Summit Partners L P
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 4, 2025), Summit Partners L P reported 7 stock positions worth $1.4 billion. Its top holding was Klaviyo Class A (KVYO) at 73.0% of the portfolio, followed by Lifestance Health (LFST, 15.3%) and Aka Brands (AKA, 4.4%). Compared with Q1 2025, it opened 1 new position, sold out of 3 and reduced 1. The biggest buy was a new position in Aveanna Healthcare (AVAH) and the biggest sale an exit from Solo Brands.
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0000830588-25-000003 ↗ filed Nov 4, 2025
Holdings Value
Holdings 7 stocks · $1.4B
| KVYO Klaviyo Inc. Class A | 73.01% | 30,827,778 | $1.0B | Reduce -20.6% |
| LFST Lifestance Health Group Inc. | 15.29% | 41,932,358 | $216.8M | No change |
| AKA Aka Brands Holding Corp. | 4.40% | 6,053,693 | $62.4M | No change |
| AVAH Aveanna Healthcare Holdings | 3.56% | 9,651,422 | $50.5M | New |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 3.00% | 4,475,381 | $42.6M | No change |
| MTSI Macom Technology Solutions H | 0.48% | 47,650 | $6.8M | No change |
| ATEN A10 Networks Inc. | 0.26% | 187,367 | $3.6M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SOLO BRANDS INC | Sold out | 0.00% | −0.46 |
| MKFG Markforged Holding Corp. | Sold out | 0.00% | −0.43 |
| EGHT 8X8 Inc. | Sold out | 0.00% | −0.01 |
| KVYO Klaviyo Inc. Class A | Reduce -20.6% | 73.01% | +0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| AVAH Aveanna Healthcare Holdings | New | 3.56% | +3.56 |
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 |