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13F holdings · Q3 2026

Summit Partners L P

Boston, MA · files as Summit Partners L P
Holdings as of Sep 30, 2026Filed Oct 29, 2026Next filing due Feb 15, 2027CIK 830588

Summit Partners L P reported 5 stocks worth $491M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are KVYO (44.4%), LFST (40.7%) and AKA (13.4%). Compared with Q2 2026, the fund trimmed KVYO and LFST.

Reported value$491M−19.4% vs last quarter
Stocks held50 new · 0 sold out
Top 5 weight100.0%very concentrated
Turnover32%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
KVYO
Klaviyo Inc
$218M44.4%13.9M−5M (−27%)8 of 8
2
LFST
Lifestance Health Group Inc
$200M40.7%16.6M−6.7M (−29%)8 of 8
3
AKA
A K A Brands Hldg Corp
$65.9M13.4%6.1MNo change8 of 8
4
ATEN
A10 Networks Inc
$5.4M1.1%200KNo change8 of 8
5
MTSI
Macom Tech Solutions Hldgs I
$1.7M0.3%6,005No change8 of 8

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$2.2BQ4 '24
$1.6BQ1 '25
$1.4BQ2 '25
$924MQ3 '25
$1.1BQ4 '25
$670MQ1 '26
$609MQ2 '26
$491MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 29, 202613F-HRQ3 2026SEC filing ↗

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Summit Partners L P 13F FAQ

What does Summit Partners L P own?

Summit Partners L P reported 5 stocks worth $491M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are KVYO (44.4%), LFST (40.7%) and AKA (13.4%). The table above lists every position in the filing (the top 10 without an account).

What did Summit Partners L P buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 0 added to, 2 trimmed and 0 sold out.

When will Summit Partners L P file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Summit Partners L P's portfolio worth?

The Q3 2026 filing reports $491M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.