# EDGAR Filing Document

**Accession Number:** 0001638555
**File Stem:** 0001438934-25-002403
**Filing Date:** 2025-8
**Character Count:** 28131
**Document Hash:** 6b835907c138e66f9412d9714ca52af3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-002403.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001438934-25-002403

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**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:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16987
- **FILM NUMBER:** 251271282

**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 N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001638555

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Summit Partners Public Asset Management, LLC

**Address:** 222 Berkeley Street, Boston, MA 02116

**Telephone number:** 617-824-1000

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-16987

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 5493007QZ05MKPON5O03

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1272971 |                0 | FOR         |                                  1272971 | FOR                         |  |
| ADVANCED ENERGY INDUSTRIES, INC.    | 007973100 | 04/24/2025     | Advisory approval of the compensation of Advanced Energy's named executive officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         451544 |                0 | FOR         |                                   451544 | FOR                         |  |
| AKERO THERAPEUTICS, INC             | 00973Y108 | 06/03/2025     | To consider and act upon a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          49632 |                0 | FOR         |                                    49632 | FOR                         |  |
| ALLEGRO MICROSYSTEMS, INC.          | 01749D105 | 08/08/2024     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         518469 |                0 | FOR         |                                   518469 | FOR                         |  |
| AMAZON.COM, INC.                    | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          20319 |                0 | AGAINST     |                                    20319 | AGAINST                     |  |
| ARGENX SE                           | 04016X101 | 05/27/2025     | The 2024 remuneration report                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          24097 |                0 | FOR         |                                    24097 | FOR                         |  |
| ARM HOLDINGS PLC                    | 042068205 | 09/11/2024     | To receive and approve the directors' remuneration report (other than the directors' remuneration policy), as set out on pages 47 to 68 of the Annual Report and Accounts, for the financial year ended 31 March 2024.                                                                          | SECTION 14A SAY-ON-PAY VOTES |           2345 |                0 | FOR         |                                     2345 | NONE                        |  |
| ATKINSREALIS GROUP INC.             | 04764T104 | 05/15/2025     | Non-binding Advisory Vote on the Company's Approach to Executive Compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1013158 |                0 | FOR         |                                  1013158 | FOR                         |  |
| AXON ENTERPRISE, INC.               | 05464C101 | 05/29/2025     | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          21191 |                0 | AGAINST     |                                    21191 | AGAINST                     |  |
| BRIDGEBIO PHARMA, INC.              | 10806X102 | 06/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           7190 |                0 | AGAINST     |                                     7190 | AGAINST                     |  |
| CAPITAL POWER CORPORATION           | 14042M102 | 04/29/2025     | RESOLVED, on an advisory basis and not to diminish the role and responsibilities of the board of directors that the shareholders accept the approach to executive compensation disclosed in Capital Power's management proxy circular delivered before its 2025 annual meeting of shareholders. | SECTION 14A SAY-ON-PAY VOTES |          58497 |                0 | FOR         |                                    58497 | FOR                         |  |
| CARVANA CO.                         | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay").                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           8597 |                0 | FOR         |                                     8597 | FOR                         |  |
| CARVANA CO.                         | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency").                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           8597 |                0 | 1 YEAR      |                                     8597 | FOR                         |  |
| CHENIERE ENERGY, INC.               | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         300000 |                0 | FOR         |                                   300000 | FOR                         |  |
| COMFORT SYSTEMS USA, INC.           | 199908104 | 05/16/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          49609 |                0 | FOR         |                                    49609 | FOR                         |  |
| COMPASS, INC.                       | 20464U100 | 05/22/2025     | Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        1495412 |                0 | FOR         |                                  1495412 | FOR                         |  |
| CONSTELLATION ENERGY CORP           | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         104763 |                0 | FOR         |                                   104763 | FOR                         |  |
| DATADOG, INC.                       | 23804L103 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         120117 |                0 | AGAINST     |                                   120117 | AGAINST                     |  |
| ELASTIC N.V.                        | N14506104 | 10/01/2024     | Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          50000 |                0 | AGAINST     |                                    50000 | AGAINST                     |  |
| EQT CORPORATION                     | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation's named executive officers (say-on-pay).                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          11738 |                0 | FOR         |                                    11738 | FOR                         |  |
| ESTABLISHMENT LABS HOLDINGS INC.    | G31249108 | 05/23/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         121586 |                0 | FOR         |                                   121586 | FOR                         |  |
| FLOOR  DECOR HOLDINGS, INC.         | 339750101 | 05/07/2025     | Approve, by non-binding vote, the compensation paid to the Company's named executive officers for the 2024 fiscal year.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         120785 |                0 | FOR         |                                   120785 | FOR                         |  |
| GE VERNOVA INC.                     | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         268322 |                0 | FOR         |                                   268322 | FOR                         |  |
| GE VERNOVA INC.                     | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         268322 |                0 | 1 YEAR      |                                   268322 | FOR                         |  |
| GLAUKOS CORPORATION                 | 377322102 | 05/29/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          72142 |                0 | FOR         |                                    72142 | FOR                         |  |
| IES HOLDINGS, INC.                  | 44951W106 | 02/20/2025     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1262 |                0 | FOR         |                                     1262 | FOR                         |  |
| INDRA SISTEMAS SA                   | E6271Z155 | 06/25/2025     | CONSULTATIVE VOTE ON THE ANNUAL REMUNERATION REPORT FOR 2024                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          42044 |                0 | FOR         |                                    42044 | FOR                         |  |
| INSMED INCORPORATED                 | 457669307 | 05/15/2025     | An advisory vote on the 2024 compensation of our named executive officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         222598 |                0 | FOR         |                                   222598 | FOR                         |  |
| MICRON TECHNOLOGY, INC.             | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          96175 |                0 | FOR         |                                    96175 | FOR                         |  |
| MIRION TECHNOLOGIES, INC.           | 60471A101 | 05/15/2025     | Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         896000 |                0 | AGAINST     |                                   896000 | AGAINST                     |  |
| NATERA, INC.                        | 632307104 | 06/12/2025     | To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         219000 |                0 | FOR         |                                   219000 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         477813 |                0 | FOR         |                                   477813 | FOR                         |  |
| PALO ALTO NETWORKS, INC.            | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1926 |                0 | 1 YEAR      |                                     1926 | FOR                         |  |
| PALO ALTO NETWORKS, INC.            | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1926 |                0 | AGAINST     |                                     1926 | AGAINST                     |  |
| PROCEPT BIOROBOTICS CORPORATION     | 74276L105 | 06/10/2025     | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            130 |                0 | FOR         |                                      130 | FOR                         |  |
| REDDIT, INC.                        | 75734B100 | 06/09/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         240331 |                0 | FOR         |                                   240331 | FOR                         |  |
| REDDIT, INC.                        | 75734B100 | 06/09/2025     | Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         240331 |                0 | 1 YEAR      |                                   240331 | FOR                         |  |
| SAMSARA INC.                        | 79589L106 | 07/10/2024     | The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         800166 |                0 | AGAINST     |                                   800166 | AGAINST                     |  |
| SIEMENS ENERGY AG                   | D6T47E106 | 02/20/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         444659 |             5341 | FOR         |                                   444659 | FOR                         |  |
| SILICON LABORATORIES INC.           | 826919102 | 04/24/2025     | To vote on an advisory (non-binding) resolution to approve executive compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           3200 |                0 | FOR         |                                     3200 | FOR                         |  |
| SKYLINE CHAMPION CORPORATION        | 830830105 | 08/01/2024     | To consider a non-binding advisory vote on fiscal 2024 compensation paid to Skyline Champion's Named Executive Officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         398084 |                0 | FOR         |                                   398084 | FOR                         |  |
| SOLARIS ENERGY INFRASTRUCTURE, INC. | 83418M103 | 05/15/2025     | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        1552597 |                0 | FOR         |                                  1552597 | FOR                         |  |
| THE AZEK COMPANY INC.               | 05478C105 | 02/28/2025     | To approve, on an advisory, non-binding basis, the compensation of our named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         488974 |                0 | FOR         |                                   488974 | FOR                         |  |
| THE TRADE DESK, INC.                | 88339J105 | 05/27/2025     | The approval, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         120845 |                0 | AGAINST     |                                   120845 | AGAINST                     |  |
| UPSTART HOLDINGS, INC.              | 91680M107 | 05/23/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         799555 |                0 | FOR         |                                   799555 | FOR                         |  |
| VERONA PHARMA PLC                   | 925050106 | 04/24/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1742614 |                0 | AGAINST     |                                  1742614 | AGAINST                     |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         301965 |                0 | FOR         |                                   301965 | FOR                         |  |
| VISHAY PRECISION GROUP, INC.        | 92835K103 | 05/21/2025     | To approve the non-binding resolution relating to the executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          85000 |                0 | AGAINST     |                                    85000 | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** Summit Partners Public Asset Management, LLC

**By (Signature):** Adam H. Hennessey

**By (Printed Signature):** Adam H. Hennessey

**By (Title):** Chief Financial Officer

**Date:** 08/28/2025