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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 57
增持 17
减持 34
清仓 42
方向
标的
Δ市值
现股数(环比)
减持
MDB
MONGODB INC
-$175.2M
50,000
-89%
清仓
GEV
GE VERNOVA INC
-$159.0M
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$146.5M
29,083
-97%
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
INSM
INSMED INC
-$145.3M
653,445
-55%
建仓
IWM
ISHARES TR
+$142.6M
575,000
减持
—
SPOTIFY TECHNOLOGY S A
-$140.9M
90,000
-72%
建仓
QQQ
INVESCO QQQ TR
+$132.8M
230,000
清仓
—
CIDARA THERAPEUTICS INC
-$105.5M
0
-100%
减持
CVNA
CARVANA CO
-$103.8M
229,543
-45%
减持
WGS
GENEDX HOLDINGS CORP
-$99.1M
479,418
-52%
减持
RDDT
REDDIT INC
-$86.3M
7,000
-98%
清仓
ALAB
ASTERA LABS INC
-$84.8M
0
-100%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$73.8M
643,000
增持
DOCN
DIGITALOCEAN HLDGS INC
+$72.7M
1,007,147
+255%
减持
RBRK
RUBRIK INC.
-$71.7M
200,000
-81%
减持
—
JFROG LTD
-$71.1M
598,517
-62%
清仓
ARGX
ARGENX SE
-$69.5M
0
-100%
增持
SMH
VANECK ETF TRUST
+$68.7M
320,000
+113%
建仓
—
EATON CORP PLC
+$68.0M
190,000
增持
ADI
ANALOG DEVICES INC
+$65.5M
212,000
+2929%
建仓
—
NEBIUS GROUP N.V.
+$62.9M
606,000
减持
SNDK
SANDISK CORP
-$59.8M
305,577
-71%
建仓
MELI
MERCADOLIBRE INC
+$58.8M
34,000
减持
—
TOWER SEMICONDUCTOR LTD
+$57.8M
1,137,055
-6%
清仓
AMZN
AMAZON COM INC
-$56.3M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$54.7M
0
-100%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$50.4M
631,000
+474%
减持
NVDA
NVIDIA CORPORATION
-$47.9M
780,477
-21%
清仓
META
META PLATFORMS INC
-$46.2M
0
-100%
建仓
AAPL
APPLE INC
+$43.9M
173,000
清仓
PVLA
PALVELLA THERAPEUTICS INC NE
-$40.8M
0
-100%
清仓
UPWK
UPWORK INC
-$40.1M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$37.1M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$36.6M
160,000
-30%
清仓
HUBS
HUBSPOT INC
-$36.1M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$35.2M
0
-100%
增持
LITE
LUMENTUM HLDGS INC
+$34.5M
50,700
+1590%
清仓
HD
HOME DEPOT INC
-$34.4M
0
-100%
建仓
NRG
NRG ENERGY INC
+$32.2M
220,000
清仓
—
ROYAL CARIBBEAN GROUP
-$32.1M
0
-100%
清仓
FIVE
FIVE BELOW INC
-$32.0M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$31.4M
0
-100%
建仓
FCX
FREEPORT MCMORAN INC
+$29.4M
500,000
清仓
IGV
ISHARES TR
-$29.1M
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$28.4M
100,000
减持
BRZE
BRAZE INC
-$27.9M
200,000
-79%
清仓
PANW
PALO ALTO NETWORKS INC
-$27.6M
0
-100%
清仓
POWL
POWELL INDS INC
-$27.1M
0
-100%
增持
CRUS
CIRRUS LOGIC INC
+$26.8M
199,771
+1010%
减持
VRT
VERTIV HOLDINGS CO
-$26.4M
160,915
-61%
建仓
NET
CLOUDFLARE INC
+$26.4M
128,000
清仓
FSLR
FIRST SOLAR INC
-$26.1M
0
-100%
减持
VIAV
VIAVI SOLUTIONS INC
-$25.8M
82,000
-95%
增持
GH
GUARDANT HEALTH INC
+$25.0M
1,212,915
+42%
减持
BBIO
BRIDGEBIO PHARMA INC
-$24.9M
502,831
-38%
减持
XMTR
XOMETRY INC
-$24.6M
709,579
-21%
建仓
WDC
WESTERN DIGITAL CORP
+$24.3M
90,000
建仓
W
WAYFAIR INC
+$24.1M
320,000
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$23.5M
60,000
减持
SEI
SOLARIS ENERGY INFRAS INC
-$22.8M
2,554,055
-30%
建仓
AXON
AXON ENTERPRISE INC
+$22.7M
53,500
清仓
DY
DYCOM INDS INC
-$22.6M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$22.3M
210,000
+59%
建仓
ORCL
ORACLE CORP
+$21.5M
146,000
建仓
FPS
FORGENT POWER SOLUTIONS INC
+$20.5M
700,726
减持
NTRA
NATERA INC
-$19.1M
371,603
-9%
建仓
CMI
CUMMINS INC
+$18.8M
35,000
建仓
AAON
AAON INC
+$18.6M
225,000
减持
CSTL
CASTLE BIOSCIENCES INC
-$18.1M
940,685
-11%
建仓
PRIM
PRIMORIS SVCS CORP
+$17.6M
123,000
减持
AORT
ARTIVION INC
-$17.2M
605,722
-30%
减持
MKSI
MKS INC.
-$16.7M
282,206
-45%
减持
HTFL
HEARTFLOW INC
-$15.0M
892,093
-29%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$15.0M
0
-100%
建仓
RRX
REGAL REXNORD CORPORATION
+$15.0M
80,000
建仓
KLAC
KLA CORP
+$14.7M
10,000
建仓
AVGO
BROADCOM INC
+$14.2M
46,000
清仓
VIA
VIA TRANSN INC
-$14.2M
0
-100%
建仓
CIEN
CIENA CORP
+$13.6M
35,000
增持
TER
TERADYNE INC
+$13.5M
60,000
+173%
减持
AEIS
ADVANCED ENERGY INDS
-$13.5M
166,418
-48%
建仓
—
GLOBALFOUNDRIES INC
+$13.3M
300,000
建仓
LEN
LENNAR CORP
+$13.0M
150,000
建仓
SOFI
SOFI TECHNOLOGIES INC
+$12.7M
800,000
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$12.4M
0
-100%
减持
SKY
CHAMPION HOMES INC
-$12.2M
370,832
-21%
建仓
AEVA
AEVA TECHNOLOGIES INC
+$12.1M
920,000
清仓
MIR
MIRION TECHNOLOGIES INC
-$11.7M
0
-100%
建仓
WFC
WELLS FARGO & CO
+$11.6M
146,000
减持
IOT
SAMSARA INC
-$11.5M
1,588,431
-9%
建仓
FSLY
FASTLY INC
+$11.4M
391,481
建仓
ENPH
ENPHASE ENERGY INC
+$11.3M
300,000
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$11.3M
125,161
-29%
清仓
DASH
DOORDASH INC
-$11.3M
0
-100%
清仓
LIF
LIFE360 INC
-$10.9M
0
-100%
建仓
—
ASML HLDG NV
+$10.7M
8,100
建仓
NOW
SERVICENOW INC
+$10.5M
100,000
清仓
WAY
WAYSTAR HLDG CORP
-$10.4M
0
-100%
建仓
—
GLOBAL E ONLINE LTD
+$10.3M
335,000
清仓
—
ACCENTURE PLC IRELAND
-$10.1M
0
-100%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$9.5M
437,000
增持
COMP
COMPASS INC
-$9.5M
6,201,503
+20%
清仓
JOBY
JOBY AVIATION INC
-$9.2M
0
-100%
建仓
ON
ON SEMICONDUCTOR CORP
+$9.0M
145,000
减持
DDOG
DATADOG INC
-$8.3M
160,000
-20%
建仓
IRM
IRON MTN INC DEL
+$8.2M
80,000
清仓
CRM
SALESFORCE INC
-$7.9M
0
-100%
建仓
VG
VENTURE GLOBAL INC
+$7.9M
500,000
增持
SNOW
SNOWFLAKE INC
-$7.8M
152,700
+9%
减持
SITM
SITIME CORP
-$7.5M
105,017
-15%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$7.5M
662,000
-25%
清仓
TRMB
TRIMBLE INC
-$7.3M
0
-100%
建仓
FFIV
F5 INC
+$6.7M
23,000
建仓
PTRN
PATTERN GROUP INC
+$6.5M
519,477
清仓
AGYS
AGILYSYS INC
-$6.4M
0
-100%
建仓
—
SHARKNINJA INC
+$6.4M
60,000
减持
—
KESTRA MED TECHNOLOGIES LTD
-$6.3M
147,273
-58%
建仓
FIG
FIGMA INC
+$6.3M
300,000
增持
—
ESTABLISHMENT LABS HLDGS INC
-$6.3M
392,805
+0%
建仓
PRLB
PROTO LABS INC
+$5.7M
100,000
建仓
CARR
CARRIER GLOBAL CORPORATION
+$5.6M
100,000
建仓
BE
BLOOM ENERGY CORP
+$5.4M
40,000
建仓
UBER
UBER TECHNOLOGIES INC
+$5.4M
75,000
清仓
QS
QUANTUMSCAPE CORP
-$5.2M
0
-100%
建仓
—
RADWARE LTD
+$5.1M
195,000
减持
FIX
COMFORT SYS USA INC
-$4.9M
10,000
-50%
清仓
HNGE
HINGE HEALTH INC
-$4.6M
0
-100%
清仓
INTC
INTEL CORP
-$4.6M
0
-100%
清仓
SAIL
SAILPOINT INC
-$4.0M
0
-100%
建仓
KC
KINGSOFT CLOUD HLDGS LTD
+$4.0M
300,000
增持
TTAN
SERVICETITAN INC
+$3.9M
150,000
+183%
清仓
NTAP
NETAPP INC
-$3.2M
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$3.2M
13,000
建仓
DOCS
DOXIMITY INC
+$3.0M
130,000
建仓
ENTG
ENTEGRIS INC
+$2.7M
23,000
增持
CRWV
COREWEAVE INC
+$2.7M
101,000
+40%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$2.5M
79,000
建仓
—
TE CONNECTIVITY PLC
+$2.1M
10,000
建仓
TEAM
ATLASSIAN CORPORATION
+$2.0M
30,000
建仓
MANH
MANHATTAN ASSOCIATES INC
+$2.0M
15,000
建仓
APH
AMPHENOL CORP
+$1.9M
15,000
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$1.7M
456,375
-15%
增持
COIN
COINBASE GLOBAL INC
+$1.6M
100,000
+43%
清仓
BLLN
BILLIONTOONE INC
-$1.6M
0
-100%
清仓
T
AT&T INC
-$1.2M
0
-100%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$1.2M
690,144
+3%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$1.2M
0
-100%
清仓
CLS
CELESTICA INC
-$886.8K
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$756.4K
5,000
增持
AMBQ
AMBIQ MICRO INC
+$431.2K
155,597
+26%
