Summit Partners L P
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Summit Partners L P reported 8 stock positions worth $924.3 million. Its top holding was Klaviyo Class A (KVYO) at 56.5% of the portfolio, followed by Lifestance Health (LFST, 19.9%) and Aveanna Healthcare (AVAH, 9.3%). Compared with Q2 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Solo Brands Class A (SBDS) and the biggest sale Klaviyo Class A (KVYO, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $924.3M (Q3 2025)
- SEC Filing
- 0000830588-25-000004 ↗ filed Nov 4, 2025
Holdings Value
Holdings 8 stocks · $924.3M
| KVYO Klaviyo Inc. Class A | 56.48% | 18,852,778 | $522.0M | Reduce -38.8% |
| LFST Lifestance Health Group Inc. | 19.95% | 33,524,715 | $184.4M | Reduce -20.1% |
| AVAH Aveanna Healthcare Holdings | 9.26% | 9,651,422 | $85.6M | No change |
| AKA Aka Brands Holding Corp. | 6.32% | 6,053,693 | $58.4M | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 5.18% | 4,475,381 | $47.9M | No change |
| SBDS Solo Brands Inc. Class A | 1.80% | 1,100,870 | $16.6M | New |
| MTSI Macom Technology Solutions H | 0.64% | 47,650 | $5.9M | No change |
| ATEN A10 Networks Inc. | 0.37% | 187,367 | $3.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| SBDS Solo Brands Inc. Class A | New | 1.80% | +1.80 |
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 |