Summit Partners L P
BOSTON, MA
$609m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 15.1% of the portfolio this quarter.
Value
$609m
Stocks
5
Top 10 share
100.0%
Turnover
15.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- LifeStance Health GroupLFST41.0% of the fund-20%
- MACOM Technology Solutions HoldingsMTSI0.4% of the fund-88%
Sold out
Sold their entire stake.
- Aveanna Healthcare HoldingsAVAH-100%
- Solo BrandsSBDS-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| KlaviyoKVYO | 46.8% | $285m | 18,852,778 | Held |
| LifeStance Health GroupLFST | 41.0% | $250m | 23,310,115 | -20% |
| A.K.A. Brands HoldingAKA | 10.6% | $65m | 6,053,693 | Held |
| A10 NetworksATEN | 1.2% | $7m | 200,065 | Held |
| MACOM Technology Solutions HoldingsMTSI | 0.4% | $2m | 6,005 | -88% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 57.1% since 30 June 2025.
Where the money is
Technology48.4%
Health care41.0%
Retail & consumer10.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.