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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
563
+169 vs. Q1 2024
Portfolio value
$485.5M
+$296.8M (+157.3%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Scientech Research LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CRWDCrowdStrike Holdings, Inc.Stock12,009$4.60M0.9%+8,403+233.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock8,933$4.19M0.9%+8,933NewHistory
AAgilent Technologies, Inc.COM31,572$4.09M0.8%+31,572NewHistory
CEGConstellation Energy CorpStock19,776$3.96M0.8%+16,695+541.9%AddedHistory
ASMLASML Holding NVADR3,776$3.86M0.8%+3,466+1,118.1%AddedHistory
MDBMongoDB, Inc.CL A14,394$3.60M0.7%+14,394NewHistory
MSFTMicrosoft CorpStock7,590$3.39M0.7%+6,359+516.6%AddedHistory
DKSDick's Sporting Goods, Inc.Stock14,579$3.13M0.6%+12,247+525.2%AddedHistory
ICLRIcon PLCCOM9,824$3.08M0.6%+6,113+164.7%AddedHistory
CVNACarvana Co.CL A23,721$3.05M0.6%+23,721NewHistory
CMICummins IncStock10,922$3.02M0.6%+10,922NewHistory
METAMeta Platforms, Inc.Stock5,777$2.91M0.6%+3,424+145.5%AddedHistory
CTASCintas CorpStock3,867$2.71M0.6%+3,867NewHistory
NXPINXP Semiconductors N.V.COM9,939$2.67M0.6%+9,939NewHistory
AMPAmeriprise Financial IncCOM6,038$2.58M0.5%+6,038NewHistory
VRSNVerisign IncCOM14,148$2.52M0.5%+8,865+167.8%AddedHistory
MOHMolina Healthcare, Inc.COM8,234$2.45M0.5%+8,234NewHistory
TRVTravelers Companies, Inc.Stock12,003$2.44M0.5%+10,370+635.0%AddedHistory
GSGoldman Sachs Group IncStock5,384$2.44M0.5%+5,384NewHistory
ITCIIntra-Cellular Therapies, Inc.COM35,270$2.42M0.5%+35,270NewHistory
AMZNAmazon Com IncStock12,454$2.41M0.5%+7,941+176.0%AddedHistory
AAPLApple Inc.Stock11,378$2.40M0.5%+11,378NewHistory
PHParker-Hannifin CorpStock4,723$2.39M0.5%+4,723NewHistory
PANWPalo Alto Networks IncStock6,990$2.37M0.5%+6,990NewHistory
ADIAnalog Devices IncStock10,173$2.32M0.5%+10,173NewHistory
GOOGAlphabet Inc.Stock12,633$2.32M0.5%+11,269+826.2%AddedHistory
HUBBHubbell IncCOM6,337$2.32M0.5%+6,337NewHistory
NVDANVIDIA CorpStock18,539$2.29M0.5%+10,229+123.1%AddedConverted for a 10-for-1 splitHistory
CDNSCadence Design Systems IncStock7,442$2.29M0.5%+308+4.3%AddedHistory
MAMastercard IncStock5,171$2.28M0.5%+2,472+91.6%AddedHistory
WINGWingstop Inc.COM5,322$2.25M0.5%+5,322NewHistory
TTWOTake Two Interactive Software IncCOM14,319$2.23M0.5%+10,902+319.1%AddedHistory
VEEVVeeva Systems IncStock11,906$2.18M0.4%+9,427+380.3%AddedHistory
ANETArista Networks, Inc.COM6,136$2.15M0.4%+4,645+311.5%AddedHistory
WSMWilliams Sonoma IncCOM7,600$2.15M0.4%+7,600NewHistory
SJMJ M SMUCKER CoStock19,623$2.14M0.4%+19,623NewHistory
EAElectronic Arts Inc.COM15,244$2.12M0.4%+12,824+529.9%AddedHistory
KEYSKeysight Technologies, Inc.Stock15,403$2.11M0.4%+15,403NewHistory
ARMArm Holdings PLCADR12,859$2.10M0.4%+12,859NewHistory
KLACKLA CorpCOM NEW2,551$2.10M0.4%+1,667+188.6%AddedHistory
GOOGLAlphabet Inc.Stock11,195$2.04M0.4%+8,315+288.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW4,542$2.02M0.4%+3,038+202.0%AddedHistory
AMKRAmkor Technology, Inc.COM50,184$2.01M0.4%+50,184NewHistory
POOLPool CorpCOM6,383$1.96M0.4%+4,954+346.7%AddedHistory
TROWPrice T Rowe Group IncStock16,930$1.95M0.4%+16,930NewHistory
DUOLDuolingo, Inc.CL A COM9,332$1.95M0.4%+5,805+164.6%AddedHistory
HSICHenry Schein IncCOM30,307$1.94M0.4%+22,152+271.6%AddedHistory
TMDXTransMedics Group, Inc.COM12,767$1.92M0.4%+12,767NewHistory
NXTNextpower Inc.Stock40,944$1.92M0.4%+28,146+219.9%AddedHistory
MPWRMonolithic Power Systems, Inc.COM2,323$1.91M0.4%+440+23.4%AddedHistory
ESEversource EnergyStock33,617$1.91M0.4%+22,983+216.1%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,774$1.86M0.4%−372−17.3%ReducedHistory
EQIXEquinix IncCOM2,438$1.84M0.4%+2,438NewHistory
WFRDWeatherford International plcORD SHS14,991$1.84M0.4%+13,169+722.8%AddedHistory
SFMSprouts Farmers Market, Inc.COM21,939$1.84M0.4%+12,805+140.2%AddedHistory
TSLATesla, Inc.Stock9,264$1.83M0.4%+9,264NewHistory
PODDInsulet CorpStock8,978$1.81M0.4%+5,783+181.0%AddedHistory
ETNEaton Corp plcStock5,744$1.80M0.4%+4,254+285.5%AddedHistory
TSCOTractor Supply CoCOM6,660$1.80M0.4%+4,625+227.3%AddedHistory
MRKMerck & Co., Inc.Stock14,450$1.79M0.4%+14,450NewHistory
SNPSSynopsys IncCOM3,002$1.79M0.4%+845+39.2%AddedHistory
AMEAmetek IncCOM10,634$1.77M0.4%+10,634NewHistory
CASYCaseys General Stores IncCOM4,640$1.77M0.4%+4,640NewHistory
PBFPBF Energy Inc.CL A38,425$1.77M0.4%+38,425NewHistory
FNDFloor & Decor Holdings, Inc.CL A17,773$1.77M0.4%+13,850+353.0%AddedHistory
LPXLouisiana-Pacific CorpCOM21,426$1.76M0.4%+21,426NewHistory
MPCMarathon Petroleum CorpStock10,165$1.76M0.4%+10,165NewHistory
SKXSkechers USA IncCL A25,504$1.76M0.4%+16,044+169.6%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock14,242$1.75M0.4%+12,033+544.7%AddedHistory
APDAir Products & Chemicals, Inc.Stock6,750$1.74M0.4%+5,003+286.4%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM19,709$1.73M0.4%+19,709NewHistory
ACNAccenture plcStock5,639$1.71M0.4%+5,639NewHistory
TTCToro CoCOM18,236$1.71M0.4%+18,236NewHistory
GHGuardant Health, Inc.COM59,023$1.70M0.4%+59,023NewHistory
ATIAti IncStock30,505$1.69M0.3%+30,505NewHistory
VLTOVeralto CorpStock17,670$1.69M0.3%+17,670NewHistory
DHRDanaher CorpStock6,656$1.66M0.3%+4,324+185.4%AddedHistory
JDJD.com, Inc.SPON ADS CL A63,819$1.65M0.3%+63,819NewHistory
FIXComfort Systems USA IncCOM5,391$1.64M0.3%+5,391NewHistory
TPLTexas Pacific Land CorpStock2,232$1.64M0.3%+2,232NewHistory
CNXCConcentrix CorpStock25,324$1.60M0.3%+25,324NewHistory
LNWOLight & Wonder, Inc.COM15,202$1.59M0.3%+12,491+460.8%AddedHistory
RHIRobert Half Inc.COM24,721$1.58M0.3%+18,454+294.5%AddedHistory
AAPAdvance Auto Parts IncCOM24,920$1.58M0.3%+14,953+150.0%AddedHistory
INSPInspire Medical Systems, Inc.COM11,762$1.57M0.3%+11,762NewHistory
TOLToll Brothers, Inc.COM13,555$1.56M0.3%+13,555NewHistory
TWSTTwist Bioscience CorpCOM31,435$1.55M0.3%+15,924+102.7%AddedHistory
AMGNAmgen IncStock4,955$1.55M0.3%+4,041+442.1%AddedHistory
EWBCEast West Bancorp IncCOM21,095$1.54M0.3%+16,533+362.4%AddedHistory
iShares Tr464287622RUS 1000 ETF5,127$1.53M0.3%+5,127New–
SYYSysco CorpStock21,325$1.52M0.3%+21,325NewHistory
CRMSalesforce, Inc.Stock5,918$1.52M0.3%+3,048+106.2%AddedHistory
BBWIBath & Body Works, Inc.COM38,915$1.52M0.3%+38,915NewHistory
MSTRStrategy IncStock1,103$1.52M0.3%+879+392.4%AddedHistory
CFCF Industries Holdings, Inc.COM20,432$1.51M0.3%+14,951+272.8%AddedHistory
EXPDExpeditors International of Washington IncCOM12,072$1.51M0.3%+12,072NewHistory
TMOThermo Fisher Scientific Inc.Stock2,724$1.51M0.3%+531+24.2%AddedHistory
STZConstellation Brands, Inc.Stock5,852$1.51M0.3%+5,852NewHistory
AVTRAvantor, Inc.COM70,839$1.50M0.3%+70,839NewHistory
AMATApplied Materials IncStock6,328$1.49M0.3%+5,022+384.5%AddedHistory

Sold out since Q1 2024 (223)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 223 by value last quarter.

Positions of Scientech Research LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
NKLANikola CorpCOM1,470,346$1.53M0.8%History
SAIASaia IncCOM2,170$1.27M0.7%History
DOVDOVER CorpCOM7,050$1.25M0.7%History
UNPUnion Pacific CorpStock4,389$1.08M0.6%History
RACEFerrari N.V.COM2,460$1.07M0.6%History
MORNMorningstar, Inc.COM3,283$1.01M0.5%History
Cyberark Software LtdM2682V108SHS3,419$908.2K0.5%–
FWONKLiberty Media CorpCOM LBTY ONE S C13,508$886.1K0.5%History
FMCFMC CorpCOM NEW13,827$880.8K0.5%History
CHTRCharter Communications, Inc.CL A3,009$874.5K0.5%History
VRNSVaronis Systems IncCOM17,792$839.2K0.4%History
VMCVulcan Materials COCOM3,031$827.2K0.4%History
NTRANatera, Inc.COM8,902$814.2K0.4%History
LYFTLyft, Inc.CL A COM41,830$809.4K0.4%History
INTUIntuit Inc.Stock1,200$780.0K0.4%History
PLAYDave & Buster's Entertainment, Inc.COM12,326$771.6K0.4%History
RHRHCOM2,181$759.6K0.4%History
GLGlobe Life Inc.COM6,225$724.4K0.4%History
MMM3M CoStock6,809$722.2K0.4%History
CCitigroup IncStock11,380$719.7K0.4%History
ELVElevance Health, Inc.Stock1,387$719.2K0.4%History
ALCAlcon IncStock8,137$677.7K0.4%History
APGEApogee Therapeutics, Inc.COM10,121$672.5K0.4%History
GWWW.W. Grainger, Inc.Stock661$672.4K0.4%History
FTVFortive CorpStock7,803$671.2K0.4%History
NICENICE Ltd.SPONSORED ADR2,550$664.6K0.4%History
AXONAxon Enterprise, Inc.COM2,087$653.0K0.3%History
PENPenumbra IncCOM2,914$650.3K0.3%History
STLDSteel Dynamics IncCOM4,363$646.7K0.3%History
SPGIS&P Global Inc.Stock1,518$645.8K0.3%History
SUISun Communities IncCOM4,976$639.8K0.3%History
CHHChoice Hotels International IncCOM5,033$635.9K0.3%History
EQNREquinor ASASPONSORED ADR23,477$634.6K0.3%History
QRVOQorvo, Inc.Stock5,481$629.4K0.3%History
CMECME Group Inc.COM2,913$627.1K0.3%History
Microsectors Fang Plus Index 3X063679534ETP1,913$625.6K0.3%–
CIENCiena CorpCOM NEW12,484$617.3K0.3%History
MODModine Manufacturing CoCOM6,394$608.6K0.3%History
PRKSUnited Parks & Resorts Inc.COM10,637$597.9K0.3%History
VVVValvoline IncCOM13,360$595.5K0.3%History
TFXTeleflex IncCOM2,626$593.9K0.3%History
STAAStaar Surgical CoCOM PAR $0.0115,356$587.8K0.3%History
ALPNAlpine Immune Sciences, Inc.COM14,742$584.4K0.3%History
SYMSymbotic Inc.Stock12,973$583.8K0.3%History
LINLinde PLCStock1,256$583.2K0.3%History
IARTIntegra Lifesciences Holdings CorpCOM NEW16,413$581.8K0.3%History
PAGPPlains GP Holdings LPLTD PARTNR INT A31,725$579.0K0.3%History
HIIHuntington Ingalls Industries, Inc.COM1,985$578.6K0.3%History
TXRHTexas Roadhouse, Inc.COM3,740$577.7K0.3%History
LPLALPL Financial Holdings Inc.COM2,173$574.1K0.3%History
TPGTPG Inc.COM CL A12,702$567.8K0.3%History
LHXL3HARRIS Technologies, Inc.Stock2,659$566.6K0.3%History
LNGCheniere Energy, Inc.COM NEW3,488$562.5K0.3%History
CELHCelsius Holdings, Inc.COM NEW6,769$561.3K0.3%History
ELSEquity Lifestyle Properties IncCOM8,710$560.9K0.3%History
SNDXSyndax Pharmaceuticals IncCOM23,520$559.8K0.3%History
AZEKAZEK Co Inc.CL A11,070$555.9K0.3%History
LITELumentum Holdings Inc.COM11,656$551.9K0.3%History
IDCCInterDigital, Inc.COM5,178$551.3K0.3%History
AMBAAmbarella IncSHS10,729$544.7K0.3%History
MRUSMerus N.V.COM11,902$535.9K0.3%History
JANXJanux Therapeutics, Inc.COM14,174$533.7K0.3%History
SQMChemical & Mining Co of Chile IncSPON ADR SER B10,839$532.8K0.3%History
ALGMAllegro Microsystems, Inc.COM19,557$527.3K0.3%History
LYVLive Nation Entertainment, Inc.COM4,955$524.1K0.3%History
VLYValley National BancorpCOM65,787$523.7K0.3%History
CCICrown Castle Inc.REIT4,929$521.6K0.3%History
HMYHarmony Gold Mining Co LtdADR63,778$521.1K0.3%History
PLUGPlug Power IncStock150,626$518.2K0.3%History
CBOECboe Global Markets, Inc.COM2,778$510.4K0.3%History
VRSKVerisk Analytics, Inc.COM2,162$509.6K0.3%History
KBHKB HomeCOM7,182$509.1K0.3%History
GMEDGlobus Medical IncStock9,463$507.6K0.3%History
SMPLSimply Good Foods CoCOM14,876$506.2K0.3%History
FANGDiamondback Energy, Inc.Stock2,543$503.9K0.3%History
PZZAPapa Johns International IncStock7,546$502.6K0.3%History
NOWServiceNow, Inc.Stock659$502.4K0.3%History
TWLOTwilio IncCL A8,192$500.9K0.3%History
YOUClear Secure, Inc.COM CL A23,546$500.8K0.3%History
UAAUnder Armour, Inc.Stock67,601$498.9K0.3%History
SYRESpyre Therapeutics, Inc.COM NEW13,143$498.5K0.3%History
PCVXVaxcyte, Inc.COM7,289$497.9K0.3%History
PRVAPrivia Health Group, Inc.COM25,063$491.0K0.3%History
PAGPenske Automotive Group, Inc.COM3,030$490.8K0.3%History
GGenpact LTDSHS14,739$485.6K0.3%History
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X11,252$482.9K0.3%–
DOCNDigitalOcean Holdings, Inc.COM12,421$474.2K0.3%History
ARVNArvinas, Inc.COM11,482$474.0K0.3%History
REYNReynolds Consumer Products Inc.COM16,527$472.0K0.3%History
KYMRKymera Therapeutics, Inc.COM11,572$465.2K0.2%History
ALABAstera Labs, Inc.Stock6,256$464.1K0.2%History
TLRYTilray Brands, Inc.COM CL 2187,718$463.7K0.2%History
RDNTRadNet, Inc.COM9,263$450.7K0.2%History
NUNu Holdings Ltd.ORD SHS CL A37,475$447.1K0.2%History
ITRIItron, Inc.COM4,764$440.8K0.2%History
TRMDTORM plcSHS CL A12,567$439.2K0.2%History
ANFAbercrombie & Fitch CoCL A3,419$428.5K0.2%History
RCKTRocket Pharmaceuticals, Inc.COM15,858$427.2K0.2%History
STXSeagate Technology Holdings plcORD SHS4,559$424.2K0.2%History
FLSFlowserve CorpCOM9,232$421.7K0.2%History