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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 146 项
建仓 38
增持 24
减持 31
清仓 53
方向
标的
Δ市值
现股数(环比)
清仓
—
VERONA PHARMA PLC
-$190.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$109.6M
113,163
-64%
清仓
QQQ
INVESCO QQQ TR
-$108.1M
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。
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$98.7M
1,036,886
+199%
增持
—
CIDARA THERAPEUTICS INC
+$93.0M
477,527
+267%
清仓
CVLT
COMMVAULT SYS INC
-$93.0M
0
-100%
减持
SNDK
SANDISK CORP
+$87.8M
1,069,745
-28%
增持
GH
GUARDANT HEALTH INC
+$80.1M
851,958
+675%
增持
NTRA
NATERA INC
+$73.5M
407,653
+230%
清仓
IWM
ISHARES TR
-$67.2M
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$66.0M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$63.8M
140,461
-67%
增持
MDB
MONGODB INC
+$56.4M
446,682
+6%
建仓
AMZN
AMAZON COM INC
+$56.3M
244,000
清仓
KLAC
KLA CORP
-$55.8M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$55.7M
317,808
-8%
建仓
SMH
VANECK ETF TRUST
+$54.0M
150,000
增持
IONS
IONIS PHARMACEUTICALS INC
+$51.2M
1,762,706
+31%
建仓
META
META PLATFORMS INC
+$46.2M
70,000
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$44.5M
670,000
增持
SITM
SITIME CORP
+$42.9M
123,958
+4032%
减持
—
TOWER SEMICONDUCTOR LTD
+$42.6M
1,207,458
-12%
清仓
MELI
MERCADOLIBRE INC
-$42.5M
0
-100%
清仓
JBL
JABIL INC
-$41.7M
0
-100%
建仓
UPWK
UPWORK INC
+$40.1M
2,025,000
建仓
AORT
ARTIVION INC
+$39.4M
863,867
增持
PVLA
PALVELLA THERAPEUTICS INC NE
+$38.6M
389,420
+1016%
增持
—
JFROG LTD
+$38.0M
1,587,525
+23%
减持
RBRK
RUBRIK INC.
-$37.2M
1,065,000
-26%
建仓
MU
MICRON TECHNOLOGY INC
+$37.1M
130,100
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$35.2M
75,000
建仓
HD
HOME DEPOT INC
+$34.4M
100,000
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$33.7M
176,500
-44%
减持
WAY
WAYSTAR HLDG CORP
-$33.1M
316,723
-72%
增持
CSTL
CASTLE BIOSCIENCES INC
+$32.1M
1,058,725
+165%
建仓
—
ROYAL CARIBBEAN GROUP
+$32.1M
115,000
建仓
FIVE
FIVE BELOW INC
+$32.0M
170,000
清仓
KKR
KKR & CO INC
-$31.8M
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$31.4M
200,000
清仓
TWLO
TWILIO INC
-$31.1M
0
-100%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$31.0M
534,932
-37%
清仓
UPST
UPSTART HLDGS INC
-$30.5M
0
-100%
清仓
AAPL
APPLE INC
-$30.5M
0
-100%
建仓
IGV
ISHARES TR
+$29.1M
275,000
清仓
—
ELASTIC N V
-$28.0M
0
-100%
清仓
FND
FLOOR & DECOR HLDGS INC
-$27.6M
0
-100%
清仓
RMBS
RAMBUS INC DEL
-$27.6M
0
-100%
建仓
DDOG
DATADOG INC
+$27.2M
200,000
增持
SEI
SOLARIS ENERGY INFRAS INC
+$26.2M
3,636,324
+3%
增持
BRZE
BRAZE INC
+$26.1M
951,000
+313%
增持
AEIS
ADVANCED ENERGY INDS
+$24.5M
320,918
+28%
建仓
LRCX
LAM RESEARCH CORP
+$22.6M
132,000
减持
MKSI
MKS INC.
-$21.9M
510,500
-39%
清仓
—
AKERO THERAPEUTICS INC
-$21.8M
0
-100%
清仓
—
IREN LIMITED
-$20.9M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$20.9M
150,000
+355%
减持
ARGX
ARGENX SE
-$20.8M
82,620
-33%
增持
BBIO
BRIDGEBIO PHARMA INC
+$20.3M
813,794
+1%
清仓
—
ASCENDIS PHARMA A/S
-$19.9M
0
-100%
清仓
IRM
IRON MTN INC DEL
-$18.9M
0
-100%
清仓
ORCL
ORACLE CORP
-$17.7M
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$16.6M
0
-100%
减持
POWL
POWELL INDS INC
-$16.4M
84,963
-40%
减持
MIR
MIRION TECHNOLOGIES INC
-$16.2M
500,000
-58%
增持
NVDA
NVIDIA CORPORATION
+$15.8M
986,861
+9%
建仓
COIN
COINBASE GLOBAL INC
+$15.8M
70,000
减持
INSM
INSMED INC
+$15.8M
1,449,080
-12%
减持
CLS
CELESTICA INC
-$15.6M
3,000
-96%
减持
CRUS
CIRRUS LOGIC INC
-$15.2M
18,000
-87%
清仓
LENZ
LENZ THERAPEUTICS INC
-$15.1M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$15.0M
70,000
减持
CVNA
CARVANA CO
+$15.0M
417,000
-2%
清仓
QCOM
QUALCOMM INC
-$15.0M
0
-100%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$14.9M
0
-100%
减持
WGS
GENEDX HOLDINGS CORP
+$14.7M
998,487
-7%
增持
DY
DYCOM INDS INC
+$14.5M
67,000
+139%
减持
FIX
COMFORT SYS USA INC
-$14.3M
20,000
-50%
建仓
VIA
VIA TRANSN INC
+$14.2M
490,625
清仓
AAON
AAON INC
-$14.0M
0
-100%
清仓
GTLB
GITLAB INC
-$13.8M
0
-100%
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$13.7M
284,000
清仓
AMAT
APPLIED MATLS INC
-$13.1M
0
-100%
增持
FSLR
FIRST SOLAR INC
+$12.9M
100,000
+67%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$12.4M
70,000
建仓
DASH
DOORDASH INC
+$11.3M
50,000
减持
LITE
LUMENTUM HLDGS INC
-$10.9M
3,000
-96%
减持
—
ESTABLISHMENT LABS HLDGS INC
+$10.9M
391,850
-9%
建仓
LIF
LIFE360 INC
+$10.9M
170,000
清仓
LMND
LEMONADE INC
-$10.7M
0
-100%
清仓
NOW
SERVICENOW INC
-$10.1M
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$10.1M
37,500
建仓
—
KESTRA MED TECHNOLOGIES LTD
+$9.3M
350,000
建仓
JOBY
JOBY AVIATION INC
+$9.2M
700,000
清仓
W
WAYFAIR INC
-$8.9M
0
-100%
清仓
—
MONDAY COM LTD
-$8.7M
0
-100%
减持
CRWV
COREWEAVE INC
-$8.5M
72,000
-28%
清仓
BE
BLOOM ENERGY CORP
-$8.5M
0
-100%
清仓
PL
PLANET LABS PBC
-$8.4M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
+$8.4M
411,965
+6%
减持
COMP
COMPASS INC
+$8.2M
5,185,000
-11%
增持
HTFL
HEARTFLOW INC
+$8.1M
1,259,121
+48%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$8.1M
110,000
建仓
CRM
SALESFORCE INC
+$7.9M
30,000
清仓
AMPL
AMPLITUDE INC
-$7.4M
0
-100%
建仓
TRMB
TRIMBLE INC
+$7.3M
93,000
清仓
—
CONFLUENT INC
-$6.7M
0
-100%
清仓
IONQ
IONQ INC
-$6.5M
0
-100%
建仓
AGYS
AGILYSYS INC
+$6.4M
54,000
减持
GEV
GE VERNOVA INC
-$6.0M
243,322
-9%
建仓
TTAN
SERVICETITAN INC
+$5.6M
53,000
减持
IOT
SAMSARA INC
-$5.3M
1,744,499
-3%
建仓
QS
QUANTUMSCAPE CORP
+$5.2M
500,000
清仓
STC
STEWART INFORMATION SVCS COR
-$5.2M
0
-100%
清仓
GDS
GDS HLDGS LTD
-$4.9M
0
-100%
清仓
PAY
PAYMENTUS HOLDINGS INC
-$4.8M
0
-100%
建仓
HNGE
HINGE HEALTH INC
+$4.6M
100,000
建仓
INTC
INTEL CORP
+$4.6M
125,000
清仓
SMCI
SUPER MICRO COMPUTER INC
-$4.6M
0
-100%
清仓
BLND
BLEND LABS INC
-$4.5M
0
-100%
清仓
RGTI
RIGETTI COMPUTING INC
-$4.3M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$4.3M
230,000
-12%
建仓
SAIL
SAILPOINT INC
+$4.0M
200,000
清仓
ROKU
ROKU INC
-$4.0M
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$4.0M
0
-100%
清仓
—
GLOBALFOUNDRIES INC
-$3.6M
0
-100%
减持
XMTR
XOMETRY INC
+$3.5M
900,381
-2%
建仓
NTAP
NETAPP INC
+$3.2M
30,000
增持
TER
TERADYNE INC
+$3.0M
22,000
+132%
清仓
STM
STMICROELECTRONICS N V
-$2.8M
0
-100%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$2.5M
886,141
+13%
减持
ADI
ANALOG DEVICES INC
-$2.4M
7,000
-60%
减持
RDDT
REDDIT INC
-$2.3M
379,500
-3%
清仓
PLUG
PLUG POWER INC
-$2.3M
0
-100%
减持
SKY
CHAMPION HOMES INC
+$2.2M
470,832
-4%
增持
HUBS
HUBSPOT INC
-$1.8M
90,000
+11%
建仓
BLLN
BILLIONTOONE INC
+$1.6M
19,783
清仓
FORM
FORMFACTOR INC
-$1.5M
0
-100%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$1.3M
0
-100%
建仓
T
AT&T INC
+$1.2M
50,000
建仓
OLED
UNIVERSAL DISPLAY CORP
+$1.2M
10,000
清仓
MBLY
MOBILEYE GLOBAL INC
-$988.4K
0
-100%
减持
VIAV
VIAVI SOLUTIONS INC
-$851.3K
1,599,365
-31%
清仓
PI
IMPINJ INC
-$723.0K
0
-100%
增持
AMBQ
AMBIQ MICRO INC
+$722.1K
123,597
+32%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$717.0K
0
-100%
清仓
ADTN
ADTRAN HOLDINGS INC
-$703.5K
0
-100%