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
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
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
2026Q1 卖出最多 按季末市值估算
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
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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC 看涨期权 | $782.45万 | 0.21% | 101,000 | 29,000 | 40.3% | $224.66万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC 看跌期权 | $689.10万 | 0.19% | 60,000 | 60,000 | — | $689.10万 | 新建仓 |
| FFIV | F5 INC | $665.46万 | 0.18% | 23,000 | 23,000 | — | $665.46万 | 新建仓 |
| SN | SHARKNINJA INC | $635.40万 | 0.17% | 60,000 | 60,000 | — | $635.40万 | 新建仓 |
| FIG | FIGMA INC 看涨期权 | $634.20万 | 0.17% | 300,000 | 300,000 | — | $634.20万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $624.23万 | 0.17% | 287,000 | 287,000 | — | $624.23万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $619.02万 | 0.17% | 20,000 | 20,000 | — | $619.02万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $603.28万 | 0.16% | 40,000 | -110,000 | -73.3% | -$1,659.02万 | 重新持有 |
| DOCN | DIGITALOCEAN HLDGS INC 看跌期权 | $600.46万 | 0.16% | 70,000 | 70,000 | — | $600.46万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $570.73万 | 0.15% | 185,000 | 185,000 | — | $570.73万 | 新建仓 |
| PRLB | PROTO LABS INC 看涨期权 | $570.20万 | 0.15% | 100,000 | 100,000 | — | $570.20万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION 看跌期权 | $563.10万 | 0.15% | 100,000 | 100,000 | — | $563.10万 | 新建仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $541.96万 | 0.15% | 40,000 | -60,000 | -60.0% | -$812.94万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $539.48万 | 0.14% | 75,000 | 75,000 | — | $539.48万 | 新建仓 |
| RDWR | RADWARE LTD | $513.24万 | 0.14% | 195,000 | 195,000 | — | $513.24万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $496.70万 | 0.13% | 312,000 | -574,141 | -64.8% | -$914.03万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $477.30万 | 0.13% | 46,000 | 46,000 | — | $477.30万 | 新建仓 |
| TTAN | SERVICETITAN INC | $475.95万 | 0.13% | 75,000 | 22,000 | 41.5% | $139.61万 | 加仓 |
| TTAN | SERVICETITAN INC 看跌期权 | $475.95万 | 0.13% | 75,000 | 75,000 | — | $475.95万 | 新建仓 |
| BRZE | BRAZE INC 看跌期权 | $472.20万 | 0.13% | 200,000 | 200,000 | — | $472.20万 | 新建仓 |
| FROG | JFROG LTD 看跌期权 | $469.30万 | 0.13% | 100,000 | -100,000 | -50.0% | -$469.30万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD 看跌期权 | $462.75万 | 0.12% | 150,000 | 150,000 | — | $462.75万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $459.26万 | 0.12% | 369,477 | 369,477 | — | $459.26万 | 新建仓 |
| NET | CLOUDFLARE INC 看跌期权 | $412.68万 | 0.11% | 20,000 | 20,000 | — | $412.68万 | 新建仓 |
| KC | KINGSOFT CLOUD HLDGS LTD 看涨期权 | $400.80万 | 0.11% | 300,000 | 300,000 | — | $400.80万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $395.37万 | 0.11% | 155,597 | 32,000 | 25.9% | $81.31万 | 加仓 |
| COMP | COMPASS INC 看涨期权 | $365.50万 | 0.10% | 500,000 | 0 | 0.0% | — | 重新持有 |
| VEEV | VEEVA SYS INC | $351.32万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC 看跌期权 | $326.25万 | 0.09% | 150,000 | 150,000 | — | $326.25万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看跌期权 | $318.40万 | 0.09% | 200,000 | 200,000 | — | $318.40万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $315.11万 | 0.08% | 13,000 | 13,000 | — | $315.11万 | 新建仓 |
| DOCS | DOXIMITY INC 看涨期权 | $302.90万 | 0.08% | 130,000 | 130,000 | — | $302.90万 | 新建仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $293.52万 | 0.08% | 147,273 | -202,727 | -57.9% | -$404.03万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $273.00万 | 0.07% | 29,083 | -572,803 | -95.2% | -$5,376.90万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC 看跌期权 | $272.90万 | 0.07% | 82,000 | 82,000 | — | $272.90万 | 新建仓 |
| ENTG | ENTEGRIS INC 看跌期权 | $269.65万 | 0.07% | 23,000 | 23,000 | — | $269.65万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $238.80万 | 0.06% | 150,000 | 150,000 | — | $238.80万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC 看跌期权 | $209.02万 | 0.06% | 10,000 | 10,000 | — | $209.02万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION 看涨期权 | $204.75万 | 0.06% | 30,000 | 30,000 | — | $204.75万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC 看涨期权 | $199.68万 | 0.05% | 15,000 | 15,000 | — | $199.68万 | 新建仓 |
| APH | AMPHENOL CORP 看涨期权 | $189.53万 | 0.05% | 15,000 | 15,000 | — | $189.53万 | 新建仓 |
| PTRN | PATTERN GROUP INC 看涨期权 | $186.45万 | 0.05% | 150,000 | 150,000 | — | $186.45万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $170.26万 | 0.05% | 54,000 | 54,000 | — | $170.26万 | 新建仓 |
| ASML | ASML HLDG NV 看跌期权 | $105.67万 | 0.03% | 800 | 800 | — | $105.67万 | 新建仓 |
| SNDK | SANDISK CORP 看涨期权 | $95.30万 | 0.03% | 1,500 | 1,500 | — | $95.30万 | 新建仓 |
| RDDT | REDDIT INC | $94.25万 | 0.03% | 7,000 | -372,500 | -98.2% | -$5,015.71万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC 看涨期权 | $78.83万 | 0.02% | 25,000 | 25,000 | — | $78.83万 | 新建仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $75.64万 | 0.02% | 5,000 | 5,000 | — | $75.64万 | 新建仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -243,322 | -100.0% | -$1.59亿 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -477,527 | -100.0% | -$1.05亿 | 清仓 |
| INSM | INSMED INC 看跌期权 | $0 | 0.00% | 0 | -540,000 | -100.0% | -$9,398.16万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -510,000 | -100.0% | -$8,484.36万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -82,620 | -100.0% | -$6,947.93万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看跌期权 | $0 | 0.00% | 0 | -114,000 | -100.0% | -$6,620.09万 | 清仓 |
| MDB | MONGODB INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -113,163 | -100.0% | -$5,472.79万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看跌期权 | $0 | 0.00% | 0 | -325,000 | -100.0% | -$4,676.43万 | 清仓 |
| META | META PLATFORMS INC 看跌期权 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$4,620.63万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$4,616.40万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -389,420 | -100.0% | -$4,076.06万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -2,025,000 | -100.0% | -$4,013.55万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -130,100 | -100.0% | -$3,713.18万 | 清仓 |
| HUBS | HUBSPOT INC 看涨期权 | $0 | 0.00% | 0 | -90,000 | -100.0% | -$3,611.70万 | 清仓 |
| HD | HOME DEPOT INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$3,441.00万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP 看涨期权 | $0 | 0.00% | 0 | -115,000 | -100.0% | -$3,207.58万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -170,000 | -100.0% | -$3,202.12万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -1,599,365 | -100.0% | -$2,850.07万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$2,763.00万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -84,963 | -100.0% | -$2,708.45万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2,612.30万 | 清仓 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $0 | 0.00% | 0 | -160,000 | -100.0% | -$2,592.16万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$2,343.80万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -67,000 | -100.0% | -$2,263.93万 | 清仓 |
| BRZE | BRAZE INC | $0 | 0.00% | 0 | -651,000 | -100.0% | -$2,232.28万 | 清仓 |
| MKSI | MKS INC. 看跌期权 | $0 | 0.00% | 0 | -129,000 | -100.0% | -$2,061.42万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看涨期权 | $0 | 0.00% | 0 | -110,000 | -100.0% | -$1,582.79万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,568.00万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,568.00万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIA | VIA TRANSN INC | $0 | 0.00% | 0 | -490,625 | -100.0% | -$1,423.30万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMTR | XOMETRY INC 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,189.40万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$1,171.90万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,171.00万 | 清仓 |
| DASH | DOORDASH INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,132.40万 | 清仓 |
| BRZE | BRAZE INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,028.70万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WGS | GENEDX HOLDINGS CORP 看跌期权 | $0 | 0.00% | 0 | -77,900 | -100.0% | -$1,013.17万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND 看跌期权 | $0 | 0.00% | 0 | -37,500 | -100.0% | -$1,006.12万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$924.00万 | 清仓 |
| CVNA | CARVANA CO 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LSCC | LATTICE SEMICONDUCTOR CORP 看跌期权 | $0 | 0.00% | 0 | -110,000 | -100.0% | -$809.38万 | 清仓 |
| CRM | SALESFORCE INC 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$794.73万 | 清仓 |
| LIF | LIFE360 INC 看涨期权 | $0 | 0.00% | 0 | -120,000 | -100.0% | -$769.68万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -93,000 | -100.0% | -$728.65万 | 清仓 |
| IOT | SAMSARA INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -196,723 | -100.0% | -$644.27万 | 清仓 |
| AGYS | AGILYSYS INC | $0 | 0.00% | 0 | -54,000 | -100.0% | -$641.74万 | 清仓 |