# EDGAR Filing Document

**Accession Number:** 0001638555
**File Stem:** 0001172661-26-000834
**Filing Date:** 2026-2
**Character Count:** 16581
**Document Hash:** 3ce5ce5515d06c14c06d781a8fe769d2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000834.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001172661-26-000834

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001638555

**ORGANIZATION NAME:**
- **EIN:** 472728204
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16987
- **FILM NUMBER:** 26636287

**BUSINESS ADDRESS:**
- **STREET 1:** 222 BERKELEY STREET
- **STREET 2:** 18TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116
- **BUSINESS PHONE:** 617-824-1000

**MAIL ADDRESS:**
- **STREET 1:** 222 BERKELEY STREET
- **STREET 2:** 18TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT LLC<br>**Address:** 222 Berkeley Street<br>18th Floor<br>Boston, MA 02116

**Form 13F File Number:** 028-16987

**CRD Number (if applicable):** 000175100

**SEC File Number (if applicable):** 801-81001

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Adam H. Hennessey<br>**Title:** Authorized Person<br>**Phone:** 617-824-1622

**Signature, Place, and Date of Signing:**

Adam H. Hennessey  Boston, MA  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 124

**Form 13F Information Table Value Total:** $4809069428

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 10061250 | 37500 | SH | Put | SOLE |  | 37500 | 0 | 0 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 67190602 | 320918 | SH |  | SOLE |  | 268139 | 0 | 52779 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 14991200 | 70000 | SH | Put | SOLE |  | 34800 | 0 | 35200 |
| AGILYSYS INC | COM | 00847J105 |  | 6417360 | 54000 | SH |  | SOLE |  | 54000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 46164000 | 200000 | SH | Call | SOLE |  | 159800 | 0 | 40200 |
| AMAZON COM INC | COM | 023135106 |  | 10156080 | 44000 | SH |  | SOLE |  | 44000 | 0 | 0 |
| AMBIQ MICRO INC | COMMON STOCK | 023193105 |  | 3522515 | 123597 | SH |  | SOLE |  | 123597 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1898400 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 69479289 | 82620 | SH |  | SOLE |  | 66222 | 0 | 16398 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 |  | 13278000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 |  | 31203300 | 470000 | SH |  | SOLE |  | 394557 | 0 | 75443 |
| ARTIVION INC | COM | 228903100 |  | 39400974 | 863867 | SH |  | SOLE |  | 548208 | 0 | 315659 |
| ASTERA LABS INC | COM | 04626A103 |  | 84843600 | 510000 | SH |  | SOLE |  | 510000 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 1242000 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| BILLIONTOONE INC | CL A | 090168105 |  | 1619041 | 19783 | SH |  | SOLE |  | 10008 | 0 | 9775 |
| BRAZE INC | COM CL A | 10576N102 |  | 10287000 | 300000 | SH | Call | SOLE |  | 300000 | 0 | 0 |
| BRAZE INC | COM CL A | 10576N102 |  | 22322790 | 651000 | SH |  | SOLE |  | 500119 | 0 | 150881 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 |  | 62247103 | 813794 | SH |  | SOLE |  | 681186 | 0 | 132608 |
| CARVANA CO | CL A | 146869102 |  | 8440400 | 20000 | SH | Call | SOLE |  | 20000 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 60770880 | 144000 | SH | Put | SOLE |  | 103800 | 0 | 40200 |
| CARVANA CO | CL A | 146869102 |  | 106771060 | 253000 | SH |  | SOLE |  | 208268 | 0 | 44732 |
| CASTLE BIOSCIENCES INC | COM | 14843C105 |  | 41184403 | 1058725 | SH |  | SOLE |  | 620076 | 0 | 438649 |
| CELESTICA INC | COM | 15101Q207 |  | 886830 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| CHAMPION HOMES INC | COM | 830830105 |  | 39785304 | 470832 | SH |  | SOLE |  | 470832 | 0 | 0 |
| CIDARA THERAPEUTICS INC | COM NEW | 171757206 |  | 105480939 | 477527 | SH |  | SOLE |  | 477527 | 0 | 0 |
| CIRRUS LOGIC INC | COM | 172755100 |  | 2133000 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 4522800 | 20000 | SH | Put | SOLE |  | 20000 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 11307000 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 18665800 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 54805450 | 5185000 | SH |  | SOLE |  | 5185000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 45925100 | 130000 | SH |  | SOLE |  | 130000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 35327000 | 100000 | SH | Put | SOLE |  | 100000 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 5155920 | 72000 | SH | Call | SOLE |  | 72000 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 46764250 | 325000 | SH | Put | SOLE |  | 262100 | 0 | 62900 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 15827900 | 110000 | SH | Call | SOLE |  | 110000 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 86605377 | 601886 | SH |  | SOLE |  | 489090 | 0 | 112796 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 11719000 | 25000 | SH | Put | SOLE |  | 25000 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 23438000 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 27198000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 |  | 13666080 | 284000 | SH |  | SOLE |  | 233699 | 0 | 50301 |
| DOORDASH INC | CL A | 25809K105 |  | 11324000 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| DYCOM INDS INC | COM | 267475101 |  | 22639300 | 67000 | SH |  | SOLE |  | 36824 | 0 | 30176 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 |  | 28558028 | 391850 | SH |  | SOLE |  | 194884 | 0 | 196966 |
| FIRST SOLAR INC | COM | 336433107 |  | 26123000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 |  | 32021200 | 170000 | SH |  | SOLE |  | 84509 | 0 | 85491 |
| GE VERNOVA INC | COM | 36828A101 |  | 159027960 | 243322 | SH |  | SOLE |  | 243322 | 0 | 0 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 119731545 | 920587 | SH |  | SOLE |  | 783730 | 0 | 136857 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 10131674 | 77900 | SH | Put | SOLE |  | 77900 | 0 | 0 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 87018990 | 851958 | SH |  | SOLE |  | 644861 | 0 | 207097 |
| HEARTFLOW INC | COM | 42238D107 |  | 36703377 | 1259121 | SH |  | SOLE |  | 1088176 | 0 | 170945 |
| HINGE HEALTH INC | CL A | 433313103 |  | 4645000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 34410000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 36117000 | 90000 | SH | Call | SOLE |  | 90000 | 0 | 0 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 158216283 | 909080 | SH |  | SOLE |  | 728529 | 0 | 180551 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 93981600 | 540000 | SH | Put | SOLE |  | 419400 | 0 | 120600 |
| INTEL CORP | COM | 458140100 |  | 4612500 | 125000 | SH | Put | SOLE |  | 125000 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 |  | 23733000 | 300000 | SH | Put | SOLE |  | 300000 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 |  | 115714672 | 1462706 | SH |  | SOLE |  | 1179836 | 0 | 282870 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 29064750 | 275000 | SH | Put | SOLE |  | 275000 | 0 | 0 |
| JFROG LTD | ORD SHS | M6191J100 |  | 99156812 | 1587525 | SH |  | SOLE |  | 1197900 | 0 | 389625 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 |  | 9240000 | 700000 | SH |  | SOLE |  | 700000 | 0 | 0 |
| KESTRA MED TECHNOLOGIES LTD | SHS | G52441105 |  | 9282000 | 350000 | SH |  | SOLE |  | 173982 | 0 | 176018 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 22595760 | 132000 | SH |  | SOLE |  | 132000 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 8093800 | 110000 | SH | Put | SOLE |  | 54600 | 0 | 55400 |
| LIFE360 INC | COM | 532206109 |  | 7696800 | 120000 | SH | Call | SOLE |  | 79800 | 0 | 40200 |
| LIFE360 INC | COM | 532206109 |  | 3207000 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 1105770 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 46206300 | 70000 | SH | Put | SOLE |  | 70000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 37131841 | 130100 | SH |  | SOLE |  | 80300 | 0 | 49800 |
| MICROSOFT CORP | COM | 594918104 |  | 54727890 | 113163 | SH |  | SOLE |  | 86438 | 0 | 26725 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 11710000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| MKS INC. | COM | 55306N104 |  | 20614200 | 129000 | SH | Put | SOLE |  | 78700 | 0 | 50300 |
| MKS INC. | COM | 55306N104 |  | 60963700 | 381500 | SH |  | SOLE |  | 311133 | 0 | 70367 |
| MONGODB INC | CL A | 60937P106 |  | 62953500 | 150000 | SH | Put | SOLE |  | 150000 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 124514469 | 296682 | SH |  | SOLE |  | 237994 | 0 | 58688 |
| NATERA INC | COM | 632307104 |  | 93389226 | 407653 | SH |  | SOLE |  | 313819 | 0 | 93834 |
| NETAPP INC | COM | 64110D104 |  | 3212700 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1865000 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 37300000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 144884577 | 776861 | SH |  | SOLE |  | 683181 | 0 | 93680 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 15680000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 15680000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 12442500 | 70000 | SH | Put | SOLE |  | 70000 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 27630000 | 150000 | SH | Call | SOLE |  | 150000 | 0 | 0 |
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 |  | 40760591 | 389420 | SH |  | SOLE |  | 294070 | 0 | 95350 |
| POWELL INDS INC | COM | 739128106 |  | 27084505 | 84963 | SH |  | SOLE |  | 84963 | 0 | 0 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 |  | 5210000 | 500000 | SH | Put | SOLE |  | 500000 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 87235665 | 379500 | SH |  | SOLE |  | 379500 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 32075800 | 115000 | SH | Call | SOLE |  | 57100 | 0 | 57900 |
| RUBRIK INC. | CL A | 781154109 |  | 6118400 | 80000 | SH | Call | SOLE |  | 80000 | 0 | 0 |
| RUBRIK INC. | CL A | 781154109 |  | 75332800 | 985000 | SH |  | SOLE |  | 849238 | 0 | 135762 |
| SAILPOINT INC | COM | 78781J109 |  | 4046000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 7947300 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 7090000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 54752490 | 1544499 | SH |  | SOLE |  | 1343889 | 0 | 200610 |
| SANDISK CORP | COM | 80004C200 |  | 78335400 | 330000 | SH | Put | SOLE |  | 239400 | 0 | 90600 |
| SANDISK CORP | COM | 80004C200 |  | 175600668 | 739745 | SH |  | SOLE |  | 637041 | 0 | 102704 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 5644500 | 53000 | SH |  | SOLE |  | 53000 | 0 | 0 |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 |  | 49588196 | 534932 | SH |  | SOLE |  | 399096 | 0 | 135836 |
| SITIME CORP | COM | 82982T106 |  | 43780726 | 123958 | SH |  | SOLE |  | 113910 | 0 | 10048 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 30811525 | 140461 | SH |  | SOLE |  | 110369 | 0 | 30092 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 |  | 95448614 | 2076324 | SH |  | SOLE |  | 1833294 | 0 | 243030 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 |  | 71713200 | 1560000 | SH | Put | SOLE |  | 1409100 | 0 | 150900 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 118353344 | 203808 | SH |  | SOLE |  | 184249 | 0 | 19559 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 66200940 | 114000 | SH | Put | SOLE |  | 114000 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 53636585 | 176500 | SH |  | SOLE |  | 176500 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 4258320 | 22000 | SH | Put | SOLE |  | 22000 | 0 | 0 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 113011818 | 962458 | SH |  | SOLE |  | 778201 | 0 | 184257 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 28767900 | 245000 | SH | Put | SOLE |  | 144500 | 0 | 100500 |
| TRIMBLE INC | COM | 896239100 |  | 7286550 | 93000 | SH |  | SOLE |  | 93000 | 0 | 0 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 |  | 1167800 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 40135500 | 2025000 | SH |  | SOLE |  | 1823843 | 0 | 201157 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 54019500 | 150000 | SH | Put | SOLE |  | 74600 | 0 | 75400 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 4464600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 25921600 | 160000 | SH | Put | SOLE |  | 160000 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 4050250 | 25000 | SH | Call | SOLE |  | 25000 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 36770600 | 226965 | SH |  | SOLE |  | 226965 | 0 | 0 |
| VIA TRANSN INC | COM CL A | 92556W104 |  | 14233031 | 490625 | SH |  | SOLE |  | 490625 | 0 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 |  | 28500684 | 1599365 | SH |  | SOLE |  | 977849 | 0 | 621516 |
| WAYSTAR HLDG CORP | COM | 946784105 |  | 6442678 | 196723 | SH |  | SOLE |  | 196723 | 0 | 0 |
| WAYSTAR HLDG CORP | COM | 946784105 |  | 3930000 | 120000 | SH | Put | SOLE |  | 120000 | 0 | 0 |
| XOMETRY INC | CLASS A COM | 98423F109 |  | 41651658 | 700381 | SH |  | SOLE |  | 700381 | 0 | 0 |
| XOMETRY INC | CLASS A COM | 98423F109 |  | 11894000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 |  | 18032969 | 886141 | SH |  | SOLE |  | 705602 | 0 | 180539 |

---