§ 13F · FUND PROFILE
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4819.4T (13F)Positions · 165Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$744.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 740K | $175.6T | 3.7% | −17% |
| 2 | GEV | GE VERNOVA INC | 243K | $159.0T | 3.3% | −9% |
| 3 | INSM | INSMED INC | 909K | $158.2T | 3.3% | +82% |
| 4 | NVDA | NVIDIA CORPORATION | 777K | $144.9T | 3.0% | +34% |
| 5 | MDB | MONGODB INC | 297K | $124.5T | 2.6% | +98% |
| 6 | WGS | GENEDX HOLDINGS CORP | 921K | $119.7T | 2.5% | +276% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 204K | $118.4T | 2.5% | +38% |
| 8 | IONS | IONIS PHARMACEUTICALS INC | 1.46M | $115.7T | 2.4% | +144% |
| 9 | TSEM | TOWER SEMICONDUCTOR LTD | 962K | $113.0T | 2.4% | +221% |
| 10 | CVNA | CARVANA CO | 253K | $106.8T | 2.2% | +533% |
§ 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 $4819437.2 trillion in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed