Science & Technology Partners as of March 31, 2026
Portfolio Holdings for Science & Technology Partners
Science & Technology Partners holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 6.9 | $27M | 38k | 702.76 | |
| Keysight Technologies (KEYS) | 6.4 | $24M | 86k | 282.37 | |
| Lam Research Corp Com New (LRCX) | 6.1 | $23M | 109k | 213.66 | |
| Cloudflare Cl A Com (NET) | 5.8 | $22M | 107k | 206.34 | |
| Coherent Corp (COHR) | 5.5 | $21M | 88k | 238.21 | |
| Bloom Energy Corp Com Cl A (BE) | 5.4 | $21M | 152k | 135.49 | |
| Natera (NTRA) | 5.2 | $20M | 100k | 199.99 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.7 | $18M | 54k | 337.95 | |
| Planet Labs Pbc Com Cl A (PL) | 4.2 | $16M | 578k | 27.95 | |
| Camtek Ord (CAMT) | 4.2 | $16M | 106k | 151.61 | |
| Genedx Holdings Corp Com Cl A (WGS) | 4.1 | $16M | 241k | 64.22 | |
| Rocket Lab Corp (RKLB) | 4.0 | $15M | 237k | 64.22 | |
| Nokia Corp Sponsored Adr Call Option (NOK) | 3.2 | $12M | 1.5M | 8.04 | |
| Ciena Corp Com New (CIEN) | 2.8 | $11M | 28k | 388.23 | |
| Amprius Technologies Common Stock (AMPX) | 2.8 | $11M | 635k | 16.86 | |
| Tower Semiconductor Shs New (TSEM) | 2.1 | $7.9M | 45k | 175.48 | |
| Palantir Technologies Cl A (PLTR) | 2.0 | $7.5M | 51k | 146.28 | |
| Applied Materials (AMAT) | 1.9 | $7.4M | 22k | 341.79 | |
| NVIDIA Corporation (NVDA) | 1.6 | $6.0M | 34k | 174.40 | |
| Digitalocean Hldgs (DOCN) | 1.5 | $5.9M | 69k | 85.78 | |
| Sandisk Corp (SNDK) | 1.5 | $5.9M | 9.3k | 635.34 | |
| Micron Technology (MU) | 1.5 | $5.7M | 17k | 337.84 | |
| Asml Holding Adr Rep Ord N Y Registry Shs (ASML) | 1.4 | $5.3M | 4.0k | 1320.83 | |
| Analog Devices (ADI) | 1.3 | $5.1M | 16k | 318.14 | |
| Karman Hldgs Common Stock (KRMN) | 1.2 | $4.4M | 55k | 80.05 | |
| Intuitive Machines Class A Com (LUNR) | 1.2 | $4.4M | 237k | 18.56 | |
| Fastly Cl A (FSLY) | 1.1 | $4.4M | 151k | 29.06 | |
| Akamai Technologies (AKAM) | 1.1 | $4.2M | 37k | 114.85 | |
| Advanced Energy Industries (AEIS) | 1.1 | $4.2M | 13k | 322.71 | |
| Verisign (VRSN) | 1.1 | $4.1M | 16k | 248.36 | |
| Tesla Motors (TSLA) | 0.9 | $3.3M | 9.0k | 371.75 | |
| Apple (AAPL) | 0.8 | $3.1M | 12k | 253.79 | |
| Motorola Solutions Ord Com New (MSI) | 0.8 | $3.0M | 6.9k | 433.97 | |
| Seagate Technology (STX) | 0.7 | $2.8M | 7.2k | 391.76 | |
| Broadcom (AVGO) | 0.7 | $2.8M | 9.2k | 309.51 | |
| Sitime Corp (SITM) | 0.7 | $2.6M | 7.4k | 345.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.3M | 8.0k | 286.86 | |
| Corning Incorporated (GLW) | 0.6 | $2.2M | 16k | 135.97 | |
| Cisco Systems (CSCO) | 0.5 | $1.9M | 24k | 77.59 | |
| Ge Vernova (GEV) | 0.4 | $1.7M | 1.9k | 872.90 | |
| Onto Innovation (ONTO) | 0.4 | $1.6M | 7.8k | 205.07 | |
| Caretrust Reit (CTRE) | 0.0 | $73k | 2.0k | 36.65 |
