Summit Partners L P
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Summit Partners L P reported 8 stock positions worth $1.1 billion. Its top holding was Klaviyo Class A (KVYO) at 58.2% of the portfolio, followed by Lifestance Health (LFST, 22.5%) and Aka Brands (AKA, 6.2%). Compared with Q3 2025, it reduced 1. The biggest sale was Aveanna Healthcare (AVAH, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0000830588-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 8 stocks · $1.1B
| KVYO Klaviyo Inc. Class A | 58.24% | 18,852,778 | $612.1M | No change |
| LFST Lifestance Health Group Inc. | 22.46% | 33,524,715 | $236.0M | No change |
| AKA Aka Brands Holding Corp. | 6.16% | 6,053,693 | $64.8M | No change |
| AVAH Aveanna Healthcare Holdings | 5.87% | 7,551,422 | $61.7M | Reduce -21.8% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 5.54% | 4,475,381 | $58.2M | No change |
| MTSI Macom Technology Solutions H | 0.78% | 47,650 | $8.2M | No change |
| SBDS Solo Brands Inc. Class A | 0.63% | 1,100,870 | $6.7M | No change |
| ATEN A10 Networks Inc. | 0.32% | 187,367 | $3.3M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AVAH Aveanna Healthcare Holdings | Reduce -21.8% | 5.87% | −3.39 |
Portfolio Buys Q3 2025 → Q4 2025
| 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 |