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Livermore
Livermore
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Summit Partners L P

SEC CIK
0000830588
Latest filing
Jul 30, 2026

The latest 13F from Summit Partners L P covers Q2 2026 (filed Jul 30, 2026): 5 long positions worth $608.9M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Klaviyo, Inc. (KVYO) at 46.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
2
Est. −$79.6M
Sold out
2
Est. −$39.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. KVYOKlaviyo, Inc.
    46.8%$284.7MHistory
  2. LFSTLifeStance Health Group, Inc.
    41.0%$249.7MHistory
  3. AKAA.K.A. Brands Holding Corp.
    10.6%$64.8MHistory
  4. ATENA10 Networks, Inc.
    1.2%$7.47MHistory
  5. MTSIMACOM Technology Solutions Holdings, Inc.
    0.4%$2.28MHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LFSTLifeStance Health Group, Inc.
    −$63.2MReducedHistory
  2. AVAHAveanna Healthcare Holdings, Inc.
    −$35.1MSold outHistory
  3. MTSIMACOM Technology Solutions Holdings, Inc.
    −$16.5MReducedHistory
  4. SBDSSolo Brands, Inc.
    −$4.14MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AVAHAveanna Healthcare Holdings, Inc.
    −5.23 pp5.2% → 0.0%History
  2. MTSIMACOM Technology Solutions Holdings, Inc.
    −1.26 pp1.6% → 0.4%History
  3. SBDSSolo Brands, Inc.
    −0.62 pp0.6% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$608.9M
−$61.2M (−9.1%) vs. prior quarter
Positions
5
−2 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
15.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.13B (Q4 2021)

Q1 2021: $626.7MQ2 2021: $1.92BQ3 2021: $2.90BQ4 2021: $3.13BQ1 2022: $2.25BQ2 2022: $1.50BQ3 2022: $1.44BQ4 2022: $1.23BQ1 2023: $1.38BQ2 2023: $1.38BQ3 2023: $2.92BQ4 2023: $2.74BQ1 2024: $1.81BQ2 2024: $1.68BQ3 2024: $2.24BQ4 2024: $2.23BQ1 2025: $1.61BQ2 2025: $1.42BQ3 2025: $924.3MQ4 2025: $1.05BQ1 2026: $670.2MQ2 2026: $608.9M
Q1 2021Q2 2026
13F filings of Summit Partners L P by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 20265$608.9MKVYOLFSTAKAvs. Q1 2026SEC
Q1 2026May 8, 20267$670.2MKVYOLFSTAKAvs. Q4 2025SEC
Q4 2025Feb 6, 20268$1.05BKVYOLFSTAKAvs. Q3 2025SEC
Q3 2025Nov 4, 20258$924.3MKVYOLFSTAVAHvs. Q2 2025SEC
Q2 2025Nov 4, 2025Amended7$1.42BKVYOLFSTAKAvs. Q1 2025SEC
Q1 2025May 5, 20259$1.61BKVYOLFSTAKAvs. Q4 2024SEC
Q4 2024Feb 4, 20258$2.23BKVYOLFSTAKAvs. Q3 2024SEC
Q3 2024Oct 31, 20249$2.24BKVYOLFSTAKAvs. Q2 2024SEC
Q2 2024Jul 18, 20249$1.68BKVYOLFSTSolo Brands Incvs. Q1 2024SEC
Q1 2024May 15, 202410$1.81BKVYOLFSTSolo Brands Incvs. Q4 2023SEC
Q4 2023Jan 12, 202411$2.74BKVYOEngagesmart IncLFSTvs. Q3 2023SEC
Q3 2023Oct 24, 202311$2.92BKVYOEngagesmart IncLFSTvs. Q2 2023SEC
Q2 2023Jul 21, 202310$1.38BEngagesmart IncLFSTSolo Brands Incvs. Q1 2023SEC
Q1 2023Apr 20, 202310$1.38BEngagesmart IncLFSTSolo Brands Incvs. Q4 2022SEC
Q4 2022Feb 13, 202310$1.23BEngagesmart IncLFSTSolo Brands Incvs. Q3 2022SEC
Q3 2022Nov 4, 202211$1.44BEngagesmart IncLFSTSolo Brands Incvs. Q2 2022SEC
Q2 2022Jul 26, 202211$1.50BEngagesmart IncLFSTAKAvs. Q1 2022SEC
Q1 2022May 11, 202212$2.25BEngagesmart IncLFSTSolo Brands Incvs. Q4 2021SEC
Q4 2021Feb 9, 202211$3.13BSolo Brands IncAKAEngagesmart Incvs. Q3 2021SEC
Q3 2021Nov 12, 20219$2.90BEngagesmart IncLFSTAKAvs. Q2 2021SEC
Q2 2021Jul 26, 20215$1.92BLFSTCasa Sys IncJamf Hldg Corpvs. Q1 2021SEC
Q1 2021Apr 23, 20214$626.7MCasa Sys IncJamf Hldg CorpATEN–SEC