Summit Partners Public Asset Management, LLC Purchases in Q2 2025

Summit Partners Public Asset Management, LLC

  • $3.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
633K
New
$81.34 - $124.36 $51.5M - $78.7M
633K $78.7M
NVDA
Nvidia Corp

Technology
215K
+ 45.31%
$94.31 - $157.99 $20.3M - $34M
689K $109M
MSFT
Microsoft Corp

Technology
115K
New
$354.56 - $497.45 $40.8M - $57.2M
115K $57.2M
INSM
Insmed Inc

Healthcare
305K
+ 43.24%
$64.81 - $105.9 $19.7M - $32.3M
1.01M $102M
MKSI
Mks Instruments Inc

Technology
432K
New
$58.78 - $100.27 $25.4M - $43.3M
432K $42.9M
GNRC
Generac Holdings Inc.

Industrials
280K
New
$101.92 - $143.21 $28.5M - $40.1M
280K $40.1M
CRDO
Credo Technology Group Holding LTD

Technology
410K
+ 5000.0%
$33.3 - $95.05 $13.7M - $39M
418K $38.7M
XMTR
Xometry, Inc.

Industrials
859K
New
$19.34 - $36.75 $16.6M - $31.6M
859K $29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
63.5K
+ 32.82%
$141.37 - $228.57 $8.98M - $14.5M
257K $58.2M
SIMO
Silicon Motion Technology Corp

Technology
230K
+ 81.02%
$38.95 - $75.77 $8.96M - $17.4M
514K $38.6M
COIN
Coinbase Global, Inc.

Technology
57K
New
$151.47 - $375.07 $8.63M - $21.4M
57K $20M
EXAS
Exact Sciences Corp

Healthcare
300K
New
$40.31 - $58.08 $12.1M - $17.4M
300K $15.9M
TTD
Trade Desk, Inc.

Technology
8.61K
+ 0.99%
$45.27 - $79.4 $390K - $683K
876K $63.1M
MNDY
Monday.Com Ltd.

Technology
37.7K
+ 76.71%
$217.77 - $314.48 $8.2M - $11.8M
86.8K $27.3M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
994K
+ 70.19%
N/A
2.41M $32.4M
ALKT
Alkami Technology, Inc.

Technology
396K
+ 232.92%
$22.54 - $31.19 $8.92M - $12.3M
566K $17.1M
ESLT
Elbit Systems LTD

Industrials
25.7K
New
$364.73 - $454.9 $9.37M - $11.7M
25.7K $11.6M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
150K
New
$67.02 - $83.8 $10.1M - $12.6M
150K $11.4M
CRUS
Cirrus Logic, Inc.

Technology
97K
+ 1292.77%
$77.43 - $107.58 $7.51M - $10.4M
104K $10.9M
MIR
Mirion Technologies, Inc.

Industrials
150K
+ 16.74%
$12.7 - $21.71 $1.91M - $3.26M
1.05M $22.5M
TSEM
Tower Semiconductor LTD

Technology
43.6K
+ 4.47%
$29.65 - $43.8 $1.29M - $1.91M
1.02M $44.2M
EQT
Eqt Corp

Energy
143K
+ 130.38%
$46.11 - $60.44 $6.6M - $8.66M
253K $14.8M
AMPL
Amplitude, Inc.

Technology
225K
New
$7.71 - $12.97 $1.73M - $2.92M
225K $2.79M
MBLY
Mobileye Global Inc.
139K
New
$11.77 - $18.44 $1.64M - $2.56M
139K $2.5M
ROG
Rogers Corp

Technology
36.5K
New
$52.69 - $71.02 $1.92M - $2.59M
36.5K $2.5M
TDUP
Thred Up Inc.

Consumer Cyclical
230K
New
$2.46 - $8.46 $566K - $1.95M
230K $1.72M
MCHP
Microchip Technology Inc

Technology
13K
New
$35.34 - $71.6 $459K - $931K
13K $914K
ASML
Asml Holding Nv

Technology
1K
New
$595.37 - $815.24 $595K - $815K
1K $801K
PI
Impinj Inc

Technology
6.5K
New
$62.54 - $125.05 $407K - $813K
6.5K $721K
AMD
Advanced Micro Devices Inc

Technology
4K
New
$78.21 - $143.81 $313K - $575K
4K $567K
Waystar Hldg Corp
94.9K
+ 5.12%
N/A
1.95M $0
Astera Labs Inc
11K
+ 1.82%
N/A
617K $0
Caris Life Sciences Inc
296K
New
N/A
296K $0
Lenz Therapeutics Inc
240K
New
N/A
240K $0
Mntn Inc
1.71M
New
N/A
1.71M $0
Sandisk Corp
19K
New
N/A
19K $0
Activity Summary
Buys All Purchases 37 New Holdings 22 Increased Positions 15 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 31 Puts 32
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