Summit Partners L P
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Summit Partners L P reported 9 stock positions worth $2.2 billion. Its top holding was Klaviyo Class A (KVYO) at 73.3% of the portfolio, followed by Lifestance Health (LFST, 13.1%) and Aka Brands (AKA, 6.4%). Compared with Q2 2024, it reduced 1. The biggest sale was Klaviyo Class A (KVYO, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $2.2B (Q3 2024)
- SEC Filing
- 0001802661-24-000007 ↗ filed Oct 31, 2024
Holdings Value
Holdings 9 stocks · $2.2B
| KVYO Klaviyo Inc. Class A | 73.34% | 46,427,778 | $1.6B | Reduce -2.8% |
| LFST Lifestance Health Group Inc. | 13.11% | 41,932,358 | $293.5M | No change |
| AKA Aka Brands Holding Corp. | 6.38% | 6,053,693 | $142.9M | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 3.47% | 4,475,381 | $77.6M | No change |
| SOLO BRANDS INC | 2.77% | 44,034,960 | $62.1M | No change |
| ATEN A10 Networks Inc. | 0.39% | 606,263 | $8.8M | No change |
| MKFG Markforged Holding Corp. | 0.31% | 1,473,154 | $7.0M | No change |
| MTSI Macom Technology Solutions H | 0.23% | 45,512 | $5.1M | No change |
| EGHT 8X8 Inc. | 0.00% | 52,919 | $108K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| KVYO Klaviyo Inc. Class A | Reduce -2.8% | 73.34% | +2.62 |
Portfolio Buys Q2 2024 → Q3 2024
| 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 |