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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
394
+84 vs. Q4 2023
Portfolio value
$188.7M
+$88.2M (+87.8%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Scientech Research LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CDNSCadence Design Systems IncStock7,134$2.22M1.2%+4,449+165.7%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM2,146$2.07M1.1%+2,146NewHistory
LLYEli Lilly & CoStock2,520$1.96M1.0%+2,520NewHistory
COSTCostco Wholesale CorpStock2,274$1.67M0.9%+2,274NewHistory
NKLANikola CorpCOM1,470,346$1.53M0.8%+1,470,346NewHistory
MAMastercard IncStock2,699$1.30M0.7%+1,577+140.6%AddedHistory
MPWRMonolithic Power Systems, Inc.COM1,883$1.28M0.7%+829+78.7%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,193$1.27M0.7%+2,193NewHistory
SAIASaia IncCOM2,170$1.27M0.7%+2,170NewHistory
DOVDOVER CorpCOM7,050$1.25M0.7%+7,050NewHistory
ICLRIcon PLCCOM3,711$1.25M0.7%+3,711NewHistory
SNPSSynopsys IncCOM2,157$1.23M0.7%−1,904−46.9%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock3,606$1.16M0.6%+1,954+118.3%AddedHistory
METAMeta Platforms, Inc.Stock2,353$1.14M0.6%+2,353NewHistory
CSLCarlisle Companies IncCOM2,821$1.11M0.6%+2,062+271.7%AddedHistory
ITGartner IncCOM2,272$1.08M0.6%+2,272NewHistory
UNPUnion Pacific CorpStock4,389$1.08M0.6%+4,389NewHistory
RACEFerrari N.V.COM2,460$1.07M0.6%+1,513+159.8%AddedHistory
LULUlululemon athletica inc.Stock2,594$1.01M0.5%+1,394+116.2%AddedHistory
MORNMorningstar, Inc.COM3,283$1.01M0.5%+3,283NewHistory
VVisa Inc.Stock3,622$1.01M0.5%+1,015+38.9%AddedHistory
VRSNVerisign IncCOM5,283$1.00M0.5%+3,868+273.4%AddedHistory
POWLPowell Industries IncStock6,485$922.8K0.5%+2,680+70.4%AddedHistory
ZTSZoetis Inc.Stock5,419$916.9K0.5%+5,419NewHistory
Cyberark Software LtdM2682V108SHS3,419$908.2K0.5%+1,545+82.4%Added–
FWONKLiberty Media CorpCOM LBTY ONE S C13,508$886.1K0.5%+8,030+146.6%AddedHistory
FMCFMC CorpCOM NEW13,827$880.8K0.5%+13,827NewHistory
CHTRCharter Communications, Inc.CL A3,009$874.5K0.5%+3,009NewHistory
CRMSalesforce, Inc.Stock2,870$864.4K0.5%+2,870NewHistory
HSYHershey CoCOM4,406$857.0K0.5%−2,418−35.4%ReducedHistory
AAPAdvance Auto Parts IncCOM9,967$848.1K0.4%+9,967NewHistory
XPOXPO, Inc.COM6,886$840.3K0.4%+6,886NewHistory
VRNSVaronis Systems IncCOM17,792$839.2K0.4%+17,792NewHistory
VMCVulcan Materials COCOM3,031$827.2K0.4%+3,031NewHistory
COINCoinbase Global, Inc.COM CL A3,114$825.6K0.4%+3,114NewHistory
NSCNorfolk Southern CorpStock3,229$823.0K0.4%+3,229NewHistory
ULTAUlta Beauty, Inc.Stock1,561$816.2K0.4%+1,561NewHistory
NTRANatera, Inc.COM8,902$814.2K0.4%+8,902NewHistory
AMZNAmazon Com IncStock4,513$814.1K0.4%+4,513NewHistory
LYFTLyft, Inc.CL A COM41,830$809.4K0.4%+41,830NewHistory
INTUIntuit Inc.Stock1,200$780.0K0.4%−1,141−48.7%ReducedHistory
DUOLDuolingo, Inc.CL A COM3,527$778.0K0.4%−1,101−23.8%ReducedHistory
ACGLArch Capital Group Ltd.Stock8,349$771.8K0.4%+8,349NewHistory
PLAYDave & Buster's Entertainment, Inc.COM12,326$771.6K0.4%+12,326NewHistory
NFLXNetflix IncStock1,255$762.2K0.4%+1,255NewHistory
RHRHCOM2,181$759.6K0.4%+24+1.1%AddedHistory
ACLSAxcelis Technologies IncStock6,783$756.4K0.4%+6,783NewHistory
NVDANVIDIA CorpStock831$750.9K0.4%+831NewHistory
GLGlobe Life Inc.COM6,225$724.4K0.4%+4,393+239.8%AddedHistory
WTWWillis Towers Watson PLCSHS2,634$724.4K0.4%+2,634NewHistory
MMM3M CoStock6,809$722.2K0.4%+4,707+223.9%AddedHistory
CCEPCoca-Cola Europacific Partners plcSHS10,300$720.5K0.4%+10,300NewHistory
NXTNextpower Inc.Stock12,798$720.1K0.4%+12,798NewHistory
CCitigroup IncStock11,380$719.7K0.4%+11,380NewHistory
ELVElevance Health, Inc.Stock1,387$719.2K0.4%+1,387NewHistory
LBRDKLiberty Broadband CorpCOM SER C12,482$714.3K0.4%+12,482NewHistory
BLDRBuilders FirstSource, Inc.Stock3,417$712.6K0.4%+3,417NewHistory
COOCooper Companies, Inc.COM6,901$700.2K0.4%+6,901NewHistory
DVADavita Inc.COM4,915$678.5K0.4%+4,915NewHistory
ALCAlcon IncStock8,137$677.7K0.4%+8,137NewHistory
APGEApogee Therapeutics, Inc.COM10,121$672.5K0.4%+10,121NewHistory
GWWW.W. Grainger, Inc.Stock661$672.4K0.4%+661NewHistory
FTVFortive CorpStock7,803$671.2K0.4%+7,803NewHistory
NICENICE Ltd.SPONSORED ADR2,550$664.6K0.4%+2,550NewHistory
SPYSPDR S&P 500 ETF TrustETF1,253$655.4K0.3%−577−31.5%ReducedHistory
AXONAxon Enterprise, Inc.COM2,087$653.0K0.3%+1,110+113.6%AddedHistory
PENPenumbra IncCOM2,914$650.3K0.3%+2,914NewHistory
BROSDutch Bros Inc.CL A19,707$650.3K0.3%+19,707NewHistory
MEDPMedpace Holdings, Inc.COM1,606$649.1K0.3%+497+44.8%AddedHistory
STLDSteel Dynamics IncCOM4,363$646.7K0.3%+1,332+43.9%AddedHistory
SPGIS&P Global Inc.Stock1,518$645.8K0.3%+1,518NewHistory
BEAMBeam Therapeutics Inc.COM19,407$641.2K0.3%+10,875+127.5%AddedHistory
SUISun Communities IncCOM4,976$639.8K0.3%+4,976NewHistory
CHHChoice Hotels International IncCOM5,033$635.9K0.3%+2,922+138.4%AddedHistory
ESEversource EnergyStock10,634$635.6K0.3%+10,634NewHistory
EQNREquinor ASASPONSORED ADR23,477$634.6K0.3%+23,477NewHistory
QRVOQorvo, Inc.Stock5,481$629.4K0.3%+5,481NewHistory
CMECME Group Inc.COM2,913$627.1K0.3%+2,913NewHistory
Microsectors Fang Plus Index 3X063679534ETP1,913$625.6K0.3%+1,913New–
ELFe.l.f. Beauty, Inc.COM3,171$621.6K0.3%+3,171NewHistory
KLACKLA CorpCOM NEW884$617.5K0.3%+278+45.9%AddedHistory
CIENCiena CorpCOM NEW12,484$617.3K0.3%+12,484NewHistory
NBIXNeurocrine Biosciences IncStock4,474$617.1K0.3%+4,474NewHistory
HSICHenry Schein IncCOM8,155$615.9K0.3%+8,155NewHistory
MODModine Manufacturing CoCOM6,394$608.6K0.3%+6,394NewHistory
BERYBerry Global Group, Inc.COM9,989$604.1K0.3%+9,989NewHistory
ISRGIntuitive Surgical IncCOM NEW1,504$600.2K0.3%+1,504NewHistory
PRKSUnited Parks & Resorts Inc.COM10,637$597.9K0.3%+10,637NewHistory
VVVValvoline IncCOM13,360$595.5K0.3%+13,360NewHistory
TFXTeleflex IncCOM2,626$593.9K0.3%+2,626NewHistory
SFMSprouts Farmers Market, Inc.COM9,134$589.0K0.3%+540+6.3%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT8,637$588.7K0.3%+8,637NewHistory
STAAStaar Surgical CoCOM PAR $0.0115,356$587.8K0.3%+15,356NewHistory
CCKCrown Holdings, Inc.COM7,378$584.8K0.3%+7,378NewHistory
ALPNAlpine Immune Sciences, Inc.COM14,742$584.4K0.3%+14,742NewHistory
SYMSymbotic Inc.Stock12,973$583.8K0.3%+8,368+181.7%AddedHistory
LINLinde PLCStock1,256$583.2K0.3%−787−38.5%ReducedHistory
DHRDanaher CorpStock2,332$582.3K0.3%+214+10.1%AddedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW16,413$581.8K0.3%+16,413NewHistory
SKXSkechers USA IncCL A9,460$579.5K0.3%+9,460NewHistory

Sold out since Q4 2023 (219)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 219 by value last quarter.

Positions of Scientech Research LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
PANWPalo Alto Networks IncStock6,077$1.79M1.8%History
ABGAsbury Automotive Group IncCOM5,217$1.18M1.2%History
HAEHaemonetics CorpCOM11,357$971.3K1.0%History
TDYTeledyne Technologies IncCOM2,108$941.6K0.9%History
MASIMasimo CorpCOM7,329$859.0K0.9%History
LOPEGrand Canyon Education, Inc.COM6,087$803.1K0.8%History
PACPacific Airport GroupSPON ADS B4,411$772.9K0.8%History
COKECoca-Cola Consolidated, Inc.COM790$733.4K0.7%History
LGIHLGI Homes, Inc.COM4,911$653.9K0.7%History
JBHTHunt J B Transport Services IncCOM3,165$632.1K0.6%History
iShares Tr46428865310-20 YR TRS ETF5,695$616.1K0.6%–
PHParker-Hannifin CorpStock1,288$593.9K0.6%History
DOXAmdocs LtdSHS6,658$585.2K0.6%History
DECKDeckers Outdoor CorpCOM841$562.3K0.6%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%–
MTDRMatador Resources CoCOM8,466$481.3K0.5%History
iShares Semiconductor ETF464287523ETF820$472.3K0.5%–
TOLToll Brothers, Inc.COM4,589$471.7K0.5%History
NOCNorthrop Grumman CorpStock962$450.6K0.4%History
ARMArm Holdings PLCADR5,834$438.4K0.4%History
BDXBecton Dickinson & CoStock1,789$436.5K0.4%History
NUVLNuvalent, Inc.COM5,659$416.4K0.4%History
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
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
WTFCWintrust Financial CorpCOM3,867$358.4K0.4%History
CNXCConcentrix CorpStock3,637$357.2K0.4%History
PAYXPaychex IncStock2,951$351.5K0.3%History
BOOTBoot Barn Holdings, Inc.COM4,564$350.4K0.3%History
CTASCintas CorpStock575$346.6K0.3%History
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
KMXCarMax IncCOM4,400$337.5K0.3%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
EQHEquitable Holdings, Inc.COM9,739$324.4K0.3%History
GOGrocery Outlet Holding Corp.COM12,023$324.0K0.3%History
VACMarriott Vacations Worldwide CorpCOM3,774$320.5K0.3%History
SYNASYNAPTICS IncStock2,793$318.6K0.3%History
TRUPTrupanion, Inc.COM10,439$318.5K0.3%History
MSMMSC Industrial Direct Co IncCL A3,090$313.2K0.3%History
ARWArrow Electronics, Inc.COM2,547$311.5K0.3%History
SMCISuper Micro Computer, Inc.COM1,091$310.1K0.3%History
SITMSITIME CorpCOM2,506$305.7K0.3%History
FAFFirst American Financial CorpStock4,733$305.1K0.3%History
TBBKBancorp, Inc.COM7,895$304.4K0.3%History
ARAntero Resources CorpCOM13,398$303.7K0.3%History
DEODiageo PLCSPON ADR NEW2,078$302.8K0.3%History
CNMDCONMED CorpCOM2,764$302.7K0.3%History
CIVICivitas Resources, Inc.EQUITY US CM4,424$302.3K0.3%History
RILYBRC Group Holdings, Inc.COM14,291$300.1K0.3%History
EVRGEvergy, Inc.Stock5,645$294.8K0.3%History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1772$290.9K0.3%History
FOXFFox Factory Holding CorpCOM4,269$288.3K0.3%History
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X4,299$286.9K0.3%–
ILMNIllumina, Inc.COM2,047$285.1K0.3%History
CNRCore Natural Resources, Inc.COM2,814$282.7K0.3%History
QLYSQualys, Inc.COM1,440$282.6K0.3%History
GHGuardant Health, Inc.COM10,266$277.9K0.3%History
BYDBoyd Gaming CorpCOM4,415$276.3K0.3%History
KRGKite Realty Group TrustCOM NEW12,042$275.4K0.3%History
ROADConstruction Partners, Inc.COM CL A6,307$274.5K0.3%History
TWTradeweb Markets Inc.Stock3,000$272.7K0.3%History
NTRNutrien Ltd.COM4,815$271.3K0.3%History
LEGLeggett & Platt IncStock10,321$270.1K0.3%History
CWSTCasella Waste Systems IncCL A3,156$269.7K0.3%History
CGNXCognex CorpCOM6,455$269.3K0.3%History
ETREntergy CorpCOM2,652$268.4K0.3%History
MTNVail Resorts IncCOM1,257$268.3K0.3%History
VOYAVoya Financial, Inc.COM3,657$266.9K0.3%History
PKGPackaging Corp of AmericaStock1,634$266.5K0.3%History
LBRTLiberty Energy Inc.COM CL A14,640$265.4K0.3%History
ATRAptargroup, Inc.Stock2,133$263.9K0.3%History
APLEApple Hospitality REIT, Inc.REIT15,750$261.6K0.3%History
WINGWingstop Inc.COM1,011$259.4K0.3%History
MDGLMadrigal Pharmaceuticals, Inc.COM1,102$255.0K0.3%History
KIMKimco Realty CorpCOM11,898$253.3K0.3%History
SCLStepan CoCOM2,674$252.8K0.3%History
HASHasbro, Inc.COM4,932$251.9K0.3%History
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE2,946$251.1K0.2%–
TROWPrice T Rowe Group IncStock2,331$251.0K0.2%History