Summit Partners Public Asset Management LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
RxSight, Inc.
RXST
$40.39M2.01783,069+173.4%+$25.62M1.95
ACV Auctions Inc.
ACVA
$48.98M1.582.61M+7.88%+$3.58M2.36
PROCEPT BioRobotics Corporation
PRCT
$37.89M1.49766,744+126.51%+$21.16M1.83
Phreesia, Inc.
PHR
$17.06M1.24713,000+28.93%+$3.83M0.82
Silicon Motion Technology Corporation
SIMO
$29.08M1.12377,987+72.83%+$12.26M1.4
Iovance Biotherapeutics, Inc.
IOVA
$43.96M1.062.97MNew+$43.96M2.12
Hannon Armstrong Sustainable Infrastructure Capital, Inc.
HASI
$31.24M0.971.1M+83.33%+$14.2M1.51
Nova Ltd.
NVMI
$33.61M0.65189,469+84.67%+$15.41M1.62
Skyline Champion Corporation
SKY
$31.44M0.64369,818+7.25%+$2.13M1.51
Credo Technology Group Holding Ltd
CRDO
$19.88M0.58938,123+5.26%+$992,984.570.96
Informatica Inc.
INFA
$59.57M0.571.7MNew+$59.57M2.87
DoubleVerify Holdings, Inc.
DV
$31.64M0.52900,000-37.96%-$19.36M1.52
Natera, Inc.
NTRA
$56.93M0.51622,498New+$56.93M2.74
Elastic N.V.
ESTC
$50.91M0.5507,843-30.45%-$22.29M2.45
Astera Labs, Inc. Common Stock
ALAB
$56.98M0.49768,014New+$56.98M2.75
FormFactor, Inc.
FORM
$16M0.45350,544+10.04%+$1.46M0.77
The AZEK Company Inc.
AZEK
$33.01M0.45657,262-18.58%-$7.53M1.59
nVent Electric plc
NVT
$51.03M0.41676,726+41.93%+$15.07M2.46
Rambus Inc.
RMBS
$25.75M0.39416,677-29.93%-$11M1.24
Ascendis Pharma A/S
ASND
$34.03M0.39225,111New+$34.03M1.64
Generac Holdings Inc.
GNRC
$25.23M0.33200,000New+$25.23M1.22
Aspen Technology, Inc.
AZPN
$39.85M0.3186,863New+$39.85M1.92
First Solar, Inc.
FSLR
$52.93M0.29313,554+176.13%+$33.76M2.55
Tidewater Inc.
TDW
$13.8M0.28150,000New+$13.8M0.67
Samsara Inc.
IOT
$58.12M0.281.54M-1.83%-$1.09M2.8
AAON, Inc.
AAON
$16.19M0.22183,814New+$16.19M0.78
monday.com Ltd.
MNDY
$22.53M0.299,740-8.95%-$2.22M1.09
MongoDB, Inc.
MDB
$53.67M0.2149,646+6.3%+$3.18M2.59
NRG Energy, Inc.
NRG
$24.96M0.18368,687New+$24.96M1.2
Comfort Systems USA, Inc.
FIX
$19.06M0.1760,000New+$19.06M0.92
Constellation Energy Corporation
CEG
$84.26M0.15455,821New+$84.26M4.06
The Trade Desk, Inc.
TTD
$61.27M0.14700,902+55.83%+$21.95M2.95
Vistra Corp.
VST
$32.79M0.14470,782+262.14%+$23.74M1.58
Vertiv Holdings Co
VRT
$41M0.13501,965-33.33%-$20.49M1.98
argenx SE
ARGX
$30.21M0.1376,729New+$30.21M1.46
Spotify Technology S.A.
SPOT
$59.92M0.11227,074New+$59.92M2.89
MercadoLibre, Inc.
MELI
$79.64M0.152,672-3.64%-$3.01M3.84
Micron Technology, Inc.
MU
$107M0.08907,620+1,473.9%+$100.2M5.15
Datadog, Inc.
DDOG
$33.36M0.08269,931+14.06%+$4.11M1.61
Axon Enterprise, Inc.
AXON
$18.45M0.0858,965-34.45%-$9.7M0.89
DraftKings Inc.
DKNG
$14.05M0.07309,407-26.27%-$5.01M0.68
CrowdStrike Holdings, Inc.
CRWD
$45.35M0.06141,451-14.65%-$7.78M2.18
NextEra Energy, Inc.
NEE
$67.55M0.051.06M+40.93%+$19.62M3.25
Palo Alto Networks, Inc.
PANW
$19.68M0.0269,257-36.61%-$11.37M0.95
Taiwan Semiconductor Manufacturing Company Limited
TSM
$89.35M0.01656,716-3.48%-$3.22M4.3
ASML Holding N.V.
ASML
$17.15M<0.0117,668New+$17.15M0.83
Eli Lilly and Company
LLY
$21.97M<0.0128,243-10.46%-$2.57M1.06
Tesla, Inc.
TSLA
$17.58M<0.01100,0000%+$00.85
NVIDIA Corporation
NVDA
$47.44M<0.0152,500-43.35%-$36.31M2.29
Amazon.com, Inc.
AMZN
$20.54M<0.01113,886-6.96%-$1.54M0.99