Summit Partners Public Asset Management, LLC 13F 持仓 · 2026年Q2
Summit Partners Public Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 56.90 亿美元。前几大持仓：SMH（8.23%）、SNDK（7.61%）、TSEM（2.85%）。本季前 25 大持仓中：新建仓 7 只、增持 8 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $468.3M | 8.23% | 714,000 | 增持 |
| 2 | SNDK | SANDISK CORP | $432.9M | 7.61% | 190,402 | 减持 |
| 3 | TSEM | TOWER SEMICONDUCTOR LTD | $162.0M | 2.85% | 621,547 | 减持 |
| 4 | DOCN | DIGITALOCEAN HLDGS INC | $153.5M | 2.70% | 977,435 | 减持 |
| 5 | GH | GUARDANT HEALTH INC | $145.2M | 2.55% | 967,697 | 减持 |
| 6 | HUT | HUT 8 CORP | $143.7M | 2.53% | 1.2M | 新建仓 |
| 7 | MKSI | MKS INC. | $142.3M | 2.50% | 319,833 | 增持 |
| 8 | NBIS | NEBIUS GROUP N.V. | $136.5M | 2.40% | 494,416 | 减持 |
| 9 | SEI | SOLARIS ENERGY INFRAS INC | $136.2M | 2.39% | 1.7M | 减持 |
| 10 | SNOW | SNOWFLAKE INC | $134.0M | 2.35% | 526,409 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $127.3M | 2.24% | 635,977 | 减持 |
| 12 | DDOG | DATADOG INC | $119.8M | 2.10% | 459,975 | 增持 |
| 13 | NTRA | NATERA INC | $105.6M | 1.86% | 389,000 | 增持 |
| 14 | ONTO | ONTO INNOVATION INC | $87.8M | 1.54% | 232,000 | 新建仓 |
| 15 | SIMO | SILICON MOTION TECHNOLOGY CO | $87.3M | 1.53% | 261,815 | 减持 |
| 16 | COMP | COMPASS INC | $82.7M | 1.45% | 6.7M | 增持 |
| 17 | SITM | SITIME CORP | $76.8M | 1.35% | 102,958 | 减持 |
| 18 | ABVX | ABIVAX SA | $76.0M | 1.34% | 570,000 | 新建仓 |
| 19 | DELL | DELL TECHNOLOGIES INC | $76.4M | 1.34% | 177,000 | 新建仓 |
| 20 | KLAC | KLA CORP | $69.2M | 1.22% | 229,500 | 增持 |
| 21 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $67.7M | 1.19% | 830,247 | 增持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $64.2M | 1.13% | 110,500 | 新建仓 |
| 23 | GKOS | GLAUKOS CORP | $62.4M | 1.10% | 446,550 | 新建仓 |
| 24 | IONS | IONIS PHARMACEUTICALS INC | $62.4M | 1.10% | 787,263 | 减持 |
| 25 | ORKA | ORUKA THERAPEUTICS INC | $62.7M | 1.10% | 658,301 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR