Summit Partners L P
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Summit Partners L P reported 7 stock positions worth $670.2 million. Its top holding was Klaviyo Class A (KVYO) at 54.7% of the portfolio, followed by Lifestance Health (LFST, 27.8%) and Aka Brands (AKA, 9.3%). Compared with Q4 2025, it sold out of 1, added to 2 and reduced 2. The biggest buy was Macom Technology Solutions H (MTSI, shares +3%) and the biggest sale an exit from Jamf (JAMF).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000830588
- Portfolio Value
- $670.2M (Q1 2026)
- SEC Filing
- 0001172661-26-001623 ↗ filed May 8, 2026
Holdings Value
Holdings 7 stocks · $670.2M
| KVYO Klaviyo Inc. Class A | 54.74% | 18,852,778 | $366.9M | No change |
| LFST Lifestance Health Group Inc. | 27.76% | 29,209,776 | $186.1M | Reduce -12.9% |
| AKA Aka Brands Holding Corp. | 9.32% | 6,053,693 | $62.4M | No change |
| AVAH Aveanna Healthcare Holdings | 5.23% | 5,451,422 | $35.1M | Reduce -27.8% |
| MTSI Macom Technology Solutions H | 1.63% | 49,273 | $10.9M | Add +3.4% |
| ATEN A10 Networks Inc. | 0.69% | 200,065 | $4.6M | Add +6.8% |
| SBDS Solo Brands Inc. Class A | 0.62% | 1,100,870 | $4.1M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |