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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
PEGPublic Service Enterprise Group IncCOM5,789$426.6K0.1%+5,789NewHistory
BF.BBrown Forman CorpStock9,998$431.8K0.1%+2,583+34.8%AddedHistory
VKTXViking Therapeutics, Inc.COM8,225$436.0K0.1%+8,225NewHistory
RBLXRoblox CorpStock11,741$436.9K0.1%+11,741NewHistory
FLNCFluence Energy, Inc.COM CL A25,256$437.9K0.1%+25,256NewHistory
AURAurora Innovation, Inc.CLASS A COM158,412$438.8K0.1%+158,412NewHistory
CAVACava Group, Inc.COM4,734$439.1K0.1%+34+0.7%AddedHistory
QDELQuidelOrtho CorpCOM13,261$440.5K0.1%+13,261NewHistory
WUWestern Union COStock36,755$449.1K0.1%+36,755NewHistory
DEODiageo PLCSPON ADR NEW3,570$450.1K0.1%+3,570NewHistory
MTDRMatador Resources CoCOM7,655$456.2K0.1%+7,655NewHistory
RUNSunrun Inc.COM38,527$456.9K0.1%+38,527NewHistory
IRMIron Mountain IncCOM5,162$462.6K0.1%+2,366+84.6%AddedHistory
BENFranklin Templeton IncCOM20,750$463.8K0.1%+20,750NewHistory
NVONovo Nordisk A SADR3,269$466.6K0.1%+3,269NewHistory
BECNQxo Building Products, Inc.COM5,184$469.2K0.1%+993+23.7%AddedHistory
BIDUBaidu, Inc.ADR5,427$469.3K0.1%+5,427NewHistory
JKHYJack Henry & Associates IncStock2,836$470.8K0.1%+2,836NewHistory
IVZInvesco Ltd.Stock31,569$472.3K0.1%+31,569NewHistory
MKLMarkel Group Inc.COM300$472.7K0.1%+300NewHistory
KDKyndryl Holdings, Inc.Stock18,255$480.3K0.1%+18,255NewHistory
DHIHorton D R IncCOM3,422$482.3K0.1%+3,422NewHistory
INCYIncyte CorpCOM7,985$484.1K0.1%−855−9.7%ReducedHistory
BILLBILL Holdings, Inc.Stock9,304$489.6K0.1%+9,304NewHistory
LMTLockheed Martin CorpStock1,051$490.9K0.1%+1,051NewHistory
CTSHCognizant Technology Solutions CorpCL A7,249$492.9K0.1%+7,249NewHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS3,826$493.6K0.1%+3,826NewHistory
EIXEdison InternationalStock6,885$494.4K0.1%+6,885NewHistory
RELYRemitly Global, Inc.COM40,809$494.6K0.1%+40,809NewHistory
IQiQIYI, Inc.SPONSORED ADS134,809$494.7K0.1%+134,809NewHistory
TMUST-Mobile US, Inc.Stock2,820$496.8K0.1%+2,820NewHistory
EQTEQT CorpStock13,459$497.7K0.1%+13,459NewHistory
AESAES CorpStock28,380$498.6K0.1%+28,380NewHistory
NDSNNordson CorpCOM2,155$499.8K0.1%+2,155NewHistory
HELEHelen of Troy LtdStock5,401$500.9K0.1%+987+22.4%AddedHistory
ITGartner IncCOM1,118$502.0K0.1%−1,154−50.8%ReducedHistory
AIGAmerican International Group, Inc.Stock6,775$503.0K0.1%+6,775NewHistory
CSIQCanadian Solar Inc.COM34,169$504.0K0.1%+34,169NewHistory
MCKMcKesson CorpStock864$504.6K0.1%+864NewHistory
RDFNRedfin CorpCOM84,562$508.2K0.1%+52,367+162.7%AddedHistory
ECLEcolab Inc.Stock2,136$508.4K0.1%+2,136NewHistory
NTAPNetApp, Inc.Stock3,955$509.4K0.1%+3,955NewHistory
DVADavita Inc.COM3,679$509.8K0.1%−1,236−25.1%ReducedHistory
STSensata Technologies Holding plcSHS13,832$517.2K0.1%+13,832NewHistory
SYKStryker CorpStock1,527$519.6K0.1%+483+46.3%AddedHistory
BCEBce IncCOM NEW16,072$520.3K0.1%+16,072NewHistory
PPLPPL CorpCOM18,872$521.8K0.1%+18,872NewHistory
MDTMedtronic plcStock6,636$522.3K0.1%+6,636NewHistory
SBSWSibanye Stillwater LtdSPONSORED ADR120,094$522.4K0.1%−244−0.2%ReducedHistory
MNROMonro, Inc.COM22,143$528.3K0.1%+22,143NewHistory
YETIYETI Holdings, Inc.COM13,962$532.6K0.1%+13,962NewHistory
TERTeradyne, IncStock3,595$533.1K0.1%+3,595NewHistory
HEIHeico CorpCOM2,388$534.0K0.1%+2,388NewHistory
SKYChampion Homes, Inc.Stock7,953$538.8K0.1%+7,953NewHistory
KVUEKenvue Inc.Stock29,767$541.2K0.1%+29,767NewHistory
NVSTEnvista Holdings CorpCOM32,611$542.3K0.1%+7,267+28.7%AddedHistory
CCKCrown Holdings, Inc.COM7,319$544.5K0.1%−59−0.8%ReducedHistory
IRENIREN LtdORDINARY SHARES48,541$548.0K0.1%+30,835+174.2%AddedHistory
SGRYSurgery Partners, Inc.Stock23,050$548.4K0.1%+23,050NewHistory
AZPNAspen Technology, Inc.COM2,761$548.4K0.1%+2,761NewHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD94,297$550.7K0.1%+94,297NewHistory
VODVodafone Group Public Ltd CoADR62,440$553.8K0.1%+62,440NewHistory
TDYTeledyne Technologies IncCOM1,433$556.0K0.1%+1,433NewHistory
SNXTD Synnex CorpCOM4,844$559.0K0.1%+4,844NewHistory
PRUPrudential Financial IncStock4,798$562.3K0.1%+4,798NewHistory
CRCCalifornia Resources CorpCOM STOCK10,568$562.4K0.1%+5,495+108.3%AddedHistory
FASTFastenal CoStock9,024$567.1K0.1%+9,024NewHistory
LUVSouthwest Airlines CoCOM19,942$570.5K0.1%+8,778+78.6%AddedHistory
PFGPrincipal Financial Group IncCOM7,374$578.5K0.1%+7,374NewHistory
ACGLArch Capital Group Ltd.Stock5,735$578.6K0.1%−2,614−31.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM1,190$579.8K0.1%+1,190NewHistory
VCTRVictory Capital Holdings, Inc.COM CL A12,186$581.6K0.1%+12,186NewHistory
COKECoca-Cola Consolidated, Inc.COM538$583.7K0.1%+538NewHistory
SMARSmartsheet IncCOM CL A13,399$590.6K0.1%+13,399NewHistory
ARCCAres Capital CorpCEF28,381$591.5K0.1%+15,942+128.2%AddedHistory
FMXMexican Economic Development IncSPON ADR UNITS5,512$593.4K0.1%+5,512NewHistory
iShares Core S&P 500 ETF464287200ETF1,085$593.7K0.1%+1,085New–
WMGWarner Music Group Corp.COM CL A19,530$598.6K0.1%+19,530NewHistory
FORMFormfactor IncCOM9,947$602.1K0.1%+3,942+65.6%AddedHistory
PCHPotlatchdeltic CorpCOM15,402$606.7K0.1%+15,402NewHistory
CAHCardinal Health IncStock6,178$607.4K0.1%+6,178NewHistory
MLMMartin Marietta Materials IncCOM1,123$608.4K0.1%+333+42.2%AddedHistory
ESSEssex Property Trust, Inc.COM2,263$616.0K0.1%+2,263NewHistory
EDConsolidated Edison IncStock6,906$617.5K0.1%+4,267+161.7%AddedHistory
KMBKimberly Clark CorpStock4,478$618.9K0.1%+4,478NewHistory
ALGTAllegiant Travel COCOM12,363$621.0K0.1%+12,363NewHistory
LBRDKLiberty Broadband CorpCOM SER C11,373$623.5K0.1%−1,109−8.9%ReducedHistory
RGLDRoyal Gold IncStock5,013$627.4K0.1%+5,013NewHistory
PRGOPERRIGO Co plcSHS24,493$629.0K0.1%+24,493NewHistory
KRCKilroy Realty CorpCOM20,239$630.9K0.1%+20,239NewHistory
Liberty Media Corp531229789Stock28,500$631.6K0.1%+13,496+89.9%Added–
WMSAdvanced Drainage Systems, Inc.COM3,987$639.5K0.1%+3,987NewHistory
OSCROscar Health, Inc.CL A40,739$644.5K0.1%+11,287+38.3%AddedHistory
NVCRNovoCure LtdORD SHS37,647$644.9K0.1%+37,647NewHistory
GPNGlobal Payments IncStock6,701$648.0K0.1%+6,701NewHistory
LEGLeggett & Platt IncStock56,702$649.8K0.1%+56,702NewHistory
WECWec Energy Group, Inc.Stock8,368$656.6K0.1%+2,210+35.9%AddedHistory
AGNCAGNC Investment Corp.REIT68,931$657.6K0.1%+27,464+66.2%AddedHistory
SGISomnigroup International Inc.COM13,946$660.2K0.1%+13,946NewHistory
VanEck Semiconductor ETF92189F676ETF2,542$662.7K0.1%+2,542New–

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