Long-term investor
Summit Partners Public Asset Management, LLC @summitpartnerspublicasse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001638555).
Record
- Tracked since 2025-06-30 (434 days), 478 trades recorded
- Returns: week n/a · month n/a · 90 days +24.7% · 6 months +22.8% · 1 year +38.3% · all +38.3%
- Max drawdown -9.2% · Sharpe 1.11 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92189F676 · 8.2% · long · since 2025-12-31
- SNDK · 7.6% · long · since 2025-06-30
- TSEM · 2.8% · long · since 2025-06-30
- DOCN · 2.7% · long · since 2025-12-31
- GH · 2.6% · long · since 2025-09-30
- HUT · 2.5% · long · since 2026-06-30
- MKSI · 2.5% · long · since 2025-06-30
- NBIS · 2.4% · long · since 2026-03-31
- SEI · 2.4% · long · since 2025-06-30
- SNOW · 2.4% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- DDOG · 2.1% · long · since 2025-06-30
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