SUMMIT PARTNERS L P
Sector Allocation
- Technology48.4%$294.4M
- Healthcare41.0%$249.7M
- Consumer Discretionary10.7%$64.8M
AUM History
13fpro.ai/research/fund/summit-partners-l-p-830588
Conviction and streaks
Stable · top 10 = 100.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/summit-partners-l-p-830588
SUMMIT PARTNERS L P 13F holdings — Q2 2026
$608.9M portfolio (-9.1% QoQ) · 5 holdings · Q2 2026 13F · top 10 are 100% of the stock portfolio
$284.7M
46.8% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality61.0#824Est. buy—$249.7M
41.0% of stocks
-20%This quarter—Since Q-end—HeldAIQuality63.0#648Est. buy—$64.8M
10.7% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality32.9#2,385Est. buy—$7.5M
1.2% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality57.3#1,099Est. buy—$2.3M
0.4% of stocks
-88%This quarter—Since Q-end—HeldAIQuality69.1#271Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $284.7M | 46.8% | No change | — | — | 61.0#824 | — | ||
| 2 | $249.7M | 41.0% | -20% | — | — | 63.0#648 | — | ||
| 3 | $64.8M | 10.7% | No change | — | — | 32.9#2,385 | — | ||
| 4 | $7.5M | 1.2% | No change | — | — | 57.3#1,099 | — | ||
| 5 | $2.3M | 0.4% | -88% | — | — | 69.1#271 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 0 added to, 2 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (0)
No positions added to this quarter.
Trimmed (2)
Holdings by quarter
Every 13F SUMMIT PARTNERS L P has filed, 40 earlier quarters. Pick one to see what it held then.
Portfolio Overview
SUMMIT PARTNERS L P disclosed 5 positions worth $608.9M in its Form 13F-HR for Q2 2026, led by $KVYO (Klaviyo, Inc.) at 46.8% of the equity portfolio, followed by $LFST and $AKA. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $AVAH. The portfolio is most concentrated in Technology (48.4% of disclosed assets). All figures are sourced directly from SUMMIT PARTNERS L P’s Form 13F-HR filing with the SEC under CIK 830588.
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: SUMMIT PARTNERS L P
13F Pro is an AI hedge fund tracker and stock research platform. For SUMMIT PARTNERS L P (SEC CIK: 830588), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SUMMIT PARTNERS L P's portfolio is scored on an AI quality ranking built from its SEC filings (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.