SPPAM
Summit Partners Public Asset Management Portfolio holdings
AUM
$2.57B
This Quarter Return
+10.02%
1 Year Return
+65.24%
3 Year Return
+307.88%
5 Year Return
+662.93%
10 Year Return
+3,953.32%
AUM
$1.83B
AUM Growth
+$1.83B
(-9.7%)
Cap. Flow
-$246M
Cap. Flow
% of AUM
-13.49%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
102
New
17
Increased
19
Reduced
27
Closed
20
Top Buys
| 1 |
Viasat
VSAT
|
$48M |
| 2 |
AVYA
Avaya Holdings Corp. Common Stock
AVYA
|
$46M |
| 3 |
Etsy
ETSY
|
$45.8M |
| 4 |
SelectQuote
SLQT
|
$36.9M |
| 5 |
Lightspeed Commerce
LSPD
|
$29.9M |
Top Sells
| 1 |
Tesla
TSLA
|
$117M |
| 2 |
Vroom, Inc. Common Stock
VRM
|
$50.3M |
| 3 |
ONEM
1Life Healthcare, Inc. Common Stock
ONEM
|
$39.9M |
| 4 |
Fiverr
FVRR
|
$38.2M |
| 5 |
Advanced Micro Devices
AMD
|
$37.1M |
Sector Composition
| 1 | Technology | 34.86% |
| 2 | Consumer Discretionary | 26.71% |
| 3 | Healthcare | 11.99% |
| 4 | Financials | 8.95% |
| 5 | Industrials | 5.22% |