Summit Partners Public Asset Management’s MKS Inc MKSI Stock Holding History

Summit Partners Public Asset Management’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142M	Buy	319,833 +37,627	+13%	+$11.8M	2.5%	4
2026 Q1	$64.9M	Sell	282,206 -99,294	-26%	-$22.5M	1.74%	16
2025 Q4	$61M	Sell	381,500 -214,632	-36%	-$31.8M	1.27%	28
2025 Q3	$73.8M	Buy	596,132 +163,979	+38%	+$17.5M	1.53%	19
2025 Q2	$42.9M	Buy	+432,153	New	+$35.1M	1.09%	30
2024 Q3	–	Sell	-12,000	Closed	-$1.57M	–	131
2024 Q2	$1.57M	Buy	+12,000	New	+$1.51M	0.06%	96
2024 Q1	–	Sell	-239,889	Closed	-$24.7M	–	167
2023 Q4	$24.7M	Buy	+239,889	New	+$19.5M	1.02%	37

Other funds holding MKSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Summit Partners Public Asset Management's MKSI Position: Q2 2026 in Review

Summit Partners Public Asset Management increased its MKS Inc (MKSI) stake by 13% in Q2 2026, buying an estimated $11.8M and bringing the position to 319,833 shares worth $142M. The position accounts for 2.5% of the portfolio, ranked #4.

Summit Partners Public Asset Management first reported a position in MKSI in Q4 2023 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Summit Partners Public Asset Management held 319,833 shares of MKS Inc worth $142M as of Q2 2026.
Summit Partners Public Asset Management bought 37,627 MKS Inc shares in Q2 2026, an estimated $11.8M.
MKS Inc made up 2.5% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #4 holding.
Summit Partners Public Asset Management first reported a position in MKS Inc in Q4 2023 and has held it in 7 quarters since.
773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.