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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
MSMMSC Industrial Direct Co IncCL A8,375$664.2K0.1%+8,375NewHistory
RVTYRevvity, Inc.COM6,344$665.2K0.1%+3,697+139.7%AddedHistory
OLNOLIN CorpStock14,200$669.5K0.1%+14,200NewHistory
HTHTH World Group LtdSPONSORED ADS20,203$673.2K0.1%+20,203NewHistory
IRDMIridium Communications Inc.COM25,378$675.6K0.1%+16,130+174.4%AddedHistory
MASMasco CorpCOM10,136$675.8K0.1%+10,136NewHistory
ACADAcadia Pharmaceuticals IncCOM41,586$675.8K0.1%+41,586NewHistory
TTTrane Technologies plcSHS2,055$676.0K0.1%+2,055NewHistory
COOCooper Companies, Inc.COM7,769$678.2K0.1%+868+12.6%AddedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW7,932$699.0K0.1%+7,932NewHistory
PEverpure, Inc.CL A10,919$701.1K0.1%+10,919NewHistory
SHLSShoals Technologies Group, Inc.CL A114,213$712.7K0.1%+114,213NewHistory
WPCW. P. Carey Inc.COM12,958$713.3K0.1%+6,320+95.2%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,338$715.9K0.1%+1,338NewHistory
EMEEMCOR Group, Inc.Stock1,970$719.2K0.1%+1,970NewHistory
IFFInternational Flavors & Fragrances IncCOM7,575$721.2K0.1%+3,881+105.1%AddedHistory
LBTYKLiberty Global Ltd.COM CL C40,648$725.6K0.1%+40,648NewHistory
PHMPultegroup IncCOM6,605$727.2K0.1%+6,605NewHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS18,803$738.4K0.2%+18,803NewHistory
TWTradeweb Markets Inc.Stock6,971$738.9K0.2%+6,971NewHistory
IQVIQVIA Holdings Inc.Stock3,516$743.4K0.2%+1,807+105.7%AddedHistory
AMTAmerican Tower CorpREIT3,832$744.9K0.2%+1,279+50.1%AddedHistory
SLBSLB LimitedStock15,792$745.1K0.2%+11,860+301.6%AddedHistory
FLRFluor CorpStock17,299$753.4K0.2%+17,299NewHistory
TEMTempus AI, Inc.CL A21,605$756.2K0.2%+21,605NewHistory
AGIOAgios Pharmaceuticals, Inc.COM17,592$758.6K0.2%+17,592NewHistory
CHRDChord Energy CorpCOM NEW4,530$759.6K0.2%+4,530NewHistory
DARDarling Ingredients Inc.COM20,836$765.7K0.2%+20,836NewHistory
COLDAmericold Realty TrustCOM30,096$768.7K0.2%+20,634+218.1%AddedHistory
UTHRUnited Therapeutics CorpCOM2,415$769.3K0.2%−37−1.5%ReducedHistory
ASTSAST SpaceMobile, Inc.COM CL A66,644$773.7K0.2%+66,644NewHistory
BIRKBirkenstock Holding plcCOM SHS14,233$774.4K0.2%+14,233NewHistory
CVXChevron CorpStock5,003$782.6K0.2%+2,849+132.3%AddedHistory
PPLIPeople IncCOM NEW16,930$793.2K0.2%+10,969+184.0%AddedHistory
LRCXLam Research CorpCOM746$794.4K0.2%+338+82.8%AddedHistory
DEDeere & CoStock2,138$798.8K0.2%+2,138NewHistory
CIVICivitas Resources, Inc.EQUITY US CM11,594$800.0K0.2%+11,594NewHistory
WABWestinghouse Air Brake Technologies CorpStock5,084$803.5K0.2%+5,084NewHistory
SSDSimpson Manufacturing Co., Inc.COM4,780$805.6K0.2%+4,780NewHistory
LULUlululemon athletica inc.Stock2,703$807.4K0.2%+109+4.2%AddedHistory
PATHUiPath, Inc.Stock64,273$815.0K0.2%+64,273NewHistory
COSTCostco Wholesale CorpStock965$820.2K0.2%−1,309−57.6%ReducedHistory
SHOOSteven Madden, Ltd.COM19,407$820.9K0.2%+19,407NewHistory
BRKRBruker CorpCOM12,879$821.8K0.2%+10,648+477.3%AddedHistory
TALTAL Education GroupSPONSORED ADS78,126$833.6K0.2%+78,126NewHistory
ENVXEnovix CorpCOM53,961$834.2K0.2%+53,961NewHistory
KDPKeurig Dr Pepper Inc.COM25,031$836.0K0.2%+25,031NewHistory
CIFRCipher Digital Inc.COM203,510$844.6K0.2%+112,202+122.9%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR7,260$845.4K0.2%+5,474+306.5%AddedHistory
FTDRFrontdoor, Inc.COM25,035$845.9K0.2%+25,035NewHistory
XRAYDentsply Sirona Inc.Stock33,981$846.5K0.2%+33,981NewHistory
SNSharkNinja, Inc.COM SHS11,279$847.6K0.2%+11,279NewHistory
ZTSZoetis Inc.Stock4,898$849.1K0.2%−521−9.6%ReducedHistory
BAXBaxter International IncStock25,654$858.1K0.2%+25,654NewHistory
WYWeyerhaeuser CoCOM NEW30,487$865.5K0.2%+30,487NewHistory
SMGScotts Miracle-Gro CoStock13,312$866.1K0.2%+13,312NewHistory
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X94,407$868.5K0.2%+94,407New–
BEKEKE Holdings Inc.SPONSORED ADS61,611$871.8K0.2%+61,611NewHistory
ROPRoper Technologies IncStock1,550$873.7K0.2%+1,550NewHistory
RKLBRocket Lab CorpCOM182,520$876.1K0.2%+104,980+135.4%AddedHistory
PCARPaccar IncCOM8,512$876.2K0.2%+5,039+145.1%AddedHistory
WWDWoodward, Inc.COM5,037$878.4K0.2%+5,037NewHistory
ROSTRoss Stores, Inc.COM6,051$879.3K0.2%+6,051NewHistory
DGXQuest Diagnostics IncCOM6,437$881.1K0.2%+6,437NewHistory
ALBAlbemarle CorpStock9,273$885.8K0.2%+9,273NewHistory
FITBFifth Third BancorpCOM24,436$891.7K0.2%+24,436NewHistory
SMSM Energy CoCOM20,638$892.2K0.2%+20,638NewHistory
ILMNIllumina, Inc.COM8,655$903.4K0.2%+8,655NewHistory
LEALear CorpCOM NEW7,922$904.8K0.2%+7,922NewHistory
PNCPNC Financial Services Group, Inc.Stock5,925$921.2K0.2%+4,507+317.8%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A44,677$927.0K0.2%+44,677NewHistory
XYLXylem Inc.COM6,847$928.7K0.2%+2,985+77.3%AddedHistory
BXPBXP, Inc.COM15,151$932.7K0.2%+7,237+91.4%AddedHistory
SCCOSouthern Copper CorpStock8,673$934.4K0.2%+8,673NewHistory
RNGRingCentral, Inc.CL A33,939$957.1K0.2%+33,939NewHistory
ITWIllinois Tool Works IncStock4,093$969.9K0.2%+4,093NewHistory
FSLRFirst Solar, Inc.Stock4,312$972.2K0.2%+4,312NewHistory
IDYAIDEAYA Biosciences, Inc.COM27,708$972.8K0.2%+21,714+362.3%AddedHistory
BLBDBlue Bird CorpCOM18,126$976.1K0.2%+18,126NewHistory
BLDQXO Insulation, LLCStock2,562$987.1K0.2%+2,562NewHistory
FLUTFlutter Entertainment plcSHS5,447$993.3K0.2%+5,447NewHistory
IPGInterpublic Group of Companies, Inc.COM34,174$994.1K0.2%+34,174NewHistory
PKGPackaging Corp of AmericaStock5,469$998.4K0.2%+5,469NewHistory
TREXTrex Co IncCOM13,581$1.01M0.2%+10,203+302.0%AddedHistory
BRBRBellring Brands, Inc.Stock17,967$1.03M0.2%+8,957+99.4%AddedHistory
URBNUrban Outfitters IncCOM25,116$1.03M0.2%+25,116NewHistory
DECKDeckers Outdoor CorpCOM1,072$1.04M0.2%+1,072NewHistory
BKNGBooking Holdings Inc.Stock262$1.04M0.2%+167+175.8%AddedHistory
HALOHalozyme Therapeutics, Inc.COM19,839$1.04M0.2%+11,625+141.5%AddedHistory
WULFTerawulf Inc.COM233,792$1.04M0.2%+233,792NewHistory
PPGPPG Industries IncStock8,288$1.04M0.2%+8,288NewHistory
DAYDayforce, Inc.COM21,052$1.04M0.2%+21,052NewHistory
RXRXRecursion Pharmaceuticals, Inc.CL A140,295$1.05M0.2%+140,295NewHistory
NTLAIntellia Therapeutics, Inc.COM47,101$1.05M0.2%+26,884+133.0%AddedHistory
MKTXMarketaxess Holdings IncCOM5,318$1.07M0.2%+5,318NewHistory
FOXAFox CorpCL A COM31,090$1.07M0.2%+31,090NewHistory
LLYEli Lilly & CoStock1,182$1.07M0.2%−1,338−53.1%ReducedHistory
UNHUnitedHealth Group IncStock2,104$1.07M0.2%+2,104NewHistory
DINOHF Sinclair CorpCOM20,295$1.08M0.2%+15,056+287.4%AddedHistory
MSCIMSCI Inc.Stock2,249$1.08M0.2%+1,469+188.3%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