SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Boston MA · SEC CIK 0001638555
$56.90亿2026Q2 申报市值
155持仓数
32.8%前十大占比 · 第一大 8.2%
75 / 79新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HUT 新建仓+$1.11亿
DDOG 新建仓+$1.03亿
ONTO 新建仓+$8,780.04万
SNOW 重新持有+$7,633.68万
ORKA 新建仓+$6,265.05万
2026Q2 卖出最多 按季末市值估算
INSM 清仓-$1.07亿
SNDK 减仓-$6,838.24万
AKAM 清仓-$6,695.76万
SIMO 减仓-$6,485.27万
LSCC 减仓-$5,246.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GFS | GLOBALFOUNDRIES INC 看跌期权 | $510.94万 | 0.09% | 62,000 | 62,000 | — | $510.94万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $536.68万 | 0.09% | 46,000 | -24,000 | -34.3% | -$280.01万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. 看跌期权 | $565.44万 | 0.10% | 62,000 | 62,000 | — | $565.44万 | 新建仓 |
| FROG | JFROG LTD | $581.63万 | 0.10% | 64,000 | -434,517 | -87.2% | -$3,948.89万 | 减仓 |
| GLW | CORNING INC 看跌期权 | $587.49万 | 0.10% | 23,000 | 23,000 | — | $587.49万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $588.93万 | 0.10% | 66,697 | -88,900 | -57.1% | -$784.99万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC 看涨期权 | $593.60万 | 0.10% | 100,000 | 100,000 | — | $593.60万 | 新建仓 |
| DDOG | DATADOG INC 看涨期权 | $598.83万 | 0.11% | 23,000 | -137,000 | -85.6% | -$3,566.93万 | 减仓 |
| BAND | BANDWIDTH INC 看涨期权 | $633.00万 | 0.11% | 100,000 | 100,000 | — | $633.00万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $635.53万 | 0.11% | 37,196 | 37,196 | — | $635.53万 | 新建仓 |
| IOT | SAMSARA INC 看涨期权 | $648.60万 | 0.11% | 200,000 | 0 | 0.0% | — | 重新持有 |
| CIEN | CIENA CORP | $654.80万 | 0.12% | 13,348 | 13,348 | — | $654.80万 | 新建仓 |
| CVNA | CARVANA CO 看涨期权 | $658.20万 | 0.12% | 100,000 | 80,000 | 400.0% | $526.56万 | 重新持有 |
| IOT | SAMSARA INC | $688.91万 | 0.12% | 212,431 | -1,076,000 | -83.5% | -$3,489.47万 | 减仓 |
| TTAN | SERVICETITAN INC 看涨期权 | $707.10万 | 0.12% | 100,000 | 100,000 | — | $707.10万 | 新建仓 |
| AMZN | AMAZON COM INC | $715.02万 | 0.13% | 30,000 | -14,000 | -31.8% | -$333.68万 | 重新持有 |
| AMAT | APPLIED MATLS INC 看跌期权 | $723.00万 | 0.13% | 10,000 | 10,000 | — | $723.00万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC 看涨期权 | $759.72万 | 0.13% | 130,000 | 130,000 | — | $759.72万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $784.35万 | 0.14% | 23,000 | 23,000 | — | $784.35万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $789.65万 | 0.14% | 313,477 | -56,000 | -15.2% | -$141.06万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $861.15万 | 0.15% | 351,489 | 351,489 | — | $861.15万 | 新建仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $866.66万 | 0.15% | 20,000 | -80,000 | -80.0% | -$3,466.64万 | 减仓 |
| PI | IMPINJ INC | $880.86万 | 0.15% | 61,500 | 61,500 | — | $880.86万 | 新建仓 |
| WULF | TERAWULF INC 看涨期权 | $989.98万 | 0.17% | 400,800 | 400,800 | — | $989.98万 | 新建仓 |
| OUST | OUSTER INC 看涨期权 | $1,006.57万 | 0.18% | 161,000 | 161,000 | — | $1,006.57万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $1,018.00万 | 0.18% | 40,000 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC 看跌期权 | $1,041.44万 | 0.18% | 40,000 | 40,000 | — | $1,041.44万 | 新建仓 |
| CSCO | CISCO SYS INC 看跌期权 | $1,045.39万 | 0.18% | 89,000 | 89,000 | — | $1,045.39万 | 新建仓 |
| AXON | AXON ENTERPRISE INC 看跌期权 | $1,121.22万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC 看跌期权 | $1,125.96万 | 0.20% | 30,000 | 30,000 | — | $1,125.96万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $1,170.70万 | 0.21% | 46,000 | -66,700 | -59.2% | -$1,697.52万 | 减仓 |
| MRCY | MERCURY SYS INC | $1,200.33万 | 0.21% | 98,122 | 98,122 | — | $1,200.33万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,205.31万 | 0.21% | 21,500 | -12,000 | -35.8% | -$672.73万 | 减仓 |
| TER | TERADYNE INC 看跌期权 | $1,209.60万 | 0.21% | 25,000 | 3,000 | 13.6% | $145.15万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. 看跌期权 | $1,242.77万 | 0.22% | 45,000 | -235,000 | -83.9% | -$6,489.99万 | 减仓 |
| FCX | FREEPORT MCMORAN INC 看涨期权 | $1,257.80万 | 0.22% | 200,000 | -100,000 | -33.3% | -$628.90万 | 减仓 |
| AAON | AAON INC | $1,268.60万 | 0.22% | 100,000 | -125,000 | -55.6% | -$1,585.75万 | 减仓 |
| AXON | AXON ENTERPRISE INC 看涨期权 | $1,289.40万 | 0.23% | 23,000 | 23,000 | — | $1,289.40万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC 看涨期权 | $1,321.11万 | 0.23% | 162,000 | 162,000 | — | $1,321.11万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $1,406.05万 | 0.25% | 50,000 | 37,000 | 284.6% | $1,040.48万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC 看涨期权 | $1,413.27万 | 0.25% | 90,000 | 90,000 | — | $1,413.27万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC 看涨期权 | $1,436.00万 | 0.25% | 500,000 | 500,000 | — | $1,436.00万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC 看跌期权 | $1,528.00万 | 0.27% | 320,000 | 238,000 | 290.2% | $1,136.45万 | 加仓 |
| OUST | OUSTER INC | $1,563.00万 | 0.27% | 250,000 | 250,000 | — | $1,563.00万 | 新建仓 |
| CAVA | CAVA GROUP INC | $1,569.60万 | 0.28% | 200,000 | 200,000 | — | $1,569.60万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,579.60万 | 0.28% | 550,000 | -370,000 | -40.2% | -$1,062.64万 | 减仓 |
| COMP | COMPASS INC 看涨期权 | $1,602.90万 | 0.28% | 1,300,000 | 800,000 | 160.0% | $986.40万 | 加仓 |
| DPC | DPC HOLDINGS PLC | $1,764.12万 | 0.31% | 359,585 | 359,585 | — | $1,764.12万 | 新建仓 |
| IGV | ISHARES TR 看跌期权 | $1,812.00万 | 0.32% | 200,000 | -75,000 | -27.3% | -$679.50万 | 重新持有 |
| CRUS | CIRRUS LOGIC INC | $1,902.98万 | 0.33% | 128,121 | -71,650 | -35.9% | -$1,064.22万 | 减仓 |
| ALAB | ASTERA LABS INC 看跌期权 | $1,932.08万 | 0.34% | 40,000 | 40,000 | — | $1,932.08万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $1,964.25万 | 0.35% | 750,000 | 750,000 | — | $1,964.25万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $1,967.32万 | 0.35% | 824,872 | -115,813 | -12.3% | -$276.21万 | 减仓 |
| NOW | SERVICENOW INC 看涨期权 | $1,985.60万 | 0.35% | 200,000 | 200,000 | — | $1,985.60万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $2,050.78万 | 0.36% | 55,000 | -111,418 | -67.0% | -$4,154.44万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,077.60万 | 0.37% | 350,000 | 350,000 | — | $2,077.60万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP 看跌期权 | $2,108.24万 | 0.37% | 223,000 | 78,000 | 53.8% | $737.41万 | 加仓 |
| FRVO | FERVO ENERGY CO | $2,116.82万 | 0.37% | 724,194 | 724,194 | — | $2,116.82万 | 新建仓 |
| CRWV | COREWEAVE INC 看跌期权 | $2,124.18万 | 0.37% | 213,400 | 213,400 | — | $2,124.18万 | 新建仓 |
| ABVX | ABIVAX SA 看跌期权 | $2,132.16万 | 0.37% | 160,000 | 160,000 | — | $2,132.16万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC 看涨期权 | $2,212.59万 | 0.39% | 903,100 | 903,100 | — | $2,212.59万 | 新建仓 |
| RMBS | RAMBUS INC DEL 看涨期权 | $2,256.58万 | 0.40% | 170,000 | 170,000 | — | $2,256.58万 | 新建仓 |
| FROG | JFROG LTD 看涨期权 | $2,272.00万 | 0.40% | 250,000 | 250,000 | — | $2,272.00万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $2,323.64万 | 0.41% | 40,000 | -30,000 | -42.9% | -$1,742.73万 | 重新持有 |
| FTAI | FTAI AVIATION LTD | $2,340.08万 | 0.41% | 86,500 | 86,500 | — | $2,340.08万 | 新建仓 |
| WULF | TERAWULF INC | $2,446.88万 | 0.43% | 990,640 | 990,640 | — | $2,446.88万 | 新建仓 |
| VICR | VICOR CORP 看涨期权 | $2,468.57万 | 0.43% | 65,000 | 65,000 | — | $2,468.57万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,483.70万 | 0.44% | 100,000 | 20,000 | 25.0% | $496.74万 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $2,652.34万 | 0.47% | 580,000 | 580,000 | — | $2,652.34万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD 看涨期权 | $2,710.66万 | 0.48% | 104,000 | 104,000 | — | $2,710.66万 | 新建仓 |
| EQIX | EQUINIX INC | $2,723.77万 | 0.48% | 26,130 | 26,130 | — | $2,723.77万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,875.65万 | 0.51% | 188,000 | -343,000 | -64.6% | -$5,246.53万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,971.68万 | 0.52% | 134,465 | 134,465 | — | $2,971.68万 | 新建仓 |
| IRM | IRON MTN INC DEL | $2,975.45万 | 0.52% | 235,567 | 235,567 | — | $2,975.45万 | 新建仓 |
| MEC | MAYVILLE ENGR CO INC | $2,996.80万 | 0.53% | 800,000 | 800,000 | — | $2,996.80万 | 新建仓 |
| HUT | HUT 8 CORP 看涨期权 | $3,301.73万 | 0.58% | 286,000 | 286,000 | — | $3,301.73万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $3,387.44万 | 0.60% | 46,000 | -184,000 | -80.0% | -$1.35亿 | 减仓 |
| ADI | ANALOG DEVICES INC | $3,455.38万 | 0.61% | 87,000 | -17,000 | -16.3% | -$675.19万 | 减仓 |
| CVNA | CARVANA CO | $3,455.55万 | 0.61% | 525,000 | -122,715 | -18.9% | -$807.71万 | 减仓 |
| TLN | TALEN ENERGY CORP | $3,458.34万 | 0.61% | 90,000 | 90,000 | — | $3,458.34万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $3,524.80万 | 0.62% | 400,000 | 29,168 | 7.9% | $257.03万 | 加仓 |
| MDB | MONGODB INC 看涨期权 | $3,694.90万 | 0.65% | 110,000 | 110,000 | — | $3,694.90万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $3,721.67万 | 0.65% | 186,000 | 45,000 | 31.9% | $900.40万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,810.78万 | 0.67% | 83,000 | -7,000 | -7.8% | -$321.39万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,815.70万 | 0.67% | 50,000 | 50,000 | — | $3,815.70万 | 新建仓 |
| CRWV | COREWEAVE INC 看涨期权 | $3,842.24万 | 0.68% | 386,000 | 285,000 | 282.2% | $2,836.89万 | 加仓 |
| WDC | WESTERN DIGITAL CORP 看涨期权 | $3,896.19万 | 0.68% | 61,000 | 61,000 | — | $3,896.19万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $3,976.50万 | 0.70% | 55,000 | 55,000 | — | $3,976.50万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $4,095.42万 | 0.72% | 70,500 | 70,500 | — | $4,095.42万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $4,162.10万 | 0.73% | 21,000 | 11,000 | 110.0% | $2,180.14万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $4,217.44万 | 0.74% | 491,486 | 98,681 | 25.1% | $846.78万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC 看跌期权 | $4,393.88万 | 0.77% | 147,500 | 147,500 | — | $4,393.88万 | 新建仓 |
| ORCL | ORACLE CORP 看涨期权 | $4,396.50万 | 0.77% | 300,000 | 300,000 | — | $4,396.50万 | 新建仓 |
| XMTR | XOMETRY INC | $4,526.79万 | 0.80% | 469,000 | -240,579 | -33.9% | -$2,322.07万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $4,612.51万 | 0.81% | 825,726 | 125,000 | 17.8% | $698.25万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $4,626.14万 | 0.81% | 621,125 | 268,294 | 76.0% | $1,998.25万 | 加仓 |
| GOOGL | ALPHABET INC 看涨期权 | $4,645.81万 | 0.82% | 130,000 | 130,000 | — | $4,645.81万 | 新建仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $4,786.69万 | 0.84% | 135,000 | 130,000 | 2,600.0% | $4,609.41万 | 加仓 |
| FLEX | FLEX LTD | $4,936.94万 | 0.87% | 304,618 | 304,618 | — | $4,936.94万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $4,939.96万 | 0.87% | 114,000 | 4,000 | 3.6% | $173.33万 | 加仓 |