Summit Partners L P holds a concentrated book of 5 stocks worth $608.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they trimmed Lifestance Health Group Inc. Their largest long position is Klaviyo Inc-A at 47% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Summit Partners L P
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7 / 5 | $932.8M |
| JPMORGAN CHASE & CO | 7 / 5 | $515.0M |
| MORGAN STANLEY | 7 / 5 | $272.6M |
| UBS Group AG | 7 / 5 | $198.9M |
| VANGUARD FIDUCIARY TRUST CO | 7 / 5 | $129.9M |
| ROYAL BANK OF CANADA | 7 / 5 | $32.0M |
| Tower Research Capital LLC (TRC) | 7 / 5 | $7.1M |
| OSAIC HOLDINGS, INC. | 7 / 5 | $5.4M |
Ranked by how many of Summit Partners L P's top 5 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Klaviyo Inc COM SER A | $284.7M | 18.85M | 46.8% | —Held | |
| 2 | Lifestance Health Group Inc COM | $249.7M | 23.31M | 41.0% | ▼−20% Reduced · −5.9M sh | |
| 3 | A K A Brands Hldg Corp COM SHS | $64.8M | 6.05M | 10.6% | —Held | |
| 4 | A10 Networks Inc COM | $7.5M | 200.1K | 1.2% | —Held | |
| 5 | Macom Tech Solutions Hldgs I COM | $2.3M | 6.0K | 0.4% | ▼−88% Reduced · −43K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/830588/holdings"
Use Arkolith to show SUMMIT PARTNERS L P's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.