SUMMIT PARTNERS L P
BOSTON, MA · CIK 830588 · 13F filing filed 2026-07-30
SEC-registered investment adviser since 2005 · limited partnership
- Assets managed$42.0bn
- Staff218 · 118 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds87 · $42.0bn gross assets
- Websitesummitpartners.com
- Form ADV · 2026-08-20SEC adviser record
- Legal entitySUMMIT PARTNERS, L.P. (US)
$608.9m
reported value
-9.1% vs Q1 2026
5positions
100.0%in top 10
0 new
0 added
2 reduced
2 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| KLAVIYO INC KVYO | $284.7m46.75% | Unchanged |
| LIFESTANCE HEALTH GROUP INC LFST | $249.7m41.00% | Reduced -5.9m |
| A K A BRANDS HLDG CORP AKA | $64.8m10.65% | Unchanged |
| A10 NETWORKS INC ATEN | $7.5m1.23% | Unchanged |
| MACOM TECH SOLUTIONS HLDGS I MTSI | $2.3m0.38% | Reduced -43.3k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| AVEANNA HEALTHCARE HLDGS INC AVAH | $35.1m5.5m shares |
| SOLO BRANDS INC SBDS | $4.1m1.1m shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| KLAVIYO INC KVYO · 13G · filed 2025-11-13 | 12.0%≈ $284.7m |
| LIFESTANCE HEALTH GROUP INC LFST · 13G · filed 2026-08-11 | 6.1%≈ $249.7m |
Trades reported as a company insider since 1 Apr 2026
Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.
| Date | Company | Trade | Value |
|---|---|---|---|
| 2026-08-11 | KLAVIYO INC 10% owner · See footnotes | Sold | $88.5m5.0m shares |