Summit Partners L P
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Summit Partners L P reported 5 stock positions worth $608.9 million. Its top holding was Klaviyo Class A (KVYO) at 46.8% of the portfolio, followed by Lifestance Health (LFST, 41.0%) and Aka Brands (AKA, 10.6%). Compared with Q1 2026, it sold out of 2 and reduced 2. The biggest sale was an exit from Aveanna Healthcare (AVAH).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $608.9M (Q2 2026)
- SEC Filing
- 0001172661-26-002948 ↗ filed Jul 30, 2026
Holdings Value
Holdings 5 stocks · $608.9M
| KVYO Klaviyo Inc. Class A | 46.75% | 18,852,778 | $284.7M | No change |
| LFST Lifestance Health Group Inc. | 41.00% | 23,310,115 | $249.7M | Reduce -20.2% |
| AKA Aka Brands Holding Corp. | 10.65% | 6,053,693 | $64.8M | No change |
| ATEN A10 Networks Inc. | 1.23% | 200,065 | $7.5M | No change |
| MTSI Macom Technology Solutions H | 0.38% | 6,005 | $2.3M | Reduce -87.8% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $608.9M | KVYO, LFST, AKA, ATEN, MTSI |
| Q1 2026 | 7 | $670.2M | KVYO, LFST, AKA, AVAH, MTSI |
| Q4 2025 | 8 | $1.1B | KVYO, LFST, AKA, AVAH, JAMF |
| Q3 2025 | 8 | $924.3M | KVYO, LFST, AVAH, AKA, JAMF |
| Q2 2025Amended | 7 | $1.4B | KVYO, LFST, AKA, AVAH, JAMF |
| Q1 2025 | 9 | $1.6B | KVYO, LFST, AKA, JAMF, SOLO BRANDS INC |
| Q4 2024 | 8 | $2.2B | KVYO, LFST, AKA, JAMF, SOLO BRANDS INC |
| Q3 2024 | 9 | $2.2B | KVYO, LFST, AKA, JAMF, SOLO BRANDS INC |
| Q2 2024 | 9 | $1.7B | KVYO, LFST, SOLO BRANDS INC, AKA, JAMF |
| Q1 2024 | 10 | $1.8B | KVYO, LFST, SOLO BRANDS INC, JAMF, AKA |