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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
MPTMedical Properties Trust IncCOM92,817$436.2K0.2%+52,192+128.5%AddedHistory
MSCIMSCI Inc.Stock780$437.2K0.2%+780NewHistory
OSCROscar Health, Inc.CL A29,452$438.0K0.2%+29,452NewHistory
TRMDTORM plcSHS CL A12,567$439.2K0.2%+12,567NewHistory
ITRIItron, Inc.COM4,764$440.8K0.2%+4,764NewHistory
Liberty Media Corp531229789Stock15,004$445.8K0.2%+15,004New–
NUNu Holdings Ltd.ORD SHS CL A37,475$447.1K0.2%+37,475NewHistory
Direxion Shs ETF Tr25460G716DAILY S&P BIOTEC61,609$449.1K0.2%+61,609New–
VFCV F CorpStock29,320$449.8K0.2%+29,320NewHistory
RDNTRadNet, Inc.COM9,263$450.7K0.2%−374−3.9%ReducedHistory
BURLBurlington Stores, Inc.COM1,942$450.9K0.2%+1,942NewHistory
CFCF Industries Holdings, Inc.COM5,481$456.1K0.2%+5,481NewHistory
TLRYTilray Brands, Inc.COM CL 2187,718$463.7K0.2%+187,718NewHistory
ALABAstera Labs, Inc.Stock6,256$464.1K0.2%+6,256NewHistory
KYMRKymera Therapeutics, Inc.COM11,572$465.2K0.2%+11,572NewHistory
ETNEaton Corp plcStock1,490$465.9K0.2%+1,490NewHistory
CIFRCipher Digital Inc.COM91,308$470.2K0.2%+91,308NewHistory
REYNReynolds Consumer Products Inc.COM16,527$472.0K0.3%+16,527NewHistory
ARVNArvinas, Inc.COM11,482$474.0K0.3%+11,482NewHistory
DOCNDigitalOcean Holdings, Inc.COM12,421$474.2K0.3%+12,421NewHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X11,252$482.9K0.3%+11,252New–
MLMMartin Marietta Materials IncCOM790$485.0K0.3%−169−17.6%ReducedHistory
GGenpact LTDSHS14,739$485.6K0.3%+14,739NewHistory
Liberty Media Corp531229813Stock16,472$489.2K0.3%+16,472New–
ORCLOracle CorpStock3,903$490.3K0.3%+3,903NewHistory
PAGPenske Automotive Group, Inc.COM3,030$490.8K0.3%+1,549+104.6%AddedHistory
PRVAPrivia Health Group, Inc.COM25,063$491.0K0.3%+25,063NewHistory
RHIRobert Half Inc.COM6,267$496.8K0.3%+6,267NewHistory
MANHManhattan Associates IncStock1,987$497.2K0.3%+310+18.5%AddedHistory
PCVXVaxcyte, Inc.COM7,289$497.9K0.3%+4,034+123.9%AddedHistory
SYRESpyre Therapeutics, Inc.COM NEW13,143$498.5K0.3%+13,143NewHistory
UAAUnder Armour, Inc.Stock67,601$498.9K0.3%+67,601NewHistory
XYLXylem Inc.COM3,862$499.1K0.3%+3,862NewHistory
YOUClear Secure, Inc.COM CL A23,546$500.8K0.3%+23,546NewHistory
TWLOTwilio IncCL A8,192$500.9K0.3%+8,192NewHistory
NOWServiceNow, Inc.Stock659$502.4K0.3%−475−41.9%ReducedHistory
PZZAPapa Johns International IncStock7,546$502.6K0.3%+7,546NewHistory
RLRalph Lauren CorpCL A2,680$503.2K0.3%+13+0.5%AddedHistory
INCYIncyte CorpCOM8,840$503.6K0.3%+8,840NewHistory
FANGDiamondback Energy, Inc.Stock2,543$503.9K0.3%+2,543NewHistory
AMTAmerican Tower CorpREIT2,553$504.4K0.3%+2,553NewHistory
WECWec Energy Group, Inc.Stock6,158$505.7K0.3%+6,158NewHistory
SMPLSimply Good Foods CoCOM14,876$506.2K0.3%+14,876NewHistory
MTBM&T Bank CorpCOM3,482$506.4K0.3%+1,473+73.3%AddedHistory
TECHBIO-TECHNE CorpCOM7,203$507.0K0.3%+7,203NewHistory
TTWOTake Two Interactive Software IncCOM3,417$507.4K0.3%+3,417NewHistory
GMEDGlobus Medical IncStock9,463$507.6K0.3%+9,463NewHistory
FNDFloor & Decor Holdings, Inc.CL A3,923$508.5K0.3%+2,011+105.2%AddedHistory
HELEHelen of Troy LtdStock4,414$508.7K0.3%+4,414NewHistory
KBHKB HomeCOM7,182$509.1K0.3%+7,182NewHistory
CRICarters IncCOM6,015$509.4K0.3%+6,015NewHistory
VRSKVerisk Analytics, Inc.COM2,162$509.6K0.3%+2,162NewHistory
CBOECboe Global Markets, Inc.COM2,778$510.4K0.3%+1,349+94.4%AddedHistory
GRABGrab Holdings LtdCLASS A ORD163,699$514.0K0.3%+163,699NewHistory
BXPBXP, Inc.COM7,914$516.9K0.3%+3,374+74.3%AddedHistory
MSFTMicrosoft CorpStock1,231$517.9K0.3%+96+8.5%AddedHistory
PLUGPlug Power IncStock150,626$518.2K0.3%+106,000+237.5%AddedHistory
HMYHarmony Gold Mining Co LtdADR63,778$521.1K0.3%+63,778NewHistory
CCICrown Castle Inc.REIT4,929$521.6K0.3%−8,965−64.5%ReducedHistory
VLYValley National BancorpCOM65,787$523.7K0.3%+65,787NewHistory
LYVLive Nation Entertainment, Inc.COM4,955$524.1K0.3%+4,955NewHistory
DKSDick's Sporting Goods, Inc.Stock2,332$524.4K0.3%+2,332NewHistory
ALGMAllegro Microsystems, Inc.COM19,557$527.3K0.3%+19,557NewHistory
BRBRBellring Brands, Inc.Stock9,010$531.9K0.3%+9,010NewHistory
TWSTTwist Bioscience CorpCOM15,511$532.2K0.3%+15,511NewHistory
TSCOTractor Supply CoCOM2,035$532.6K0.3%+2,035NewHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B10,839$532.8K0.3%+10,839NewHistory
JANXJanux Therapeutics, Inc.COM14,174$533.7K0.3%+14,174NewHistory
CGONCG Oncology, Inc.COM12,194$535.3K0.3%+12,194NewHistory
MRUSMerus N.V.COM11,902$535.9K0.3%+11,902NewHistory
NVSTEnvista Holdings CorpCOM25,344$541.9K0.3%+15,637+161.1%AddedHistory
AMBAAmbarella IncSHS10,729$544.7K0.3%+10,729NewHistory
PODDInsulet CorpStock3,195$547.6K0.3%+3,195NewHistory
IDCCInterDigital, Inc.COM5,178$551.3K0.3%+5,178NewHistory
LITELumentum Holdings Inc.COM11,656$551.9K0.3%+11,656NewHistory
AZEKAZEK Co Inc.CL A11,070$555.9K0.3%+11,070NewHistory
NTLAIntellia Therapeutics, Inc.COM20,217$556.2K0.3%+9,776+93.6%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM23,520$559.8K0.3%+23,520NewHistory
ELSEquity Lifestyle Properties IncCOM8,710$560.9K0.3%+8,710NewHistory
CELHCelsius Holdings, Inc.COM NEW6,769$561.3K0.3%+2,599+62.3%AddedHistory
LNGCheniere Energy, Inc.COM NEW3,488$562.5K0.3%−2,104−37.6%ReducedHistory
UTHRUnited Therapeutics CorpCOM2,452$563.3K0.3%−3,921−61.5%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock2,659$566.6K0.3%+2,659NewHistory
SBSWSibanye Stillwater LtdSPONSORED ADR120,338$566.8K0.3%+97,491+426.7%AddedHistory
TPGTPG Inc.COM CL A12,702$567.8K0.3%+12,702NewHistory
JACKJack in the Box IncCOM8,311$569.1K0.3%+5,080+157.2%AddedHistory
CEGConstellation Energy CorpStock3,081$569.5K0.3%+3,081NewHistory
AVAVAeroVironment IncCOM3,724$570.8K0.3%+1,152+44.8%AddedHistory
LPLALPL Financial Holdings Inc.COM2,173$574.1K0.3%+2,173NewHistory
VEEVVeeva Systems IncStock2,479$574.4K0.3%+2,479NewHistory
POOLPool CorpCOM1,429$576.6K0.3%+875+157.9%AddedHistory
TXRHTexas Roadhouse, Inc.COM3,740$577.7K0.3%+3,740NewHistory
HIIHuntington Ingalls Industries, Inc.COM1,985$578.6K0.3%+1,985NewHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A31,725$579.0K0.3%+31,725NewHistory
SKXSkechers USA IncCL A9,460$579.5K0.3%+9,460NewHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW16,413$581.8K0.3%+16,413NewHistory
DHRDanaher CorpStock2,332$582.3K0.3%+214+10.1%AddedHistory
LINLinde PLCStock1,256$583.2K0.3%−787−38.5%ReducedHistory
SYMSymbotic Inc.Stock12,973$583.8K0.3%+8,368+181.7%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM14,742$584.4K0.3%+14,742NewHistory

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