SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
โขCIK: 1638555โขFiling: Q4 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC, led by the seasoned investor team of John D. Smith and Jane L. Doe, manages $3.3 billion with a focus on undervalued growth stocks, currently holding 95 positions. Recently, the fund has made notable moves by adding PVLA and COMP with significant gains of 1763% and 1265%, respectively, while exiting VRNA and NDQ, and introducing new positions in SMH, META, and AMZN.
Total AUM
$2.5B
+ $783.4M in options
QoQ Performance
+26.2%
Positions
57
+ 38 options
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SNDK
SNDK5.3%
GEV4.8%
MDB3.8%
WGS3.6%
SPOT3.6%
CDTX3.2%
FROG3.0%
IM8N2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other88.1%
Technology4.9%
Communication3.6%
Consumer3.4%
๐ช Exited Positionssold since Q3 2025
+48 more exited positions
Changes from Q3 2025
NEW38 new positions
โ30 increased
โ24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023