SUMMIT PARTNERS L P

BOSTON, MA · CIK 830588 · 13F filing filed 2026-02-06

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)

$1.1bn reported value +13.7% vs Q3 2025

8positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q3 2025

Holdings, Q4 2025

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	18,852,778	$612.1m58.24%	58.24%	Unchanged
2	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	33,524,715	$236.0m22.46%	22.46%	Unchanged
3	A K A BRANDS HLDG CORP COM SHS AKA	AKA	6,053,693	$64.8m6.16%	6.16%	Unchanged
4	AVEANNA HEALTHCARE HLDGS INC COM AVAH	AVAH	7,551,422	$61.7m5.87%	5.87%	Reduced -2.1m	-2,100,000 -21.8%
5	JAMF HLDG CORP COM JAMF	JAMF	4,475,381	$58.2m5.54%	5.54%	Unchanged
6	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	47,650	$8.2m0.78%	0.78%	Unchanged
7	SOLO BRANDS INC COM CL A NEW SBDS	SBDS	1,100,870	$6.7m0.63%	0.63%	Unchanged
8	A10 NETWORKS INC COM ATEN	ATEN	187,367	$3.3m0.32%	0.32%	Unchanged

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