SUMMIT PARTNERS L P

CIK 0000830588 · Q2 2026

13F Equity AUM

$608.9M

-9.1% QoQ

Positions

-2 QoQ

AUM Rank

#4,431

Top 35%

Skill Alpha (FF)

+10.0%/yr^ns

No Clear Edge

Rank #364 · Top 4%

vs S&P -27.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

KVYO46.8%

LFST41.0%

AKA10.7%

ATEN1.2%

MTSI0.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology48.4%

Healthcare41.0%

Consumer Cyclical10.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 5Median: 10.65%Avg: 20.00%

0–0.5%

1(0.4%)

0.5–1%

0(0.0%)

1–3%

1(1.2%)

3–5%

0(0.0%)

5%+

3(98.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 5vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased2Exited2

Decreased

LFST41.0%

-5,899,661(-20%)

MTSI0.4%

-43,268(-88%)

Exited

AVAH

-5,451,422

SBDS

-1,100,870

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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