Summit Partners

Latest statistics and disclosures from Summit Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are KVYO, ESMT, LFST, DTC, JAMF, and represent 95.19% of Summit Partners's stock portfolio.
  • Reduced shares in these 2 stocks: A K A Brands Hldg Corp (-$507M), KVYO (-$49M).
  • Summit Partners was a net seller of stock by $-556M.
  • Summit Partners has $2.7B in assets under management (AUM), dropping by -6.06%.
  • Central Index Key (CIK): 0000830588

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Portfolio Holdings for Summit Partners

Summit Partners holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Klaviyo Com Ser A (KVYO) 48.4 $1.3B -3% 48M 27.78
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Engagesmart Common Stock (ESMT) 20.9 $573M 25M 22.90
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Lifestance Health Group (LFST) 13.1 $358M 46M 7.83
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Solo Brands Com Cl A (DTC) 9.9 $271M 44M 6.16
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Jamf Hldg Corp (JAMF) 2.9 $81M 4.5M 18.06
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A10 Networks (ATEN) 1.9 $51M 3.9M 13.17
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A K A Brands Hldg Corp 1.7 $46M -91% 5.8M 8.05
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Casa Systems (CASA) 0.7 $18M 34M 0.53
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Markforged Holding Corp (MKFG) 0.4 $12M 15M 0.82
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M/a (MTSI) 0.1 $4.0M 43k 92.95
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8x8 (EGHT) 0.0 $200k 53k 3.78
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Past Filings by Summit Partners

SEC 13F filings are viewable for Summit Partners going back to 2011

View all past filings