Science & Technology Partners, L.P.
13F Reported Value
ⓘ$593.3M
Holdings
84
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (58.8% 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
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$33.0M164,870 sh - 39.0#2,164
Quality
$31.3M208,817 sh - 76.4#84
Quality
$30.4M104,985 sh - 53.5
Quality
$29.8M109,880 sh - 58.5
Quality
$29.5M74,725 sh - 79.4
Quality
$28.1M64,913 sh - 38.4
Quality
$27.3M824,733 sh - —
Quality
$26.1M468,000 sh - 66.2
Quality
$25.8M85,210 sh - 16.5
Quality
$23.9M249,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $33.0M | 164,870 |
 Guardant Health, Inc.$GH | 39.0#2,164 | $31.3M | 208,817 |
 Apple Inc.$AAPL | 76.4#84 | $30.4M | 104,985 |
 Natera, Inc.$NTRA | 53.5 | $29.8M | 109,880 |
 COHERENT CORP.$COHR | 58.5 | $29.5M | 74,725 |
 LAM RESEARCH CORP$LRCX | 79.4 | $28.1M | 64,913 |
 Planet Labs PBC$PL | 38.4 | $27.3M | 824,733 |
 Forgent Power Solutions, Inc.$FPS | — | $26.1M | 468,000 |
 Bloom Energy Corp$BE | 66.2 | $25.8M | 85,210 |
 AEHR TEST SYSTEMS$AEHR | 16.5 | $23.9M | 249,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Science & Technology Partners, L.P.'s 84 positions.
Showing top 10 of 84 holdings.
Sector Allocation
Technology
$349.0M
Healthcare
$159.9M
Industrials
$31.0M
Communication Services
$21.5M
Materials
$18.4M
Financials
$13.5M
Full Holdings — Science & Technology Partners, L.P. (Q2 2026)
All 84 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 | $NVDA | NVIDIA CORP | $33.0M | 5.6% | +381% | 85.9 |
| 2 | $GH | Guardant Health, Inc. | $31.3M | 5.3% | NEW | 39 |
| 3 | $AAPL | Apple Inc. | $30.4M | 5.1% | +747% | 76.4 |
| 4 | $NTRA | Natera, Inc. | $29.8M | 5.0% | +10% | 53.5 |
| 5 | $COHR | COHERENT CORP. | $29.5M | 5.0% | -15% | 58.5 |
| 6 | $LRCX | LAM RESEARCH CORP | $28.1M | 4.7% | -40% | 79.4 |
| 7 | $PL | Planet Labs PBC | $27.3M | 4.6% | +43% | 38.4 |
| 8 | $FPS | Forgent Power Solutions, Inc. | $26.1M | 4.4% | NEW | — |
| 9 | $BE | Bloom Energy Corp | $25.8M | 4.3% | -44% | 66.2 |
| 10 | $AEHR | AEHR TEST SYSTEMS | $23.9M | 4.0% | NEW | 16.5 |
| 11 |  $LLY | ELI LILLY & Co | $23.4M | 4.0% | NEW | 87.5 |
| 12 |  $SPIR | Spire Global, Inc. | $21.5M | 3.6% | NEW | 12.5 |
| 13 |  $SITM | SITIME Corp | $20.8M | 3.5% | +277% | 66.1 |
| 14 |  $MSFT | MICROSOFT CORP | $18.8M | 3.2% | NEW | 79.8 |
| 15 |  $AXSM | Axsome Therapeutics, Inc. | $17.9M | 3.0% | NEW | 40.8 |
| 16 |  $LITE | Lumentum Holdings Inc. | $15.5M | 2.6% | -52% | 44.3 |
| 17 |  $WULF | TERAWULF INC. | $13.5M | 2.3% | NEW | 33.8 |
| 18 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $13.4M | 2.3% | NEW | 76.5 |
| 19 |  $TWST | Twist Bioscience Corp | $13.3M | 2.2% | NEW | 33.9 |
| 20 |  $BTSG | BrightSpring Health Services, Inc. | $12.3M | 2.1% | NEW | 63.3 |
| 21 |  $AVGO | Broadcom Inc. | $12.1M | 2.0% | +251% | 84.5 |
| 22 |  $GLW | CORNING INC /NY | $10.6M | 1.8% | +153% | 73.7 |
| 23 |  $MU | MICRON TECHNOLOGY INC | $9.3M | 1.6% | -52% | 86.2 |
| 24 |  $DPC | DPC Holdings PLC | $7.8M | 1.3% | NEW | — |
| 25 |  $GEV | GE Vernova Inc. | $7.8M | 1.3% | +247% | 81.1 |
| 26 |  $TE | T1 Energy Inc. | $7.3M | 1.2% | NEW | 38.2 |
| 27 |  $WGS | GeneDx Holdings Corp. | $7.3M | 1.2% | -56% | 35.4 |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $6.8M | 1.1% | NEW | 79.8 |
| 29 |  $UNH | UNITEDHEALTH GROUP INC | $6.1M | 1.0% | NEW | 62.7 |
| 30 |  $MOH | MOLINA HEALTHCARE, INC. | $5.1M | 0.8% | NEW | 56.5 |
| 31 |  $INTC | INTEL CORP | $4.4M | 0.7% | NEW | 45.6 |
| 32 |  $AMAT | APPLIED MATERIALS INC /DE | $4.1M | 0.7% | -74% | 72.3 |
| 33 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $3.7M | 0.6% | NEW | — |
| 34 |  $CSCO | CISCO SYSTEMS, INC. | $3.3M | 0.6% | +17% | 70.3 |
| 35 |  $KLAC | KLA CORP | $2.8M | 0.5% | NEW | 78.6 |
| 36 |  $PANW | Palo Alto Networks Inc | $2.0M | 0.3% | NEW | 65.5 |
| 37 |  $TXN | TEXAS INSTRUMENTS INC | $1.9M | 0.3% | NEW | 73.4 |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.3% | NEW | 70 |
| 39 |  $PLTR | Palantir Technologies Inc. | $1.8M | 0.3% | -70% | 84.6 |
| 40 |  $MRVL | Marvell Technology, Inc. | $1.8M | 0.3% | NEW | 76.5 |
| 41 |  $ORCL | ORACLE CORP | $1.8M | 0.3% | NEW | 66.2 |
| 42 |  $WDC | WESTERN DIGITAL CORP | $1.6M | 0.3% | NEW | 80.7 |
| 43 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.3% | NEW | 79.3 |
| 44 |  $STX | Seagate Technology Holdings plc | $1.5M | 0.3% | -79% | — |
| 45 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.2% | NEW | 70.5 |
| 46 |  $ADI | ANALOG DEVICES INC | $1.4M | 0.2% | -78% | 79.2 |
| 47 |  $CRWD | CrowdStrike Holdings, Inc. | $1.4M | 0.2% | NEW | 67.7 |
| 48 |  $ANET | Arista Networks, Inc. | $1.3M | 0.2% | NEW | 81.9 |
| 49 |  $SHOP | SHOPIFY INC. | $1.0M | 0.2% | NEW | 64.9 |
| 50 |  $DELL | Dell Technologies Inc. | $929,796 | 0.2% | NEW | 71.2 |
| 51 |  $CRM | Salesforce, Inc. | $892,179 | 0.1% | NEW | 77 |
| 52 |  $APP | AppLovin Corp | $849,099 | 0.1% | NEW | 84.4 |
| 53 |  $NOW | ServiceNow, Inc. | $742,317 | 0.1% | NEW | 72.9 |
| 54 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $740,882 | 0.1% | NEW | 72.6 |
| 55 |  $FTNT | Fortinet, Inc. | $691,751 | 0.1% | NEW | 80.1 |
| 56 |  $SNOW | Snowflake Inc. | $599,857 | 0.1% | NEW | 54.9 |
| 57 |  $DDOG | Datadog, Inc. | $586,331 | 0.1% | NEW | 71.4 |
| 58 |  $SNPS | SYNOPSYS INC | $581,675 | 0.1% | NEW | 67.9 |
| 59 |  $ADBE | ADOBE INC. | $576,106 | 0.1% | NEW | 77.6 |
| 60 |  $NET | Cloudflare, Inc. | $546,729 | 0.1% | -98% | 56.4 |
| 61 |  $TER | TERADYNE, INC | $542,385 | 0.1% | NEW | 77.3 |
| 62 |  $ACN | Accenture plc | $541,314 | 0.1% | NEW | — |
| 63 |  $INTU | INTUIT INC. | $514,170 | 0.1% | NEW | 79.3 |
| 64 |  $NXPI | NXP Semiconductors N.V. | $503,325 | 0.1% | NEW | — |
| 65 |  $CIEN | CIENA CORP | $496,447 | 0.1% | -96% | 72.9 |
| 66 |  $MSI | Motorola Solutions, Inc. | $495,441 | 0.1% | -83% | 71.8 |
| 67 |  $ALAB | Astera Labs, Inc. | $465,631 | 0.1% | NEW | 75.1 |
| 68 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $458,944 | 0.1% | NEW | 73.3 |
| 69 |  $KEYS | Keysight Technologies, Inc. | $430,936 | 0.1% | -99% | 71.4 |
| 70 |  $HPE | Hewlett Packard Enterprise Co | $428,365 | 0.1% | NEW | 70.5 |
| 71 |  $FLEX | FLEX LTD. | $423,813 | 0.1% | NEW | — |
| 72 |  $TEL | TE Connectivity plc | $422,171 | 0.1% | NEW | — |
| 73 |  $NBIS | Nebius Group N.V. | $398,789 | 0.1% | NEW | — |
| 74 |  $MCHP | MICROCHIP TECHNOLOGY INC | $348,475 | 0.1% | NEW | 52.9 |
| 75 |  $CRDO | Credo Technology Group Holding Ltd | $320,629 | 0.1% | NEW | 55.1 |
| 76 |  $CLS | CELESTICA INC | $299,316 | 0.1% | NEW | 69.8 |
| 77 |  $ADSK | Autodesk, Inc. | $294,352 | 0.1% | NEW | 78.6 |
| 78 |  $JBL | JABIL INC | $292,194 | 0.1% | NEW | 57.4 |
| 79 |  $ON | ON SEMICONDUCTOR CORP | $264,712 | 0.0% | NEW | 55 |
| 80 |  $ROP | ROPER TECHNOLOGIES INC | $247,701 | 0.0% | NEW | 71.9 |
| 81 |  $Q | Qnity Electronics, Inc. | $237,453 | 0.0% | NEW | 68.4 |
| 82 |  $TDY | TELEDYNE TECHNOLOGIES INC | $220,077 | 0.0% | NEW | 67.2 |
| 83 |  $NTAP | NetApp, Inc. | $217,902 | 0.0% | NEW | 66.8 |
| 84 |  $TWLO | TWILIO INC | $213,552 | 0.0% | NEW | 70.4 |
New Positions (61)
$GH Guardant Health, Inc.$31.3M$FPS Forgent Power Solutions, Inc.$26.1M$AEHR AEHR TEST SYSTEMS$23.9M$LLY ELI LILLY & Co$23.4M$SPIR Spire Global, Inc.$21.5M$MSFT MICROSOFT CORP$18.8M$AXSM Axsome Therapeutics, Inc.$17.9M$WULF TERAWULF INC.$13.5M$NBIX NEUROCRINE BIOSCIENCES INC$13.4M$TWST Twist Bioscience Corp$13.3M$BTSG BrightSpring Health Services, Inc.$12.3M$DPC DPC Holdings PLC$7.8M$TE T1 Energy Inc.$7.3M$AMD ADVANCED MICRO DEVICES INC$6.8M$UNH UNITEDHEALTH GROUP INC$6.1MExited Positions (20)
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$CAMT CAMTEK LTD
$RKLB Rocket Lab Corp
$NOK NOKIA CORP
$AMPX Amprius Technologies, Inc.
$TSEM TOWER SEMICONDUCTOR LTD
$DOCN DigitalOcean Holdings, Inc.
$SNDK Sandisk Corp
$ASML ASML HOLDING NV
$KRMN Karman Holdings Inc.
$LUNR Intuitive Machines, Inc.
$FSLY Fastly, Inc.
$AKAM AKAMAI TECHNOLOGIES INC
$AEIS ADVANCED ENERGY INDUSTRIES INC
$VRSN VERISIGN INC/CABrowse Top Institutional Investors
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