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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
HPEHewlett Packard Enterprise CoCOM13,356$282.7K0.1%+13,356NewHistory
GNTXGentex CorpCOM8,426$284.0K0.1%+8,426NewHistory
RCMR1 RCM Inc.COM22,681$284.9K0.1%+22,681NewHistory
NLYAnnaly Capital Management IncREIT15,008$286.1K0.1%+15,008NewHistory
TARSTarsus Pharmaceuticals, Inc.COM10,619$288.6K0.1%+10,619NewHistory
WAYWaystar Holding Corp.COM13,461$289.4K0.1%+13,461NewHistory
PAYCPaycom Software, Inc.Stock2,028$290.1K0.1%+2,028NewHistory
JJacobs Solutions Inc.COM2,100$293.4K0.1%+2,100NewHistory
EVRGEvergy, Inc.Stock5,542$293.6K0.1%+5,542NewHistory
DVDoubleVerify Holdings, Inc.COM15,159$295.1K0.1%+15,159NewHistory
DOCSDoximity, Inc.CL A10,574$295.8K0.1%+10,574NewHistory
DASHDoorDash, Inc.Stock2,778$302.2K0.1%+2,778NewHistory
Axs 1.25X Nvda Bear Daily ETF46144X370ETF7,540$302.4K0.1%+7,540New–
GNRCGenerac Holdings Inc.Stock2,312$305.7K0.1%+2,312NewHistory
COLBColumbia Banking System, Inc.COM15,413$306.6K0.1%+15,413NewHistory
ZZillow Group, Inc.CL C CAP STK6,796$315.3K0.1%+6,796NewHistory
MTBM&T Bank CorpCOM2,085$315.6K0.1%−1,397−40.1%ReducedHistory
FLYWFlywire CorpCOM VTG19,449$318.8K0.1%+19,449NewHistory
COINCoinbase Global, Inc.COM CL A1,445$321.1K0.1%−1,669−53.6%ReducedHistory
WCNWaste Connections, Inc.COM1,838$322.3K0.1%+1,838NewHistory
TECHBIO-TECHNE CorpCOM4,514$323.4K0.1%−2,689−37.3%ReducedHistory
PEPPepsiCo IncStock1,970$324.9K0.1%+1,970NewHistory
RBARB Global Inc.COM4,286$327.3K0.1%+4,286NewHistory
BRBroadridge Financial Solutions, Inc.Stock1,667$328.4K0.1%+1,667NewHistory
CZRCaesars Entertainment, Inc.COM8,283$329.2K0.1%+8,283NewHistory
POWLPowell Industries IncStock2,301$330.0K0.1%−4,184−64.5%ReducedHistory
RRyder System IncCOM2,684$332.5K0.1%+2,684NewHistory
CAKECheesecake Factory IncCOM8,468$332.7K0.1%−683−7.5%ReducedHistory
IMVTImmunovant, Inc.COM12,634$333.5K0.1%+12,634NewHistory
SKYWSkywest IncCOM4,067$333.8K0.1%+4,067NewHistory
BNSBank of Nova ScotiaCOM7,321$334.7K0.1%+7,321NewHistory
ARCBArcbest CorpCOM3,145$336.8K0.1%+3,145NewHistory
GRMNGarmin LtdSHS2,071$337.4K0.1%+2,071NewHistory
THOThor Industries IncCOM3,627$338.9K0.1%+3,627NewHistory
LESLLeslie's, Inc.COM81,378$341.0K0.1%+81,378NewHistory
ULTAUlta Beauty, Inc.Stock890$343.4K0.1%−671−43.0%ReducedHistory
LADLithia Motors IncCOM1,364$344.3K0.1%+401+41.6%AddedHistory
EXASExact Sciences CorpCOM8,186$345.9K0.1%+8,186NewHistory
PLXSPlexus CorpCOM3,364$347.1K0.1%+3,364NewHistory
UHSUniversal Health Services IncCL B1,880$347.7K0.1%+92+5.1%AddedHistory
MURMurphy Oil CorpCOM8,482$349.8K0.1%+8,482NewHistory
Vanguard S&P 500 ETF922908363ETF700$350.1K0.1%+700New–
PNWPinnacle West Capital CorpCOM4,603$351.6K0.1%−29−0.6%ReducedHistory
CWANClearwater Analytics Holdings, Inc.CL A18,988$351.7K0.1%+18,988NewHistory
HSTHost Hotels & Resorts, Inc.COM19,631$353.0K0.1%+19,631NewHistory
Direxion Shs ETF Tr25460E240DAILY FINL BEAR33,228$353.2K0.1%+33,228New–
MGEEMge Energy IncCOM4,733$353.6K0.1%+4,733NewHistory
ACLSAxcelis Technologies IncStock2,498$355.2K0.1%−4,285−63.2%ReducedHistory
PKPark Hotels & Resorts Inc.COM23,758$355.9K0.1%+23,758NewHistory
CCChemours CoStock15,813$356.9K0.1%+15,813NewHistory
DPZDominos Pizza IncCOM692$357.3K0.1%+692NewHistory
ROLRollins IncCOM7,355$358.9K0.1%+7,355NewHistory
AIZAssurant, Inc.Stock2,165$359.9K0.1%+2,165NewHistory
AMCRAmcor plcORD36,875$360.6K0.1%+36,875NewHistory
LEVILevi Strauss & CoCL A COM STK18,746$361.4K0.1%+18,746NewHistory
HESMHess Midstream LPCL A SHS10,006$364.6K0.1%+10,006NewHistory
HALHalliburton CoStock10,798$364.8K0.1%+10,798NewHistory
CHWYChewy, Inc.CL A13,545$369.0K0.1%+13,545NewHistory
LDOSLeidos Holdings, Inc.COM2,542$370.8K0.1%+2,542NewHistory
UBSUBS Group AGStock12,562$371.1K0.1%+12,562NewHistory
LOPEGrand Canyon Education, Inc.COM2,653$371.2K0.1%+2,653NewHistory
POWIPower Integrations IncCOM5,299$371.9K0.1%+5,299NewHistory
PIImpinj IncCOM2,373$372.0K0.1%+647+37.5%AddedHistory
ARCTArcturus Therapeutics Holdings Inc.COM15,377$374.4K0.1%+15,377NewHistory
WERNWerner Enterprises IncCOM10,498$376.1K0.1%+10,498NewHistory
NFLXNetflix IncStock558$376.6K0.1%−697−55.5%ReducedHistory
INFAInformatica Inc.COM CL A12,287$379.4K0.1%+12,287NewHistory
STMSTMicroelectronics N.V.NY REGISTRY9,687$380.5K0.1%+9,687NewHistory
GESGuess IncCOM18,705$381.6K0.1%+18,705NewHistory
ZBRAZebra Technologies CorpCL A1,240$383.1K0.1%+1,240NewHistory
ABTAbbott LaboratoriesStock3,693$383.7K0.1%+3,693NewHistory
MTDMettler Toledo International IncCOM275$384.3K0.1%+275NewHistory
WATWaters CorpCOM1,329$385.6K0.1%+1,329NewHistory
TDOCTeladoc Health, Inc.COM39,508$386.4K0.1%+39,508NewHistory
NEMNEWMONT CorpStock9,277$388.4K0.1%+1,494+19.2%AddedHistory
NSCNorfolk Southern CorpStock1,830$392.9K0.1%−1,399−43.3%ReducedHistory
VIRTVirtu Financial, Inc.CL A17,573$394.5K0.1%+17,573NewHistory
SWKStanley Black & Decker, Inc.COM4,950$395.5K0.1%+4,950NewHistory
EFOREverforth IncCOM4,495$396.3K0.1%+4,495NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR12,833$396.9K0.1%+12,833NewHistory
GRABGrab Holdings LtdCLASS A ORD112,356$398.9K0.1%−51,343−31.4%ReducedHistory
RIGTransocean Ltd.REGISTERED SHS74,573$399.0K0.1%+14,201+23.5%AddedHistory
AVAVAeroVironment IncCOM2,199$400.6K0.1%−1,525−41.0%ReducedHistory
MYRGMyr Group Inc.COM2,971$403.2K0.1%+2,971NewHistory
FSSFederal Signal CorpCOM4,831$404.2K0.1%+4,831NewHistory
iShares Russell 1000 Growth ETF464287614ETF1,116$406.8K0.1%−80−6.7%Reduced–
APPFAppfolio IncCOM CL A1,665$407.2K0.1%+1,665NewHistory
AZNAstraZeneca PLCSPONSORED ADR5,223$407.3K0.1%+5,223NewHistory
RSReliance, Inc.COM1,447$413.3K0.1%+1,447NewHistory
TRIThomson Reuters CorpCOM NO PAR2,458$414.3K0.1%+2,458NewHistory
WLKWestlake CorpCOM2,882$417.4K0.1%+2,882NewHistory
YPFYpf Sociedad AnonimaSPON ADR CL D20,768$417.9K0.1%+20,768NewHistory
SITESiteOne Landscape Supply, Inc.COM3,443$418.0K0.1%+3,443NewHistory
WBSWebster Financial CorpCOM9,613$419.0K0.1%+9,613NewHistory
NTRNutrien Ltd.COM8,259$420.5K0.1%+8,259NewHistory
WTWWillis Towers Watson PLCSHS1,609$421.8K0.1%−1,025−38.9%ReducedHistory
HOGHarley-Davidson, Inc.COM12,606$422.8K0.1%+5,825+85.9%AddedHistory
Liberty Media Corp531229813Stock19,144$424.0K0.1%+2,672+16.2%Added–
GBDCGolub Capital BDC, Inc.COM27,013$424.4K0.1%+27,013NewHistory
HTZHertz Global Holdings, IncCOM NEW120,409$425.0K0.1%+120,409NewHistory

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