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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| AXON | AXON ENTERPRISE INC | $1,205.31万 | 0.21% | 21,500 | -12,000 | -35.8% | -$672.73万 | 减仓 |
| MRCY | MERCURY SYS INC | $1,200.33万 | 0.21% | 98,122 | 98,122 | — | $1,200.33万 | 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 |
| 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 |
| AXON | AXON ENTERPRISE INC 看跌期权 | $1,121.22万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| 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 |
| DDOG | DATADOG INC 看跌期权 | $1,041.44万 | 0.18% | 40,000 | 40,000 | — | $1,041.44万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $1,018.00万 | 0.18% | 40,000 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC 看涨期权 | $1,006.57万 | 0.18% | 161,000 | 161,000 | — | $1,006.57万 | 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 |
| PI | IMPINJ INC | $880.86万 | 0.15% | 61,500 | 61,500 | — | $880.86万 | 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 |
| CIFR | CIPHER DIGITAL INC | $861.15万 | 0.15% | 351,489 | 351,489 | — | $861.15万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $789.65万 | 0.14% | 313,477 | -56,000 | -15.2% | -$141.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $784.35万 | 0.14% | 23,000 | 23,000 | — | $784.35万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC 看涨期权 | $759.72万 | 0.13% | 130,000 | 130,000 | — | $759.72万 | 新建仓 |
| AMAT | APPLIED MATLS INC 看跌期权 | $723.00万 | 0.13% | 10,000 | 10,000 | — | $723.00万 | 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 |
| TTAN | SERVICETITAN INC 看涨期权 | $707.10万 | 0.12% | 100,000 | 100,000 | — | $707.10万 | 新建仓 |
| IOT | SAMSARA INC | $688.91万 | 0.12% | 212,431 | -1,076,000 | -83.5% | -$3,489.47万 | 减仓 |
| 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 |
| CIEN | CIENA CORP | $654.80万 | 0.12% | 13,348 | 13,348 | — | $654.80万 | 新建仓 |
| IOT | SAMSARA INC 看涨期权 | $648.60万 | 0.11% | 200,000 | 0 | 0.0% | — | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $635.53万 | 0.11% | 37,196 | 37,196 | — | $635.53万 | 新建仓 |
| BAND | BANDWIDTH INC 看涨期权 | $633.00万 | 0.11% | 100,000 | 100,000 | — | $633.00万 | 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 |
| FND | FLOOR & DECOR HLDGS INC 看涨期权 | $593.60万 | 0.10% | 100,000 | 100,000 | — | $593.60万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $588.93万 | 0.10% | 66,697 | -88,900 | -57.1% | -$784.99万 | 减仓 |
| GLW | CORNING INC 看跌期权 | $587.49万 | 0.10% | 23,000 | 23,000 | — | $587.49万 | 新建仓 |
| FROG | JFROG LTD | $581.63万 | 0.10% | 64,000 | -434,517 | -87.2% | -$3,948.89万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. 看跌期权 | $565.44万 | 0.10% | 62,000 | 62,000 | — | $565.44万 | 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 |
| GFS | GLOBALFOUNDRIES INC 看跌期权 | $510.94万 | 0.09% | 62,000 | 62,000 | — | $510.94万 | 新建仓 |
| MDB | MONGODB INC 看跌期权 | $503.85万 | 0.09% | 15,000 | -135,000 | -90.0% | -$4,534.65万 | 重新持有 |
| TTAN | SERVICETITAN INC | $494.97万 | 0.09% | 70,000 | -5,000 | -6.7% | -$35.35万 | 减仓 |
| TTAN | SERVICETITAN INC 看跌期权 | $494.97万 | 0.09% | 70,000 | -5,000 | -6.7% | -$35.35万 | 减仓 |
| TWLO | TWILIO INC 看涨期权 | $474.56万 | 0.08% | 23,000 | 23,000 | — | $474.56万 | 新建仓 |
| BAND | BANDWIDTH INC | $455.76万 | 0.08% | 72,000 | 72,000 | — | $455.76万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $452.64万 | 0.08% | 230,000 | 80,000 | 53.3% | $157.44万 | 加仓 |
| PI | IMPINJ INC 看涨期权 | $429.69万 | 0.08% | 30,000 | 30,000 | — | $429.69万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC 看涨期权 | $386.62万 | 0.07% | 130,000 | 130,000 | — | $386.62万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC 看涨期权 | $369.15万 | 0.06% | 30,000 | 30,000 | — | $369.15万 | 新建仓 |
| VEEV | VEEVA SYS INC | $354.94万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP 看涨期权 | $351.81万 | 0.06% | 23,000 | -77,000 | -77.0% | -$1,177.79万 | 减仓 |
| WRBY | WARBY PARKER INC 看涨期权 | $303.40万 | 0.05% | 100,000 | 100,000 | — | $303.40万 | 新建仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $292.38万 | 0.05% | 20,000 | -80,000 | -80.0% | -$1,169.52万 | 减仓 |
| AVGO | BROADCOM INC | $245.54万 | 0.04% | 6,500 | -19,500 | -75.0% | -$736.61万 | 减仓 |
| ASML | ASML HLDG NV | $218.84万 | 0.04% | 1,100 | -6,200 | -84.9% | -$1,233.45万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $196.80万 | 0.03% | 100,000 | -212,000 | -67.9% | -$417.22万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP 看涨期权 | $103.91万 | 0.02% | 12,000 | 2,000 | 20.0% | $17.32万 | 重新持有 |
| FLEX | FLEX LTD 看涨期权 | $97.24万 | 0.02% | 6,000 | 6,000 | — | $97.24万 | 新建仓 |
| STM | STMICROELECTRONICS N V 看涨期权 | $93.61万 | 0.02% | 12,500 | 12,500 | — | $93.61万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC 看跌期权 | $87.03万 | 0.02% | 12,500 | 12,500 | — | $87.03万 | 新建仓 |
| ARM | ARM HOLDINGS PLC 看跌期权 | $70.91万 | 0.01% | 2,000 | 2,000 | — | $70.91万 | 新建仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -653,445 | -100.0% | -$1.07亿 | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$9,920.00万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD 看跌期权 | $0 | 0.00% | 0 | -445,000 | -100.0% | -$7,808.86万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -583,000 | -100.0% | -$6,695.76万 | 清仓 |
| MELI | MERCADOLIBRE INC 看涨期权 | $0 | 0.00% | 0 | -34,000 | -100.0% | -$5,878.67万 | 清仓 |
| SEI | SOLARIS ENERGY INFRAS INC 看跌期权 | $0 | 0.00% | 0 | -825,000 | -100.0% | -$4,662.07万 | 清仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -173,000 | -100.0% | -$4,390.57万 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -175,000 | -100.0% | -$4,340.00万 | 清仓 |
| LITE | LUMENTUM HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -50,700 | -100.0% | -$3,562.99万 | 清仓 |
| ADI | ANALOG DEVICES INC 看涨期权 | $0 | 0.00% | 0 | -108,000 | -100.0% | -$3,435.91万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -95,000 | -100.0% | -$3,397.86万 | 清仓 |
| ETN | EATON CORP PLC 看跌期权 | $0 | 0.00% | 0 | -95,000 | -100.0% | -$3,397.86万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -450,000 | -100.0% | -$3,379.05万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -190,000 | -100.0% | -$3,313.60万 | 清仓 |
| GH | GUARDANT HEALTH INC 看跌期权 | $0 | 0.00% | 0 | -350,000 | -100.0% | -$3,232.95万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -220,000 | -100.0% | -$3,215.08万 | 清仓 |
| CVNA | CARVANA CO 看跌期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$3,143.80万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -479,418 | -100.0% | -$3,078.82万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2,837.60万 | 清仓 |
| WDC | WESTERN DIGITAL CORP 看跌期权 | $0 | 0.00% | 0 | -90,000 | -100.0% | -$2,434.41万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$2,350.56万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP 看跌期权 | $0 | 0.00% | 0 | -80,000 | -100.0% | -$2,234.00万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -108,000 | -100.0% | -$2,228.47万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -605,722 | -100.0% | -$2,218.15万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -146,000 | -100.0% | -$2,147.81万 | 清仓 |
| CMI | CUMMINS INC 看涨期权 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$1,883.07万 | 清仓 |
| TER | TERADYNE INC 看涨期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$1,778.76万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP 看涨期权 | $0 | 0.00% | 0 | -123,000 | -100.0% | -$1,759.39万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -80,000 | -100.0% | -$1,498.08万 | 清仓 |
| CIEN | CIENA CORP 看跌期权 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$1,358.81万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,334.40万 | 清仓 |
| LEN | LENNAR CORP 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,302.60万 | 清仓 |
| W | WAYFAIR INC 看跌期权 | $0 | 0.00% | 0 | -170,000 | -100.0% | -$1,278.57万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -800,000 | -100.0% | -$1,270.40万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,223.85万 | 清仓 |
| FCX | FREEPORT MCMORAN INC 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,175.60万 | 清仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $0 | 0.00% | 0 | -146,000 | -100.0% | -$1,162.31万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -391,481 | -100.0% | -$1,137.64万 | 清仓 |
| ENPH | ENPHASE ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,134.30万 | 清仓 |
| W | WAYFAIR INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,128.15万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,113.90万 | 清仓 |
| NOW | SERVICENOW INC 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,045.50万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -200,000 | -100.0% | -$979.40万 | 清仓 |
| IOT | SAMSARA INC 看跌期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$950.70万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$940.50万 | 清仓 |