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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
BCAXBicara Therapeutics Inc.COM17,973$457.8K0.1%+17,973NewHistory
UTHRUnited Therapeutics CorpCOM1,293$463.3K0.1%−1,122−46.5%ReducedHistory
MTNVail Resorts IncCOM2,683$467.6K0.1%+2,683NewHistory
EYENational Vision Holdings, Inc.COM42,975$468.9K0.1%+42,975NewHistory
MIDDMIDDLEBY CorpCOM3,388$471.4K0.1%+3,388NewHistory
BLDRBuilders FirstSource, Inc.Stock2,434$471.9K0.1%−8,159−77.0%ReducedHistory
AEMAgnico Eagle Mines LtdStock5,970$480.9K0.1%+5,970NewHistory
AKAMAkamai Technologies IncCOM4,788$483.3K0.1%+4,788NewHistory
PRGSProgress Software CorpCOM7,204$485.3K0.1%+7,204NewHistory
CALYCallaway Golf CoCOM44,286$486.3K0.1%+44,286NewHistory
EMBJEmbraer S.A.ADR13,770$487.0K0.1%+13,770NewHistory
GBDCGolub Capital BDC, Inc.COM32,462$490.5K0.1%+5,449+20.2%AddedHistory
INMDInMode Ltd.SHS28,988$491.3K0.1%+28,988NewHistory
INVHInvitation Homes Inc.COM14,078$496.4K0.1%+14,078NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR13,700$501.1K0.1%+867+6.8%AddedHistory
ADIAnalog Devices IncStock2,179$501.5K0.1%−7,994−78.6%ReducedHistory
CPTCamden Property TrustREIT4,070$502.8K0.1%+4,070NewHistory
HOGHarley-Davidson, Inc.COM13,118$505.4K0.1%+512+4.1%AddedHistory
WBSWebster Financial CorpCOM10,876$506.9K0.1%+1,263+13.1%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF2,524$506.9K0.1%+2,524New–
PACSPACS Group, Inc.COM SHS12,834$513.0K0.1%+12,834NewHistory
ESSEssex Property Trust, Inc.COM1,739$513.7K0.1%−524−23.2%ReducedHistory
TCBITexas Capital Bancshares IncCOM7,258$518.7K0.1%+7,258NewHistory
TEAMAtlassian CorpCL A3,276$520.3K0.1%+3,276NewHistory
GGenpact LTDSHS13,277$520.6K0.1%+13,277NewHistory
VISNVistance Networks, Inc.COM86,015$525.6K0.1%+86,015NewHistory
IOTSamsara Inc.Stock10,922$525.6K0.1%+10,922NewHistory
CSWCSW Industrials, Inc.COM1,439$527.2K0.1%+1,439NewHistory
CRBGCorebridge Financial, Inc.COM18,149$529.2K0.1%+18,149NewHistory
AVYAvery Dennison CorpCOM2,418$533.8K0.1%+2,418NewHistory
SBACSba Communications CorpCL A2,219$534.1K0.1%+2,219NewHistory
Direxion Shs ETF Tr25460E521DAILY FTSE CHINA129,367$538.2K0.1%+129,367New–
TSNTyson Foods, Inc.Stock9,134$544.0K0.1%+9,134NewHistory
SEDGSolaredge Technologies, Inc.COM24,086$551.8K0.1%+24,086NewHistory
TERTeradyne, IncStock4,132$553.4K0.1%+537+14.9%AddedHistory
BURLBurlington Stores, Inc.COM2,108$555.4K0.1%−3,356−61.4%ReducedHistory
BGCBGC Group, Inc.CL A60,617$556.5K0.1%+60,617NewHistory
FTAIFTAI Aviation Ltd.SHS4,199$558.0K0.1%+4,199NewHistory
TXNTexas Instruments IncStock2,711$560.0K0.1%+2,711NewHistory
CASYCaseys General Stores IncCOM1,493$560.9K0.1%−3,147−67.8%ReducedHistory
NMIHNMI Holdings, Inc.COM13,743$566.1K0.1%+13,743NewHistory
RPMRPM International IncCOM4,686$567.0K0.1%+4,686NewHistory
HIMSHims & Hers Health, Inc.Stock30,820$567.7K0.1%−42,185−57.8%ReducedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF2,018$572.5K0.1%+2,018New–
FNFabrinetSHS2,434$575.5K0.1%+2,434NewHistory
LBTYALiberty Global Ltd.COM CL A27,340$577.1K0.1%−52,411−65.7%ReducedHistory
EAElectronic Arts Inc.COM4,024$577.2K0.1%−11,220−73.6%ReducedHistory
RXRXRecursion Pharmaceuticals, Inc.CL A88,103$580.6K0.1%−52,192−37.2%ReducedHistory
GHGuardant Health, Inc.COM25,419$583.1K0.1%−33,604−56.9%ReducedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999931,569$583.4K0.1%+31,569NewHistory
ADBEAdobe Inc.Stock1,128$584.1K0.1%+1,128NewHistory
YETIYETI Holdings, Inc.COM14,277$585.8K0.1%+315+2.3%AddedHistory
IMVTImmunovant, Inc.COM20,691$589.9K0.1%+8,057+63.8%AddedHistory
DARDarling Ingredients Inc.COM15,933$592.1K0.1%−4,903−23.5%ReducedHistory
SAIASaia IncCOM1,356$592.9K0.1%+1,356NewHistory
SMSM Energy CoCOM14,841$593.2K0.1%−5,797−28.1%ReducedHistory
GOLDGold.com, Inc.COM13,488$595.6K0.1%+13,488NewHistory
ELSEquity Lifestyle Properties IncCOM8,354$596.0K0.1%+8,354NewHistory
UNHUnitedHealth Group IncStock1,024$598.7K0.1%−1,080−51.3%ReducedHistory
BCCBoise Cascade CoCOM4,266$601.4K0.1%+4,266NewHistory
VRDNViridian Therapeutics, Inc.COM26,860$611.1K0.1%+26,860NewHistory
GIIIG III Apparel Group LtdCOM20,158$615.2K0.1%+20,158NewHistory
EGEverest Group, Ltd.COM1,575$617.1K0.1%+1,575NewHistory
SLNOSoleno Therapeutics IncCOM12,228$617.4K0.1%+12,228NewHistory
PNWPinnacle West Capital CorpCOM7,022$622.1K0.1%+2,419+52.6%AddedHistory
EQIXEquinix IncCOM703$624.0K0.1%−1,735−71.2%ReducedHistory
WCCWesco International IncCOM3,721$625.1K0.1%+3,721NewHistory
FDSFactset Research Systems IncStock1,360$625.4K0.1%−1,605−54.1%ReducedHistory
CSXCSX CorpStock18,118$625.6K0.1%+18,118NewHistory
CATCaterpillar IncStock1,600$625.8K0.1%+1,600NewHistory
WCNWaste Connections, Inc.COM3,500$625.9K0.1%+1,662+90.4%AddedHistory
RSReliance, Inc.COM2,166$626.4K0.1%+719+49.7%AddedHistory
MAAMid America Apartment Communities Inc.COM3,944$626.7K0.1%+3,944NewHistory
MKTXMarketaxess Holdings IncCOM2,465$631.5K0.1%−2,853−53.6%ReducedHistory
LNWOLight & Wonder, Inc.COM6,995$634.7K0.1%−8,207−54.0%ReducedHistory
USFDUS Foods Holding Corp.COM10,322$634.8K0.1%+10,322NewHistory
CRLCharles River Laboratories International, Inc.COM3,230$636.2K0.1%+3,230NewHistory
MASMasco CorpCOM7,621$639.7K0.1%−2,515−24.8%ReducedHistory
ZETAZeta Global Holdings Corp.CL A21,493$641.1K0.1%+6,468+43.0%AddedHistory
ACHCAcadia Healthcare Company, Inc.COM10,123$641.9K0.1%+10,123NewHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A25,980$643.5K0.1%−18,697−41.8%ReducedHistory
JKHYJack Henry & Associates IncStock3,699$653.0K0.1%+863+30.4%AddedHistory
IRENIREN LtdORDINARY SHARES77,409$653.3K0.1%+28,868+59.5%AddedHistory
PTGXProtagonist Therapeutics, IncCOM14,527$653.7K0.1%+14,527NewHistory
TXG10x Genomics, Inc.CL A COM28,959$653.9K0.1%+28,959NewHistory
GLPIGaming & Leisure Properties, Inc.COM12,829$660.1K0.1%+12,829NewHistory
HPHelmerich & Payne, Inc.COM21,734$661.1K0.1%+21,734NewHistory
ELANElanco Animal Health IncCOM45,293$665.4K0.1%+45,293NewHistory
Tidal Tr II88636J253DEFIANCE DAILY T22,945$665.6K0.1%+22,945New–
IVZInvesco Ltd.Stock38,178$670.4K0.1%+6,609+20.9%AddedHistory
CIVICivitas Resources, Inc.EQUITY US CM13,359$676.9K0.1%+1,765+15.2%AddedHistory
VRNTVerint Systems IncCOM27,126$687.1K0.1%−9,563−26.1%ReducedHistory
EPAMEPAM Systems, Inc.COM3,458$688.2K0.1%+3,458NewHistory
FTREFortrea Holdings Inc.COMMON STOCK34,789$695.8K0.1%+34,789NewHistory
ALLAllstate CorpStock3,670$696.0K0.1%−3,571−49.3%ReducedHistory
CBOECboe Global Markets, Inc.COM3,423$701.3K0.1%+3,423NewHistory
PBFPBF Energy Inc.CL A22,856$707.4K0.1%−15,569−40.5%ReducedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS79,130$713.0K0.1%+59,691+307.1%AddedHistory
KRYSKrystal Biotech, Inc.COM3,925$714.5K0.1%+3,925NewHistory
TOSTToast, Inc.Stock25,260$715.1K0.1%+16,107+176.0%AddedHistory

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