SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported 155 positions worth $5.69B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SMH (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SMH | PUT | $468.3M | 8.23% | 714,000 | — | — | |
| ▸ 2 | SNDK | SH | $353.3M | 6.21% | 155,402 | — | — | |
| ▸ 3 | GH | SH | $145.2M | 2.55% | 967,697 | — | — | |
| ▸ 4 | MKSI | SH | $142.3M | 2.50% | 319,833 | — | — | |
| ▸ 5 | DOCN | SH | $139.4M | 2.45% | 887,435 | — | — | |
| ▸ 6 | SEI | SH | $136.2M | 2.39% | 1,692,838 | — | — | |
| ▸ 7 | TSEM | SH | $134.9M | 2.37% | 517,547 | — | — | |
| ▸ 8 | NBIS | SH | $124.1M | 2.18% | 449,416 | — | — | |
| ▸ 9 | SNOW | SH | $112.1M | 1.97% | 440,409 | — | — | |
| ▸ 10 | HUT | SH | $110.7M | 1.94% | 958,500 | — | — |
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Frequently Asked Questions
What stocks does SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC hold as of Q2 2026?
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported 155 positions worth $5.69B in its Q2 2026 13F filing. Largest positions: SMH (8.2%), SNDK (6.2%), GH (2.6%), MKSI (2.5%) and DOCN (2.4%).
What did SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.