Summit Partners L P
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Summit Partners L P reported 8 stock positions worth $2.2 billion. Its top holding was Klaviyo Class A (KVYO) at 75.4% of the portfolio, followed by Lifestance Health (LFST, 13.8%) and Aka Brands (AKA, 5.1%). Compared with Q3 2024, it sold out of 1 and reduced 2. The biggest sale was A10 Networks (ATEN, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $2.2B (Q4 2024)
- SEC Filing
- 0001802661-25-000001 ↗ filed Feb 4, 2025
Holdings Value
Holdings 8 stocks · $2.2B
| KVYO Klaviyo Inc. Class A | 75.40% | 40,827,778 | $1.7B | Reduce -12.1% |
| LFST Lifestance Health Group Inc. | 13.84% | 41,932,358 | $309.0M | No change |
| AKA Aka Brands Holding Corp. | 5.08% | 6,053,693 | $113.3M | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 2.82% | 4,475,381 | $62.9M | No change |
| SOLO BRANDS INC | 2.25% | 44,034,960 | $50.2M | No change |
| MTSI Macom Technology Solutions H | 0.26% | 45,512 | $5.9M | No change |
| MKFG Markforged Holding Corp. | 0.21% | 1,473,154 | $4.6M | No change |
| ATEN A10 Networks Inc. | 0.14% | 174,464 | $3.2M | Reduce -71.2% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |