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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
Velo3D, Inc.92259N104COMMON STOCK32,654$14.9K<0.1%+32,654New–
QBTSD-Wave Quantum Inc.Stock16,277$33.2K<0.1%+16,277NewHistory
TELLTellurian Inc.COM54,647$36.1K<0.1%+54,647NewHistory
SLQTSelectQuote, Inc.COM18,649$37.3K<0.1%+18,649NewHistory
STEMStem, Inc.CL A19,636$43.0K<0.1%+19,636NewHistory
LCIDLucid Group, Inc.COM16,823$47.9K<0.1%+16,823NewHistory
ACBAurora Cannabis IncCOM12,698$55.7K<0.1%+12,698NewHistory
GOEVCanoo Inc.CL A COM NEW17,956$64.1K<0.1%+17,956NewHistory
DMDesktop Metal, Inc.COM CL A79,531$70.0K<0.1%+62,423+364.9%AddedHistory
HBIHanesbrands Inc.COM13,518$78.4K<0.1%+13,518NewHistory
ADTADT Inc.COM12,151$81.7K<0.1%+12,151NewHistory
FFFutureFuel Corp.COM11,659$93.9K<0.1%+11,659NewHistory
IRENIREN LtdORDINARY SHARES17,706$95.6K0.1%+17,706NewHistory
GDSGDS Holdings LtdSPONSORED ADS15,634$104.0K0.1%+15,634NewHistory
OPENOpendoor Technologies Inc.COM37,030$112.2K0.1%+37,030NewHistory
LAZRQLuminar Technologies, Inc.COM CL A69,883$137.7K0.1%+11,004+18.7%AddedHistory
OUSTOuster, Inc.COM NEW18,492$146.8K0.1%+18,492NewHistory
CHPTChargePoint Holdings, Inc.COM CL A81,764$155.4K0.1%+63,241+341.4%AddedHistory
OPKOpko Health, Inc.COM137,093$164.5K0.1%+137,093NewHistory
IOVAIovance Biotherapeutics, Inc.COM11,106$164.6K0.1%+11,106NewHistory
MUXMcEwen Inc.COM NEW17,439$171.9K0.1%+17,439NewHistory
LUNRIntuitive Machines, Inc.CLASS A COM28,655$179.1K0.1%+28,655NewHistory
NVAXNovavax IncCOM NEW40,555$193.9K0.1%+40,555NewHistory
ICEIntercontinental Exchange, Inc.Stock1,489$204.6K0.1%+1,489NewHistory
FBINFortune Brands Innovations, Inc.COM2,438$206.4K0.1%+2,438NewHistory
IPGPIpg Photonics CorpCOM2,279$206.7K0.1%+2,279NewHistory
GOOGAlphabet Inc.Stock1,364$207.7K0.1%−2,441−64.2%ReducedHistory
ODFLOld Dominion Freight Line, Inc.COM950$208.3K0.1%−1,274−57.3%ReducedConverted for a 2-for-1 splitHistory
BRKRBruker CorpCOM2,231$209.6K0.1%+2,231NewHistory
WFRDWeatherford International plcORD SHS1,822$210.3K0.1%−1,837−50.2%ReducedHistory
TELTE Connectivity plcREG SHS1,457$211.6K0.1%+1,457NewHistory
DVNDevon Energy CorpStock4,239$212.7K0.1%+4,239NewHistory
ENTGEntegris IncCOM1,516$213.1K0.1%+1,516NewHistory
INGING Groep NVSPONSORED ADR12,979$214.0K0.1%+12,979NewHistory
RDFNRedfin CorpCOM32,195$214.1K0.1%+21,895+212.6%AddedHistory
URIUnited Rentals, Inc.COM298$214.9K0.1%−525−63.8%ReducedHistory
SLBSLB LimitedStock3,932$215.5K0.1%+3,932NewHistory
SPOTSpotify Technology S.A.Stock820$216.4K0.1%−957−53.9%ReducedHistory
PIImpinj IncCOM1,726$221.6K0.1%+1,726NewHistory
IOTSamsara Inc.Stock5,878$222.1K0.1%+5,878NewHistory
IRMIron Mountain IncCOM2,796$224.3K0.1%+2,796NewHistory
PVHPVH Corp.COM1,601$225.1K0.1%+1,601NewHistory
FTNTFortinet, Inc.Stock3,312$226.2K0.1%+3,312NewHistory
PNCPNC Financial Services Group, Inc.Stock1,418$229.1K0.1%+1,418NewHistory
AEPAmerican Electric Power Co IncStock2,682$230.9K0.1%−602−18.3%ReducedHistory
CACCCredit Acceptance CorpCOM419$231.1K0.1%+419NewHistory
WSOWatsco IncCOM536$231.5K0.1%+536NewHistory
SHOPShopify Inc.Stock3,012$232.4K0.1%+3,012NewHistory
HCAHCA Healthcare, Inc.COM703$234.5K0.1%+703NewHistory
COLDAmericold Realty TrustCOM9,462$235.8K0.1%+9,462NewHistory
TRUTransUnionCOM2,961$236.3K0.1%+2,961NewHistory
WORWorthington Enterprises, Inc.COM3,805$236.8K0.1%+3,805NewHistory
TEAMAtlassian CorpCL A1,220$238.0K0.1%−32−2.6%ReducedHistory
CARRCarrier Global CorpStock4,116$239.3K0.1%+4,116NewHistory
DISWalt Disney CoStock1,956$239.3K0.1%+1,956NewHistory
EDConsolidated Edison IncStock2,639$239.6K0.1%+2,639NewHistory
APAAPA CorpStock7,004$240.8K0.1%+7,004NewHistory
IRDMIridium Communications Inc.COM9,248$241.9K0.1%+2,736+42.0%AddedHistory
TTDTrade Desk, Inc.Stock2,769$242.1K0.1%+2,769NewHistory
TXTTextron IncCOM2,535$243.2K0.1%−190−7.0%ReducedHistory
KRYSKrystal Biotech, Inc.COM1,367$243.2K0.1%+1,367NewHistory
UBERUber Technologies, IncStock3,191$245.7K0.1%−1,073−25.2%ReducedHistory
CORCencora, Inc.Stock1,014$246.4K0.1%+1,014NewHistory
IBKRInteractive Brokers Group, Inc.Stock2,209$246.8K0.1%−995−31.1%ReducedHistory
NUENucor CorpCOM1,247$246.8K0.1%+1,247NewHistory
AFRMAffirm Holdings, Inc.COM CL A6,661$248.2K0.1%+6,661NewHistory
ORLYO Reilly Automotive IncStock220$248.4K0.1%−10−4.3%ReducedHistory
PDCOPatterson Companies, Inc.COM8,983$248.4K0.1%+8,983NewHistory
TGTTarget CorpStock1,410$249.9K0.1%+1,410NewHistory
OZKBank OZKCOM5,497$249.9K0.1%+5,497NewHistory
HUNHuntsman CORPCOM9,668$251.7K0.1%+263+2.8%AddedHistory
REGRegency Centers CorpCOM4,164$252.2K0.1%+4,164NewHistory
CNCCentene CorpStock3,221$252.8K0.1%+3,221NewHistory
MNDYmonday.com Ltd.SHS1,122$253.4K0.1%+1,122NewHistory
MSMorgan StanleyStock2,720$256.1K0.1%+2,720NewHistory
FEFirstenergy CorpCOM6,651$256.9K0.1%−398−5.6%ReducedHistory
CLSCelestica IncSUB VTG SHS5,722$257.1K0.1%+5,722NewHistory
AREAlexandria Real Estate Equities, Inc.COM2,003$258.2K0.1%−661−24.8%ReducedHistory
SBACSba Communications CorpCL A1,194$258.7K0.1%+1,194NewHistory
ARCCAres Capital CorpCEF12,439$259.0K0.1%+594+5.0%AddedHistory
AMGNAmgen IncStock914$259.9K0.1%+914NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR1,786$260.0K0.1%−6,471−78.4%ReducedHistory
VSTVistra Corp.Stock3,739$260.4K0.1%+3,739NewHistory
FCELFuelcell Energy IncCOM220,482$262.4K0.1%+220,482NewHistory
QCOMQualcomm IncStock1,552$262.8K0.1%+1,552NewHistory
IDYAIDEAYA Biosciences, Inc.COM5,994$263.0K0.1%+5,994NewHistory
LOWLowes Companies IncStock1,035$263.6K0.1%+1,035NewHistory
WEXWEX Inc.COM1,121$266.3K0.1%+1,121NewHistory
LECOLincoln Electric Holdings IncCOM1,048$267.7K0.1%+1,048NewHistory
CLSKCleanspark, Inc.COM NEW12,656$268.4K0.1%+12,656NewHistory
NMMNavios Maritime Partners L.P.COM UNIT LPI6,318$269.3K0.1%+6,318NewHistory
AMATApplied Materials IncStock1,306$269.3K0.1%−463−26.2%ReducedHistory
GDDYGoDaddy Inc.CL A2,284$271.1K0.1%+2,284NewHistory
RPRXRoyalty Pharma plcSHS CLASS A8,973$272.5K0.1%+8,973NewHistory
FORMFormfactor IncCOM6,005$274.0K0.1%+6,005NewHistory
EGEverest Group, Ltd.COM690$274.3K0.1%+690NewHistory
IPInternational Paper CoCOM7,043$274.8K0.1%+7,043NewHistory
FISFidelity National Information Services, Inc.Stock3,716$275.7K0.1%+3,716NewHistory
AWIArmstrong World Industries IncCOM2,220$275.8K0.1%+2,220NewHistory
LNWOLight & Wonder, Inc.COM2,711$276.8K0.1%+2,711NewHistory

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