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Summit Partners Public Asset Management, LLC

All holdings · as of Dec 31, 2025

69 positions

CompanyClassValueShares% of portfolio
Sandisk Corp—$175.60M739,7454.9%
GE Vernova Inc.—$159.03M243,3224.5%
INSMED INC—$158.22M909,0804.5%
NVIDIA Corp—$144.88M776,8614.1%
MongoDB, Inc.—$124.51M296,6823.5%
GeneDx Holdings Corp.—$119.73M920,5873.4%
SPOTIFY TECHNOLOGY S A—$118.35M203,8083.3%
IONIS PHARMACEUTICALS INC—$115.71M1,462,7063.3%
TOWER SEMICONDUCTOR LTD—$113.01M962,4583.2%
CARVANA CO.—$106.77M253,0003.0%
CIDARA THERAPEUTICS INC—$105.48M477,5273.0%
JFrog Ltd—$99.16M1,587,5252.8%
Solaris Energy Infrastructure, Inc.—$95.45M2,076,3242.7%
Natera, Inc.—$93.39M407,6532.6%
Reddit, Inc.—$87.24M379,5002.5%
Guardant Health, Inc.—$87.02M851,9582.4%
Credo Technology Group Holding Ltd—$86.61M601,8862.4%
Astera Labs, Inc.—$84.84M510,0002.4%
Rubrik, Inc.—$75.33M985,0002.1%
ARGENX SE—$69.48M82,6202.0%
ADVANCED ENERGY INDUSTRIES INC—$67.19M320,9181.9%
BridgeBio Pharma, Inc.—$62.25M813,7941.8%
MKS Inc—$60.96M381,5001.7%
Compass, Inc.—$54.81M5,185,0001.5%
Samsara Inc.—$54.75M1,544,4991.5%
MICROSOFT CORP—$54.73M113,1631.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$53.64M176,5001.5%
Silicon Motion Technology CORPSIMOADR$49.59M534,9321.4%
Constellation Energy Corp—$45.93M130,0001.3%
SITIME Corp—$43.78M123,9581.2%
XOMETRY INC—$41.65M700,3811.2%
Castle Biosciences, Inc.—$41.18M1,058,7251.2%
PALVELLA THERAPEUTICS, INC.PVLACommon Stock$40.76M389,4201.1%
UPWORK, INC—$40.14M2,025,0001.1%
CHAMPION HOMES INC—$39.79M470,8321.1%
ARTIVION, INC.—$39.40M863,8671.1%
MICRON TECHNOLOGY INC—$37.13M130,1001.0%
Vertiv Holdings Co—$36.77M226,9651.0%
Heartflow, Inc.—$36.70M1,259,1211.0%
Five Below Inc—$32.02M170,0000.9%
ARROWHEAD PHARMACEUTICALS, INC.—$31.20M470,0000.9%
Snowflake Inc.—$30.81M140,4610.9%
ESTABLISHMENT LABS HOLDINGS INC.—$28.56M391,8500.8%
VIAVI SOLUTIONS INC.—$28.50M1,599,3650.8%
POWELL INDUSTRIES INC—$27.08M84,9630.8%
First Solar Inc—$26.12M100,0000.7%
DYCOM INDUSTRIES INC—$22.64M67,0000.6%
LAM RESEARCH CORP—$22.60M132,0000.6%
Braze, Inc.—$22.32M651,0000.6%
Comfort Systems USA Inc—$18.67M20,0000.5%
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