Latest SUMMIT PARTNERS L P Stock Portfolio

SUMMIT PARTNERS L P Performance:

2025 Q4: 15.64%YTD: -17.58%2024: 19.67%

Performance for 2025 Q4 is 15.64%, and YTD is -17.58%, and 2024 is 19.67%.

About SUMMIT PARTNERS L P and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMMIT PARTNERS L P reported an equity portfolio of $1.1 Billions as of 31 Dec, 2025.

The top stock holdings of SUMMIT PARTNERS L P are , LFST, AKA. The fund has invested 58.2% of it's portfolio in KLAVIYO, INC. (2) and 22.5% of portfolio in LIFESTANCE HEALTH GROUP INC.

They significantly reduced their stock positions in AVEANNA HEALTHCARE HLDGS INC (AVAH).

SUMMIT PARTNERS L P Annual Return Estimates Vs S&P 500

Our best estimate is that SUMMIT PARTNERS L P made a return of 15.64% in the last quarter. In trailing 12 months, it's portfolio return was -17.58%.

Performance
S&P 500

New Buys

No new stocks were added by SUMMIT PARTNERS L P

Additions

No additions were made to existing positions by SUMMIT PARTNERS L P

Reductions

Ticker	% Reduced
aveanna healthcare hldgs inc	-21.76

SUMMIT PARTNERS L P reduced stake in above stock

Sold off

None of the stocks were completely sold off by SUMMIT PARTNERS L P

Sector Distribution

SUMMIT PARTNERS L P has about 58.2% of it's holdings in Others sector.

Sector	%
Others	58.2
Healthcare	28.3
Consumer Cyclical	6.8
Technology	6.6

Market Cap. Distribution

SUMMIT PARTNERS L P has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	58.2
MID-CAP	28.8
MICRO-CAP	6.8
SMALL-CAP	6.2

Stocks belong to which Index?

About 35.6% of the stocks held by SUMMIT PARTNERS L P either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.4
RUSSELL 2000	35.6

Top 5 Winners (%)		%
MTSI	macom technology solutions holdings inc.	37.6 %
LFST	lifestance health group inc.	28.0 %
JAMF	jamf holdings corp	21.6 %
	klaviyo, inc. (2)	17.3 %
AKA	a k a brands hldg corp (1)	10.9 %

Top 5 Winners ($)		$
	klaviyo, inc. (2)	90.1 M
LFST	lifestance health group inc.	51.6 M
JAMF	jamf holdings corp	10.3 M
AKA	a k a brands hldg corp (1)	6.4 M
MTSI	macom technology solutions holdings inc.	2.2 M

Top 5 Losers (%)		%
DTC	solo brands inc (3)	-60.0 %
AVAH	aveanna healthcare hldgs inc	-7.0 %
ATEN	a10 networks, inc.	-2.5 %

Top 5 Losers ($)		$
DTC	solo brands inc (3)	-10.0 M
AVAH	aveanna healthcare hldgs inc	-6.0 M
ATEN	a10 networks, inc.	-0.1 M

SUMMIT PARTNERS L P Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SUMMIT PARTNERS L P

SUMMIT PARTNERS L P has 8 stocks in it's portfolio. DTC proved to be the most loss making stock for the portfolio. was the most profitable stock for SUMMIT PARTNERS L P last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AKA	a k a brands hldg corp (1)	6.16	6,053,690	64,774,500	unchanged	0.00

ATEN	a10 networks, inc.	0.32	187,367	3,314,520	unchanged	0.00

AVAH	aveanna healthcare hldgs inc	5.87	7,551,420	61,695,100	reduced	-21.76

DTC	solo brands inc (3)	0.63	1,100,870	6,660,260	unchanged	0.00

JAMF	jamf holdings corp	5.54	4,475,380	58,224,700	unchanged	0.00

LFST	lifestance health group inc.	22.46	33,524,700	236,014,000	unchanged	0.00

MTSI	macom technology solutions holdings inc.	0.78	47,650	8,161,490	unchanged	0.00

	klaviyo, inc. (2)	58.24	18,852,800	612,150,000	unchanged	0.00