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Scientech Research LLC
hedge fundUpdated 28 days agoManaged by Scientech Research Llc • Latest filing Q2 2026
Portfolio value
$123.4M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
25.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $100.5M |
| Q1 2024 | $188.7M |
| Q2 2024 | $485.5M |
| Q3 2024 | $502.2M |
| Q4 2024 | $353.3M |
| Q1 2025 | $377.8M |
| Q2 2025 | $409.2M |
| Q3 2025 | $286.9M |
| Q4 2025 | $159M |
| Q1 2026 | $119.9M |
| Q2 2026 | $123.4M |
Top holdings
224 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MXL MAXLINEAR INC | $2.3M | 17.8K | 1.85% | — |
| 2 | F FCELB FUELCELL ENERGY INC | $2.2M | 59.8K | 1.74% | — |
| 3 | A ALAB ASTERA LABS INC | $2.1M | 4.4K | 1.71% | — |
| 4 | S SPCX SPACE EXPLORATION TECHN CORP | $2.1M | 12.2K | 1.69% | — |
| 5 | A AMAT APPLIED MATLS INC | $2.1M | 2.9K | 1.69% | — |
| 6 | P PANW PALO ALTO NETWORKS INC | $2.1M | 6.1K | 1.68% | — |
| 7 | T TSLA TESLA INC | $2M | 4.8K | 1.63% | — |
| 8 | C CRWD CROWDSTRIKE HLDGS INC | $2M | 2.6K | 1.59% | — |
| 9 | T TEM TEMPUS AI INC | $2M | 33.9K | 1.59% | — |
| 10 | S SNDK SANDISK CORP | $1.9M | 849 | 1.56% | — |
| 11 | S STRD STRATEGY INC | $1.9M | 21.9K | 1.54% | — |
| 12 | M MRNA MODERNA INC | $1.9M | 26.8K | 1.52% | — |
| 13 | ? N/A DIREXION SHARES ETF TRUST | $1.9M | 7.0K | 1.51% | — |
| 14 | N NBIS NEBIUS GROUP N.V. | $1.9M | 6.7K | 1.50% | — |
| 15 | Q QNT QUANTINUUM INC | $1.9M | 22.7K | 1.50% | — |
| 16 | T TER TERADYNE INC | $1.8M | 3.8K | 1.48% | — |
| 17 | B BLZE BACKBLAZE INC | $1.8M | 112.5K | 1.45% | — |
| 18 | O OUST OUSTER INC | $1.8M | 28.3K | 1.43% | — |
| 19 | B BLLN BILLIONTOONE INC | $1.7M | 14.5K | 1.41% | — |
| 20 | C CBRS CEREBRAS SYSTEMS INC | $1.7M | 7.7K | 1.39% | — |