SUMMIT PARTNERS L P
BOSTON, MA · CIK 830588 · 13F filing filed 2025-05-05
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)
$1.6bn
reported value
-27.8% vs Q4 2024
9positions
100.0%in top 10
1 new
2 added
1 reduced
0 sold out
vs Q4 2024
Holdings, Q1 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| KLAVIYO INC KVYO | $1.2bn72.87% | Reduced -2.0m |
| LIFESTANCE HEALTH GROUP INC LFST | $279.3m17.32% | Unchanged |
| A K A BRANDS HLDG CORP AKA | $81.6m5.06% | Unchanged |
| JAMF HLDG CORP JAMF | $54.4m3.37% | Unchanged |
| SOLO BRANDS INC COM CL A | $7.4m0.46% | Unchanged |
| MARKFORGED HOLDING CORPORATI COM NEW | $6.9m0.43% | Unchanged |
| MACOM TECH SOLUTIONS HLDGS I MTSI | $4.8m0.30% | Added +2.1k |
| A10 NETWORKS INC ATEN | $3.1m0.19% | Added +12.9k |
| 8X8 INC NEW EGHT | $139.7k0.01% | New |
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 in Q1 2025
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 |
|---|---|---|---|
| 2025-03-14 | KLAVIYO INC 10% owner · See footnotes | Sold | $64.9m2.0m shares |