Institutions / SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC / Holdings
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Summit Partners Public Asset Management, LLC

All holdings · as of Dec 31, 2025

69 positions

CompanyClassValueShares% of portfolio
CELESTICA INCCLSCommon Stock$886.8K3,0000.0%
LUMENTUM HLDGS INC—$1.11M3,0000.0%
BillionToOne, Inc.BLLNCommon Stock$1.62M19,7830.0%
ANALOG DEVICES INC—$1.90M7,0000.1%
CIRRUS LOGIC, INC.—$2.13M18,0000.1%
Ambiq Micro, Inc.AMBQCommon Stock$3.52M123,5970.1%
VEEVA SYSTEMS INC—$4.46M20,0000.1%
ServiceTitan, Inc.—$5.64M53,0000.2%
AGILYSYS INC—$6.42M54,0000.2%
Waystar Holding Corp.—$6.44M196,7230.2%
TRIMBLE INC.—$7.29M93,0000.2%
Joby Aviation, Inc.—$9.24M700,0000.3%
KESTRA MED TECHNOLOGIES LTD—$9.28M350,0000.3%
Amazon.com Inc—$10.16M44,0000.3%
Mirion Technologies, Inc.—$11.71M500,0000.3%
DigitalOcean Holdings, Inc.—$13.67M284,0000.4%
Via Transportation, Inc.VIACommon Stock$14.23M490,6250.4%
OLD DOMINION FREIGHT LINE, INC.—$15.68M100,0000.4%
Zeta Global Holdings Corp.—$18.03M886,1410.5%
Comfort Systems USA Inc—$18.67M20,0000.5%
Braze, Inc.—$22.32M651,0000.6%
LAM RESEARCH CORP—$22.60M132,0000.6%
DYCOM INDUSTRIES INC—$22.64M67,0000.6%
First Solar Inc—$26.12M100,0000.7%
POWELL INDUSTRIES INC—$27.08M84,9630.8%
VIAVI SOLUTIONS INC.—$28.50M1,599,3650.8%
ESTABLISHMENT LABS HOLDINGS INC.—$28.56M391,8500.8%
Snowflake Inc.—$30.81M140,4610.9%
ARROWHEAD PHARMACEUTICALS, INC.—$31.20M470,0000.9%
Five Below Inc—$32.02M170,0000.9%
Heartflow, Inc.—$36.70M1,259,1211.0%
Vertiv Holdings Co—$36.77M226,9651.0%
MICRON TECHNOLOGY INC—$37.13M130,1001.0%
ARTIVION, INC.—$39.40M863,8671.1%
CHAMPION HOMES INC—$39.79M470,8321.1%
UPWORK, INC—$40.14M2,025,0001.1%
PALVELLA THERAPEUTICS, INC.PVLACommon Stock$40.76M389,4201.1%
Castle Biosciences, Inc.—$41.18M1,058,7251.2%
XOMETRY INC—$41.65M700,3811.2%
SITIME Corp—$43.78M123,9581.2%
Constellation Energy Corp—$45.93M130,0001.3%
Silicon Motion Technology CORPSIMOADR$49.59M534,9321.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$53.64M176,5001.5%
MICROSOFT CORP—$54.73M113,1631.5%
Samsara Inc.—$54.75M1,544,4991.5%
Compass, Inc.—$54.81M5,185,0001.5%
MKS Inc—$60.96M381,5001.7%
BridgeBio Pharma, Inc.—$62.25M813,7941.8%
ADVANCED ENERGY INDUSTRIES INC—$67.19M320,9181.9%
ARGENX SE—$69.48M82,6202.0%
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