Summit Partners L P
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Summit Partners L P reported 9 stock positions worth $1.6 billion. Its top holding was Klaviyo Class A (KVYO) at 72.9% of the portfolio, followed by Lifestance Health (LFST, 17.3%) and Aka Brands (AKA, 5.1%). Compared with Q4 2024, it opened 1 new position, added to 2 and reduced 1. The biggest buy was A10 Networks (ATEN, shares +7%) and the biggest sale Klaviyo Class A (KVYO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0002053510-25-000002 ↗ filed May 5, 2025
Holdings Value
Holdings 9 stocks · $1.6B
| KVYO Klaviyo Inc. Class A | 72.87% | 38,827,778 | $1.2B | Reduce -4.9% |
| LFST Lifestance Health Group Inc. | 17.32% | 41,932,358 | $279.3M | No change |
| AKA Aka Brands Holding Corp. | 5.06% | 6,053,693 | $81.6M | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 3.37% | 4,475,381 | $54.4M | No change |
| SOLO BRANDS INC | 0.46% | 44,034,960 | $7.4M | No change |
| MKFG Markforged Holding Corp. | 0.43% | 1,473,154 | $6.9M | No change |
| MTSI Macom Technology Solutions H | 0.30% | 47,650 | $4.8M | Add +4.7% |
| ATEN A10 Networks Inc. | 0.19% | 187,367 | $3.1M | Add +7.4% |
| EGHT 8X8 Inc. | 0.01% | 69,842 | $140K | New |
Portfolio Sells Q4 2024 → Q1 2025
| KVYO Klaviyo Inc. Class A | Reduce -4.9% | 72.87% | −2.54 |
Portfolio Buys Q4 2024 → Q1 2025
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 |