SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Boston MA · SEC CIK 0001638555

$37.21亿2026Q1 申报市值

148持仓数

28.6%前十大占比 · 第一大 3.6%

75 / 57新建仓 / 清仓

申报市值走势$56.90亿2026Q2

26Q126Q2

QQQ 看跌期权 3.6%

SMH 看跌期权 3.3%

TSEM 3.3%

SNDK 3.2%

INSM 2.9%

IONS 2.8%

IWM 看涨期权 2.7%

SEI 2.6%

DOCN 2.2%

GH 2.1%

AKAM 新建仓+$6,695.76万

DOCN 加仓+$5,602.69万

LSCC 新建仓+$4,925.56万

ETN 新建仓+$3,397.86万

NRG 新建仓+$3,215.08万

SNDK 减仓-$3.52亿

GEV 清仓-$1.59亿

CIDARA THERAPEUT 清仓-$1.05亿

ALAB 清仓-$8,484.36万

ARGX 清仓-$6,947.93万

2026Q1 持仓明细点表头排序 · 每页 100 行

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
MKSI	MKS INC.	$6,485.38万	1.74%	282,206	-99,294	-26.0%	-$2,281.88万	减仓
AKAM	AKAMAI TECHNOLOGIES INC	$6,695.76万	1.80%	583,000	583,000	—	$6,695.76万	新建仓
NTRA	NATERA INC	$7,431.69万	2.00%	371,603	-36,050	-8.8%	-$720.96万	减仓
SNDK	SANDISK CORP 看跌期权	$7,535.13万	2.03%	118,600	-211,400	-64.1%	-$1.34亿	减仓
TSEM	TOWER SEMICONDUCTOR LTD 看跌期权	$7,808.86万	2.10%	445,000	200,000	81.6%	$3,509.60万	加仓
NVDA	NVIDIA CORPORATION	$7,838.88万	2.11%	449,477	-327,384	-42.1%	-$5,709.58万	减仓
GH	GUARDANT HEALTH INC	$7,970.75万	2.14%	862,915	10,957	1.3%	$101.21万	加仓
DOCN	DIGITALOCEAN HLDGS INC	$8,038.85万	2.16%	937,147	653,147	230.0%	$5,602.69万	加仓
SEI	SOLARIS ENERGY INFRAS INC	$9,770.89万	2.63%	1,729,055	-347,269	-16.7%	-$1,962.42万	减仓
IWM	ISHARES TR 看涨期权	$9,920.00万	2.67%	400,000	222,300	125.1%	$5,513.04万	重新持有
IONS	IONIS PHARMACEUTICALS INC	$1.05亿	2.83%	1,404,033	-58,673	-4.0%	-$440.58万	减仓
INSM	INSMED INC	$1.07亿	2.87%	653,445	-255,635	-28.1%	-$4,180.14万	减仓
SNDK	SANDISK CORP	$1.18亿	3.17%	185,477	-554,268	-74.9%	-$3.52亿	减仓
TSEM	TOWER SEMICONDUCTOR LTD	$1.21亿	3.26%	692,055	-270,403	-28.1%	-$4,745.03万	减仓
SMH	VANECK ETF TRUST 看跌期权	$1.23亿	3.30%	320,000	170,000	113.3%	$6,517.80万	加仓
QQQ	INVESCO QQQ TR 看跌期权	$1.33亿	3.57%	230,000	50,000	27.8%	$2,885.90万	重新持有