Summit Partners L P
Summit Partners L P reported 5 US-listed holdings worth $608.9 million in its 13F for the quarter ended 30 June 2026, filed 30 July 2026. Its largest: Klaviyo Inc. (46.8%), LifeStance Health Group, Inc. (41.0%) and A K A Brands Hldg Corp. (10.6%). Against the quarter before, it opened 0 positions, added to 0, trimmed 2 and sold out of 2.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -29.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 2
- LifeStance Health Group, Inc. LFST-5.9 million shares · -20%
- Macom Technology Solutions Holdings, Inc. MTSI-43,268 shares · -88%
Sold out of 2
- Aveanna Healthcare Hldgs Inc. AVAH$35.1 million last quarter
- Solo Brands Inc. SBDS$4.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Klaviyo Inc. KVYO | 18.9M | $284.7 million | 46.75% | no change |
| LifeStance Health Group, Inc. LFST | 23.3M | $249.7 million | 41.00% | -5.9M |
| A K A Brands Hldg Corp. AKA | 6.1M | $64.8 million | 10.65% | no change |
| A10 Networks, Inc. ATEN | 200.1K | $7.5 million | 1.23% | no change |
| Macom Technology Solutions Holdings, Inc. MTSI | 6.0K | $2.3 million | 0.38% | -43.3K |