Fund Universe

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☆SUMMIT PARTNERS L P

CIK 0000830588 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.846
AUM ($M)
609
Positions
5
Turnover
0.15
Top-10 wt
100%
Herfindahl
0.398
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 7 positions · portfolio value $609M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆KVYO funds › KLAVIYO INC HOLD — 46.8% -8.0% 284.7 18,852,778 +0 0 —
☆LFST funds › LIFESTANCE HEALTH GROUP INC TRIM — 41.0% +13.2% 249.7 23,310,115 -5,899,661 0 —
☆AKA funds › A K A BRANDS HLDG CORP HOLD — 10.6% +1.3% 64.8 6,053,693 +0 0 —
☆ATEN funds › A10 NETWORKS INC HOLD — 1.2% +0.5% 7.5 200,065 +0 0 —
☆MTSI funds › MACOM TECH SOLUTIONS HLDGS I TRIM — 0.4% -1.3% 2.3 6,005 -43,268 0 —
☆AVAH funds › AVEANNA HEALTHCARE HLDGS INC EXIT — 0.0% -5.2% 0.0 0 -5,451,422 0 —
☆SBDS funds › SOLO BRANDS INC EXIT — 0.0% -0.6% 0.0 0 -1,100,870 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 609 5 0.15 100% 0.398 0.845 — in
2026Q1 670 7 0.10 100% 0.389 0.905 — in
2025Q4 1,051 8 0.05 100% 0.400 0.941 — in
2025Q3 924 8 0.17 100% 0.374 0.848 — in
2025Q2 1,418 7 0.04 100% 0.561 0.962 — entered
2025Q1 1,612 9 0.00 100% 0.565 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status