SUMMIT PARTNERS L P
•CIK: 830588•Filing: Q4 2025
**SUMMIT PARTNERS L P** manages $1.1B across a concentrated portfolio of 8 positions. The fund exhibits significant conviction, with its largest holding in KVYO accounting for $612.1M. Further notable allocations include LFST at $236.0M and AKA at $64.8M. This structure suggests a high-conviction, selective investment approach within its current market focus.
Total AUM
$1.1B
QoQ Performance
+13.7%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
KVYO
LFST
AKA
AVAH
JAMF
KVYO58.2%
LFST22.5%
AKA6.2%
AVAH5.9%
JAMF5.5%
MTSI0.8%
SBDS0.6%
ATEN0.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
AVAH
AVEANNA HEALTHCARE HLDGS INC
-21.8%
5.9% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023