SUMMIT PARTNERS L P

CIK 0000830588 · Q1 2026

13F Equity AUM

$670.2M

-36.2% QoQ

Positions

-1 QoQ

AUM Rank

#3,619

Top 29%

Skill Alpha (FF)

+12.1%/yr^ns

No Clear Edge

Rank #219 · Top 3%

vs S&P -24.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 98.7%Top 10: 100.0%Top 20: 100.0%

KVYO54.7%

LFST27.8%

AKA9.3%

AVAH5.2%

MTSI1.6%

ATEN0.7%

SBDS0.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology57.1%

Healthcare33.0%

Consumer Cyclical9.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 5.23%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

2(1.3%)

1–3%

1(1.6%)

3–5%

0(0.0%)

5%+

4(97.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 5Unique: 2vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

STATE STREET CORP

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

MORGAN STANLEY

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

JPMORGAN CHASE & CO

0.1%

BANK OF AMERICA CORP /DE/

0.1%

FMR LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased2Decreased2Exited1

Increased

ATEN0.7%

+13K(+7%)

MTSI1.6%

+2K(+3%)

Decreased

LFST27.8%

-4,314,939(-13%)

AVAH5.2%

-2,100,000(-28%)

Exited

JAMF

-4,475,381

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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