Summit Partners L P

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Summit Partners L P reported 9 stock positions worth $1.7 billion. Its top holding was Klaviyo Class A (KVYO) at 70.7% of the portfolio, followed by Lifestance Health (LFST, 12.3%) and Solo Brands (6.0%). Compared with Q1 2024, it sold out of 1, added to 1 and reduced 2. The biggest buy was Markforged Holding Corporati (shares +1%) and the biggest sale Lifestance Health (LFST, shares −8%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0000830588
Portfolio Value
$1.7B (Q2 2024)
SEC Filing
0002030134-24-000002 ↗ filed Jul 18, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.8B Q1 2024 Q2 2024: $1.7B $1.7B Q2 2024 Q3 2024: $2.2B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $924.3M Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $670.2M Q1 2026 Q2 2026: $608.9M Q2 2026

Holdings 9 stocks · $1.7B
KVYO Klaviyo Inc. Class A 70.72% 47,741,629 $1.2B No change
LFST Lifestance Health Group Inc. 12.25% 41,932,358 $205.9M Reduce -8.3%
SOLO BRANDS INC 5.97% 44,034,960 $100.4M No change
AKA Aka Brands Holding Corp. 5.49% 6,053,693 $92.3M No change
JAMF Jamf Holding Corp. filed as JAMF HLDG CORP 4.39% 4,475,381 $73.8M No change
ATEN A10 Networks Inc. 0.50% 606,263 $8.4M Reduce -84.5%
MARKFORGED HOLDING CORPORATI 0.36% 14,731,565 $6.0M Add +0.9%
MTSI Macom Technology Solutions H 0.30% 45,512 $5.1M No change
EGHT 8X8 Inc. 0.01% 52,919 $117K No change

Portfolio Sells Q1 2024 → Q2 2024
LFST Lifestance Health Group Inc. Reduce -8.3% 12.25% −3.31
ATEN A10 Networks Inc. Reduce -84.5% 0.50% −2.45
CASSQ Casa Systems Inc. Sold out 0.00% −0.51

Portfolio Buys Q1 2024 → Q2 2024
MARKFORGED HOLDING CORPORATI Add +0.9% 0.36% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$608.9MKVYO, LFST, AKA, ATEN, MTSI
Q1 2026 7$670.2MKVYO, LFST, AKA, AVAH, MTSI
Q4 2025 8$1.1BKVYO, LFST, AKA, AVAH, JAMF
Q3 2025 8$924.3MKVYO, LFST, AVAH, AKA, JAMF
Q2 2025Amended 7$1.4BKVYO, LFST, AKA, AVAH, JAMF
Q1 2025 9$1.6BKVYO, LFST, AKA, JAMF, SOLO BRANDS INC
Q4 2024 8$2.2BKVYO, LFST, AKA, JAMF, SOLO BRANDS INC
Q3 2024 9$2.2BKVYO, LFST, AKA, JAMF, SOLO BRANDS INC
Q2 2024 9$1.7BKVYO, LFST, SOLO BRANDS INC, AKA, JAMF
Q1 2024 10$1.8BKVYO, LFST, SOLO BRANDS INC, JAMF, AKA