1y return−17.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $94 against $143 in the S&P 500.2
Summit Partners L PS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KVYOKlaviyo Inc | $284.7M | 46.8% | |
| LFSTLifestance Health Group Inc | $249.7M | 41.0% | −20.2% |
| AKAA K A Brands Hldg Corp | $64.8M | 10.6% | |
| ATENA10 Networks Inc | $7.5M | 1.2% | |
| MTSIMacom Tech Solutions Hldgs I | $2.3M | 0.4% | −87.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTSIMacom Tech Solutions Hldgs I | June 30, 2020 | +1007.3% | $2.3M |
| ATENA10 Networks Inc | June 30, 2020 | +448.6% | $7.5M |
| AKAA K A Brands Hldg Corp | March 31, 2024 | +7.8% | $64.8M |
| KVYOKlaviyo Inc | September 30, 2023 | −56.2% | $284.7M |
| LFSTLifestance Health Group Inc | June 30, 2021 | −61.6% | $249.7M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −28.4% | −4.6% |
| December 31, 2025 | +15.6% | +2.4% |
| September 30, 2025 | −9.3% | +7.8% |
| June 30, 2025 | +2.7% | +10.5% |
| March 31, 2025 | −23.7% | −4.6% |
| December 31, 2024 | +10.4% | +2.1% |
| September 30, 2024 | +36.1% | +5.4% |
| June 30, 2024 | −3.4% | +4.0% |
| December 31, 2023 | −5.0% | +11.2% |
| September 30, 2023 | −12.3% | −3.6% |
| June 30, 2023 | −0.2% | +8.3% |
| March 31, 2023 | +15.9% | +7.0% |
| December 31, 2022 | −13.0% | +7.1% |
| September 30, 2022 | +2.0% | −5.3% |
| June 30, 2022 | −33.8% | −16.5% |
| March 31, 2022 | −26.6% | −4.9% |
| December 31, 2021 | −16.1% | +10.7% |
| September 30, 2021 | −34.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Summit Partners L P Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=830588&type=13F-HR&dateb=&owner=include&count=40CIK 830588
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/830588/000117266126002948/Filed July 30, 2026 · accession 0001172661-26-002948