%
建仓
CSCO
CISCO SYS INC
+$3.5M
50,000
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$3.3M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$2.9M
0
-100%
清仓
TYL
TYLER TECHNOLOGIES INC
-$2.9M
0
-100%
建仓
AMPL
AMPLITUDE INC
+$2.8M
225,000
减持
PAY
PAYMENTUS HOLDINGS INC
-$2.6M
61,000
-65%
清仓
BLND
BLEND LABS INC
-$2.5M
0
-100%
建仓
ROG
ROGERS CORP
+$2.5M
36,500
清仓
KRMN
KARMAN HLDGS INC
-$2.5M
0
-100%
清仓
VPG
VISHAY PRECISION GROUP INC
-$2.0M
0
-100%
清仓
BE
BLOOM ENERGY CORP
-$2.0M
0
-100%
建仓
TDUP
THREDUP INC
+$1.7M
230,000
减持
THRY
THRYV HLDGS INC
-$1.3M
44,169
-70%
增持
COMP
COMPASS INC
+$1.2M
5,200,000
+44%
减持
FIX
COMFORT SYS USA INC
-$1.1M
40,000
-43%
减持
INTA
INTAPP INC
-$1.0M
65,000
-13%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$914.8K
13,000
建仓
SNDK
SANDISK CORP
+$861.6K
19,000
建仓
—
ASML HOLDING N V
+$801.4K
1,000
建仓
PI
IMPINJ INC
+$722.0K
6,500
减持
—
AKERO THERAPEUTICS INC
+$373.4K
446,997
-23%
清仓
SLAB
SILICON LABORATORIES INC
-$303.9K
0
-100%
减持
ACVA
ACV AUCTIONS INC
-$257.7K
1,202,026
-14%