Science & Technology Partners, L.P.
Q2 2026 13F filing
Updated 27 days ago85 disclosed positions worth $593.3M
Full holdings
Every line item disclosed in 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% | — |
| 21 | A AVGO BROADCOM ORD | $12.1M | 32.2K | 2.05% | — |
| 22 | G GLW CORNING INC | $10.6M | 41.5K | 1.78% | — |
| 23 | M MU MICRON TECHNOLOGY ORD | $9.3M | 8.1K | 1.57% | — |
| 24 | D DPC DPC HOLDINGS PLC | $7.8M | 158.8K | 1.31% | — |
| 25 | G GEV GE VERNOVA INC | $7.8M | 6.6K | 1.31% | — |
| 26 | T TE T1 ENERGY INC | $7.3M | 775.1K | 1.24% | — |
| 27 | W WGSWW GENEDX HOLDINGS CORP | $7.3M | 106.4K | 1.23% | — |
| 28 | A AMD ADVANCED MICRO DEVICES ORD | $6.8M | 11.7K | 1.14% | — |
| 29 | U UNH UNITEDHEALTH GROUP INC | $6.1M | 14.6K | 1.02% | — |
| 30 | M MOH MOLINA HEALTHCARE INC | $5.1M | 22.1K | 0.85% | — |
| 31 | I INTC INTEL ORD | $4.4M | 31.4K | 0.74% | — |
| 32 | A AMAT APPLIED MATERIAL ORD | $4.1M | 5.7K | 0.69% | — |
| 33 | S SPCX SPACE EXPLORATION TECHN CORP | $3.7M | 21.4K | 0.62% | — |
| 34 | C CSCO CISCO SYSTEMS ORD | $3.3M | 28.3K | 0.56% | — |
| 35 | K KLAC KLA ORD | $2.8M | 9.4K | 0.48% | — |
| 36 | P PANW PALO ALTO NETWORKS ORD | $2M | 5.8K | 0.33% | — |
| 37 | T TXN TEXAS INSTRUMENTS ORD | $1.9M | 6.5K | 0.33% | — |
| 38 | I IBM INTERNATIONAL BUSINESS MACHINES ORD | $1.9M | 6.7K | 0.32% | — |
| 39 | P PLTR PALANTIR TECHNOLOGIES CL A ORD | $1.8M | 15.6K | 0.31% | — |
| 40 | M MRVL MARVELL TECHNOLOGY ORD | $1.8M | 6.1K | 0.31% | — |
| 41 | O ORCL-PD ORACLE ORD | $1.8M | 12.3K | 0.30% | — |
| 42 | W WDC WESTERN DIGITAL ORD | $1.6M | 2.5K | 0.27% | — |
| 43 | A APH AMPHENOL CL A ORD | $1.6M | 8.8K | 0.26% | — |
| 44 | S STX SEAGATE TECHNOLOGY HOLDINGS ORD | $1.5M | 1.5K | 0.25% | — |
| 45 | Q QCOM QUALCOMM ORD | $1.4M | 7.6K | 0.24% | — |
| 46 | A ADI ANALOG DEVICES ORD | $1.4M | 3.5K | 0.23% | — |
| 47 | C CRWD CROWDSTRIKE HOLDINGS CL A ORD | $1.4M | 1.8K | 0.23% | — |
| 48 | A ANET ARISTA NETWORKS ORD | $1.3M | 7.6K | 0.22% | — |
| 49 | S SHOP SHOPIFY CL A SUB VTG ORD | $1M | 8.8K | 0.17% | — |
| 50 | D DELL DELL TECHNOLOGIES CL C ORD | $930K | 2.2K | 0.16% | — |