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SUMMIT PARTNERS L P
SUMMIT PARTNERS L P is an institution, managing $924.3M across 8 long positions as of Q3 2025 with 63% Technology concentration, with only 8 positions, 56% allocation to KVYO, and 63% technology allocation.
- Portfolio Value
- $924.3M
- Positions
- 8
- Top Holding
- KVYO at 56.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SUMMIT PARTNERS L P's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $522.0M | 56.48% | -$331.6M Sold | 6.28% 18.9M shares | |
Medical - Care Facilities Healthcare | $184.4M | 19.95% | -$46.2M Sold | 8.62% 33.5M shares | |
Medical - Care Facilities Healthcare | $85.6M | 9.26% | -$8.9 Sold | 4.62% 9.7M shares | |
Specialty Retail Consumer Cyclical | $58.4M | 6.32% | — | 55.82% 6.1M shares | |
Software - Application Technology | $47.9M | 5.18% | — | 3.37% 4.5M shares | |
Unknown Unknown | $16.6M | 1.80% | +$16.6M New | 66.83% 1.1M shares | |
Semiconductors Technology | $5.9M | 0.64% | — | 0.06% 47.7K shares | |
Software - Infrastructure Technology | $3.4M | 0.37% | — | 0.26% 187.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SUMMIT PARTNERS L P's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-38.84% | |
-20.05% | |
-0.0% |
Analytics
Portfolio insights and performance metrics for SUMMIT PARTNERS L P
GthenA