Q1 2026 · 13F-HR
SUMMIT PARTNERS L Pholdings as filed
Filed 2026-05-08 · accession 0001172661-26-001623
$670.2M
Reported value
7
Positions
2026-03-31
Period end
The Brief · SUMMIT PARTNERS L P · Q1 2026
AI · grounded in 13F
SUMMIT PARTNERS L P established a new position in KVYO valued at $366.9M. The fund also initiated new stakes in LFST for $186.1M and AKA for $62.4M. Additional new positions include AVAH, MTSI, and ATEN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 49845K101 | KVYO | KLAVIYO INC | $366.9M | 54.7% | 18,852,778 | Common | SOLE |
| 53228F101 | LFST | LIFESTANCE HEALTH GROUP INC | $186.1M | 27.8% | 29,209,776 | Common | SOLE |
| 00152K200 | AKA | A K A BRANDS HLDG CORP | $62.4M | 9.32% | 6,053,693 | Common | SOLE |
| 05356F105 | AVAH | AVEANNA HEALTHCARE HLDGS INC | $35.1M | 5.23% | 5,451,422 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $10.9M | 1.63% | 49,273 | Common | SOLE |
| 002121101 | ATEN | A10 NETWORKS INC | $4.6M | 0.69% | 200,065 | Common | SOLE |
| 83425V203 | SBDS | SOLO BRANDS INC | $4.1M | 0.62% | 1,100,870 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.