SUMMIT PARTNERS L P
13F Reported Value
ⓘ$670.2M
Holdings
7
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SUMMIT PARTNERS L P disclosed 7 positions worth $670.2M in its Form 13F-HR for Q1 2026, led by $KVYO (Klaviyo, Inc.) at 54.7% of the equity portfolio, followed by $LFST and $AKA. During the quarter the fund opened 0 new positions and exited 1. The portfolio is most concentrated in Technology (57.1% of disclosed assets). All figures are sourced directly from SUMMIT PARTNERS L P’s Form 13F-HR filing with the SEC under CIK 830588.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 50.7#1,436
Quality
$366.9M18,852,778 sh - 53.7#1,265
Quality
$186.1M29,209,776 sh - 38.1#2,025
Quality
$62.4M6,053,693 sh - 59.2
Quality
$35.1M5,451,422 sh - 70.6
Quality
$10.9M49,273 sh - 66.1
Quality
$4.6M200,065 sh - 19.9
Quality
$4.1M1,100,870 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Klaviyo, Inc.$KVYO | 50.7#1,436 | $366.9M | 18,852,778 |
 LifeStance Health Group, Inc.$LFST | 53.7#1,265 | $186.1M | 29,209,776 |
 A.K.A. BRANDS HOLDING CORP.$AKA | 38.1#2,025 | $62.4M | 6,053,693 |
 Aveanna Healthcare Holdings, Inc.$AVAH | 59.2 | $35.1M | 5,451,422 |
 MACOM Technology Solutions Holdings, Inc.$MTSI | 70.6 | $10.9M | 49,273 |
 A10 Networks, Inc.$ATEN | 66.1 | $4.6M | 200,065 |
 Solo Brands, Inc.$SBDS | 19.9 | $4.1M | 1,100,870 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUMMIT PARTNERS L P's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Technology
$382.4M
Healthcare
$221.1M
Consumer Discretionary
$66.6M
Full Holdings — SUMMIT PARTNERS L P (Q1 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KVYO | Klaviyo, Inc. | $366.9M | 54.7% | +0% | 50.7 |
| 2 | $LFST | LifeStance Health Group, Inc. | $186.1M | 27.8% | -13% | 53.7 |
| 3 | $AKA | A.K.A. BRANDS HOLDING CORP. | $62.4M | 9.3% | +0% | 38.1 |
| 4 | $AVAH | Aveanna Healthcare Holdings, Inc. | $35.1M | 5.2% | -28% | 59.2 |
| 5 | $MTSI | MACOM Technology Solutions Holdings, Inc. | $10.9M | 1.6% | +3% | 70.6 |
| 6 | $ATEN | A10 Networks, Inc. | $4.6M | 0.7% | +7% | 66.1 |
| 7 | $SBDS | Solo Brands, Inc. | $4.1M | 0.6% | +0% | 19.9 |
Exited Positions (1)
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Every holding in SUMMIT PARTNERS L P's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.