Science & Technology Partners, L.P.
13F Reported Value
ⓘ$382.2M
incl. option notional
Equity Holdings
ⓘ$381.8M
Option Notional
ⓘ$333,660
$0 puts / $333,660 calls
Holdings
43
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Science & Technology Partners, L.P. disclosed 43 positions worth $382.2M in its Form 13F-HR for Q1 2026 — $381.8M in common stock plus $333,660 of put/call option positions (reported at underlying notional value, not premium at risk), led by $LITE (Lumentum Holdings Inc.) at 6.9% of the equity portfolio, followed by $KEYS and $LRCX. During the quarter the fund opened 29 new positions and exited 11 — including a new stake in $KEYS and a full exit from $APP. The portfolio is most concentrated in Technology (75.5% of disclosed assets). All figures are sourced directly from Science & Technology Partners, L.P.’s Form 13F-HR filing with the SEC under CIK 2029433.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 63.4#685
Quality
$26.5M37,720 sh - 72.3#230
Quality
$24.4M86,440 sh - 82.4#23
Quality
$23.2M108,700 sh - 52.6
Quality
$22.0M106,525 sh - 64.0
Quality
$21.0M88,240 sh - 54.4
Quality
$20.6M151,850 sh - 46.4
Quality
$19.9M99,732 sh - $18.1M53,700 sh
- 42.2
Quality
$16.2M577,840 sh - —
Quality
$16.0M105,669 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Lumentum Holdings Inc.$LITE | 63.4#685 | $26.5M | 37,720 |
 Keysight Technologies, Inc.$KEYS | 72.3#230 | $24.4M | 86,440 |
 LAM RESEARCH CORP$LRCX | 82.4#23 | $23.2M | 108,700 |
 Cloudflare, Inc.$NET | 52.6 | $22.0M | 106,525 |
 COHERENT CORP.$COHR | 64.0 | $21.0M | 88,240 |
 Bloom Energy Corp$BE | 54.4 | $20.6M | 151,850 |
 Natera, Inc.$NTRA | 46.4 | $19.9M | 99,732 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $18.1M | 53,700 |
 Planet Labs PBC$PL | 42.2 | $16.2M | 577,840 |
 CAMTEK LTD$CAMT | — | $16.0M | 105,669 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Science & Technology Partners, L.P.'s 43 positions.
Showing top 10 of 43 holdings.
Sector Allocation
Technology
$288.4M
Industrials
$55.7M
Healthcare
$35.4M
Materials
$2.2M
Real Estate
$73,300
Full Holdings — Science & Technology Partners, L.P. (Q1 2026)
All 43 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LITE | Lumentum Holdings Inc. | $26.5M | 6.9% | +122% | 63.4 |
| 2 | $KEYS | Keysight Technologies, Inc. | $24.4M | 6.4% | NEW | 72.3 |
| 3 | $LRCX | LAM RESEARCH CORP | $23.2M | 6.1% | -7% | 82.4 |
| 4 | $NET | Cloudflare, Inc. | $22.0M | 5.8% | NEW | 52.6 |
| 5 | $COHR | COHERENT CORP. | $21.0M | 5.5% | -30% | 64 |
| 6 | $BE | Bloom Energy Corp | $20.6M | 5.4% | +0% | 54.4 |
| 7 | $NTRA | Natera, Inc. | $19.9M | 5.2% | +26% | 46.4 |
| 8 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $18.1M | 4.8% | +20% | — |
| 9 | $PL | Planet Labs PBC | $16.2M | 4.2% | -39% | 42.2 |
| 10 | $CAMT | CAMTEK LTD | $16.0M | 4.2% | NEW | — |
| 11 |  $WGS | GeneDx Holdings Corp. | $15.5M | 4.1% | +20% | 38.6 |
| 12 |  $RKLB | Rocket Lab Corp | $15.2M | 4.0% | NEW | 37.2 |
| 13 |  $NOK | NOKIA CORP | $11.9M | 3.1% | NEW | — |
| 14 |  $CIEN | CIENA CORP | $10.7M | 2.8% | NEW | 70.7 |
| 15 |  $AMPX | Amprius Technologies, Inc. | $10.7M | 2.8% | NEW | 34.9 |
| 16 |  $TSEM | TOWER SEMICONDUCTOR LTD | $7.9M | 2.1% | NEW | — |
| 17 |  $PLTR | Palantir Technologies Inc. | $7.5M | 2.0% | +109% | 85.8 |
| 18 |  $AMAT | APPLIED MATERIALS INC /DE | $7.4M | 1.9% | NEW | 74.8 |
| 19 |  $NVDA | NVIDIA CORP | $6.0M | 1.6% | -49% | 90.2 |
| 20 |  $DOCN | DigitalOcean Holdings, Inc. | $5.9M | 1.6% | NEW | 73.7 |
| 21 |  $SNDK | Sandisk Corp | $5.9M | 1.6% | NEW | 88.8 |
| 22 |  $MU | MICRON TECHNOLOGY INC | $5.7M | 1.5% | NEW | 88.4 |
| 23 |  $ASML | ASML HOLDING NV | $5.3M | 1.4% | NEW | — |
| 24 |  $ADI | ANALOG DEVICES INC | $5.1M | 1.3% | NEW | 76.2 |
| 25 |  $KRMN | Karman Holdings Inc. | $4.4M | 1.1% | NEW | 56.1 |
| 26 |  $LUNR | Intuitive Machines, Inc. | $4.4M | 1.1% | NEW | 39.2 |
| 27 |  $FSLY | Fastly, Inc. | $4.4M | 1.1% | NEW | 40.2 |
| 28 |  $AKAM | AKAMAI TECHNOLOGIES INC | $4.2M | 1.1% | NEW | 62 |
| 29 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $4.2M | 1.1% | NEW | 61.9 |
| 30 |  $VRSN | VERISIGN INC/CA | $4.1M | 1.1% | NEW | 71.6 |
| 31 |  $TSLA | Tesla, Inc. | $3.3M | 0.9% | -84% | 50.1 |
| 32 |  $AAPL | Apple Inc. | $3.1M | 0.8% | NEW | 76.1 |
| 33 |  $MSI | Motorola Solutions, Inc. | $3.0M | 0.8% | NEW | 73.8 |
| 34 |  $STX | Seagate Technology Holdings plc | $2.8M | 0.7% | NEW | — |
| 35 |  $AVGO | Broadcom Inc. | $2.8M | 0.7% | -85% | 86.4 |
| 36 |  $SITM | SITIME Corp | $2.6M | 0.7% | -83% | 44.6 |
| 37 |  $GOOGL | Alphabet Inc. | $2.3M | 0.6% | -90% | 80.2 |
| 38 |  $GLW | CORNING INC /NY | $2.2M | 0.6% | NEW | 72.7 |
| 39 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.5% | NEW | 72.3 |
| 40 |  $GEV | GE Vernova Inc. | $1.7M | 0.4% | NEW | 70.1 |
| 41 |  $ONTO | ONTO INNOVATION INC. | $1.6M | 0.4% | NEW | 66.5 |
| 42 | $NOKCALL | NOKIA CORP | $333,660 | — | NEW | — |
| 43 |  $CTRE | CareTrust REIT, Inc. | $73,300 | 0.0% | NEW | 73.4 |
New Positions (29)
$KEYS Keysight Technologies, Inc.$24.4M$NET Cloudflare, Inc.$22.0M$CAMT CAMTEK LTD$16.0M$RKLB Rocket Lab Corp$15.2M$NOK NOKIA CORP$11.9M$CIEN CIENA CORP$10.7M$AMPX Amprius Technologies, Inc.$10.7M$TSEM TOWER SEMICONDUCTOR LTD$7.9M$AMAT APPLIED MATERIALS INC /DE$7.4M$DOCN DigitalOcean Holdings, Inc.$5.9M$SNDK Sandisk Corp$5.9M$MU MICRON TECHNOLOGY INC$5.7M$ASML ASML HOLDING NV$5.3M$ADI ANALOG DEVICES INC$5.1M$KRMN Karman Holdings Inc.$4.4M
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