SUMMIT PARTNERS L P
BOSTON, MA · CIK 830588 · 13F filing filed 2023-02-13
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)
$1.2bn
reported value
-14.8% vs Q3 2022
10positions
100.0%in top 10
0 new
4 added
2 reduced
1 sold out
vs Q3 2022
Holdings, Q4 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ENGAGESMART INC ESMT | $473.9m38.68% | Reduced -2 |
| LIFESTANCE HEALTH GROUP INC LFST | $225.9m18.44% | Added +1 |
| SOLO BRANDS INC COM CL A | $163.8m13.37% | Added +1 |
| JAMF HLDG CORP JAMF | $95.3m7.78% | Unchanged |
| CASA SYS INC COM | $93.2m7.60% | Unchanged |
| A K A BRANDS HLDG CORP COM | $88.6m7.23% | Added +68.3k |
| A10 NETWORKS INC ATEN | $64.5m5.26% | Reduced -1.5m |
| MARKFORGED HOLDING CORPORATI COM | $16.9m1.38% | Unchanged |
| MACOM TECH SOLUTIONS HLDGS I MTSI | $2.6m0.21% | Unchanged |
| 8X8 INC NEW EGHT | $743.0k0.06% | Added +24 |
Sold out since Q3 2022
| Security | Value then |
|---|---|
| QUALTRICS INTL INC | $713.0k70.1k 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 |