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 |
|---|---|---|---|---|---|---|---|---|
| HTFL | HEARTFLOW INC | $4,972.11万 | 0.87% | 1,694,651 | 802,558 | 90.0% | $2,354.71万 | 加仓 |
| ALKS | ALKERMES PLC | $4,978.75万 | 0.88% | 950,234 | 950,234 | — | $4,978.75万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $5,098.92万 | 0.90% | 1,714,499 | 1,427,499 | 497.4% | $4,245.38万 | 加仓 |
| TWLO | TWILIO INC | $5,321.48万 | 0.94% | 257,911 | 257,911 | — | $5,321.48万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,364.24万 | 0.94% | 197,251 | 168,168 | 578.2% | $4,573.33万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5,387.76万 | 0.95% | 160,915 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $5,440.09万 | 0.96% | 357,266 | 297,266 | 495.4% | $4,526.47万 | 加仓 |
| ABVX | ABIVAX SA | $5,463.66万 | 0.96% | 410,000 | 410,000 | — | $5,463.66万 | 新建仓 |
| INTC | INTEL CORP 看跌期权 | $5,627.09万 | 0.99% | 403,000 | 278,000 | 222.4% | $3,881.71万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,886.05万 | 1.03% | 123,250 | -1,911 | -1.5% | -$91.26万 | 减仓 |
| GKOS | GLAUKOS CORP | $6,240.98万 | 1.10% | 446,550 | 446,550 | — | $6,240.98万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $6,242.21万 | 1.10% | 787,263 | -616,770 | -43.9% | -$4,890.37万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $6,265.05万 | 1.10% | 658,301 | 658,301 | — | $6,265.05万 | 新建仓 |
| COMP | COMPASS INC | $6,664.36万 | 1.17% | 5,405,000 | -296,503 | -5.2% | -$365.59万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $6,767.34万 | 1.19% | 830,247 | 290,103 | 53.7% | $2,364.63万 | 加仓 |
| KLAC | KLA CORP 看跌期权 | $6,924.24万 | 1.22% | 229,500 | 129,500 | 129.5% | $3,907.14万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $7,636.84万 | 1.34% | 177,000 | 177,000 | — | $7,636.84万 | 新建仓 |
| SITM | SITIME CORP | $7,676.14万 | 1.35% | 102,958 | -2,059 | -2.0% | -$153.51万 | 减仓 |
| SNDK | SANDISK CORP 看跌期权 | $7,958.06万 | 1.40% | 35,000 | -83,600 | -70.5% | -$1.90亿 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $8,727.08万 | 1.53% | 261,815 | -194,560 | -42.6% | -$6,485.27万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $8,780.04万 | 1.54% | 232,000 | 232,000 | — | $8,780.04万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $9,003.59万 | 1.58% | 449,977 | 500 | 0.1% | $10.00万 | 加仓 |
| DDOG | DATADOG INC | $1.03亿 | 1.82% | 396,975 | 396,975 | — | $1.03亿 | 新建仓 |
| NTRA | NATERA INC | $1.06亿 | 1.86% | 389,000 | 17,397 | 4.7% | $472.24万 | 加仓 |
| HUT | HUT 8 CORP | $1.11亿 | 1.94% | 958,500 | 958,500 | — | $1.11亿 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1.12亿 | 1.97% | 440,409 | 299,948 | 213.5% | $7,633.68万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $1.24亿 | 2.18% | 449,416 | 169,416 | 60.5% | $4,678.76万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.35亿 | 2.37% | 517,547 | -174,508 | -25.2% | -$4,548.38万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1.36亿 | 2.39% | 1,692,838 | -36,217 | -2.1% | -$291.40万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1.39亿 | 2.45% | 887,435 | -49,712 | -5.3% | -$780.63万 | 减仓 |
| MKSI | MKS INC. | $1.42亿 | 2.50% | 319,833 | 37,627 | 13.3% | $1,673.65万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.45亿 | 2.55% | 967,697 | 104,782 | 12.1% | $1,572.04万 | 加仓 |
| SNDK | SANDISK CORP | $3.53亿 | 6.21% | 155,402 | -30,075 | -16.2% | -$6,838.24万 | 减仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $4.68亿 | 8.23% | 714,000 | 394,000 | 123.1% | $2.58亿 | 加仓 |