Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC (CIK 1638555) reported $3.72B across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSEM ($199.5M, 5.36%), SNDK ($194.1M, 5.22%), SOI ($144.3M, 3.88%), IWM ($142.6M, 3.83%), IONS ($139.2M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $199.5M | 5.36% | 1.1M | Trimmed |
| 2 | SNDK | SANDISK CORP | $194.1M | 5.22% | 305,577 | Trimmed |
| 3 | SOI | SOLARIS ENERGY INFRAS INC | $144.3M | 3.88% | 2.6M | Trimmed |
| 4 | IWM | ISHARES TR | $142.6M | 3.83% | 575,000 | New |
| 5 | IONS | IONIS PHARMACEUTICALS INC | $139.2M | 3.74% | 1.9M | Added |
| 6 | NVDA | NVIDIA CORPORATION | $136.1M | 3.66% | 780,477 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $132.8M | 3.57% | 230,000 | New |
| 8 | SMH | VANECK ETF TRUST | $122.7M | 3.30% | 320,000 | Added |
| 9 | GH | GUARDANT HEALTH INC | $112.0M | 3.01% | 1.2M | Added |
| 10 | INSM | INSMED INC | $106.9M | 2.87% | 653,445 | Trimmed |
| 11 | DOCN | DIGITALOCEAN HLDGS INC | $86.4M | 2.32% | 1.0M | Added |
| 12 | NTRA | NATERA INC | $74.3M | 2.00% | 371,603 | Trimmed |
| 13 | AKAM | AKAMAI TECHNOLOGIES INC | $73.8M | 1.98% | 643,000 | New |
| 14 | CVNA | CARVANA CO | $72.2M | 1.94% | 229,543 | Trimmed |
| 15 | ETN | EATON CORP PLC | $68.0M | 1.83% | 190,000 | New |
| 16 | ADI | ANALOG DEVICES INC | $67.4M | 1.81% | 212,000 | Added |
| 17 | MKSI | MKS INC. | $64.9M | 1.74% | 282,206 | Trimmed |
| 18 | NBIS | NEBIUS GROUP N.V. | $62.9M | 1.69% | 606,000 | New |
| 19 | MELI | MERCADOLIBRE INC | $58.8M | 1.58% | 34,000 | New |
| 20 | LSCC | LATTICE SEMICONDUCTOR CORP | $58.5M | 1.57% | 631,000 | Added |
| 21 | AEIS | ADVANCED ENERGY INDS | $53.7M | 1.44% | 166,418 | Trimmed |
| 22 | SIMO | SILICON MOTION TECHNOLOGY CO | $51.2M | 1.38% | 456,375 | Trimmed |
| 23 | IOT | SAMSARA INC | $50.3M | 1.35% | 1.6M | Trimmed |
| 24 | COMP | COMPASS INC | $45.3M | 1.22% | 6.2M | Added |
| 25 | LRCX | LAM RESEARCH CORP | $44.9M | 1.21% | 210,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31