Scientech Research LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011556
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$123.4M

Holdings

224

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Scientech Research LLC disclosed 224 positions worth $123.4M in its Form 13F-HR for Q2 2026, led by $MXL (MAXLINEAR, INC) at 1.9% of the equity portfolio, followed by $FCEL and $ALAB. During the quarter the fund opened 185 new positions and exited 410 — including a new stake in $MXL and a full exit from $APLD. The portfolio is most concentrated in Technology (40.9% of disclosed assets). All figures are sourced directly from Scientech Research LLC’s Form 13F-HR filing with the SEC under CIK 2011556.

Sector Allocation

TechnologyHealthcareOtherFinancialsIndustrialsMaterials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Scientech Research LLC's 224 positions.

Showing top 10 of 224 holdings.

Sector Allocation

Technology

$50.5M

Healthcare

$20.7M

Other

$19.0M

Financials

$10.4M

Industrials

$10.2M

Materials

$3.8M

Consumer Discretionary

$3.0M

Energy

$2.4M

Full Holdings — Scientech Research LLC (Q2 2026)

All 224 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
MXL$MXLMAXLINEAR, INC$2.3M
FCEL$FCELFUELCELL ENERGY INC$2.2M
ALAB$ALABAstera Labs, Inc.$2.1M
SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.1M
AMAT$AMATAPPLIED MATERIALS INC /DE$2.1M
PANW$PANWPalo Alto Networks Inc$2.1M
TSLA$TSLATesla, Inc.$2.0M
CRWD$CRWDCrowdStrike Holdings, Inc.$2.0M
TEM$TEMTempus AI, Inc.$2.0M
SNDK$SNDKSandisk Corp$1.9M
MSTR$MSTRStrategy Inc$1.9M
MRNA$MRNAModerna, Inc.$1.9M
DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$1.9M
NBIS$NBISNebius Group N.V.$1.9M
QNT$QNTQuantinuum Inc.$1.9M
TER$TERTERADYNE, INC$1.8M
BLZE$BLZEBackblaze, Inc.$1.8M
OUST$OUSTOuster, Inc.$1.8M
BLLN$BLLNBillionToOne, Inc.$1.7M
CBRS$CBRSCerebras Systems Inc.$1.7M
THEMES ETF TR - LEVERAGE SHS 2X$1.6M
TLN$TLNTalen Energy Corp$1.6M
INTC$INTCINTEL CORP$1.5M
KYMR$KYMRKymera Therapeutics, Inc.$1.5M
PROSHARES TR - ULTRAPRO QQQ$1.5M
CHURCHILL CAP CORP XI - CL A ORD SHS$1.5M
SEZL$SEZLSezzle Inc.$1.5M
ABSI$ABSIAbsci Corp$1.4M
THEMES ETF TR - LEVERAGE SHS 2X$1.3M
ASST$ASSTStrive, Inc.$1.3M
TENB$TENBTenable Holdings, Inc.$1.3M
PTRN$PTRNPattern Group Inc.$1.3M
TXN$TXNTEXAS INSTRUMENTS INC$1.2M
NVTS$NVTSNavitas Semiconductor Corp$1.2M
NTLA$NTLAIntellia Therapeutics, Inc.$1.2M
UAL$UALUnited Airlines Holdings, Inc.$1.2M
BTDR$BTDRBitdeer Technologies Group$1.2M
PRAX$PRAXPraxis Precision Medicines, Inc.$1.1M
AMD$AMDADVANCED MICRO DEVICES INC$1.1M
LRCX$LRCXLAM RESEARCH CORP$1.1M
DIREXION SHARES ETF TRUST - DAIL MS KORE ETF$1.1M
FN$FNFabrinet$1.1M
ETF OPPORTUNITIES TRUST - T RE 2X MSTR ETF$1.0M
RKLB$RKLBRocket Lab Corp$997,593
DAVE$DAVEDave Inc./DE$942,280
ON$ONON SEMICONDUCTOR CORP$940,673
AEIS$AEISADVANCED ENERGY INDUSTRIES INC$895,634
FORM$FORMFORMFACTOR INC$851,467
SRRK$SRRKScholar Rock Holding Corp$843,755
KLAC$KLACKLA CORP$812,203
AIP$AIPArteris, Inc.$810,967
TEAM$TEAMAtlassian Corp$810,494
AXON$AXONAXON ENTERPRISE, INC.$791,581
LLY$LLYELI LILLY & Co$765,236
WWD$WWDWoodward, Inc.$764,941
GRANITESHARES ETF TR - GRANITE 2X LONG$756,666
NESR$NESRNational Energy Services Reunited Corp.$753,548
VST$VSTVistra Corp.$740,485
HTZ$HTZHERTZ GLOBAL HOLDINGS, INC$716,456
OKTA$OKTAOkta, Inc.$704,764
BB$BBBLACKBERRY Ltd$700,810
DDOG$DDOGDatadog, Inc.$687,611
EHC$EHCEncompass Health Corp$678,146
PCT$PCTPureCycle Technologies, Inc.$656,067
POET$POETPOET TECHNOLOGIES INC.$649,346
IVZ$IVZInvesco Ltd.$646,476
ISHARES TR - US HOME CONS ETF$636,492
BOT$BOTRoboStrategy, Inc.$613,621
INIO$INIOINNIO N.V.$613,104
DRTS$DRTSAlpha Tau Medical Ltd.$575,560
DIREXION SHARES ETF TRUST - DAILY INTC BULL$573,109
VKTX$VKTXViking Therapeutics, Inc.$563,929
YMM$YMMFull Truck Alliance Co. Ltd.$557,918
PROSHARES TR II - ULTRA BLOOMBERG$540,870
SLV$SLViShares Silver Trust$527,909
GRANITESHARES ETF TR - 2X LONG INTC ETF$521,090
PROSHARES TR - ULTRA BITCO ETF$516,167
QLYS$QLYSQUALYS, INC.$510,775
COGT$COGTCogent Biosciences, Inc.$510,182
TWST$TWSTTwist Bioscience Corp$497,425
NTRA$NTRANatera, Inc.$495,939
CCJ$CCJCAMECO CORP$472,121
PRIM$PRIMPrimoris Services Corp$471,415
SOC$SOCSable Offshore Corp.$455,255
WPM$WPMWheaton Precious Metals Corp.$449,954
INVESTMENT MANAGERS SER TR - TRADR 2X LONG$442,177
USO$USOUnited States Oil Fund, LP$420,864
ALOY$ALOYREALLOYS INC.$413,414
TIDAL TRUST II - DEFI DA POET ETF$412,615
AGQ$AGQProShares Trust II$411,324
AUB$AUBAtlantic Union Bankshares Corp$408,884
GLW$GLWCORNING INC /NY$406,900
ISHARES TR - CORE S&P500 ETF$401,405
VSAT$VSATVIASAT INC$400,912
LESL$LESLLeslie's, Inc.$400,113
ETF OPPORTUNITIES TRUST - ROUNDHILL T-RX$396,708
XMTR$XMTRXometry, Inc.$395,539
TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$393,968
WYFI$WYFIWhiteFiber, Inc.$387,762
UMAC$UMACUnusual Machines, Inc.$384,118
PENG$PENGPenguin Solutions, Inc.$381,570
KARD$KARDKardigan, Inc.$358,466
ETF OPPORTUNITIES TRUST - T REX 2X LONG HO$352,450
NUAI$NUAINew ERA Energy & Digital, Inc.$351,698
CMPS$CMPSCOMPASS Pathways plc$351,571
WLK$WLKWESTLAKE CORP$351,349
UNCY$UNCYUnicycive Therapeutics, Inc.$349,358
VOR$VORVor Biopharma Inc.$346,623
LFTO$LFTOLiftoff Mobile, Inc.$345,360
VSH$VSHVISHAY INTERTECHNOLOGY INC$340,965
NEOV$NEOVNeoVolta Inc.$339,179
BABA$BABAAlibaba Group Holding Ltd$330,555
TXRH$TXRHTexas Roadhouse, Inc.$327,718
INVESTMENT MANAGERS SER TR I - TRADR 2X BE ETF$324,708
MDGL$MDGLMADRIGAL PHARMACEUTICALS, INC.$317,874
WIT$WITWIPRO LTD$293,303
HYMC$HYMCHYCROFT MINING HOLDING CORP$291,892
IVZ$IVZInvesco Ltd.$291,124
IMCR$IMCRImmunocore Holdings plc$281,114
DEUTSCHE BK AG LONDON BRH - DB GOLD DBL LNG$278,662
COHU$COHUCOHU INC$278,419
BE$BEBloom Energy Corp$277,879
NWL$NWLNEWELL BRANDS INC.$276,374
PBF$PBFPBF Energy Inc.$273,848
IOVA$IOVAIOVANCE BIOTHERAPEUTICS, INC.$273,549
CNXC$CNXCConcentrix Corp$272,669
TSEM$TSEMTOWER SEMICONDUCTOR LTD$269,502
IESC$IESCIES Holdings, Inc.$268,886
BTSG$BTSGBrightSpring Health Services, Inc.$264,663
PBLS$PBLSParabilis Medicines, Inc.$261,767
VOLATILITY SHS TR - 2X ETHER ETF NEW$256,291
CRDO$CRDOCredo Technology Group Holding Ltd$254,817
JNJ$JNJJOHNSON & JOHNSON$253,716
GRANITESHARES ETF TR - 2X LONG DELL ETF$252,820
APPS$APPSDigital Turbine, Inc.$250,041
ETF OPPORTUNITIES TRUST - T-REX 2X LONG SP$249,765
KYIV$KYIVKyivstar Group Ltd.$249,358
ROIV$ROIVRoivant Sciences Ltd.$248,296
BTQ$BTQBTQ Technologies Corp.$247,056
HPE$HPEHewlett Packard Enterprise Co$243,955
HNGE$HNGEHinge Health, Inc.$243,854
CAI$CAICaris Life Sciences, Inc.$243,599
DIREXION SHARES ETF TRUST - DAILY BANKS ETF$235,747
ZBIO$ZBIOZenas BioPharma, Inc.$229,131
RZLV$RZLVREZOLVE AI PLC$228,548
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$226,368
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$222,393
HUMA$HUMAHumacyte, Inc.$221,636
HROW$HROWHARROW, INC.$221,056
DIREXION SHARES ETF TRUST - DAILY SMALL CAP$220,223
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$219,671
AAL$AALAmerican Airlines Group Inc.$217,527
HORIZON QUANTUM HOLDINGS LTD - CL A ORD SHS$216,750
PAAS$PAASPAN AMERICAN SILVER CORP$213,917
MELI$MELIMERCADOLIBRE INC$213,871
FFIV$FFIVF5, INC.$213,803
SLN$SLNSilence Therapeutics plc$210,080
NVS$NVSNOVARTIS AG$206,087
AVEX$AVEXAEVEX Corp.$202,946
LASE$LASELaser Photonics Corp$202,602
PROSHARES TR II - ULSHT BLOOMB GAS$202,582
FWRD$FWRDFORWARD AIR CORP$201,691
AXSM$AXSMAxsome Therapeutics, Inc.$200,711
PIII$PIIIP3 Health Partners Inc.$176,234
LILA$LILALiberty Latin America Ltd.$174,145
ICECURE MED LTD - ORD SHS NEW$158,903
TIDAL TRUST II - DEFI DA IONQ NEW$149,235
ACHV$ACHVACHIEVE LIFE SCIENCES, INC.$143,706
IMMX$IMMXImmix Biopharma, Inc.$139,432
IBRX$IBRXImmunityBio, Inc.$131,395
ABCL$ABCLAbCellera Biologics Inc.$120,921
UEC$UECURANIUM ENERGY CORP$119,349
SLNH$SLNHSoluna Holdings, Inc$116,227
NUCL$NUCLEagle Nuclear Energy Corp.$111,217
AMC$AMCAMC ENTERTAINMENT HOLDINGS, INC.$109,961
FULC$FULCFulcrum Therapeutics, Inc.$104,617
GRANITESHARES ETF TR - 2X LONG COIN ETF$100,934
CCCC$CCCCC4 Therapeutics, Inc.$99,284
GRANITESHARES ETF TR - 2X LONG PLTR$96,567
HELP$HELPCYBIN INC.$93,075
LFVN$LFVNLifevantage Corp$92,714
ELDN$ELDNEledon Pharmaceuticals, Inc.$90,005
VERU$VERUVERU INC.$88,864
RLMD$RLMDRELMADA THERAPEUTICS, INC.$81,836
ENGN$ENGNenGene Therapeutics Inc.$70,428
OPTU$OPTUOptimum Communications, Inc.$69,106
WKSP$WKSPWorksport Ltd$69,020
SABS$SABSSAB Biotherapeutics, Inc.$68,039
ZNTL$ZNTLZentalis Pharmaceuticals, Inc.$66,023
STAK$STAKSTAK Inc.$62,895
INVZ$INVZInnoviz Technologies Ltd.$62,704
IVF$IVFINVO Fertility, Inc.$61,442
PUSA$PUSAAureus Greenway Holdings Inc$59,068
NNOX$NNOXNano-X Imaging Ltd.$58,044
KAIXIN HLDGS - SHS NEW$56,854
WHWK$WHWKWhitehawk Therapeutics, Inc.$49,638
KPRX$KPRXKIORA PHARMACEUTICALS INC$49,302
IVVD$IVVDInvivyd, Inc.$46,144
SNAP$SNAPSnap Inc$45,910
ARQ$ARQArq, Inc.$44,694
PACB$PACBPACIFIC BIOSCIENCES OF CALIFORNIA, INC.$44,110
AKBA$AKBAAkebia Therapeutics, Inc.$40,117
FABRICAI INC - COM$40,040
ENGS$ENGSEnergys Group Ltd$38,435
RMSG$RMSGReal Messenger Corp$37,167
TONX$TONXTON Strategy Co$36,455
GLXG$GLXGGalaxy Payroll Group Ltd$26,922
NAMM$NAMMNamib Minerals$25,419
FTEK$FTEKFUEL TECH, INC.$25,285
INM$INMInMed Pharmaceuticals Inc.$23,965
GRCE$GRCEGrace Therapeutics, Inc.$23,118
REAX.R1862461$REAX.R1862461Real Brokerage Inc$19,134
NYXH$NYXHNyxoah SA$18,301
MTVA$MTVAMetaVia Inc.$17,180
INMB$INMBInmune Bio, Inc.$17,087
CALC$CALCCalciMedica, Inc.$15,558
LOBO$LOBOLOBO TECHNOLOGIES LTD.$14,392
JYD$JYDJayud Global Logistics Ltd$13,125
CXAI$CXAICXApp Inc.$8,884
AEMD$AEMDAETHLON MEDICAL INC$8,278
SOBR$SOBRSOBR Safe, Inc.$7,541
VTGN$VTGNVistagen Therapeutics, Inc.$6,844
USBC$USBCUSBC, Inc.$6,305
CYPH$CYPHCYPHERPUNK TECHNOLOGIES INC.$6,238

New Positions (185)

MXL$MXL MAXLINEAR, INC$2.3M
FCEL$FCEL FUELCELL ENERGY INC$2.2M
ALAB$ALAB Astera Labs, Inc.$2.1M
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.1M
AMAT$AMAT APPLIED MATERIALS INC /DE$2.1M
PANW$PANW Palo Alto Networks Inc$2.1M
TSLA$TSLA Tesla, Inc.$2.0M
CRWD$CRWD CrowdStrike Holdings, Inc.$2.0M
SNDK$SNDK Sandisk Corp$1.9M
MSTR$MSTR Strategy Inc$1.9M
MRNA$MRNA Moderna, Inc.$1.9M
DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$1.9M
NBIS$NBIS Nebius Group N.V.$1.9M
QNT$QNT Quantinuum Inc.$1.9M
TER$TER TERADYNE, INC$1.8M

Exited Positions (410)

APLD$APLD Applied Digital Corp.
WVE$WVE Wave Life Sciences, Inc.
ECHO$ECHO EchoStar CORP
THEMES ETF TR
VRDN$VRDN Viridian Therapeutics, Inc.\DE
FIG$FIG Figma, Inc.
CENX$CENX CENTURY ALUMINUM CO
OKLO$OKLO Oklo Inc.
COIN$COIN Coinbase Global, Inc.
FIVE$FIVE FIVE BELOW, INC
CTMX$CTMX CytomX Therapeutics, Inc.
SNOW$SNOW Snowflake Inc.
PL$PL Planet Labs PBC
HIMS$HIMS Hims & Hers Health, Inc.
GO$GO Grocery Outlet Holding Corp.

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