Summit Partners Public Asset Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
97
Total Value
2490231599
Accession Number
0001172661-25-002096
Form Type
13F-HR
CIK
0001638555
Manager Name
Summit Partners Public Asset Management, LLC
Data Enrichment
95% identified
92 identified5 unidentified

Holdings

97 positions
Manager:
SEC
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Page 3 of 5
ACV Auctions Inc.
ACVA|00091G104
Shares:
1402026(-31.7%)
Value:
$19.8B(-55.4%)
ARGENX SE
ARGX|04016X101
Shares:
32000(+8.1%)
Value:
$18.9B(+4.0%)
TOWER SEMICONDUCTOR LTD
TSEM|M87915274
Shares:
480000(-77.4%)
Value:
$17.1B(-84.3%)
Atlassian Corp
TEAM|049468101
Shares:
80000
Value:
$17.0B
Broadcom Inc.
AVGO|11135F101
Shares:
100000
Value:
$16.7B
Trade Desk, Inc.
TTD|88339J105
Shares:
300000(+0.1%)
Value:
$16.4B(-53.4%)
ESTABLISHMENT LABS HOLDINGS INC.
ESTA|G31249108
Shares:
400000(-60.6%)
Value:
$16.3B(-65.1%)
Duolingo, Inc.
DUOL|26603R106
Shares:
50000
Value:
$15.5B
AMAZON COM INC
AMZN|023135106
Shares:
81389(-22.9%)
Value:
$15.5B(-33.2%)
DoorDash, Inc.
DASH|25809K105
Shares:
80000
Value:
$14.6B
LAM RESEARCH CORP
LRCX|512807306
Shares:
200000
Value:
$14.5B
Silicon Motion Technology CORP
SIMO|82706C108
Shares:
283912(+40.8%)
Value:
$14.4B(+31.7%)
GLAUKOS Corp
GKOS|377322102
Shares:
145000(-80.1%)
Value:
$14.3B(-87.0%)
Dynatrace, Inc.
DT|268150109
Shares:
300000(+200.0%)
Value:
$14.1B(+160.3%)
UNIVERSAL DISPLAY CORP \PA\
OLED|91347P105
Shares:
100000
Value:
$13.9B
Mirion Technologies, Inc.
MIR|60471A101
Shares:
896000
Value:
$13.0B
Enphase Energy, Inc.
ENPH|29355A107
Shares:
200000(-42.9%)
Value:
$12.4B(-48.4%)
monday.com Ltd.
MNDY|M7S64H106
Shares:
49114(-67.3%)
Value:
$11.9B(-66.2%)
Datadog, Inc.
DDOG|23804L103
Shares:
120117(-51.2%)
Value:
$11.9B(-66.1%)
83418M103
83418M103
Shares:
538000(-77.6%)
Value:
$11.7B(-83.0%)