§ 13F · FUND PROFILE
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC.
AUM · $5.7B (13F)Positions · 155Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.4B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 714K | $468M | 8.2% | +123% |
| 2 | SNDK | SANDISK CORP | 155K | $353M | 6.2% | −38% |
| 3 | GH | GUARDANT HEALTH INC | 968K | $145M | 2.6% | −20% |
| 4 | MKSI | MKS INC. | 320K | $142M | 2.5% | +13% |
| 5 | DOCN | DIGITALOCEAN HLDGS INC | 887K | $139M | 2.4% | −3% |
| 6 | SEI | SOLARIS ENERGY INFRAS INC | 1.69M | $136M | 2.4% | −34% |
| 7 | TSEM | TOWER SEMICONDUCTOR LTD | 518K | $135M | 2.4% | −45% |
| 8 | NBIS | NEBIUS GROUP N.V. | 449K | $124M | 2.2% | −18% |
| 9 | SNOW | SNOWFLAKE INC | 440K | $112M | 2.0% | +245% |
| 10 | HUT | HUT 8 CORP | 959K | $111M | 1.9% | NEW |
§ 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 $5.7 billion in assets. The fund runs a portfolio of 155 positions.
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