StockDriftsStockDriftsTop 50 Summit Partners Public Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 5.62% | 692.1K | $121.4M | -28.10%(-270.40K) | $43.83(+399.82%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 5.45% | 185.5K | $117.8M | -74.93%(-554.27K) | $78.10(+2134.18%) | 2026-03-31 | |
| INSM | INSMED INC | 4.94% | 653.4K | $106.9M | -28.12%(-255.63K) | $66.61(+67.54%) | 2026-03-31 | |
| IONS | IONIS PHARMACEUTICALS INC | 4.88% | 1.40M | $105.4M | -4.01%(-58.67K) | $62.11(+31.70%) | 2026-03-31 | |
| SEI | SOLARIS ENERGY INFRAS INC | 4.52% | 1.73M | $97.7M | -16.73%(-347.27K) | $25.48(+163.71%) | 2026-03-31 | |
| DOCN | DIGITALOCEAN HLDGS INC | 3.72% | 937.1K | $80.4M | +229.98%(+653.15K) | $59.13(+120.08%) | 2026-03-31 | |
| GH | GUARDANT HEALTH INC | 3.69% | 862.9K | $79.7M | +1.29%(+10.96K) | $79.31(+111.81%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.63% | 449.5K | $78.4M | -42.14%(-327.38K) | $108.06(+80.30%) | 2026-03-31 | |
| NTRA | NATERA INC | 3.44% | 371.6K | $74.3M | -8.84%(-36.05K) | $169.45(+64.84%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 3.1% | 583.0K | $67.0M | new | $101.05(+11.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.96% | +114.45% |
| Top 20 Holdings Unweighted | +25.92% | +99.66% |
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