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Summit Partners, L.P.
Peter Y. Chung · Private Equity · Growth
Founded in 1984, Summit Partners is a leading global alternative investment firm that focuses on growth equity, venture capital, and private credit. The firm targets category-leading companies across various growth sectors, primarily within technology, healthcare, and life sciences. Summit Partners provides flexible capital and strategic support to help management teams accelerate growth and build market-leading businesses. With a global presence including offices in North America and Europe, the firm manages over $35 billion in assets and has invested in more than 550 companies since its inception, many of which have completed public offerings or strategic mergers.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.7% |
| YTD return | -4.8% |
| Sharpe ratio | 0.99 |
| Win rate | 78% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.summitpartners.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| KVYO | Klaviyo, Inc. | 47.6% | -40.7% |
| LFST | Lifestance Health Group Inc | 24.1% | +130.6% |
| AVAH | Aveanna Healthcare Holdings Inc | 9.2% | +53.8% |
| AKA | AKA Brands Holding Corp | 7.5% | +7.5% |
| JAMF | Jamf Holding | 6.0% | +26.2% |
| SEI | Solaris Energy Infrastructure, Inc. | 3.3% | +65.0% |
| MTSI | MACOM Technology Solutions Holdings Inc | 1.1% | +118.0% |
| SBDS | SBDS | 0.9% | -58.7% |
| ATEN | A10 Network | 0.4% | +44.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jan 23, 2026 | SELL | MTSI | 1.3% → 1.1% |
| Jan 23, 2026 | BUY | KVYO | 46.8% → 47.2% |
| Jan 23, 2026 | SELL | JAMF | 6.5% → 5.9% |
| Jan 23, 2026 | SELL | SEI | 3.3% → 3.2% |
| Jan 23, 2026 | BUY | SBDS | 0.2% → 0.8% |
Investment Style Analysis
Summit Partners, L.P. is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Application and Medical Care Facilities sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jan 23, Summit Partners, L.P. made a significant move by reducing the position in MTSI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Summit Partners operates under the core philosophy that profitable growth is the most reliable source of superior risk-adjusted returns. The firm seeks to proactively identify and invest in category-leading growth companies that possess proven business models and high-quality management teams. Their investment approach is deeply collaborative, utilizing their proprietary Peak Performance Group to provide on-demand resources in areas such as human capital, technology, and operations. By leveraging deep sector expertise and a global network, Summit aims to drive long-term value creation in its portfolio companies without relying on heavy financial leverage.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Summit Partners, L.P..
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Frequently asked questions
How is the simulated portfolio for Summit Partners, L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Summit Partners, L.P.'s largest holding?
As of the latest filing, Summit Partners, L.P.'s top position is Klaviyo, Inc. (KVYO), representing 47.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Summit Partners, L.P.'s historical performance and risk profile?
Our simulation indicates a total return of +15.7% with a win rate of 78%. Notably, the portfolio maintains a Sharpe Ratio of 0.99, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Summit Partners, L.P. primarily invest in?
Summit Partners, L.P. has a strong preference for the Software - Application sector, which makes up 53.6% of their disclosed assets. The portfolio also has exposure to Medical Care Facilities, indicating a specific thematic focus.
Is Summit Partners, L.P.'s portfolio concentrated or diversified?
Summit Partners, L.P. runs a highly concentrated portfolio with 9 disclosed positions. The top 3 holdings alone account for 80.9% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Summit Partners, L.P. performed in 2026?
Our AI-simulated model portfolio for Summit Partners, L.P. tracks a Year-to-Date (YTD) return of -4.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter Y. Chung manage Summit Partners, L.P. directly?
Yes, Peter Y. Chung serves as the key portfolio manager for Summit Partners, L.P., overseeing the investment strategy and final capital allocation decisions.