StockDriftsStockDriftsTop 5 Summit Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KVYO | KLAVIYO INC | 46.75% | 18.85M | $284.7M | +0.00%(+0) | $34.50(-48.00%) | 2026-06-30 | |
| LFST | LIFESTANCE HEALTH GROUP INC | 41% | 23.31M | $249.7M | -20.20%(-5.90M) | $27.86(-57.99%) | 2026-06-30 | |
| AKA | A K A BRANDS HLDG CORP | 10.65% | 6.05M | $64.8M | +0.00%(+0) | $92.70(-88.24%) | 2026-06-30 | |
| ATEN | A10 NETWORKS INC | 1.23% | 200.1K | $7.5M | +0.00%(+0) | $13.93(+98.59%) | 2026-06-30 | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 0.38% | 6.0K | $2.3M | -87.81%(-43.27K) | $55.50(+454.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -11.76% | -31.29% | -29.42% | -82.48% |
| Top 20 Holdings Unweighted | +9.91% | +32.76% | -11.44% | -45.54% |
Summit Partners L P reports $608.92M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are KVYO (46.8%), LFST (41.0%) and AKA (10.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned -31.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 830588). View Summit Partners L P’s 13F filings on SEC