Institutional Fund
Summit Partners Public Asset Management, LLC
Boston, MACIK 16385555 filings on record
Portfolio Value
$2.16B
Q1 2026
Holdings
66
Reported positions
New Buys
23
Opened this quarter
QoQ Change
-39.2%
from $3.55B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tower Semiconductor Ltd5.6%
- Sandisk Corp5.5%
- Insmed Inc4.9%
- Ionis Pharmaceuticals Inc4.9%
- Solaris Energy Infras Inc4.5%
- Digitalocean Hldgs Inc3.7%
- Other70.9%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tower Semiconductor Ltd | 692.1K | $121.44M | 5.6% | −270.4K | Reduced |
| 2 | Sandisk Corp | 185.5K | $117.84M | 5.5% | −554.3K | Reduced |
| 3 | Insmed Inc | 653.4K | $106.85M | 4.9% | −255.6K | Reduced |
| 4 | Ionis Pharmaceuticals Inc | 1.40M | $105.43M | 4.9% | −58.7K | Reduced |
| 5 | Solaris Energy Infras Inc | 1.73M | $97.71M | 4.5% | −347.3K | Reduced |
| 6 | Digitalocean Hldgs Inc | 937.1K | $80.39M | 3.7% | +653.1K | Added |
| 7 | Guardant Health Inc | 862.9K | $79.71M | 3.7% | +11.0K | Added |
| 8 | Nvidia Corporation | 449.5K | $78.39M | 3.6% | −327.4K | Reduced |
| 9 | Natera Inc | 371.6K | $74.32M | 3.4% | −36.0K | Reduced |
| 10 | Akamai Technologies Inc | 583.0K | $66.96M | 3.1% | +583.0K | New |
56 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio