account_balance
Investment manager · 13F filer · SEC CIK 1638555
Summit Partners Public Asset Management, LLC
Reported value$3.85Bas of Jun 30, 2026
Positions79 32 new, 19 sold out
Top 10 weight39.1%SNDK alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
9.2%Trimmed −16%
GHGuardant Health Inc
3.8%Added +12%
MKSIMKS Inc.
3.7%Added +13%
DOCNDigitalocean Hldgs Inc
3.6%Trimmed −5%
SEISolaris Energy Infras Inc
3.5%Trimmed −2%
TSEMTower Semiconductor Ltd
3.5%Trimmed −25%
NBISNebius Group N.v.
3.2%Added +61%
SNOWSnowflake Inc
2.9%New
HUTHut 8 Corp
2.9%New
NTRANatera Inc
2.7%Added +5%
DDOGDatadog Inc
2.7%New
NVDANvidia Corporation
2.3%
SNDKSandisk Corp
9.2%Trimmed −16%
GH3.8%MKSI3.7%DOCN3.6%SEI3.5%TSEM3.5%NBIS3.2%SNOW2.9%HUT2.9%NTRA2.7%DDOG2.7%NVDA2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDK Sandisk Corp 9.2% Trimmed −16%GH Guardant Health Inc 3.8% Added +12%MKSI MKS Inc. 3.7% Added +13%DOCN Digitalocean Hldgs Inc 3.6% Trimmed −5%SEI Solaris Energy Infras Inc 3.5% Trimmed −2%TSEM Tower Semiconductor Ltd 3.5% Trimmed −25%NBIS Nebius Group N.v. 3.2% Added +61%SNOW Snowflake Inc 2.9% NewHUT Hut 8 Corp 2.9% NewNTRA Natera Inc 2.7% Added +5%DDOG Datadog Inc 2.7% NewNVDA Nvidia Corporation 2.3% Held
What changed