SUMMIT PARTNERS L P

BOSTON, MA · CIK 830588 · 13F filing filed 2026-05-08

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)

$670.2m reported value -36.2% vs Q4 2025

7positions

100.0%in top 10

0 new 2 added 2 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

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	$366.9m54.74%	54.74%	Unchanged
2	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	29,209,776	$186.1m27.76%	27.76%	Reduced -4.3m	-4,314,939 -12.9%
3	A K A BRANDS HLDG CORP COM SHS AKA	AKA	6,053,693	$62.4m9.32%	9.32%	Unchanged
4	AVEANNA HEALTHCARE HLDGS INC COM AVAH	AVAH	5,451,422	$35.1m5.23%	5.23%	Reduced -2.1m	-2,100,000 -27.8%
5	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	49,273	$10.9m1.63%	1.63%	Added +1.6k	+1,623 3.4%
6	A10 NETWORKS INC COM ATEN	ATEN	200,065	$4.6m0.69%	0.69%	Added +12.7k	+12,698 6.8%
7	SOLO BRANDS INC COM CL A NEW SBDS	SBDS	1,100,870	$4.1m0.62%	0.62%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
JAMF HLDG CORP JAMF	JAMF	4,475,381	$58.2m4.5m 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