13F Insight
DOSSIER · 13F-HR · Q2 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

$5.7B in tracked AUM across 155 positions as of Q2 2026.

SP
CIK 0001638555 · last filed Jun 30, 2026
Total AUM
$5.7B
as of Q2 2026
Holdings
155
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SMH
VANECK ETF TRUST
$468M714K8.2%02
SNDK
SANDISK CORP
$433M190K7.6%03
M87915274
TOWER SEMICONDUCTOR LTD
$162M622K2.8%04
DOCN
DIGITALOCEAN HLDGS INC
$153M977K2.7%05
GH
GUARDANT HEALTH INC
$145M968K2.6%06
HUT
HUT 8 CORP
$144M1.2M2.5%07
MKSI
MKS INC.
$142M320K2.5%08
N97284108
NEBIUS GROUP N.V.
$137M494K2.4%09
SEI
SOLARIS ENERGY INFRAS INC
$136M1.7M2.4%10
SNOW
SNOWFLAKE INC
$134M526K2.4%

Filing history

2026Q2Jun 30
$5.7B▲ 52.9%
155 positionsView →2026Q1Mar 31
$3.7B▼ 22.6%
148 positionsView →2025Q4Dec 31
$4.8B▲ 72.5%
124 positionsView →2025Q3Sep 30
$2.8B▼ 29.5%
99 positionsView →2025Q2Jun 30
$4.0B▲ 1.5%
134 positionsLocked2025Q1Mar 31
$3.9B▼ 25.8%
142 positionsLocked2024Q4Dec 31
$5.2B▲ 62.3%
148 positionsLocked2024Q3Sep 30
$3.2B▲ 23.4%
107 positionsLocked2024Q2Jun 30
$2.6B▼ 10.0%
100 positionsLocked2024Q1Mar 31
$2.9B▲ 20.8%
121 positionsLocked2023Q4Dec 31
$2.4B▲ 5.0%
130 positionsLocked2023Q3Sep 30
$2.3B▼ 15.0%
124 positionsLocked
Showing 12 of 42