13F Insight
DOSSIER · 13F-HR · Q1 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

$3.7B in tracked AUM across 148 positions as of Q1 2026.

SP
CIK 0001638555 · last filed Mar 31, 2026
Total AUM
$3.7B
as of Q1 2026
Holdings
148
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
M87915274
TOWER SEMICONDUCTOR LTD
$200M1.1M5.4%02
SNDK
SANDISK CORP
$194M306K5.2%03
SEI
SOLARIS ENERGY INFRAS INC
$144M2.6M3.9%04
IWM
ISHARES TR
$143M575K3.8%05
IONS
IONIS PHARMACEUTICALS INC
$139M1.9M3.7%06
NVDA
NVIDIA CORPORATION
$136M780K3.7%07
QQQ
INVESCO QQQ TR
$133M230K3.6%08
SMH
VANECK ETF TRUST
$123M320K3.3%09
GH
GUARDANT HEALTH INC
$112M1.2M3.0%10
INSM
INSMED INC
$107M653K2.9%

Filing history

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 positionsLocked2023Q2Jun 30
$2.7B▲ 11.1%
131 positionsLocked
Showing 12 of 41