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Science & Technology Partners, L.P.
hedge fundUpdated 27 days agoManaged by Science & Technology Partners, L.P. • Latest filing Q2 2026
Portfolio value
$593.3M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
9.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $329.1M |
| Q1 2025 | $252.4M |
| Q2 2025 | $381.6M |
| Q3 2025 | $358.9M |
| Q4 2025 | $359.8M |
| Q1 2026 | $382.2M |
| Q2 2026 | $593.3M |
Top holdings
85 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA ORD | $33M | 164.9K | 5.56% | — |
| 2 | G GH GUARDANT HEALTH INC | $31.3M | 208.8K | 5.28% | — |
| 3 | A AAPL APPLE ORD | $30.4M | 105.0K | 5.12% | — |
| 4 | N NTRA NATERA INC | $29.8M | 109.9K | 5.03% | — |
| 5 | C COHR COHERENT CORP | $29M | 73.4K | 4.88% | — |
| 6 | L LRCX LAM RESEARCH CORP | $28.1M | 64.9K | 4.74% | — |
| 7 | P PL PLANET LABS PBC | $27.3M | 824.7K | 4.61% | — |
| 8 | F FPS FORGENT POWER SOLUTIONS INC | $26.1M | 468.0K | 4.41% | — |
| 9 | B BE BLOOM ENERGY CORP | $25.8M | 85.2K | 4.35% | — |
| 10 | A AEHR AEHR TEST SYS | $23.9M | 249.0K | 4.03% | — |
| 11 | L LLY ELI LILLY & CO | $23.4M | 19.6K | 3.95% | — |
| 12 | ? N/A SPIRE GLOBAL INC | $21.5M | 1.16M | 3.63% | — |
| 13 | S SITM SITIME CORP | $20.8M | 27.9K | 3.51% | — |
| 14 | M MSFT MICROSOFT ORD | $18.8M | 50.5K | 3.17% | — |
| 15 | A AXSM AXSOME THERAPEUTICS INC. | $17.9M | 73.0K | 3.01% | — |
| 16 | L LITE LUMENTUM HLDGS INC | $15.5M | 18.0K | 2.60% | — |
| 17 | W WULF TERAWULF INC | $13.5M | 546.0K | 2.27% | — |
| 18 | N NBIX NEUROCRINE BIOSCIENCES INC | $13.4M | 79.7K | 2.26% | — |
| 19 | T TWST TWIST BIOSCIENCE CORP | $13.3M | 129.2K | 2.24% | — |
| 20 | B BTSGU BRIGHTSPRING HEALTH SVCS INC | $12.3M | 176.1K | 2.07% | — |