Summit Partners L P
- SEC CIK
- 0000830588
- Latest filing
- Jul 30, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Nov 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 7
- −2 vs. Q1 2025
- Portfolio value
- $1.42B
- −$194.6M (−12.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVYOKlaviyo, Inc. | COM SER A | 30,827,778 | $1.04B | 73.0% | −8,000,000−20.6% | Reduced | History |
| LFSTLifeStance Health Group, Inc. | COM | 41,932,358 | $216.8M | 15.3% | 00.0% | Unchanged | History |
| AKAA.K.A. Brands Holding Corp. | COM SHS | 6,053,693 | $62.4M | 4.4% | 00.0% | Unchanged | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 9,651,422 | $50.5M | 3.6% | +9,651,422 | New | History |
| JAMFJamf Holding Corp. | COM | 4,475,381 | $42.6M | 3.0% | 00.0% | Unchanged | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 47,650 | $6.83M | 0.5% | 00.0% | Unchanged | History |
| ATENA10 Networks, Inc. | Stock | 187,367 | $3.63M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.