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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
Invesco QQQ Trust Series I46090E103ETF2,266$1.09M0.2%+2,266New–
BBYBest Buy Co IncStock12,905$1.09M0.2%+12,905NewHistory
CHDChurch & Dwight Co IncCOM10,598$1.10M0.2%+10,598NewHistory
SPYSPDR S&P 500 ETF TrustETF2,033$1.11M0.2%+780+62.3%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM6,268$1.11M0.2%+5,318+559.8%AddedHistory
ELEstee Lauder Companies IncCL A10,405$1.11M0.2%+10,405NewHistory
MRNAModerna, Inc.Stock9,335$1.11M0.2%+9,335NewHistory
ELFe.l.f. Beauty, Inc.COM5,275$1.11M0.2%+2,104+66.4%AddedHistory
PCGPG&E CorpStock64,252$1.12M0.2%+64,252NewHistory
BNTXBioNTech SESPONSORED ADS14,022$1.13M0.2%+14,022NewHistory
FRPTFreshpet, Inc.Stock8,742$1.13M0.2%+5,002+133.7%AddedHistory
TDWTidewater IncCOM12,019$1.14M0.2%+12,019NewHistory
ALLAllstate CorpStock7,241$1.16M0.2%+7,241NewHistory
AMCAMC Entertainment Holdings, Inc.CL A NEW234,414$1.17M0.2%+234,414NewHistory
VRNTVerint Systems IncCOM36,689$1.18M0.2%+36,689NewHistory
BIOBio-Rad Laboratories, Inc.CL A4,343$1.19M0.2%+4,343NewHistory
CAMTCamtek LtdORD9,489$1.19M0.2%+9,489NewHistory
CTRACoterra Energy Inc.Stock44,900$1.20M0.2%+44,900NewHistory
MARMarriott International IncStock4,956$1.20M0.2%+4,956NewHistory
PVHPVH Corp.COM11,344$1.20M0.2%+9,743+608.6%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS9,051$1.20M0.2%+9,051NewHistory
FDSFactset Research Systems IncStock2,965$1.21M0.2%+2,965NewHistory
WBAWalgreens Boots Alliance, Inc.COM100,433$1.21M0.3%+100,433NewHistory
BEAMBeam Therapeutics Inc.COM51,876$1.22M0.3%+32,469+167.3%AddedHistory
JBLJabil IncStock11,344$1.23M0.3%+11,344NewHistory
CROXCrocs, Inc.COM8,473$1.24M0.3%+8,473NewHistory
RDDTReddit, Inc.Stock19,432$1.24M0.3%+10,601+120.0%AddedHistory
SPOTSpotify Technology S.A.Stock3,961$1.24M0.3%+3,141+383.0%AddedHistory
PLTRPalantir Technologies Inc.Stock49,083$1.24M0.3%+49,083NewHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM11,196$1.25M0.3%+11,196NewHistory
BMYBristol Myers Squibb CoStock30,081$1.25M0.3%+30,081NewHistory
UUnity Software Inc.COM77,785$1.26M0.3%+66,911+615.3%AddedHistory
NFENew Fortress Energy Inc.COM CL A57,545$1.26M0.3%+57,545NewHistory
VFCV F CorpStock93,861$1.27M0.3%+64,541+220.1%AddedHistory
XPOXPO, Inc.COM11,943$1.27M0.3%+5,057+73.4%AddedHistory
BDXBecton Dickinson & CoStock5,445$1.27M0.3%+5,445NewHistory
SCIService Corp InternationalCOM18,067$1.29M0.3%+18,067NewHistory
VVisa Inc.Stock4,907$1.29M0.3%+1,285+35.5%AddedHistory
CRDOCredo Technology Group Holding LtdStock40,603$1.30M0.3%+40,603NewHistory
HSYHershey CoCOM7,077$1.30M0.3%+2,671+60.6%AddedHistory
BURLBurlington Stores, Inc.COM5,464$1.31M0.3%+3,522+181.4%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT24,323$1.31M0.3%+15,686+181.6%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock13,423$1.32M0.3%+13,423NewHistory
PCTYPaylocity Holding CorpCOM9,999$1.32M0.3%+9,999NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR7,599$1.32M0.3%+7,599NewHistory
FIVEFive Below, IncCOM12,215$1.33M0.3%+12,215NewHistory
CSLCarlisle Companies IncCOM3,285$1.33M0.3%+464+16.4%AddedHistory
INSMINSMED IncCOM PAR $.0120,170$1.35M0.3%+20,170NewHistory
DRIDarden Restaurants IncCOM8,949$1.35M0.3%+8,949NewHistory
PWRQuanta Services, Inc.COM5,349$1.36M0.3%+5,349NewHistory
BXBlackstone Inc.COM11,019$1.36M0.3%+11,019NewHistory
CCEPCoca-Cola Europacific Partners plcSHS18,833$1.37M0.3%+8,533+82.8%AddedHistory
UGIUgi CorpStock60,030$1.37M0.3%+60,030NewHistory
LBTYALiberty Global Ltd.COM CL A79,751$1.39M0.3%+79,751NewHistory
DTDynatrace, Inc.Stock31,446$1.41M0.3%+31,446NewHistory
LWLamb Weston Holdings, Inc.Stock16,832$1.42M0.3%+16,832NewHistory
GDGeneral Dynamics CorpStock4,898$1.42M0.3%+3,841+363.4%AddedHistory
JBHTHunt J B Transport Services IncCOM9,078$1.45M0.3%+9,078NewHistory
HWMHowmet Aerospace Inc.Stock18,851$1.46M0.3%+18,851NewHistory
BLDRBuilders FirstSource, Inc.Stock10,593$1.47M0.3%+7,176+210.0%AddedHistory
HIMSHims & Hers Health, Inc.Stock73,005$1.47M0.3%+73,005NewHistory
BILIBilibili Inc.SPONS ADS REP Z95,803$1.48M0.3%+95,803NewHistory
CDWCDW CorpCOM6,629$1.48M0.3%+6,629NewHistory
AMATApplied Materials IncStock6,328$1.49M0.3%+5,022+384.5%AddedHistory
AVTRAvantor, Inc.COM70,839$1.50M0.3%+70,839NewHistory
STZConstellation Brands, Inc.Stock5,852$1.51M0.3%+5,852NewHistory
TMOThermo Fisher Scientific Inc.Stock2,724$1.51M0.3%+531+24.2%AddedHistory
EXPDExpeditors International of Washington IncCOM12,072$1.51M0.3%+12,072NewHistory
CFCF Industries Holdings, Inc.COM20,432$1.51M0.3%+14,951+272.8%AddedHistory
MSTRStrategy IncStock1,103$1.52M0.3%+879+392.4%AddedHistory
BBWIBath & Body Works, Inc.COM38,915$1.52M0.3%+38,915NewHistory
CRMSalesforce, Inc.Stock5,918$1.52M0.3%+3,048+106.2%AddedHistory
SYYSysco CorpStock21,325$1.52M0.3%+21,325NewHistory
iShares Tr464287622RUS 1000 ETF5,127$1.53M0.3%+5,127New–
EWBCEast West Bancorp IncCOM21,095$1.54M0.3%+16,533+362.4%AddedHistory
AMGNAmgen IncStock4,955$1.55M0.3%+4,041+442.1%AddedHistory
TWSTTwist Bioscience CorpCOM31,435$1.55M0.3%+15,924+102.7%AddedHistory
TOLToll Brothers, Inc.COM13,555$1.56M0.3%+13,555NewHistory
INSPInspire Medical Systems, Inc.COM11,762$1.57M0.3%+11,762NewHistory
AAPAdvance Auto Parts IncCOM24,920$1.58M0.3%+14,953+150.0%AddedHistory
RHIRobert Half Inc.COM24,721$1.58M0.3%+18,454+294.5%AddedHistory
LNWOLight & Wonder, Inc.COM15,202$1.59M0.3%+12,491+460.8%AddedHistory
CNXCConcentrix CorpStock25,324$1.60M0.3%+25,324NewHistory
TPLTexas Pacific Land CorpStock2,232$1.64M0.3%+2,232NewHistory
FIXComfort Systems USA IncCOM5,391$1.64M0.3%+5,391NewHistory
JDJD.com, Inc.SPON ADS CL A63,819$1.65M0.3%+63,819NewHistory
DHRDanaher CorpStock6,656$1.66M0.3%+4,324+185.4%AddedHistory
VLTOVeralto CorpStock17,670$1.69M0.3%+17,670NewHistory
ATIAti IncStock30,505$1.69M0.3%+30,505NewHistory
GHGuardant Health, Inc.COM59,023$1.70M0.4%+59,023NewHistory
TTCToro CoCOM18,236$1.71M0.4%+18,236NewHistory
ACNAccenture plcStock5,639$1.71M0.4%+5,639NewHistory
BJBJ's Wholesale Club Holdings, Inc.COM19,709$1.73M0.4%+19,709NewHistory
APDAir Products & Chemicals, Inc.Stock6,750$1.74M0.4%+5,003+286.4%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock14,242$1.75M0.4%+12,033+544.7%AddedHistory
SKXSkechers USA IncCL A25,504$1.76M0.4%+16,044+169.6%AddedHistory
MPCMarathon Petroleum CorpStock10,165$1.76M0.4%+10,165NewHistory
LPXLouisiana-Pacific CorpCOM21,426$1.76M0.4%+21,426NewHistory
FNDFloor & Decor Holdings, Inc.CL A17,773$1.77M0.4%+13,850+353.0%AddedHistory
PBFPBF Energy Inc.CL A38,425$1.77M0.4%+38,425NewHistory

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