Holdings
Summit Partners Public Asset Management, LLC
As of Jun 30, 2026, Summit Partners Public Asset Management, LLC reported 71 positions worth US$3.34B. Largest: Sandisk Corporation, Guardant Health, Inc. and Mks Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 155K | US$353M | −30,075 | Jun 30, 2026 |
| Guardant Health, Inc. | 968K | US$145M | +105K | Jun 30, 2026 |
| Mks Inc. | 320K | US$142M | +37,627 | Jun 30, 2026 |
| Digitalocean Holdings, Inc. | 887K | US$139M | −49,712 | Jun 30, 2026 |
| Solaris Energy Infrastructure, Inc. | 1.69M | US$136M | −36,217 | Jun 30, 2026 |
| Snowflake Inc. | 440K | US$112M | new | Jun 30, 2026 |
| Hut 8 Corp. | 959K | US$111M | new | Jun 30, 2026 |
| Natera, Inc. | 389K | US$106M | +17,397 | Jun 30, 2026 |
| Datadog, Inc. | 397K | US$103M | new | Jun 30, 2026 |
| Nvidia Corporation | 450K | US$90M | +500 | Jun 30, 2026 |