Science & Technology Partners as of June 30, 2026
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 | 165k | 200.09 | |
| Guardant Health (GH) | 5.3 | $31M | 209k | 150.03 | |
| Apple (AAPL) | 5.1 | $30M | 105k | 289.36 | |
| Natera (NTRA) | 5.0 | $30M | 110k | 271.45 | |
| Coherent Corp (COHR) | 5.0 | $30M | 75k | 394.47 | |
| Lam Research Corp Com New (LRCX) | 4.7 | $28M | 65k | 433.33 | |
| Planet Labs Pbc Com Cl A (PL) | 4.6 | $27M | 825k | 33.13 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 4.4 | $26M | 468k | 55.86 | |
| Bloom Energy Corp Com Cl A (BE) | 4.3 | $26M | 85k | 302.70 | |
| Aehr Test Systems (AEHR) | 4.0 | $24M | 249k | 96.06 | |
| Eli Lilly & Co. (LLY) | 4.0 | $23M | 20k | 1199.43 | |
| Spire Global Com Cl A New (SPIR) | 3.6 | $22M | 1.2M | 18.60 | |
| Sitime Corp (SITM) | 3.5 | $21M | 28k | 745.56 | |
| Microsoft Corporation (MSFT) | 3.2 | $19M | 51k | 373.02 | |
| Axsome Therapeutics (AXSM) | 3.0 | $18M | 73k | 244.77 | |
| Lumentum Hldgs (LITE) | 2.6 | $16M | 18k | 858.06 | |
| Terawulf (WULF) | 2.3 | $14M | 546k | 24.70 | |
| Neurocrine Biosciences (NBIX) | 2.3 | $13M | 80k | 168.53 | |
| Twist Bioscience Corp (TWST) | 2.2 | $13M | 129k | 102.88 | |
| Brightspring Health Svcs (BTSG) | 2.1 | $12M | 176k | 69.74 | |
| Broadcom (AVGO) | 2.0 | $12M | 32k | 377.75 | |
| Corning Incorporated (GLW) | 1.8 | $11M | 42k | 255.43 | |
| Micron Technology (MU) | 1.6 | $9.3M | 8.1k | 1154.29 | |
| Dpc Holdings Ordinary Shares | 1.3 | $7.8M | 159k | 49.06 | |
| Ge Vernova (GEV) | 1.3 | $7.8M | 6.6k | 1174.86 | |
| T1 Energy Com New (TE) | 1.2 | $7.3M | 775k | 9.48 | |
| Genedx Holdings Corp Com Cl A (WGS) | 1.2 | $7.3M | 106k | 68.65 | |
| Advanced Micro Devices (AMD) | 1.1 | $6.8M | 12k | 580.91 | |
| UnitedHealth (UNH) | 1.0 | $6.1M | 15k | 415.63 | |
| Molina Healthcare (MOH) | 0.9 | $5.1M | 22k | 228.70 | |
| Intel Corporation (INTC) | 0.7 | $4.4M | 31k | 139.63 | |
| Applied Materials (AMAT) | 0.7 | $4.1M | 5.7k | 723.00 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $3.7M | 21k | 170.86 | |
| Cisco Systems (CSCO) | 0.6 | $3.3M | 28k | 117.46 | |
| Kla Ord Com New (KLAC) | 0.5 | $2.8M | 9.4k | 301.71 | |
| Palo Alto Networks (PANW) | 0.3 | $2.0M | 5.8k | 341.02 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $1.9M | 6.5k | 298.07 | |
| International Business Machines (IBM) | 0.3 | $1.9M | 6.7k | 281.21 | |
| Palantir Technologies Cl A Ord Cl A (PLTR) | 0.3 | $1.8M | 16k | 116.67 | |
| Marvell Technology (MRVL) | 0.3 | $1.8M | 6.1k | 297.89 | |
| Oracle Corporation (ORCL) | 0.3 | $1.8M | 12k | 146.55 | |
| Western Digital (WDC) | 0.3 | $1.6M | 2.5k | 638.72 | |
| Amphenol Cl A Ord Cl A (APH) | 0.3 | $1.6M | 8.8k | 176.32 | |
| Seagate Technology Holdings Ord Ord Shs (STX) | 0.3 | $1.5M | 1.5k | 965.00 | |
| Qualcomm (QCOM) | 0.2 | $1.4M | 7.6k | 184.79 | |
| Analog Devices (ADI) | 0.2 | $1.4M | 3.5k | 397.17 | |
| Crowdstrike Holdings Cl A Ord Cl A (CRWD) | 0.2 | $1.4M | 1.8k | 763.14 | |
| Arista Networks Ord Com Shs (ANET) | 0.2 | $1.3M | 7.6k | 169.88 | |
| Shopify Cl A Sub Vtg Ord Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.0M | 8.8k | 114.37 | |
| Dell Technologies Cl C Ord CL C (DELL) | 0.2 | $930k | 2.2k | 431.46 | |
| salesforce (CRM) | 0.2 | $892k | 5.7k | 156.66 | |
| Applovin Cl A Ord Com Cl A (APP) | 0.1 | $849k | 1.6k | 515.23 | |
| Servicenow (NOW) | 0.1 | $742k | 7.5k | 99.28 | |
| Cadence Design Systems (CDNS) | 0.1 | $741k | 2.0k | 375.32 | |
| Fortinet (FTNT) | 0.1 | $692k | 4.5k | 153.62 | |
| Snowflake Ord Com Shs (SNOW) | 0.1 | $600k | 2.4k | 254.50 | |
| Datadog Cl A Ord Cl A Com (DDOG) | 0.1 | $586k | 2.3k | 260.36 | |
| Synopsys (SNPS) | 0.1 | $582k | 1.3k | 446.07 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $576k | 2.8k | 205.02 | |
| Cloudflare Cl A Ord Cl A Com (NET) | 0.1 | $547k | 2.2k | 245.28 | |
| Teradyne (TER) | 0.1 | $542k | 1.1k | 483.84 | |
| Accenture Cl A Ord Shs Class A (ACN) | 0.1 | $541k | 4.4k | 124.44 | |
| Intuit (INTU) | 0.1 | $514k | 2.0k | 261.00 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $503k | 1.8k | 281.03 | |
| Ciena Ord Com New (CIEN) | 0.1 | $496k | 1.0k | 490.56 | |
| Motorola Solutions Ord Com New (MSI) | 0.1 | $495k | 1.2k | 415.29 | |
| Astera Labs (ALAB) | 0.1 | $466k | 964.00 | 483.02 | |
| Monolithic Power Systems (MPWR) | 0.1 | $459k | 332.00 | 1382.36 | |
| Keysight Technologies (KEYS) | 0.1 | $431k | 1.2k | 350.07 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $428k | 9.5k | 45.11 | |
| Flex Ord Ord (FLEX) | 0.1 | $424k | 2.6k | 162.07 | |
| Te Connectivity Ord Ord Shs (TEL) | 0.1 | $422k | 2.1k | 201.61 | |
| Nebius Cl A Ord Shs Class A (NBIS) | 0.1 | $399k | 1.4k | 276.17 | |
| Microchip Technology (MCHP) | 0.1 | $349k | 3.8k | 91.20 | |
| Credo Technology Group Holding Ord Ordinary Shares (CRDO) | 0.1 | $321k | 1.2k | 271.95 | |
| Celestica (CLS) | 0.1 | $299k | 821.00 | 364.57 | |
| Autodesk (ADSK) | 0.0 | $294k | 1.5k | 194.42 | |
| Jabil Circuit (JBL) | 0.0 | $292k | 758.00 | 385.48 | |
| ON Semiconductor (ON) | 0.0 | $265k | 2.8k | 94.54 | |
| Roper Industries (ROP) | 0.0 | $248k | 732.00 | 338.39 | |
| Qnity Electronics Ord Common Stock (Q) | 0.0 | $238k | 1.5k | 163.31 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $220k | 330.00 | 666.90 | |
| NetApp (NTAP) | 0.0 | $218k | 1.4k | 154.76 | |
| Twilio Cl A Ord Cl A (TWLO) | 0.0 | $214k | 1.0k | 206.33 |
