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Science & Technology Partners, L.P.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2029433
Institutional-grade research for retail investors

Sector Allocation

  • Technology62.7%$372.2M
  • Healthcare27.0%$159.9M
  • Communication Services3.6%$21.5M
  • Materials3.1%$18.4M
  • Financials2.3%$13.5M
  • Industrials1.3%$7.8M

AUM History

13fpro.ai/research/fund/science-and-technology-partners-l-p-2029433

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/science-and-technology-partners-l-p-2029433

Science & Technology Partners, L.P. 13F holdings — Q2 2026

$593.3M portfolio (+55.3% QoQ) · 84 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio

All holdings — Science & Technology Partners, L.P. (Q2 2026)

84 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
LLY$LLYELI LILLY & Co$23.4MNew
SPIR$SPIRSpire Global, Inc.$21.5MNew
SITM$SITMSITIME Corp$20.8M+277%
MSFT$MSFTMICROSOFT CORP$18.8MNew
AXSM$AXSMAxsome Therapeutics, Inc.$17.9MNew
LITE$LITELumentum Holdings Inc.$15.5M-52%
WULF$WULFTERAWULF INC.$13.5MNew
NBIX$NBIXNEUROCRINE BIOSCIENCES INC$13.4MNew
TWST$TWSTTwist Bioscience Corp$13.3MNew
BTSG$BTSGBrightSpring Health Services, Inc.$12.3MNew
AVGO$AVGOBroadcom Inc.$12.1M+251%
GLW$GLWCORNING INC /NY$10.6M+153%
MU$MUMICRON TECHNOLOGY INC$9.3M-52%
DPC$DPCDPC Holdings PLC$7.8MNew
GEV$GEVGE Vernova Inc.$7.8M+247%

What changed in Q2 2026

Against the previous quarter's 13F: 61 new, 9 added to, 14 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.

New positions (61)

  • GH$GHGuardant Health, Inc.$31.3M

    first bought this quarter

  • FPS$FPSForgent Power Solutions, Inc.$26.1M

    first bought this quarter

  • AEHR$AEHRAEHR TEST SYSTEMS$23.9M

    first bought this quarter

  • LLY$LLYELI LILLY & Co$23.4M

    first bought this quarter

  • SPIR$SPIRSpire Global, Inc.$21.5M

    first bought this quarter

  • MSFT$MSFTMICROSOFT CORP$18.8M

    first bought this quarter

+55 more in the Excel export

Added to (9)

  • AAPL$AAPLApple Inc.+747%

    now $30.4M · held 2 qtrs, 2 adds in a row

  • NVDA$NVDANVIDIA CORP+381%

    now $33.0M · held 3 qtrs

  • SITM$SITMSITIME Corp+277%

    now $20.8M · held 3 qtrs

  • AVGO$AVGOBroadcom Inc.+251%

    now $12.1M · held 4+ qtrs

  • PL$PLPlanet Labs PBC+43%

    now $27.3M · held 3 qtrs

  • GLW$GLWCORNING INC /NY+153%

    now $10.6M · held 2 qtrs, 2 adds in a row

+3 more in the Excel export

Trimmed (14)

  • KEYS$KEYSKeysight Technologies, Inc.-99%

    now $431K · held 2 qtrs

  • NET$NETCloudflare, Inc.-98%

    now $547K · held 2 qtrs

  • BE$BEBloom Energy Corp-44%

    now $25.8M · held 4+ qtrs

  • LRCX$LRCXLAM RESEARCH CORP-40%

    now $28.1M · held 4+ qtrs, 2 trims in a row

  • LITE$LITELumentum Holdings Inc.-52%

    now $15.5M · held 3 qtrs

  • CIEN$CIENCIENA CORP-96%

    now $496K · held 2 qtrs

+8 more in the Excel export

Sold out (20)

  • TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDwas $18.1M

    held 4+ qtrs

  • CAMT$CAMTCAMTEK LTDwas $16.0M

    held 1 qtr

  • RKLB$RKLBRocket Lab Corpwas $15.2M

    held 1 qtr

  • NOK$NOKNOKIA CORPwas $11.9M

    held 1 qtr

  • AMPX$AMPXAmprius Technologies, Inc.was $10.7M

    held 1 qtr

  • TSEM$TSEMTOWER SEMICONDUCTOR LTDwas $7.9M

+14 more in the Excel export

Firm AUM (Form ADV): $425.5M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Science & Technology Partners, L.P. has filed, 6 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Science & Technology Partners, L.P.?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Science & Technology Partners, L.P.'s top 20 holdings: 58/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

-14.4%

Value-weighted move of the 10 largest stock positions

Turnover

63%

Last quarter

Top 10 weight

48%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

23%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Science & Technology Partners, L.P. disclosed 84 positions worth $593.3M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.6% of the equity portfolio, followed by $GH and $AAPL. During the quarter the fund opened 61 new positions and exited 20 — including a new stake in $GH and a full exit from $TSM. The portfolio is most concentrated in Technology (62.7% 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.

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AI-Powered Hedge Fund Analysis: Science & Technology Partners, L.P.

13F Pro is an AI hedge fund tracker and stock research platform. For Science & Technology Partners, L.P. (SEC CIK: 2029433), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Science & Technology Partners, L.P.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.