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Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.

Institution overview
Positions
310
No filing for Q3 2023
Portfolio value
$100.5M
No filing for Q3 2023
Filed
Feb 14, 2024
SEC

Scientech Research LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Scientech Research LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNPSSynopsys IncCOM4,061$2.09M2.1%––History
PANWPalo Alto Networks IncStock6,077$1.79M1.8%––History
CCICrown Castle Inc.REIT13,894$1.60M1.6%––History
INTUIntuit Inc.Stock2,341$1.46M1.5%––History
UTHRUnited Therapeutics CorpCOM6,373$1.40M1.4%––History
ANETArista Networks, Inc.COM5,901$1.39M1.4%––History
HSYHershey CoCOM6,824$1.27M1.3%––History
ABGAsbury Automotive Group IncCOM5,217$1.18M1.2%––History
RYAAYRyanair Holdings PLCSPONSORED ADR8,257$1.10M1.1%––History
DUOLDuolingo, Inc.CL A COM4,628$1.05M1.0%––History
HAEHaemonetics CorpCOM11,357$971.3K1.0%––History
ASMLASML Holding NVADR1,266$958.7K1.0%––History
LNGCheniere Energy, Inc.COM NEW5,592$955.0K1.0%––History
TDYTeledyne Technologies IncCOM2,108$941.6K0.9%––History
SPYSPDR S&P 500 ETF TrustETF1,830$869.9K0.9%––History
MASIMasimo CorpCOM7,329$859.0K0.9%––History
MSTRStrategy IncStock1,338$844.8K0.8%––History
LINLinde PLCStock2,043$839.3K0.8%––History
LOPEGrand Canyon Education, Inc.COM6,087$803.1K0.8%––History
NOWServiceNow, Inc.Stock1,134$801.3K0.8%––History
PACPacific Airport GroupSPON ADS B4,411$772.9K0.8%––History
COKECoca-Cola Consolidated, Inc.COM790$733.4K0.7%––History
CDNSCadence Design Systems IncStock2,685$731.6K0.7%––History
VVisa Inc.Stock2,607$679.2K0.7%––History
MPWRMonolithic Power Systems, Inc.COM1,054$665.1K0.7%––History
LGIHLGI Homes, Inc.COM4,911$653.9K0.7%––History
JBHTHunt J B Transport Services IncCOM3,165$632.1K0.6%––History
RHRHCOM2,157$628.5K0.6%––History
iShares Tr46428865310-20 YR TRS ETF5,695$616.1K0.6%–––
LULUlululemon athletica inc.Stock1,200$613.7K0.6%––History
LRCXLam Research CorpCOM764$598.5K0.6%––History
PHParker-Hannifin CorpStock1,288$593.9K0.6%––History
DOXAmdocs LtdSHS6,658$585.2K0.6%––History
DECKDeckers Outdoor CorpCOM841$562.3K0.6%––History
GOOGAlphabet Inc.Stock3,805$536.4K0.5%––History
VRTXVertex Pharmaceuticals IncStock1,300$529.3K0.5%––History
FSRFisker Inc.CL A COM STK299,082$523.4K0.5%––History
iShares Tr464287622RUS 1000 ETF1,971$517.0K0.5%–––
MCOMoodys CorpStock1,261$492.5K0.5%––History
DHRDanaher CorpStock2,118$490.2K0.5%––History
BECNQxo Building Products, Inc.COM5,554$483.3K0.5%––History
MTDRMatador Resources CoCOM8,466$481.3K0.5%––History
MAMastercard IncStock1,122$478.7K0.5%––History
MLMMartin Marietta Materials IncCOM959$478.3K0.5%––History
iShares Semiconductor ETF464287523ETF820$472.3K0.5%–––
URIUnited Rentals, Inc.COM823$472.2K0.5%––History
TOLToll Brothers, Inc.COM4,589$471.7K0.5%––History
ODFLOld Dominion Freight Line, Inc.COM1,112$450.7K0.4%––History
NOCNorthrop Grumman CorpStock962$450.6K0.4%––History
ARMArm Holdings PLCADR5,834$438.4K0.4%––History
BDXBecton Dickinson & CoStock1,789$436.5K0.4%––History
MSFTMicrosoft CorpStock1,135$426.8K0.4%––History
CRWDCrowdStrike Holdings, Inc.Stock1,652$421.9K0.4%––History
UUnity Software Inc.COM10,317$421.8K0.4%––History
NUVLNuvalent, Inc.COM5,659$416.4K0.4%––History
SFMSprouts Farmers Market, Inc.COM8,594$413.5K0.4%––History
Cyberark Software LtdM2682V108SHS1,874$410.4K0.4%–––
Vanguard S&P 500 ETF922908363ETF939$410.2K0.4%–––
iShares Core S&P 500 ETF464287200ETF855$408.3K0.4%–––
FDSFactset Research Systems IncStock853$406.8K0.4%––History
ASNDAscendis Pharma A/SSPONSORED ADR3,217$405.2K0.4%––History
MCHPMicrochip Technology IncStock4,303$388.1K0.4%––History
RLRalph Lauren CorpCL A2,667$384.6K0.4%––History
HOMBHome Bancshares IncCOM15,133$383.3K0.4%––History
COLLCollegium Pharmaceutical, IncCOM12,434$383.2K0.4%––History
PECOPhillips Edison & Company, Inc.COMMON STOCK10,326$376.7K0.4%––History
NSITInsight Enterprises IncCOM2,104$372.8K0.4%––History
ASHAshland Inc.COM4,357$367.5K0.4%––History
ENSGEnsign Group, IncCOM3,234$362.5K0.4%––History
SAPSAP SEADR2,339$361.6K0.4%––History
MANHManhattan Associates IncStock1,677$361.0K0.4%––History
PNWPinnacle West Capital CorpCOM5,012$360.1K0.4%––History
WTFCWintrust Financial CorpCOM3,867$358.4K0.4%––History
STLDSteel Dynamics IncCOM3,031$358.1K0.4%––History
WFRDWeatherford International plcORD SHS3,659$357.8K0.4%––History
CNXCConcentrix CorpStock3,637$357.2K0.4%––History
KLACKLA CorpCOM NEW606$352.4K0.4%––History
PAYXPaychex IncStock2,951$351.5K0.3%––History
BOOTBoot Barn Holdings, Inc.COM4,564$350.4K0.3%––History
CTASCintas CorpStock575$346.6K0.3%––History
FWONKLiberty Media CorpCOM LBTY ONE S C5,478$345.9K0.3%––History
PRIPrimerica, Inc.Stock1,679$345.7K0.3%––History
HIGHartford Insurance Group, Inc.Stock4,289$344.7K0.3%––History
ITWIllinois Tool Works IncStock1,315$344.6K0.3%––History
GKOSGLAUKOS CorpCOM4,320$343.4K0.3%––History
BGBunge Global SACOM SHS3,397$342.9K0.3%––History
TTTrane Technologies plcSHS1,404$342.6K0.3%––History
UNHUnitedHealth Group IncStock650$342.4K0.3%––History
RJFRaymond James Financial IncCOM3,061$341.3K0.3%––History
MEDPMedpace Holdings, Inc.COM1,109$339.9K0.3%––History
AREAlexandria Real Estate Equities, Inc.COM2,664$337.8K0.3%––History
KMXCarMax IncCOM4,400$337.5K0.3%––History
POWLPowell Industries IncStock3,805$335.8K0.3%––History
RDNTRadNet, Inc.COM9,637$335.1K0.3%––History
SPOTSpotify Technology S.A.Stock1,777$333.9K0.3%––History
MNROMonro, Inc.COM11,365$333.4K0.3%––History
ICUIIcu Medical IncCOM3,301$329.4K0.3%––History
ALBAlbemarle CorpStock2,271$328.0K0.3%––History
JKHYJack Henry & Associates IncStock1,992$325.5K0.3%––History
TAPMolson Coors Beverage CoCL B5,302$324.5K0.3%––History