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Summit Partners Public Asset Management, LLC

All holdings · as of Dec 31, 2025

69 positions

CompanyClassValueShares% of portfolio
Zeta Global Holdings Corp.$18.03M886,1410.5%
OLD DOMINION FREIGHT LINE, INC.$15.68M100,0000.4%
Via Transportation, Inc.VIACommon Stock$14.23M490,6250.4%
DigitalOcean Holdings, Inc.$13.67M284,0000.4%
Mirion Technologies, Inc.$11.71M500,0000.3%
Amazon.com Inc$10.16M44,0000.3%
KESTRA MED TECHNOLOGIES LTD$9.28M350,0000.3%
Joby Aviation, Inc.$9.24M700,0000.3%
TRIMBLE INC.$7.29M93,0000.2%
Waystar Holding Corp.$6.44M196,7230.2%
AGILYSYS INC$6.42M54,0000.2%
ServiceTitan, Inc.$5.64M53,0000.2%
VEEVA SYSTEMS INC$4.46M20,0000.1%
Ambiq Micro, Inc.AMBQCommon Stock$3.52M123,5970.1%
CIRRUS LOGIC, INC.$2.13M18,0000.1%
ANALOG DEVICES INC$1.90M7,0000.1%
BillionToOne, Inc.BLLNCommon Stock$1.62M19,7830.0%
LUMENTUM HLDGS INC$1.11M3,0000.0%
CELESTICA INCCLSCommon Stock$886.8K3,0000.0%
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