Summit Partners Public Asset Management, LLC Incresed Positions in Q3 2025

Summit Partners Public Asset Management, LLC

  • $3.79 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
171K
+ 284.68%
$326.09 - $392.66 $55.7M - $67.1M
231K $87.1M
ARGX
Argenx Se

Healthcare
75.3K
+ 439.94%
$538.64 - $768.0 $40.6M - $57.9M
92.5K $68.2M
INSM
Insmed Inc

Healthcare
32.9K
+ 3.26%
$96.14 - $147.2 $3.16M - $4.84M
1.04M $150M
TSEM
Tower Semiconductor LTD

Technology
51.9K
+ 5.09%
$42.42 - $72.3 $2.2M - $3.75M
1.07M $77.5M
MKSI
Mks Instruments Inc

Technology
164K
+ 37.94%
$89.62 - $129.92 $14.7M - $21.3M
596K $73.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
48.2K
+ 18.76%
$224.68 - $282.71 $10.8M - $13.6M
305K $85.2M
COMP
Compass, Inc.

Technology
2.1M
+ 65.63%
$6.15 - $9.69 $12.9M - $20.3M
5.3M $42.6M
IOT
Samsara Inc.

Technology
540K
+ 46.51%
$32.22 - $42.09 $17.4M - $22.7M
1.7M $63.4M
SKY
Skyline Champion Corp

Consumer Cyclical
150K
+ 43.76%
$60.9 - $78.84 $9.14M - $11.8M
493K $37.6M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
200K
+ 133.33%
$73.7 - $90.42 $14.7M - $18.1M
350K $25.8M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
49K
+ 6.46%
$42.78 - $54.29 $2.09M - $2.66M
807K $41.9M
CVLT
Commvault Systems Inc

Technology
14.6K
+ 3.81%
$163.43 - $195.41 $2.38M - $2.85M
397K $74.9M
ESTA
Establishment Labs Holdings Inc.

Healthcare
200K
+ 87.1%
$33.62 - $46.11 $6.73M - $9.23M
430K $17.6M
MSFT
Microsoft Corp

Technology
7.73K
+ 6.72%
$491.09 - $535.64 $3.8M - $4.14M
123K $63.6M
NTRA
Natera, Inc.

Healthcare
32.3K
+ 35.32%
$133.66 - $181.11 $4.31M - $5.84M
124K $19.9M
PAY
Paymentus Holdings, Inc.

Technology
97K
+ 159.02%
$27.81 - $38.93 $2.7M - $3.78M
158K $4.83M
AMPL
Amplitude, Inc.

Technology
266K
+ 118.22%
$10.72 - $13.29 $2.85M - $3.54M
491K $5.26M
AXON
Axon Enterprise, Inc.

Industrials
6.95K
+ 19.83%
$698.02 - $870.97 $4.85M - $6.06M
42K $30.2M
Genedx Holdings Corp
56.3K
+ 7.34%
N/A
824K $0
Sandisk Corp
877K
+ 4615.79%
N/A
896K $0
Lenz Therapeutics Inc
83.9K
+ 34.94%
N/A
324K $0
AKRO
Akero Therapeutics, Inc.

Healthcare
10.2K
+ 2.77%
$42.18 - $54.33 $428K - $552K
377K $17.9M
MELI
Mercadolibre Inc

Consumer Cyclical
626
+ 3.57%
$2292.04 - $2514.05 $1.43M - $1.57M
18.2K $42.5M
SPOT
Spotify Technology S.A.

Communication Services
2.32K
+ 1.19%
$620.01 - $738.53 $1.44M - $1.71M
197K $137M
Activity Summary
Buys All Purchases 51 New Holdings 26 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 50 Puts 43
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