AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
The filing for Summit Partners L P (CIK: 0000830588) as of September 30, 2025, reveals a highly concentrated, mid-to-large capitalization portfolio with a distinct value-oriented tilt. The total portfolio value decreased significantly by 34.9%, declining from $1.41 billion in the previous quarter to $920.91 million. This substantial reduction in assets under management (AUM) is driven primarily by active position reductions rather than market depreciation alone, as eviden...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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