SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC — 13F holdings

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported 155 holdings worth $5.69B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SMH VANECK ETF TRUST — $468M (8.2%)
2. SNDK SANDISK CORP — $433M (7.6%)
3. TSEM TOWER SEMICONDUCTOR LTD — $162M (2.8%)
4. DOCN DIGITALOCEAN HLDGS INC — $153M (2.7%)
5. GH GUARDANT HEALTH INC — $145M (2.6%)
6. HUT HUT 8 CORP — $144M (2.5%)
7. MKSI MKS INC. — $142M (2.5%)
8. NBIS NEBIUS GROUP N.V. — $137M (2.4%)
9. SEI SOLARIS ENERGY INFRAS INC — $136M (2.4%)
10. SNOW SNOWFLAKE INC — $134M (2.4%)