Summit Partners Public Asset Management, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$3.6B
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSEM
TOWER SEMICONDUCTOR LTD
Q3 2025: Increased +110.2% (1.02M → 2.14M shares)
5.5%
02
$SNDK
SANDISK CORP
Q3 2025: Increased +6057.9% (19.0k → 1.17M shares)
5.3%
03
$SEI
SOLARIS ENERGY INFRAS INC
Q3 2025: Increased +204.2% (1.18M → 3.59M shares)
4.0%
04
$IWM
ISHARES TR
Q3 2025: Sold 40.8% (599.9k → 355.4k shares)
3.9%
05
$IONS
IONIS PHARMACEUTICALS INC
Q3 2025: New position (1.20M shares)
3.8%
06
$NVDA
NVIDIA CORPORATION
Q3 2025: Increased +255.9% (488.0k → 1.74M shares)
3.7%
07
$NDQ
INVESCO QQQ TR
Q3 2025: New position (180.0k shares)
3.7%
08
$SMH
VANECK ETF TRUST
Q2 2025: Exited (was 400.0k shares)
3.4%
09
$GH
GUARDANT HEALTH INC
Q3 2025: New position (110.0k shares)
3.1%
10
$INSM
INSMED INC
Q3 2025: Increased +54.9% (2.02M → 3.13M shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.