Summit Partners L P
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Summit Partners L P reported 10 stock positions worth $1.8 billion. Its top holding was Klaviyo Class A (KVYO) at 67.1% of the portfolio, followed by Lifestance Health (LFST, 15.6%) and Solo Brands (5.3%). Compared with Q4 2023, it opened 1 new position, sold out of 2 and added to 2. The biggest buy was a new position in Aka Brands (AKA) and the biggest sale an exit from Engagesmart (ESMT).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $1.8B (Q1 2024)
- SEC Filing
- 0001802661-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 10 stocks · $1.8B
| KVYO Klaviyo Inc. Class A | 67.09% | 47,741,629 | $1.2B | No change |
| LFST Lifestance Health Group Inc. | 15.56% | 45,734,703 | $282.2M | No change |
| SOLO BRANDS INC | 5.27% | 44,034,960 | $95.6M | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 4.53% | 4,475,381 | $82.1M | No change |
| AKA Aka Brands Holding Corp. | 3.17% | 6,053,693 | $57.4M | New |
| ATEN A10 Networks Inc. | 2.95% | 3,902,310 | $53.4M | Add +0.4% |
| MARKFORGED HOLDING CORPORATI | 0.67% | 14,595,201 | $12.2M | No change |
| CASSQ Casa Systems Inc. | 0.51% | 34,124,480 | $9.3M | No change |
| MTSI Macom Technology Solutions H | 0.24% | 45,512 | $4.4M | Add +5.2% |
| EGHT 8X8 Inc. | 0.01% | 52,919 | $143K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |