SUMMIT PARTNERS L P

BOSTON, MA · CIK 830588 · 13F filing filed 2023-07-21

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)

$1.4bn reported value -0.3% vs Q1 2023

10positions

100.0%in top 10

0 new 2 added 2 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ENGAGESMART INC COMMON STOCK ESMT	ESMT	25,004,973	$477.3m34.59%	34.59%	Unchanged
2	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	45,734,703	$417.6m30.25%	30.25%	Unchanged
3	SOLO BRANDS INC COM CL A COM CL A		44,034,960	$249.2m18.06%	18.06%	Unchanged
4	JAMF HLDG CORP COM JAMF	JAMF	4,475,381	$87.4m6.33%	6.33%	Unchanged
5	A10 NETWORKS INC COM ATEN	ATEN	3,888,206	$56.7m4.11%	4.11%	Added +10.3k	+10,316 0.3%
6	CASA SYS INC COM COM		34,124,480	$41.6m3.02%	3.02%	Unchanged
7	A K A BRANDS HLDG CORP COM COM		68,757,828	$29.6m2.14%	2.14%	Reduced -2.3m	-2,311,780 -3.2%
8	MARKFORGED HOLDING CORPORATI COM COM		14,595,201	$17.7m1.28%	1.28%	Added +67.9k	+67,873 0.5%
9	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	43,268	$2.8m0.21%	0.21%	Unchanged
10	8X8 INC NEW COM EGHT	EGHT	52,919	$223.8k0.02%	0.02%	Reduced -119.0k	-119,040 -69.2%

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	Ticker	Stake	Change	Schedule	Last filed
KLAVIYO INC KVYO · 13G · filed 2025-11-13	KVYO	12.0%≈ $284.7m	-8.8 pts	13G	2025-11-13
LIFESTANCE HEALTH GROUP INC LFST · 13G · filed 2026-08-11	LFST	6.1%≈ $249.7m	-1.4 pts	13G	2026-08-11