SUMMIT PARTNERS L P — 13F Holdings & Portfolio

CIK 830588 · latest 13F-HR filed 2026-05-08

SUMMIT PARTNERS L P manages $670.2M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KVYO (54.74%), LFST (27.76%), AKA (9.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 2, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$670.2M

Long-equity book

Holdings

7

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+0 / −1 / ↑2 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MACOM TECH SOLUTIONS HLDGS I$2.8M +34.1%
  • A10 NETWORKS INC$1.3M +39.6%
Show all 2

Top Trims

  • KLAVIYO INC-$245.3M -40.1%
  • LIFESTANCE HEALTH GROUP INC-$49.9M -21.2%
  • AVEANNA HEALTHCARE HLDGS INC-$26.6M -43.1%
  • SOLO BRANDS INC-$2.5M -37.9%
Show all 4

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • JAMF HOLDINGS CORP$58.2M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 KLAVIYO INC KVYO 49845K101 $366.9M 54.74% 18,852,778 SH
2 LIFESTANCE HEALTH GROUP INC LFST 53228F101 $186.1M 27.76% 29,209,776 SH
3 A K A BRANDS HLDG CORP AKA 00152K200 $62.4M 9.32% 6,053,693 SH
4 AVEANNA HEALTHCARE HLDGS INC AVAH 05356F105 $35.1M 5.23% 5,451,422 SH
5 MACOM TECH SOLUTIONS HLDGS I MTSI 55405Y100 $10.9M 1.63% 49,273 SH
6 A10 NETWORKS INC ATEN 002121101 $4.6M 0.69% 200,065 SH
7 SOLO BRANDS INC DTCB 83425V203 $4.1M 0.62% 1,100,870 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $670.2M 7 0001172661-26-001623
2025-12-31 2026-02-06 $1.05B 8 0000830588-26-000001