SUMMIT PARTNERS L P

BOSTON, MA · CIK 830588 · 13F filing filed 2024-05-15

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)

$1.8bn reported value -33.8% vs Q4 2023

10positions

100.0%in top 10

1 new 2 added 0 reduced 2 sold out vs Q4 2023

Holdings, Q1 2024

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	KLAVIYO INC COM SER A KVYO	KVYO	47,741,629	$1.2bn67.09%	67.09%	Unchanged
2	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	45,734,703	$282.2m15.56%	15.56%	Unchanged
3	SOLO BRANDS INC COM CL A COM CL A		44,034,960	$95.6m5.27%	5.27%	Unchanged
4	JAMF HLDG CORP COM JAMF	JAMF	4,475,381	$82.1m4.53%	4.53%	Unchanged
5	A K A BRANDS HLDG CORP COM SHS AKA	AKA	6,053,693	$57.4m3.17%	3.17%	New
6	A10 NETWORKS INC COM ATEN	ATEN	3,902,310	$53.4m2.95%	2.95%	Added +14.1k	+14,104 0.4%
7	MARKFORGED HOLDING CORPORATI COM COM		14,595,201	$12.2m0.67%	0.67%	Unchanged
8	CASA SYS INC COM COM		34,124,480	$9.3m0.51%	0.51%	Unchanged
9	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	45,512	$4.4m0.24%	0.24%	Added +2.2k	+2,244 5.2%
10	8X8 INC NEW COM EGHT	EGHT	52,919	$142.9k0.01%	0.01%	Unchanged

Sold out since Q4 2023

Security	Ticker	Shares held before	Value then
ENGAGESMART INC ESMT	ESMT	25,004,973	$572.6m25.0m shares
A K A BRANDS HLDG CORP		5,766,152	$46.4m5.8m 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	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