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.
- Positions
- 563
- +169 vs. Q1 2024
- Portfolio value
- $485.5M
- +$296.8M (+157.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWAVTaoWeave, Inc. | COM NEW | 16,725 | $2.96K | <0.1% | +16,725 | New | History |
| UNCYUnicycive Therapeutics, Inc. | COM | 10,969 | $5.50K | <0.1% | +10,969 | New | History |
| RYMRYTHM, Inc. | COM NEW | 13,658 | $6.09K | <0.1% | +13,658 | New | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 10,950 | $9.50K | <0.1% | +10,950 | New | History |
| BLUEbluebird bio, Inc. | COM | 11,795 | $11.6K | <0.1% | +11,795 | New | History |
| EAFGraftech International Ltd | COM | 14,141 | $13.7K | <0.1% | +14,141 | New | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 16,108 | $17.2K | <0.1% | +16,108 | New | History |
| LUMNLumen Technologies, Inc. | Stock | 18,215 | $20.0K | <0.1% | +18,215 | New | History |
| BARKBark, Inc. | COM | 12,651 | $22.9K | <0.1% | +12,651 | New | History |
| New Gold Inc Cda644535106 | COM | 14,353 | $28.0K | <0.1% | +14,353 | New | – |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 28,710 | $36.5K | <0.1% | +28,710 | New | History |
| FFAIFaraday Future Intelligent Electric Inc. | COM CL A | 79,029 | $40.0K | <0.1% | +79,029 | New | History |
| BQBoqii Holding Ltd | SPON ADS NEW | 77,963 | $41.1K | <0.1% | +77,963 | New | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 30,587 | $46.2K | <0.1% | −51,177−62.6% | Reduced | History |
| BMEABiomea Fusion, Inc. | COM | 10,321 | $46.4K | <0.1% | +10,321 | New | History |
| BLDPBallard Power Systems Inc. | COM | 23,303 | $52.4K | <0.1% | +23,303 | New | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 22,223 | $81.3K | <0.1% | +22,223 | New | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 43,350 | $97.1K | <0.1% | +43,350 | New | History |
| ALTMArcadium Lithium plc | Stock | 32,937 | $110.7K | <0.1% | +32,937 | New | History |
| MPTMedical Properties Trust Inc | COM | 26,561 | $114.5K | <0.1% | −66,256−71.4% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 12,440 | $127.6K | <0.1% | +12,440 | New | History |
| Direxion Shs ETF Tr25460G716 | DAILY S&P BIOTEC | 18,193 | $133.4K | <0.1% | −43,416−70.5% | Reduced | – |
| ASANAsana, Inc. | CL A | 10,439 | $146.0K | <0.1% | +10,439 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 19,439 | $156.3K | <0.1% | +19,439 | New | History |
| PSNYPolestar Automotive Holding UK PLC | ADS A | 204,807 | $161.1K | <0.1% | +204,807 | New | History |
| Graniteshares ETF Tr38747R793 | 1.5X SHORT NVDA | 80,702 | $178.4K | <0.1% | +80,702 | New | – |
| BBDBank Bradesco | SP ADR PFD NEW | 82,877 | $185.6K | <0.1% | +82,877 | New | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 5,089 | $200.0K | <0.1% | +5,089 | New | History |
| VIKViking Holdings Ltd | ORD SHS | 5,902 | $200.3K | <0.1% | +5,902 | New | History |
| FCFSFirstCash Holdings, Inc. | COM | 1,921 | $201.5K | <0.1% | +1,921 | New | History |
| EFXEquifax Inc | COM | 831 | $201.5K | <0.1% | +831 | New | History |
| BERYBerry Global Group, Inc. | COM | 3,426 | $201.6K | <0.1% | −6,563−65.7% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 2,848 | $202.0K | <0.1% | +2,848 | New | History |
| MEDPMedpace Holdings, Inc. | COM | 492 | $202.6K | <0.1% | −1,114−69.4% | Reduced | History |
| HEESH&E Equipment Services, Inc. | COM | 4,598 | $203.1K | <0.1% | +4,598 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 7,842 | $203.8K | <0.1% | −7,388−48.5% | Reduced | History |
| MANHManhattan Associates Inc | Stock | 829 | $204.5K | <0.1% | −1,158−58.3% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 1,516 | $208.7K | <0.1% | −2,958−66.1% | Reduced | History |
| SEESealed Air Corp | COM | 6,026 | $209.6K | <0.1% | +6,026 | New | History |
| JACKJack in the Box Inc | COM | 4,130 | $210.4K | <0.1% | −4,181−50.3% | Reduced | History |
| VALValaris Ltd | CL A | 2,831 | $210.9K | <0.1% | +2,831 | New | History |
| ZGZillow Group, Inc. | CL A | 4,693 | $211.4K | <0.1% | +4,693 | New | History |
| PALLabrdn Palladium ETF Trust | PHYSICAL PALLADM | 2,375 | $211.6K | <0.1% | +2,375 | New | History |
| USBUS Bancorp DE | COM NEW | 5,371 | $213.2K | <0.1% | +5,371 | New | History |
| RLRalph Lauren Corp | CL A | 1,235 | $216.2K | <0.1% | −1,445−53.9% | Reduced | History |
| NVAXNovavax Inc | COM NEW | 17,164 | $217.3K | <0.1% | −23,391−57.7% | Reduced | History |
| RFRegions Financial Corp | COM | 10,853 | $217.5K | <0.1% | +10,853 | New | History |
| TAT&T Inc. | Stock | 11,481 | $219.4K | <0.1% | +11,481 | New | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 3,353 | $220.0K | <0.1% | +3,353 | New | History |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 1,584 | $220.4K | <0.1% | +1,584 | New | – |
| CABOCable One, Inc. | COM | 625 | $221.3K | <0.1% | −47−7.0% | Reduced | History |
| CVLTCommvault Systems Inc | COM | 1,820 | $221.3K | <0.1% | +1,820 | New | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,530 | $222.6K | <0.1% | +1,530 | New | – |
| BROSDutch Bros Inc. | CL A | 5,377 | $222.6K | <0.1% | −14,330−72.7% | Reduced | History |
| Direxion Daily Semiconductor Bear 3X Shares25460G112 | ETF | 10,061 | $228.2K | <0.1% | +10,061 | New | – |
| COFCapital One Financial Corp | Stock | 1,649 | $228.3K | <0.1% | +1,649 | New | History |
| GAPGap Inc | COM | 9,587 | $229.0K | <0.1% | +9,587 | New | History |
| BTUPeabody Energy Corp | COM | 10,368 | $229.3K | <0.1% | +10,368 | New | History |
| PFGCPerformance Food Group Co | COM | 3,502 | $231.5K | <0.1% | +3,502 | New | History |
| CHDNChurchill Downs Inc | COM | 1,672 | $233.4K | <0.1% | +1,672 | New | History |
| LBRTLiberty Energy Inc. | COM CL A | 11,203 | $234.0K | <0.1% | +11,203 | New | History |
| CRICarters Inc | COM | 3,782 | $234.4K | <0.1% | −2,233−37.1% | Reduced | History |
| RICKRci Hospitality Holdings, Inc. | COM | 5,394 | $235.0K | <0.1% | +5,394 | New | History |
| TOSTToast, Inc. | Stock | 9,153 | $235.9K | <0.1% | +9,153 | New | History |
| VNOMViper Energy, Inc. | COM | 6,357 | $238.6K | <0.1% | +6,357 | New | History |
| VTLEVital Energy, Inc. | COM | 5,334 | $239.1K | <0.1% | +5,334 | New | History |
| ONTOOnto Innovation Inc. | COM | 1,089 | $239.1K | <0.1% | +1,089 | New | History |
| ETSYEtsy Inc | COM | 4,086 | $241.0K | <0.1% | +4,086 | New | History |
| LGIHLGI Homes, Inc. | COM | 2,694 | $241.1K | <0.1% | +2,694 | New | History |
| HCAHCA Healthcare, Inc. | COM | 751 | $241.3K | <0.1% | +48+6.8% | Added | History |
| ITTItt Inc. | COM | 1,869 | $241.4K | <0.1% | +1,869 | New | History |
| ORCLOracle Corp | Stock | 1,713 | $241.9K | <0.1% | −2,190−56.1% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 6,831 | $243.2K | 0.1% | +6,831 | New | History |
| NVTnVent Electric plc | SHS | 3,187 | $244.2K | 0.1% | +3,187 | New | History |
| LKQLKQ Corp | COM | 5,901 | $245.4K | 0.1% | +5,901 | New | History |
| GRALGRAIL, Inc. | COM | 16,102 | $247.5K | 0.1% | +16,102 | New | History |
| IESCIES Holdings, Inc. | COM | 1,780 | $248.0K | 0.1% | +1,780 | New | History |
| VACMarriott Vacations Worldwide Corp | COM | 2,851 | $248.9K | 0.1% | +2,851 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 239 | $252.4K | 0.1% | +19+8.6% | Added | History |
| NOGNorthern Oil & Gas, Inc. | COM | 6,823 | $253.6K | 0.1% | +6,823 | New | History |
| CECelanese Corp | Stock | 1,891 | $255.1K | 0.1% | +1,891 | New | History |
| GEVGE Vernova Inc. | Stock | 1,496 | $256.6K | 0.1% | +1,496 | New | History |
| TRPTC Energy Corp | COM | 6,831 | $258.9K | 0.1% | +6,831 | New | History |
| GWREGuidewire Software, Inc. | COM | 1,896 | $261.4K | 0.1% | +1,896 | New | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 6,505 | $261.6K | 0.1% | +6,505 | New | – |
| METMetlife Inc | Stock | 3,763 | $264.1K | 0.1% | +3,763 | New | History |
| ECHOEchoStar CORP | CL A | 14,875 | $264.9K | 0.1% | +14,875 | New | History |
| ZETAZeta Global Holdings Corp. | CL A | 15,025 | $265.2K | 0.1% | +15,025 | New | History |
| RBCRBC Bearings INC | COM | 985 | $265.7K | 0.1% | +985 | New | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 20,442 | $266.2K | 0.1% | +20,442 | New | History |
| AXTAAxalta Coating Systems Ltd. | COM | 7,866 | $268.8K | 0.1% | +7,866 | New | History |
| HHyatt Hotels Corp | COM CL A | 1,801 | $273.6K | 0.1% | −686−27.6% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 7,300 | $274.8K | 0.1% | +7,300 | New | History |
| EXRExtra Space Storage Inc. | COM | 1,771 | $275.2K | 0.1% | +1,771 | New | History |
| BLMNBloomin' Brands, Inc. | COM | 14,410 | $277.1K | 0.1% | +3,239+29.0% | Added | History |
| CGONCG Oncology, Inc. | COM | 8,803 | $277.9K | 0.1% | −3,391−27.8% | Reduced | History |
| SNASnap-on Inc | COM | 1,067 | $278.9K | 0.1% | +1,067 | New | History |
| CORCencora, Inc. | Stock | 1,244 | $280.3K | 0.1% | +230+22.7% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,609 | $280.7K | 0.1% | +1,609 | New | – |
| PDCOPatterson Companies, Inc. | COM | 11,697 | $282.1K | 0.1% | +2,714+30.2% | Added | History |
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.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| NKLANikola Corp | COM | 1,470,346 | $1.53M | 0.8% | History |
| SAIASaia Inc | COM | 2,170 | $1.27M | 0.7% | History |
| DOVDOVER Corp | COM | 7,050 | $1.25M | 0.7% | History |
| UNPUnion Pacific Corp | Stock | 4,389 | $1.08M | 0.6% | History |
| RACEFerrari N.V. | COM | 2,460 | $1.07M | 0.6% | History |
| MORNMorningstar, Inc. | COM | 3,283 | $1.01M | 0.5% | History |
| Cyberark Software LtdM2682V108 | SHS | 3,419 | $908.2K | 0.5% | – |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 13,508 | $886.1K | 0.5% | History |
| FMCFMC Corp | COM NEW | 13,827 | $880.8K | 0.5% | History |
| CHTRCharter Communications, Inc. | CL A | 3,009 | $874.5K | 0.5% | History |
| VRNSVaronis Systems Inc | COM | 17,792 | $839.2K | 0.4% | History |
| VMCVulcan Materials CO | COM | 3,031 | $827.2K | 0.4% | History |
| NTRANatera, Inc. | COM | 8,902 | $814.2K | 0.4% | History |
| LYFTLyft, Inc. | CL A COM | 41,830 | $809.4K | 0.4% | History |
| INTUIntuit Inc. | Stock | 1,200 | $780.0K | 0.4% | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 12,326 | $771.6K | 0.4% | History |
| RHRH | COM | 2,181 | $759.6K | 0.4% | History |
| GLGlobe Life Inc. | COM | 6,225 | $724.4K | 0.4% | History |
| MMM3M Co | Stock | 6,809 | $722.2K | 0.4% | History |
| CCitigroup Inc | Stock | 11,380 | $719.7K | 0.4% | History |
| ELVElevance Health, Inc. | Stock | 1,387 | $719.2K | 0.4% | History |
| ALCAlcon Inc | Stock | 8,137 | $677.7K | 0.4% | History |
| APGEApogee Therapeutics, Inc. | COM | 10,121 | $672.5K | 0.4% | History |
| GWWW.W. Grainger, Inc. | Stock | 661 | $672.4K | 0.4% | History |
| FTVFortive Corp | Stock | 7,803 | $671.2K | 0.4% | History |
| NICENICE Ltd. | SPONSORED ADR | 2,550 | $664.6K | 0.4% | History |
| AXONAxon Enterprise, Inc. | COM | 2,087 | $653.0K | 0.3% | History |
| PENPenumbra Inc | COM | 2,914 | $650.3K | 0.3% | History |
| STLDSteel Dynamics Inc | COM | 4,363 | $646.7K | 0.3% | History |
| SPGIS&P Global Inc. | Stock | 1,518 | $645.8K | 0.3% | History |
| SUISun Communities Inc | COM | 4,976 | $639.8K | 0.3% | History |
| CHHChoice Hotels International Inc | COM | 5,033 | $635.9K | 0.3% | History |
| EQNREquinor ASA | SPONSORED ADR | 23,477 | $634.6K | 0.3% | History |
| QRVOQorvo, Inc. | Stock | 5,481 | $629.4K | 0.3% | History |
| CMECME Group Inc. | COM | 2,913 | $627.1K | 0.3% | History |
| Microsectors Fang Plus Index 3X063679534 | ETP | 1,913 | $625.6K | 0.3% | – |
| CIENCiena Corp | COM NEW | 12,484 | $617.3K | 0.3% | History |
| MODModine Manufacturing Co | COM | 6,394 | $608.6K | 0.3% | History |
| PRKSUnited Parks & Resorts Inc. | COM | 10,637 | $597.9K | 0.3% | History |
| VVVValvoline Inc | COM | 13,360 | $595.5K | 0.3% | History |
| TFXTeleflex Inc | COM | 2,626 | $593.9K | 0.3% | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 15,356 | $587.8K | 0.3% | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 14,742 | $584.4K | 0.3% | History |
| SYMSymbotic Inc. | Stock | 12,973 | $583.8K | 0.3% | History |
| LINLinde PLC | Stock | 1,256 | $583.2K | 0.3% | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 16,413 | $581.8K | 0.3% | History |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 31,725 | $579.0K | 0.3% | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,985 | $578.6K | 0.3% | History |
| TXRHTexas Roadhouse, Inc. | COM | 3,740 | $577.7K | 0.3% | History |
| LPLALPL Financial Holdings Inc. | COM | 2,173 | $574.1K | 0.3% | History |
| TPGTPG Inc. | COM CL A | 12,702 | $567.8K | 0.3% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,659 | $566.6K | 0.3% | History |
| LNGCheniere Energy, Inc. | COM NEW | 3,488 | $562.5K | 0.3% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 6,769 | $561.3K | 0.3% | History |
| ELSEquity Lifestyle Properties Inc | COM | 8,710 | $560.9K | 0.3% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 23,520 | $559.8K | 0.3% | History |
| AZEKAZEK Co Inc. | CL A | 11,070 | $555.9K | 0.3% | History |
| LITELumentum Holdings Inc. | COM | 11,656 | $551.9K | 0.3% | History |
| IDCCInterDigital, Inc. | COM | 5,178 | $551.3K | 0.3% | History |
| AMBAAmbarella Inc | SHS | 10,729 | $544.7K | 0.3% | History |
| MRUSMerus N.V. | COM | 11,902 | $535.9K | 0.3% | History |
| JANXJanux Therapeutics, Inc. | COM | 14,174 | $533.7K | 0.3% | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 10,839 | $532.8K | 0.3% | History |
| ALGMAllegro Microsystems, Inc. | COM | 19,557 | $527.3K | 0.3% | History |
| LYVLive Nation Entertainment, Inc. | COM | 4,955 | $524.1K | 0.3% | History |
| VLYValley National Bancorp | COM | 65,787 | $523.7K | 0.3% | History |
| CCICrown Castle Inc. | REIT | 4,929 | $521.6K | 0.3% | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 63,778 | $521.1K | 0.3% | History |
| PLUGPlug Power Inc | Stock | 150,626 | $518.2K | 0.3% | History |
| CBOECboe Global Markets, Inc. | COM | 2,778 | $510.4K | 0.3% | History |
| VRSKVerisk Analytics, Inc. | COM | 2,162 | $509.6K | 0.3% | History |
| KBHKB Home | COM | 7,182 | $509.1K | 0.3% | History |
| GMEDGlobus Medical Inc | Stock | 9,463 | $507.6K | 0.3% | History |
| SMPLSimply Good Foods Co | COM | 14,876 | $506.2K | 0.3% | History |
| FANGDiamondback Energy, Inc. | Stock | 2,543 | $503.9K | 0.3% | History |
| PZZAPapa Johns International Inc | Stock | 7,546 | $502.6K | 0.3% | History |
| NOWServiceNow, Inc. | Stock | 659 | $502.4K | 0.3% | History |
| TWLOTwilio Inc | CL A | 8,192 | $500.9K | 0.3% | History |
| YOUClear Secure, Inc. | COM CL A | 23,546 | $500.8K | 0.3% | History |
| UAAUnder Armour, Inc. | Stock | 67,601 | $498.9K | 0.3% | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 13,143 | $498.5K | 0.3% | History |
| PCVXVaxcyte, Inc. | COM | 7,289 | $497.9K | 0.3% | History |
| PRVAPrivia Health Group, Inc. | COM | 25,063 | $491.0K | 0.3% | History |
| PAGPenske Automotive Group, Inc. | COM | 3,030 | $490.8K | 0.3% | History |
| GGenpact LTD | SHS | 14,739 | $485.6K | 0.3% | History |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 11,252 | $482.9K | 0.3% | – |
| DOCNDigitalOcean Holdings, Inc. | COM | 12,421 | $474.2K | 0.3% | History |
| ARVNArvinas, Inc. | COM | 11,482 | $474.0K | 0.3% | History |
| REYNReynolds Consumer Products Inc. | COM | 16,527 | $472.0K | 0.3% | History |
| KYMRKymera Therapeutics, Inc. | COM | 11,572 | $465.2K | 0.2% | History |
| ALABAstera Labs, Inc. | Stock | 6,256 | $464.1K | 0.2% | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 187,718 | $463.7K | 0.2% | History |
| RDNTRadNet, Inc. | COM | 9,263 | $450.7K | 0.2% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 37,475 | $447.1K | 0.2% | History |
| ITRIItron, Inc. | COM | 4,764 | $440.8K | 0.2% | History |
| TRMDTORM plc | SHS CL A | 12,567 | $439.2K | 0.2% | History |
| ANFAbercrombie & Fitch Co | CL A | 3,419 | $428.5K | 0.2% | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 15,858 | $427.2K | 0.2% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 4,559 | $424.2K | 0.2% | History |
| FLSFlowserve Corp | COM | 9,232 | $421.7K | 0.2% | History |