Summit Partners L P Top Holdings and 13F Report (2023)

About Summit Partners L P

Summit Partners L P has $1.81 billion in total holdings as of March 31, 2023.
Summit Partners L P owns shares of 10 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
Approximately 3.19% of the portfolio was purchased this quarter.
About 34.14% of the portfolio was sold this quarter.
This quarter, Summit Partners L P has purchased 11 new stocks and bought additional shares in 2 stocks.
Summit Partners L P sold shares of 0 stocks and completely divested from 2 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
KLAVIYO, INC.	$1,216,456,707		0.0%	47,741,629	67.1%	COM SER A
LFST LifeStance Health Group	$282,183,118		0.0%	45,734,703	15.6%	Medical
DTC Solo Brands	$95,555,863		0.0%	44,034,960	5.3%	Retail/Wholesale
JAMF Jamf	$82,123,241		0.0%	4,475,381	4.5%	Business Services
A K A BRANDS HLDG CORP	$57,438,153	$57,438,153 ▲	New Holding	6,053,693	3.2%	COM SHS
ATEN A10 Networks	$53,422,624	$193,084 ▲	0.4%	3,902,310	2.9%	Computer and Technology
MKFG Markforged	$12,201,588		0.0%	14,595,201	0.7%	Industrial Products
CASA Casa Systems	$9,336,458		0.0%	34,124,480	0.5%	Consumer Discretionary
MTSI MACOM Technology Solutions	$4,352,768	$214,616 ▲	5.2%	45,512	0.2%	Computer and Technology
EGHT 8X8	$142,881		0.0%	52,919	0.0%	Computer and Technology
ESMT EngageSmart	$0	$572,613,882 ▼	-100.0%	0	0.0%	Computer and Technology
AKA a.k.a. Brands	$0	$46,417,521 ▼	-100.0%	0	0.0%	Retail/Wholesale