Science & Technology Partners
Latest statistics and disclosures from Science & Technology Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GH, AAPL, NTRA, COHR, and represent 25.96% of Science & Technology Partners's stock portfolio.
- Added to shares of these 10 stocks: GH (+$31M), AAPL (+$27M), FPS (+$26M), NVDA (+$26M), AEHR (+$24M), LLY (+$23M), SPIR (+$22M), MSFT (+$19M), AXSM (+$18M), SITM (+$15M).
- Started 61 new stock positions in CRWD, SHOP, WULF, TEL, CRDO, NBIS, SNOW, TE, QCOM, FTNT.
- Reduced shares in these 10 stocks: KEYS (-$30M), NET (-$26M), BE (-$20M), LRCX (-$19M), TSM (-$18M), LITE (-$17M), , RKLB (-$15M), CIEN (-$13M), NOK (-$12M).
- Sold out of its positions in AEIS, AKAM, GOOG, AMPX, CTRE, DOCN, FSLY, LUNR, KRMN, NOK. ONTO, RKLB, SNDK, TSM, TSLA, VRSN, CAMT, TSEM, ASML.
- Science & Technology Partners was a net buyer of stock by $84M.
- Science & Technology Partners has $593M in assets under management (AUM), dropping by 55.26%.
- Central Index Key (CIK): 0002029433
Tip: Access up to 7 years of quarterly data
Positions held by Science & Technology Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Science & Technology Partners
Science & Technology Partners holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.6 | $33M | +380% | 165k | 200.09 |
|
| Guardant Health (GH) | 5.3 | $31M | NEW | 209k | 150.03 |
|
| Apple (AAPL) | 5.1 | $30M | +746% | 105k | 289.36 |
|
| Natera (NTRA) | 5.0 | $30M | +10% | 110k | 271.45 |
|
| Coherent Corp (COHR) | 5.0 | $30M | -15% | 75k | 394.47 |
|
| Lam Research Corp Com New (LRCX) | 4.7 | $28M | -40% | 65k | 433.33 |
|
| Planet Labs Pbc Com Cl A (PL) | 4.6 | $27M | +42% | 825k | 33.13 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 4.4 | $26M | NEW | 468k | 55.86 |
|
| Bloom Energy Corp Com Cl A (BE) | 4.3 | $26M | -43% | 85k | 302.70 |
|
| Aehr Test Systems (AEHR) | 4.0 | $24M | NEW | 249k | 96.06 |
|
| Eli Lilly & Co. (LLY) | 4.0 | $23M | NEW | 20k | 1199.43 |
|
| Spire Global Com Cl A New (SPIR) | 3.6 | $22M | NEW | 1.2M | 18.60 |
|
| Sitime Corp (SITM) | 3.5 | $21M | +277% | 28k | 745.56 |
|
| Microsoft Corporation (MSFT) | 3.2 | $19M | NEW | 51k | 373.02 |
|
| Axsome Therapeutics (AXSM) | 3.0 | $18M | NEW | 73k | 244.77 |
|
| Lumentum Hldgs (LITE) | 2.6 | $16M | -52% | 18k | 858.06 |
|
| Terawulf (WULF) | 2.3 | $14M | NEW | 546k | 24.70 |
|
| Neurocrine Biosciences (NBIX) | 2.3 | $13M | NEW | 80k | 168.53 |
|
| Twist Bioscience Corp (TWST) | 2.2 | $13M | NEW | 129k | 102.88 |
|
| Brightspring Health Svcs (BTSG) | 2.1 | $12M | NEW | 176k | 69.74 |
|
| Broadcom (AVGO) | 2.0 | $12M | +251% | 32k | 377.75 |
|
| Corning Incorporated (GLW) | 1.8 | $11M | +152% | 42k | 255.43 |
|
| Micron Technology (MU) | 1.6 | $9.3M | -52% | 8.1k | 1154.29 |
|
| Dpc Holdings Ordinary Shares | 1.3 | $7.8M | NEW | 159k | 49.06 |
|
| Ge Vernova (GEV) | 1.3 | $7.8M | +247% | 6.6k | 1174.86 |
|
| T1 Energy Com New (TE) | 1.2 | $7.3M | NEW | 775k | 9.48 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 1.2 | $7.3M | -55% | 106k | 68.65 |
|
| Advanced Micro Devices (AMD) | 1.1 | $6.8M | NEW | 12k | 580.91 |
|
| UnitedHealth (UNH) | 1.0 | $6.1M | NEW | 15k | 415.63 |
|
| Molina Healthcare (MOH) | 0.9 | $5.1M | NEW | 22k | 228.70 |
|
| Intel Corporation (INTC) | 0.7 | $4.4M | NEW | 31k | 139.63 |
|
| Applied Materials (AMAT) | 0.7 | $4.1M | -73% | 5.7k | 723.00 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $3.7M | NEW | 21k | 170.86 |
|
| Cisco Systems (CSCO) | 0.6 | $3.3M | +16% | 28k | 117.46 |
|
| Kla Ord Com New (KLAC) | 0.5 | $2.8M | NEW | 9.4k | 301.71 |
|
| Palo Alto Networks (PANW) | 0.3 | $2.0M | NEW | 5.8k | 341.02 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.9M | NEW | 6.5k | 298.07 |
|
| International Business Machines (IBM) | 0.3 | $1.9M | NEW | 6.7k | 281.21 |
|
| Palantir Technologies Cl A Ord Cl A (PLTR) | 0.3 | $1.8M | -69% | 16k | 116.67 |
|
| Marvell Technology (MRVL) | 0.3 | $1.8M | NEW | 6.1k | 297.89 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.8M | NEW | 12k | 146.55 |
|
| Western Digital (WDC) | 0.3 | $1.6M | NEW | 2.5k | 638.72 |
|
| Amphenol Cl A Ord Cl A (APH) | 0.3 | $1.6M | NEW | 8.8k | 176.32 |
|
| Seagate Technology Holdings Ord Ord Shs (STX) | 0.3 | $1.5M | -78% | 1.5k | 965.00 |
|
| Qualcomm (QCOM) | 0.2 | $1.4M | NEW | 7.6k | 184.79 |
|
| Analog Devices (ADI) | 0.2 | $1.4M | -78% | 3.5k | 397.17 |
|
| Crowdstrike Holdings Cl A Ord Cl A (CRWD) | 0.2 | $1.4M | NEW | 1.8k | 763.14 |
|
| Arista Networks Ord Com Shs (ANET) | 0.2 | $1.3M | NEW | 7.6k | 169.88 |
|
| Shopify Cl A Sub Vtg Ord Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.0M | NEW | 8.8k | 114.37 |
|
| Dell Technologies Cl C Ord CL C (DELL) | 0.2 | $930k | NEW | 2.2k | 431.46 |
|
| salesforce (CRM) | 0.2 | $892k | NEW | 5.7k | 156.66 |
|
| Applovin Cl A Ord Com Cl A (APP) | 0.1 | $849k | NEW | 1.6k | 515.23 |
|
| Servicenow (NOW) | 0.1 | $742k | NEW | 7.5k | 99.28 |
|
| Cadence Design Systems (CDNS) | 0.1 | $741k | NEW | 2.0k | 375.32 |
|
| Fortinet (FTNT) | 0.1 | $692k | NEW | 4.5k | 153.62 |
|
| Snowflake Ord Com Shs (SNOW) | 0.1 | $600k | NEW | 2.4k | 254.50 |
|
| Datadog Cl A Ord Cl A Com (DDOG) | 0.1 | $586k | NEW | 2.3k | 260.36 |
|
| Synopsys (SNPS) | 0.1 | $582k | NEW | 1.3k | 446.07 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $576k | NEW | 2.8k | 205.02 |
|
| Cloudflare Cl A Ord Cl A Com (NET) | 0.1 | $547k | -97% | 2.2k | 245.28 |
|
| Teradyne (TER) | 0.1 | $542k | NEW | 1.1k | 483.84 |
|
| Accenture Cl A Ord Shs Class A (ACN) | 0.1 | $541k | NEW | 4.4k | 124.44 |
|
| Intuit (INTU) | 0.1 | $514k | NEW | 2.0k | 261.00 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $503k | NEW | 1.8k | 281.03 |
|
| Ciena Ord Com New (CIEN) | 0.1 | $496k | -96% | 1.0k | 490.56 |
|
| Motorola Solutions Ord Com New (MSI) | 0.1 | $495k | -82% | 1.2k | 415.29 |
|
| Astera Labs (ALAB) | 0.1 | $466k | NEW | 964.00 | 483.02 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $459k | NEW | 332.00 | 1382.36 |
|
| Keysight Technologies (KEYS) | 0.1 | $431k | -98% | 1.2k | 350.07 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $428k | NEW | 9.5k | 45.11 |
|
| Flex Ord Ord (FLEX) | 0.1 | $424k | NEW | 2.6k | 162.07 |
|
| Te Connectivity Ord Ord Shs (TEL) | 0.1 | $422k | NEW | 2.1k | 201.61 |
|
| Nebius Cl A Ord Shs Class A (NBIS) | 0.1 | $399k | NEW | 1.4k | 276.17 |
|
| Microchip Technology (MCHP) | 0.1 | $349k | NEW | 3.8k | 91.20 |
|
| Credo Technology Group Holding Ord Ordinary Shares (CRDO) | 0.1 | $321k | NEW | 1.2k | 271.95 |
|
| Celestica (CLS) | 0.1 | $299k | NEW | 821.00 | 364.57 |
|
| Autodesk (ADSK) | 0.0 | $294k | NEW | 1.5k | 194.42 |
|
| Jabil Circuit (JBL) | 0.0 | $292k | NEW | 758.00 | 385.48 |
|
| ON Semiconductor (ON) | 0.0 | $265k | NEW | 2.8k | 94.54 |
|
| Roper Industries (ROP) | 0.0 | $248k | NEW | 732.00 | 338.39 |
|
| Qnity Electronics Ord Common Stock (Q) | 0.0 | $238k | NEW | 1.5k | 163.31 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $220k | NEW | 330.00 | 666.90 |
|
| NetApp (NTAP) | 0.0 | $218k | NEW | 1.4k | 154.76 |
|
| Twilio Cl A Ord Cl A (TWLO) | 0.0 | $214k | NEW | 1.0k | 206.33 |
|
Past Filings by Science & Technology Partners
SEC 13F filings are viewable for Science & Technology Partners going back to 2026
- Science & Technology Partners 2026 Q2 filed Aug. 14, 2026
- Science & Technology Partners 2026 Q1 filed May 15, 2026