2026 Q3 Portfolio Activity
In 2026 Q3, SUMMIT PARTNERS L P maintained a portfolio of 5 distinct positions. The fund also reduced its exposure to KLAVIYO INC by 26.5%.
Position History
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Total Positions
5
Quarter
2026 Q3
Top Holding
KVYO (44.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
SUMMIT PARTNERS L P Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KVYO
KLAVIYO INC
|
Technology | 44.39% | 46.75% |
#1
Prev: #1
|
6.0 |
—
|
-5,000,000 | -26.5% |
P
S
|
13,852,778 | $217,904,198 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
LFST
LIFESTANCE HEAL...
|
Healthcare | 40.74% | 41.00% |
#2
Prev: #2
|
5.5 |
—
|
-6,686,291 | -28.7% |
P
S
|
16,623,824 | $199,984,603 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AKA
A K A BRANDS HL...
|
Consumer Cyclical | 13.42% | 10.65% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
6,053,693 | $65,864,180 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ATEN
A10 NETWORKS IN...
|
Technology | 1.10% | 1.23% |
#4
Prev: #4
|
1.9 |
—
|
no change | no change |
P
S
|
200,065 | $5,423,762 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MTSI
MACOM TECH SOLU...
|
Technology | 0.35% | 0.38% |
#5
Prev: #5
|
1.6 |
—
|
no change | no change |
P
S
|
6,005 | $1,710,344 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 |
Showing 1-5 of 5 holdings