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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
590
+27 vs. Q2 2024
Portfolio value
$502.2M
+$16.7M (+3.4%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Scientech Research LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock7,266$4.16M0.8%+1,489+25.8%AddedHistory
MSTRStrategy IncStock23,099$3.89M0.8%+12,069+109.4%AddedConverted for a 10-for-1 splitHistory
DUOLDuolingo, Inc.CL A COM12,649$3.57M0.7%+3,317+35.5%AddedHistory
ENSGEnsign Group, IncCOM24,750$3.56M0.7%+24,750NewHistory
CEGConstellation Energy CorpStock13,568$3.53M0.7%−6,208−31.4%ReducedHistory
VVisa Inc.Stock11,577$3.18M0.6%+6,670+135.9%AddedHistory
APPAppLovin CorpCOM CL A21,805$2.85M0.6%+21,805NewHistory
SHWSherwin Williams CoCOM7,438$2.84M0.6%+7,438NewHistory
RKLBRocket Lab CorpCOM291,026$2.83M0.6%+108,506+59.4%AddedHistory
ULTAUlta Beauty, Inc.Stock7,237$2.82M0.6%+6,347+713.1%AddedHistory
INTUIntuit Inc.Stock3,992$2.48M0.5%+3,992NewHistory
NFLXNetflix IncStock3,463$2.46M0.5%+2,905+520.6%AddedHistory
SUISun Communities IncCOM18,152$2.45M0.5%+18,152NewHistory
TLNTalen Energy CorpCOM13,741$2.45M0.5%+13,741NewHistory
ANETArista Networks, Inc.COM6,214$2.39M0.5%+78+1.3%AddedHistory
PLTRPalantir Technologies Inc.Stock63,495$2.36M0.5%+14,412+29.4%AddedHistory
CHTRCharter Communications, Inc.CL A7,114$2.31M0.5%+7,114NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR13,055$2.27M0.5%+5,456+71.8%AddedHistory
ISRGIntuitive Surgical IncCOM NEW4,607$2.26M0.5%+65+1.4%AddedHistory
LINLinde PLCStock4,734$2.26M0.4%+4,734NewHistory
BXBlackstone Inc.COM14,424$2.21M0.4%+3,405+30.9%AddedHistory
VEEVVeeva Systems IncStock9,913$2.08M0.4%−1,993−16.7%ReducedHistory
MSFTMicrosoft CorpStock4,767$2.05M0.4%−2,823−37.2%ReducedHistory
LLYEli Lilly & CoStock2,238$1.98M0.4%+1,056+89.3%AddedHistory
ICLRIcon PLCCOM6,851$1.97M0.4%−2,973−30.3%ReducedHistory
CTASCintas CorpStock9,536$1.96M0.4%−5,932−38.4%ReducedConverted for a 4-for-1 splitHistory
EWEdwards Lifesciences CorpStock29,375$1.94M0.4%+29,375NewHistory
APLDApplied Digital Corp.COM NEW234,605$1.94M0.4%+234,605NewHistory
AMZNAmazon Com IncStock10,384$1.93M0.4%−2,070−16.6%ReducedHistory
WSTWest Pharmaceutical Services IncCOM6,434$1.93M0.4%+6,434NewHistory
SPOTSpotify Technology S.A.Stock5,174$1.91M0.4%+1,213+30.6%AddedHistory
DLTRDollar Tree, Inc.COM27,057$1.90M0.4%+27,057NewHistory
EFXEquifax IncCOM6,355$1.87M0.4%+5,524+664.7%AddedHistory
DRIDarden Restaurants IncCOM11,363$1.87M0.4%+2,414+27.0%AddedHistory
LKQLKQ CorpCOM46,619$1.86M0.4%+40,718+690.0%AddedHistory
DUKDuke Energy CORPStock16,097$1.86M0.4%+16,097NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock8,310$1.85M0.4%+8,310NewHistory
CAVACava Group, Inc.COM14,938$1.85M0.4%+10,204+215.5%AddedHistory
PCGPG&E CorpStock93,253$1.84M0.4%+29,001+45.1%AddedHistory
ONONOn Holding AGStock36,621$1.84M0.4%+36,621NewHistory
PANWPalo Alto Networks IncStock5,349$1.83M0.4%−1,641−23.5%ReducedHistory
TXRHTexas Roadhouse, Inc.COM10,334$1.82M0.4%+10,334NewHistory
AVGOBroadcom Inc.Stock10,570$1.82M0.4%+10,570NewHistory
COSTCostco Wholesale CorpStock2,048$1.82M0.4%+1,083+112.2%AddedHistory
CPBCAMPBELL'S CoCOM37,089$1.81M0.4%+37,089NewHistory
AGNCAGNC Investment Corp.REIT172,860$1.81M0.4%+103,929+150.8%AddedHistory
HSTHost Hotels & Resorts, Inc.COM102,501$1.80M0.4%+82,870+422.1%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock6,423$1.80M0.4%−5,586−46.5%ReducedHistory
DINOHF Sinclair CorpCOM40,350$1.80M0.4%+20,055+98.8%AddedHistory
TMDXTransMedics Group, Inc.COM11,371$1.79M0.4%−1,396−10.9%ReducedHistory
CMGChipotle Mexican Grill IncCOM30,905$1.78M0.4%+30,905NewHistory
DGDollar General CorpCOM20,994$1.78M0.4%+20,994NewHistory
MOSMosaic CoCOM66,220$1.77M0.4%+66,220NewHistory
STMSTMicroelectronics N.V.NY REGISTRY59,177$1.76M0.4%+49,490+510.9%AddedHistory
DKSDick's Sporting Goods, Inc.Stock8,412$1.76M0.3%−6,167−42.3%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -18,258$1.75M0.3%+18,258NewHistory
AERAerCap Holdings N.V.SHS18,472$1.75M0.3%+18,472NewHistory
KEYKeycorpCOM104,101$1.74M0.3%+104,101NewHistory
LOWLowes Companies IncStock6,429$1.74M0.3%+6,429NewHistory
SKXSkechers USA IncCL A25,985$1.74M0.3%+481+1.9%AddedHistory
MPWRMonolithic Power Systems, Inc.COM1,855$1.71M0.3%−468−20.1%ReducedHistory
HSYHershey CoCOM8,700$1.67M0.3%+1,623+22.9%AddedHistory
FICOFair Isaac CorpCOM858$1.67M0.3%+858NewHistory
CHDChurch & Dwight Co IncCOM15,904$1.67M0.3%+5,306+50.1%AddedHistory
JNJJohnson & JohnsonStock10,147$1.64M0.3%+10,147NewHistory
REGRegency Centers CorpCOM22,719$1.64M0.3%+22,719NewHistory
CDWCDW CorpCOM7,250$1.64M0.3%+621+9.4%AddedHistory
RMDResmed IncCOM6,718$1.64M0.3%+6,718NewHistory
CMAComerica IncCOM27,293$1.64M0.3%+27,293NewHistory
UNPUnion Pacific CorpStock6,625$1.63M0.3%+6,625NewHistory
VRTXVertex Pharmaceuticals IncStock3,497$1.63M0.3%−5,436−60.9%ReducedHistory
CFGCitizens Financial Group IncCOM39,584$1.63M0.3%+39,584NewHistory
LNGCheniere Energy, Inc.COM NEW9,024$1.62M0.3%+9,024NewHistory
VMCVulcan Materials COCOM6,477$1.62M0.3%+6,477NewHistory
ADMArcher-Daniels-Midland CoStock27,142$1.62M0.3%+27,142NewHistory
KLACKLA CorpCOM NEW2,092$1.62M0.3%−459−18.0%ReducedHistory
GSGoldman Sachs Group IncStock3,264$1.62M0.3%−2,120−39.4%ReducedHistory
JBLJabil IncStock13,422$1.61M0.3%+2,078+18.3%AddedHistory
LWLamb Weston Holdings, Inc.Stock24,775$1.60M0.3%+7,943+47.2%AddedHistory
NWSANews CorpCL A60,046$1.60M0.3%+60,046NewHistory
LULUlululemon athletica inc.Stock5,868$1.59M0.3%+3,165+117.1%AddedHistory
FIVEFive Below, IncCOM17,857$1.58M0.3%+5,642+46.2%AddedHistory
VRSNVerisign IncCOM8,302$1.58M0.3%−5,846−41.3%ReducedHistory
ARMArm Holdings PLCADR11,027$1.58M0.3%−1,832−14.2%ReducedHistory
FLFoot Locker, Inc.COM61,015$1.58M0.3%+61,015NewHistory
JBHTHunt J B Transport Services IncCOM9,039$1.56M0.3%−39−0.4%ReducedHistory
CVNACarvana Co.CL A8,918$1.55M0.3%−14,803−62.4%ReducedHistory
ACNAccenture plcStock4,363$1.54M0.3%−1,276−22.6%ReducedHistory
ASMLASML Holding NVADR1,847$1.54M0.3%−1,929−51.1%ReducedHistory
DXCMDexcom IncCOM22,953$1.54M0.3%+22,953NewHistory
TTDTrade Desk, Inc.Stock14,007$1.54M0.3%+14,007NewHistory
MTZMastec IncCOM12,450$1.53M0.3%+12,450NewHistory
FSLRFirst Solar, Inc.Stock6,143$1.53M0.3%+1,831+42.5%AddedHistory
ESEversource EnergyStock22,341$1.52M0.3%−11,276−33.5%ReducedHistory
SOFISoFi Technologies, Inc.Stock192,921$1.52M0.3%+192,921NewHistory
GILDGilead Sciences, Inc.Stock17,942$1.50M0.3%+17,942NewHistory
TTCToro CoCOM17,162$1.49M0.3%−1,074−5.9%ReducedHistory
STTState Street CorpCOM16,788$1.49M0.3%+16,788NewHistory
RBLXRoblox CorpStock33,521$1.48M0.3%+21,780+185.5%AddedHistory
MDBMongoDB, Inc.CL A5,464$1.48M0.3%−8,930−62.0%ReducedHistory

Sold out since Q2 2024 (306)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 306 by value last quarter.

Positions of Scientech Research LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
AAgilent Technologies, Inc.COM31,572$4.09M0.8%History
CMICummins IncStock10,922$3.02M0.6%History
NXPINXP Semiconductors N.V.COM9,939$2.67M0.6%History
AMPAmeriprise Financial IncCOM6,038$2.58M0.5%History
ITCIIntra-Cellular Therapies, Inc.COM35,270$2.42M0.5%History
GOOGAlphabet Inc.Stock12,633$2.32M0.5%History
HUBBHubbell IncCOM6,337$2.32M0.5%History
NVDANVIDIA CorpStock18,539$2.29M0.5%History
TTWOTake Two Interactive Software IncCOM14,319$2.23M0.5%History
WSMWilliams Sonoma IncCOM7,600$2.15M0.4%History
SJMJ M SMUCKER CoStock19,623$2.14M0.4%History
KEYSKeysight Technologies, Inc.Stock15,403$2.11M0.4%History
GOOGLAlphabet Inc.Stock11,195$2.04M0.4%History
AMKRAmkor Technology, Inc.COM50,184$2.01M0.4%History
TROWPrice T Rowe Group IncStock16,930$1.95M0.4%History
HSICHenry Schein IncCOM30,307$1.94M0.4%History
FNDFloor & Decor Holdings, Inc.CL A17,773$1.77M0.4%History
LPXLouisiana-Pacific CorpCOM21,426$1.76M0.4%History
MPCMarathon Petroleum CorpStock10,165$1.76M0.4%History
BJBJ's Wholesale Club Holdings, Inc.COM19,709$1.73M0.4%History
VLTOVeralto CorpStock17,670$1.69M0.3%History
TPLTexas Pacific Land CorpStock2,232$1.64M0.3%History
CNXCConcentrix CorpStock25,324$1.60M0.3%History
TOLToll Brothers, Inc.COM13,555$1.56M0.3%History
EWBCEast West Bancorp IncCOM21,095$1.54M0.3%History
iShares Tr464287622RUS 1000 ETF5,127$1.53M0.3%–
SYYSysco CorpStock21,325$1.52M0.3%History
CRMSalesforce, Inc.Stock5,918$1.52M0.3%History
BBWIBath & Body Works, Inc.COM38,915$1.52M0.3%History
EXPDExpeditors International of Washington IncCOM12,072$1.51M0.3%History
STZConstellation Brands, Inc.Stock5,852$1.51M0.3%History
AVTRAvantor, Inc.COM70,839$1.50M0.3%History
BILIBilibili Inc.SPONS ADS REP Z95,803$1.48M0.3%History
DTDynatrace, Inc.Stock31,446$1.41M0.3%History
INSMINSMED IncCOM PAR $.0120,170$1.35M0.3%History
CSLCarlisle Companies IncCOM3,285$1.33M0.3%History
PCTYPaylocity Holding CorpCOM9,999$1.32M0.3%History
CRDOCredo Technology Group Holding LtdStock40,603$1.30M0.3%History
SCIService Corp InternationalCOM18,067$1.29M0.3%History
BDXBecton Dickinson & CoStock5,445$1.27M0.3%History
VFCV F CorpStock93,861$1.27M0.3%History
BMYBristol Myers Squibb CoStock30,081$1.25M0.3%History
MTSIMACOM Technology Solutions Holdings, Inc.COM11,196$1.25M0.3%History
RDDTReddit, Inc.Stock19,432$1.24M0.3%History
CROXCrocs, Inc.COM8,473$1.24M0.3%History
WBAWalgreens Boots Alliance, Inc.COM100,433$1.21M0.3%History
PVHPVH Corp.COM11,344$1.20M0.2%History
MARMarriott International IncStock4,956$1.20M0.2%History
AMCAMC Entertainment Holdings, Inc.CL A NEW234,414$1.17M0.2%History
TDWTidewater IncCOM12,019$1.14M0.2%History
FRPTFreshpet, Inc.Stock8,742$1.13M0.2%History
BNTXBioNTech SESPONSORED ADS14,022$1.13M0.2%History
MRNAModerna, Inc.Stock9,335$1.11M0.2%History
ELEstee Lauder Companies IncCL A10,405$1.11M0.2%History
ODFLOld Dominion Freight Line, Inc.COM6,268$1.11M0.2%History
SPYSPDR S&P 500 ETF TrustETF2,033$1.11M0.2%History
BBYBest Buy Co IncStock12,905$1.09M0.2%History
Invesco QQQ Trust Series I46090E103ETF2,266$1.09M0.2%–
MSCIMSCI Inc.Stock2,249$1.08M0.2%History
FOXAFox CorpCL A COM31,090$1.07M0.2%History
DAYDayforce, Inc.COM21,052$1.04M0.2%History
BKNGBooking Holdings Inc.Stock262$1.04M0.2%History
DECKDeckers Outdoor CorpCOM1,072$1.04M0.2%History
URBNUrban Outfitters IncCOM25,116$1.03M0.2%History
BRBRBellring Brands, Inc.Stock17,967$1.03M0.2%History
PKGPackaging Corp of AmericaStock5,469$998.4K0.2%History
IPGInterpublic Group of Companies, Inc.COM34,174$994.1K0.2%History
FLUTFlutter Entertainment plcSHS5,447$993.3K0.2%History
BLDQXO Insulation, LLCStock2,562$987.1K0.2%History
IDYAIDEAYA Biosciences, Inc.COM27,708$972.8K0.2%History
ITWIllinois Tool Works IncStock4,093$969.9K0.2%History
PNCPNC Financial Services Group, Inc.Stock5,925$921.2K0.2%History
LEALear CorpCOM NEW7,922$904.8K0.2%History
ILMNIllumina, Inc.COM8,655$903.4K0.2%History
FITBFifth Third BancorpCOM24,436$891.7K0.2%History
DGXQuest Diagnostics IncCOM6,437$881.1K0.2%History
WWDWoodward, Inc.COM5,037$878.4K0.2%History
ROPRoper Technologies IncStock1,550$873.7K0.2%History
BEKEKE Holdings Inc.SPONSORED ADS61,611$871.8K0.2%History
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X94,407$868.5K0.2%–
SMGScotts Miracle-Gro CoStock13,312$866.1K0.2%History
WYWeyerhaeuser CoCOM NEW30,487$865.5K0.2%History
BAXBaxter International IncStock25,654$858.1K0.2%History
SNSharkNinja, Inc.COM SHS11,279$847.6K0.2%History
CIFRCipher Digital Inc.COM203,510$844.6K0.2%History
KDPKeurig Dr Pepper Inc.COM25,031$836.0K0.2%History
TALTAL Education GroupSPONSORED ADS78,126$833.6K0.2%History
BRKRBruker CorpCOM12,879$821.8K0.2%History
PATHUiPath, Inc.Stock64,273$815.0K0.2%History
SSDSimpson Manufacturing Co., Inc.COM4,780$805.6K0.2%History
WABWestinghouse Air Brake Technologies CorpStock5,084$803.5K0.2%History
DEDeere & CoStock2,138$798.8K0.2%History
LRCXLam Research CorpCOM746$794.4K0.2%History
CVXChevron CorpStock5,003$782.6K0.2%History
BIRKBirkenstock Holding plcCOM SHS14,233$774.4K0.2%History
ASTSAST SpaceMobile, Inc.COM CL A66,644$773.7K0.2%History
AGIOAgios Pharmaceuticals, Inc.COM17,592$758.6K0.2%History
GPCRStructure Therapeutics Inc.SPONSORED ADS18,803$738.4K0.2%History
IFFInternational Flavors & Fragrances IncCOM7,575$721.2K0.1%History
EMEEMCOR Group, Inc.Stock1,970$719.2K0.1%History