StockDriftsStockDriftsTop 50 Summit Partners Public Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 9.18% | 155.4K | $353.3M | -16.21%(-30.07K) | $78.10(+2157.43%) | 2026-06-30 | |
| GH | GUARDANT HEALTH INC | 3.77% | 967.7K | $145.2M | +12.14%(+104.78K) | $83.51(+92.41%) | 2026-06-30 | |
| MKSI | MKS INC. | 3.7% | 319.8K | $142.3M | +13.33%(+37.63K) | $123.57(+145.08%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HLDGS INC | 3.62% | 887.4K | $139.4M | -5.30%(-49.71K) | $59.13(+119.13%) | 2026-06-30 | |
| SEI | SOLARIS ENERGY INFRAS INC | 3.54% | 1.69M | $136.2M | -2.09%(-36.22K) | $25.48(+148.45%) | 2026-06-30 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 3.5% | 517.5K | $134.9M | -25.22%(-174.51K) | $43.83(+505.77%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 3.22% | 449.4K | $124.1M | +60.51%(+169.42K) | $127.84(+115.80%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 2.91% | 440.4K | $112.1M | new | $181.94(+81.85%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 2.87% | 958.5K | $110.7M | new | $79.08(+8.04%) | 2026-06-30 | |
| NTRA | NATERA INC | 2.74% | 389.0K | $105.6M | +4.68%(+17.40K) | $172.12(+80.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +46.23% | +212.67% | +14.82% | +99.58% |
| Top 20 Holdings Unweighted | +41.31% | +182.16% | +15.38% | +104.45% |
Summit Partners Public Asset Management LLC reports $5.69B in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (9.2%), GH (3.8%) and MKSI (3.7%). The top 20 holdings account for 58.98% of reported assets. Its disclosed equity book has returned +212.67% 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 Public Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1638555). View Summit Partners Public Asset Management LLC’s 13F filings on SEC