§ 13F · FUND PROFILE
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.8B (13F)Positions · 165Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 230K | $133M | 3.6% | NEW |
| 2 | SMH | VANECK ETF TRUST | 320K | $123M | 3.3% | +113% |
| 3 | TSEM | TOWER SEMICONDUCTOR LTD | 692K | $121M | 3.3% | −6% |
| 4 | SNDK | SANDISK CORP | 185K | $118M | 3.2% | −71% |
| 5 | INSM | INSMED INC | 653K | $107M | 2.9% | −55% |
| 6 | IONS | IONIS PHARMACEUTICALS INC | 1.40M | $105M | 2.8% | +5% |
| 7 | IWM | ISHARES TR | 400K | $99M | 2.7% | NEW |
| 8 | SEI | SOLARIS ENERGY INFRAS INC | 1.73M | $98M | 2.6% | −30% |
| 9 | DOCN | DIGITALOCEAN HLDGS INC | 937K | $80M | 2.2% | +255% |
| 10 | GH | GUARDANT HEALTH INC | 863K | $80M | 2.1% | +42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC is a Other fund managing $4.8 billion in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed