The Analysis of SUMMIT PARTNERS L P's Holdings & P&L

Currently, SUMMIT PARTNERS L P holds 8 types of securities in its portfolio with a total value $895.1M. In the most recent quarter, they have increased their positions in KVYO (+18.9M shares, valued at $366.9M), LFST (+29.2M shares, valued at $186.1M), AKA (+6.1M shares, valued at $62.4M); decreased their positions in LFST (-4.3M shares, valued at $33.2M); initiated new positions in KVYO (+18.9M shares, valued at $366.9M), LFST (+29.2M shares, valued at $186.1M), AKA (+6.1M shares, valued at $62.4M).

1M P&L

-46.6M-5.28%

3M P&L

-28.6M-3.30%

HY P&L

-204.3M-19.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Care Facilities446.1M

50.1%

2Software - Infrastructure371.5M

41.7%

3Apparel Retail62.4M

7.0%

Top Industries by Stock Count

1Medical Care Facilities3 stocks

42.9%

2Software - Infrastructure2 stocks

28.6%

3Apparel Retail1 stocks

14.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KVYO KLAVIYO INC18.9M sharesnew addition2026-03-312026-05-08

LFST 29.2M shares-12.87%2026-03-312026-05-08

LFST LIFESTANCE HEALTH GROUP INC29.2M sharesnew addition2026-03-312026-05-08

AKA A K A BRANDS HLDG CORP6.1M sharesnew addition2026-03-312026-05-08

AVAH AVEANNA HEALTHCARE HLDGS INC5.5M sharesnew addition2026-03-312026-05-08

MTSI MACOM TECH SOLUTIONS HLDGS I49.3K sharesnew addition2026-03-312026-05-08

ATEN A10 NETWORKS INC200.1K sharesnew addition2026-03-312026-05-08

SOLO BRANDS INC SOLO BRANDS INC1.1M sharesnew addition2026-03-312026-05-08