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 |
|---|---|---|---|---|---|---|---|---|
| IRM | IRON MTN INC DEL 看涨期权 | $0 | 0.00% | 0 | -80,000 | -100.0% | -$817.12万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$788.00万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$689.10万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$665.46万 | 清仓 |
| FIG | FIGMA INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$634.20万 | 清仓 |
| AVGO | BROADCOM INC 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$619.02万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$600.46万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -185,000 | -100.0% | -$570.73万 | 清仓 |
| PRLB | PROTO LABS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$570.20万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$563.10万 | 清仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$541.96万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$539.48万 | 清仓 |
| RDWR | RADWARE LTD | $0 | 0.00% | 0 | -195,000 | -100.0% | -$513.24万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $0 | 0.00% | 0 | -46,000 | -100.0% | -$477.30万 | 清仓 |
| BRZE | BRAZE INC 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$472.20万 | 清仓 |
| FROG | JFROG LTD 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$469.30万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$462.75万 | 清仓 |
| NET | CLOUDFLARE INC 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$412.68万 | 清仓 |
| KC | KINGSOFT CLOUD HLDGS LTD 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$400.80万 | 清仓 |
| RSI | RUSH STREET INTERACTIVE INC 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$326.25万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$318.40万 | 清仓 |
| DOCS | DOXIMITY INC 看涨期权 | $0 | 0.00% | 0 | -130,000 | -100.0% | -$302.90万 | 清仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $0 | 0.00% | 0 | -147,273 | -100.0% | -$293.52万 | 清仓 |
| ENTG | ENTEGRIS INC 看跌期权 | $0 | 0.00% | 0 | -23,000 | -100.0% | -$269.65万 | 清仓 |
| TEL | TE CONNECTIVITY PLC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$209.02万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$204.75万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$199.68万 | 清仓 |
| APH | AMPHENOL CORP 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$189.53万 | 清仓 |
| PTRN | PATTERN GROUP INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$186.45万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -54,000 | -100.0% | -$170.26万 | 清仓 |
| ASML | ASML HLDG NV 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$105.67万 | 清仓 |
| SNDK | SANDISK CORP 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$95.30万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$94.25万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$78.83万 | 清仓 |