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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
RVTYRevvity, Inc.COM2,647$277.9K0.1%+2,647NewHistory
NEMNEWMONT CorpStock7,783$278.9K0.1%+7,783NewHistory
CRCCalifornia Resources CorpCOM STOCK5,073$279.5K0.1%+5,073NewHistory
PSNParsons CorpCOM3,406$282.5K0.1%+3,406NewHistory
CPTCamden Property TrustREIT2,884$283.8K0.2%+2,884NewHistory
CABOCable One, Inc.COM672$284.3K0.2%+672NewHistory
INBXInhibrx Biosciences, Inc.COM8,240$288.1K0.2%+8,240NewHistory
LADLithia Motors IncCOM963$289.7K0.2%+963NewHistory
UUnity Software Inc.COM10,874$290.3K0.2%+557+5.4%AddedHistory
AVBAvalonbay Communities IncCOM1,583$293.7K0.2%+1,583NewHistory
HLTHilton Worldwide Holdings Inc.COM1,380$294.4K0.2%+1,380NewHistory
HOGHarley-Davidson, Inc.COM6,781$296.6K0.2%+6,781NewHistory
GDGeneral Dynamics CorpStock1,057$298.6K0.2%+1,057NewHistory
SAPSAP SEADR1,533$299.0K0.2%−806−34.5%ReducedHistory
ASMLASML Holding NVADR310$300.8K0.2%−956−75.5%ReducedHistory
GMGeneral Motors CoCOM6,650$301.6K0.2%+6,650NewHistory
MDLZMondelez International, Inc.Stock4,322$302.5K0.2%+4,322NewHistory
ALKSAlkermes plc.SHS11,377$308.0K0.2%+11,377NewHistory
AERAerCap Holdings N.V.SHS3,585$311.6K0.2%+3,585NewHistory
PFEPfizer IncStock11,332$314.5K0.2%+11,332NewHistory
DINOHF Sinclair CorpCOM5,239$316.3K0.2%+1,323+33.8%AddedHistory
GPCGenuine Parts CoStock2,043$316.5K0.2%+385+23.2%AddedHistory
IFFInternational Flavors & Fragrances IncCOM3,694$317.6K0.2%+3,694NewHistory
PPLIPeople IncCOM NEW5,961$318.0K0.2%+5,961NewHistory
RKLBRocket Lab CorpCOM77,540$318.7K0.2%+31,521+68.5%AddedHistory
LSCCLattice Semiconductor CorpCOM4,077$318.9K0.2%+4,077NewHistory
BLMNBloomin' Brands, Inc.COM11,171$320.4K0.2%+11,171NewHistory
EAElectronic Arts Inc.COM2,420$321.1K0.2%+2,420NewHistory
UPSUnited Parcel Service IncStock2,170$322.5K0.2%+2,170NewHistory
CALMCal-Maine Foods IncCOM NEW5,533$325.6K0.2%+5,533NewHistory
LUVSouthwest Airlines CoCOM11,164$325.9K0.2%+11,164NewHistory
UHSUniversal Health Services IncCL B1,788$326.2K0.2%+1,788NewHistory
CAVACava Group, Inc.COM4,700$329.2K0.2%+4,700NewHistory
CAKECheesecake Factory IncCOM9,151$330.8K0.2%+9,151NewHistory
OTTROtter Tail CorpCOM3,831$331.0K0.2%+1,212+46.3%AddedHistory
SSNCSS&C Technologies Holdings IncCOM5,170$332.8K0.2%+5,170NewHistory
HALOHalozyme Therapeutics, Inc.COM8,214$334.1K0.2%+8,214NewHistory
TREXTrex Co IncCOM3,378$337.0K0.2%+3,378NewHistory
CVXChevron CorpStock2,154$339.8K0.2%+2,154NewHistory
FTREFortrea Holdings Inc.COMMON STOCK8,559$343.6K0.2%+8,559NewHistory
BKNGBooking Holdings Inc.Stock95$344.6K0.2%+95NewHistory
SRCLStericycle IncCOM6,554$345.7K0.2%+6,554NewHistory
PNWPinnacle West Capital CorpCOM4,632$346.1K0.2%−380−7.6%ReducedHistory
BRZEBraze, Inc.Stock7,828$346.8K0.2%+7,828NewHistory
EVREvercore Inc.CLASS A1,811$348.8K0.2%+1,811NewHistory
Direxion Shs ETF Tr25460G153DAILY REGIONAL4,461$355.0K0.2%+4,461New–
CSWCSW Industrials, Inc.COM1,515$355.4K0.2%+1,515NewHistory
HDBHDFC Bank LtdSPONSORED ADS6,389$357.6K0.2%+6,389NewHistory
BRK.BBerkshire Hathaway IncStock854$359.1K0.2%+854NewHistory
EWBCEast West Bancorp IncCOM4,562$360.9K0.2%+4,562NewHistory
ADSKAutodesk, Inc.COM1,399$364.3K0.2%+1,399NewHistory
iShares Russell Top 200 Growth ETF464289438ETF1,869$364.6K0.2%+1,869New–
NTNXNutanix, Inc.Stock5,920$365.4K0.2%+5,920NewHistory
MCOMoodys CorpStock935$367.5K0.2%−326−25.9%ReducedHistory
WWayfair Inc.CL A5,422$368.0K0.2%+5,422NewHistory
LIVNLivaNova PLCSHS6,587$368.5K0.2%+6,587NewHistory
INTCIntel CorpStock8,346$368.6K0.2%+2,292+37.9%AddedHistory
BLBlackline, Inc.COM5,785$373.6K0.2%+5,785NewHistory
SYKStryker CorpStock1,044$373.6K0.2%+1,044NewHistory
WPCW. P. Carey Inc.COM6,638$374.6K0.2%+6,638NewHistory
TRVTravelers Companies, Inc.Stock1,633$375.8K0.2%+1,633NewHistory
THCTenet Healthcare CorpCOM NEW3,582$376.5K0.2%+3,582NewHistory
TMToyota Motor CorpADS1,500$377.5K0.2%+1,500NewHistory
ARCHArch Resources, Inc.CL A2,349$377.7K0.2%+2,349NewHistory
KOSKosmos Energy Ltd.COM63,527$378.6K0.2%+63,527NewHistory
RIGTransocean Ltd.REGISTERED SHS60,372$379.1K0.2%+60,372NewHistory
WMTWalmart Inc.Stock6,324$380.5K0.2%+6,324NewHistory
TDGTransDigm Group INCCOM310$381.8K0.2%+310NewHistory
MSTRStrategy IncStock224$381.8K0.2%−1,114−83.3%ReducedHistory
AKAMAkamai Technologies IncCOM3,517$382.5K0.2%+3,517NewHistory
BF.BBrown Forman CorpStock7,415$382.8K0.2%+7,415NewHistory
NWLNewell Brands Inc.Stock47,744$383.4K0.2%+47,744NewHistory
VCVisteon CorpCOM NEW3,292$387.2K0.2%+3,292NewHistory
DXCMDexcom IncCOM2,799$388.2K0.2%+2,799NewHistory
WALWestern Alliance BancorporationCOM6,165$395.7K0.2%+6,165NewHistory
LFUSLittelfuse IncCOM1,634$396.0K0.2%+1,634NewHistory
LRCXLam Research CorpCOM408$396.4K0.2%−356−46.6%ReducedHistory
HHyatt Hotels CorpCOM CL A2,487$397.0K0.2%+2,487NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM2,688$401.7K0.2%+2,688NewHistory
APTVAptiv PLCSHS5,060$403.0K0.2%+5,060NewHistory
iShares Russell 1000 Growth ETF464287614ETF1,196$403.1K0.2%+1,196New–
AXPAmerican Express CoStock1,791$407.8K0.2%+1,791NewHistory
SHWSherwin Williams CoCOM1,176$408.5K0.2%+1,176NewHistory
AGNCAGNC Investment Corp.REIT41,467$410.5K0.2%+41,467NewHistory
BECNQxo Building Products, Inc.COM4,191$410.8K0.2%−1,363−24.5%ReducedHistory
HQYHealthequity, Inc.COM5,053$412.5K0.2%+5,053NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,007$413.4K0.2%+2,007NewHistory
AZTAAzenta, Inc.COM6,995$421.7K0.2%+6,995NewHistory
FLSFlowserve CorpCOM9,232$421.7K0.2%+9,232NewHistory
APDAir Products & Chemicals, Inc.Stock1,747$423.2K0.2%+1,747NewHistory
STXSeagate Technology Holdings plcORD SHS4,559$424.2K0.2%+4,559NewHistory
RCKTRocket Pharmaceuticals, Inc.COM15,858$427.2K0.2%+8,777+124.0%AddedHistory
ANFAbercrombie & Fitch CoCL A3,419$428.5K0.2%+3,419NewHistory
PCARPaccar IncCOM3,473$430.3K0.2%+3,473NewHistory
IQVIQVIA Holdings Inc.Stock1,709$432.2K0.2%+1,709NewHistory
ANETArista Networks, Inc.COM1,491$432.4K0.2%−4,410−74.7%ReducedHistory
FRPTFreshpet, Inc.Stock3,740$433.3K0.2%+3,740NewHistory
GOOGLAlphabet Inc.Stock2,880$434.7K0.2%+2,880NewHistory
RDDTReddit, Inc.Stock8,831$435.5K0.2%+8,831NewHistory
ARWRArrowhead Pharmaceuticals, Inc.COM15,230$435.6K0.2%+15,230NewHistory

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