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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
FWONKLiberty Media CorpCOM LBTY ONE S C9,243$715.7K0.1%+9,243NewHistory
ACLSAxcelis Technologies IncStock6,835$716.6K0.1%+4,337+173.6%AddedHistory
INSPInspire Medical Systems, Inc.COM3,398$717.1K0.1%−8,364−71.1%ReducedHistory
DOVDOVER CorpCOM3,761$721.1K0.1%+3,761NewHistory
VIKViking Holdings LtdORD SHS20,681$721.6K0.1%+14,779+250.4%AddedHistory
YOUClear Secure, Inc.COM CL A21,891$725.5K0.1%+21,891NewHistory
OSCROscar Health, Inc.CL A34,215$725.7K0.1%−6,524−16.0%ReducedHistory
HDHome Depot, Inc.Stock1,795$727.3K0.1%+1,795NewHistory
IDXXIDEXX Laboratories IncCOM1,440$727.5K0.1%+250+21.0%AddedHistory
LBTYKLiberty Global Ltd.COM CL C33,884$732.2K0.1%−6,764−16.6%ReducedHistory
ARRYArray Technologies, Inc.COM SHS110,969$732.4K0.1%+98,529+792.0%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS5,470$737.4K0.1%−3,581−39.6%ReducedHistory
MBLYMobileye Global Inc.Stock53,988$739.6K0.1%+53,988NewHistory
AXTAAxalta Coating Systems Ltd.COM20,534$743.1K0.1%+12,668+161.0%AddedHistory
SNVSynovus Financial CorpCOM NEW16,717$743.4K0.1%+16,717NewHistory
EXCExelon CorpStock18,344$743.8K0.1%+18,344NewHistory
MRKMerck & Co., Inc.Stock6,553$744.2K0.1%−7,897−54.7%ReducedHistory
OLEDUniversal Display CorpCOM3,557$746.6K0.1%+3,557NewHistory
PWRQuanta Services, Inc.COM2,507$747.5K0.1%−2,842−53.1%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A410$754.8K0.2%+410NewHistory
BENFranklin Templeton IncCOM37,551$756.7K0.2%+16,801+81.0%AddedHistory
TWTradeweb Markets Inc.Stock6,200$766.8K0.2%−771−11.1%ReducedHistory
FLRFluor CorpStock16,078$767.1K0.2%−1,221−7.1%ReducedHistory
CLXClorox CoStock4,711$767.5K0.2%+4,711NewHistory
RPRXRoyalty Pharma plcSHS CLASS A27,139$767.8K0.2%+27,139NewHistory
VALValaris LtdCL A13,787$768.6K0.2%+10,956+387.0%AddedHistory
TSLATesla, Inc.Stock2,965$775.7K0.2%−6,299−68.0%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR5,196$775.8K0.2%+5,196NewHistory
EBAYeBay IncCOM12,002$781.5K0.2%+12,002NewHistory
TTEKTetra Tech IncCOM16,666$786.0K0.2%+16,666NewHistory
FTDRFrontdoor, Inc.COM16,417$787.9K0.2%−8,618−34.4%ReducedHistory
HLNEHamilton Lane INCCL A4,679$787.9K0.2%+4,679NewHistory
GISGeneral Mills IncStock10,755$794.3K0.2%+10,755NewHistory
AMBAAmbarella IncSHS14,157$798.5K0.2%+14,157NewHistory
ASOAcademy Sports & Outdoors, Inc.COM13,753$802.6K0.2%+13,753NewHistory
NTLAIntellia Therapeutics, Inc.COM39,262$806.8K0.2%−7,839−16.6%ReducedHistory
BFHBread Financial Holdings, Inc.COM17,056$811.5K0.2%+17,056NewHistory
BLBDBlue Bird CorpCOM16,929$811.9K0.2%−1,197−6.6%ReducedHistory
CGNXCognex CorpCOM20,116$814.7K0.2%+20,116NewHistory
TRUPTrupanion, Inc.COM19,561$821.2K0.2%+19,561NewHistory
CCKCrown Holdings, Inc.COM8,589$823.5K0.2%+1,270+17.4%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS7,772$823.8K0.2%+3,946+103.1%AddedHistory
LIILennox International IncCOM1,365$824.9K0.2%+1,365NewHistory
UDRUDR, Inc.COM18,207$825.5K0.2%+18,207NewHistory
SHOOSteven Madden, Ltd.COM16,881$827.0K0.2%−2,526−13.0%ReducedHistory
WDAYWorkday, Inc.CL A3,385$827.3K0.2%+3,385NewHistory
SWTXSpringWorks Therapeutics, Inc.COM25,866$828.7K0.2%+25,866NewHistory
ACIWAci Worldwide, Inc.Stock16,432$836.4K0.2%+16,432NewHistory
EVRGEvergy, Inc.Stock13,704$849.8K0.2%+8,162+147.3%AddedHistory
MEDPMedpace Holdings, Inc.COM2,550$851.2K0.2%+2,058+418.3%AddedHistory
RIGTransocean Ltd.REGISTERED SHS200,380$851.6K0.2%+125,807+168.7%AddedHistory
ROKRockwell Automation, IncStock3,179$853.4K0.2%+3,179NewHistory
NTRSNorthern Trust CorpCOM9,546$859.4K0.2%+9,546NewHistory
NFENew Fortress Energy Inc.COM CL A94,561$859.6K0.2%+37,016+64.3%AddedHistory
WRBBerkley W R CorpCOM15,216$863.2K0.2%+15,216NewHistory
NBIXNeurocrine Biosciences IncStock7,505$864.7K0.2%+5,989+395.1%AddedHistory
ORLYO Reilly Automotive IncStock752$866.0K0.2%+513+214.6%AddedHistory
TREXTrex Co IncCOM13,086$871.3K0.2%−495−3.6%ReducedHistory
MTDRMatador Resources CoCOM17,645$872.0K0.2%+9,990+130.5%AddedHistory
AZOAutoZone IncCOM277$872.6K0.2%+277NewHistory
BPOPPopular, Inc.COM NEW8,733$875.7K0.2%+8,733NewHistory
ARCCAres Capital CorpCEF42,159$882.8K0.2%+13,778+48.5%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR19,626$886.7K0.2%+1,476+8.1%AddedConverted for a 5-for-2 splitHistory
STRLSterling Infrastructure, Inc.COM6,115$886.8K0.2%+6,115NewHistory
CTRACoterra Energy Inc.Stock37,121$889.0K0.2%−7,779−17.3%ReducedHistory
BABAAlibaba Group Holding LtdADR8,395$890.9K0.2%+8,395NewHistory
PRPermian Resources CorpCLASS A COM66,174$900.6K0.2%+66,174NewHistory
GNTXGentex CorpCOM30,344$900.9K0.2%+21,918+260.1%AddedHistory
BBDBank BradescoSP ADR PFD NEW339,839$904.0K0.2%+256,962+310.1%AddedHistory
FANGDiamondback Energy, Inc.Stock5,255$906.0K0.2%+5,255NewHistory
ELVElevance Health, Inc.Stock1,745$907.4K0.2%+1,745NewHistory
TEMTempus AI, Inc.CL A16,060$909.0K0.2%−5,545−25.7%ReducedHistory
PODDInsulet CorpStock3,913$910.8K0.2%−5,065−56.4%ReducedHistory
PHMPultegroup IncCOM6,360$912.9K0.2%−245−3.7%ReducedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock9,420$915.6K0.2%−4,003−29.8%ReducedHistory
ERICEricsson LM Telephone CoADR B SEK 10121,155$918.4K0.2%+121,155NewHistory
NTRNutrien Ltd.COM19,133$919.5K0.2%+10,874+131.7%AddedHistory
DEODiageo PLCSPON ADR NEW6,592$925.1K0.2%+3,022+84.6%AddedHistory
KMXCarMax IncCOM11,960$925.5K0.2%+11,960NewHistory
TBBKBancorp, Inc.COM17,557$939.3K0.2%+17,557NewHistory
BGBunge Global SACOM SHS9,725$939.8K0.2%+9,725NewHistory
CBSHCommerce Bancshares IncStock15,909$945.0K0.2%+15,909NewHistory
RJFRaymond James Financial IncCOM7,797$954.8K0.2%+7,797NewHistory
BECNQxo Building Products, Inc.COM11,181$966.4K0.2%+5,997+115.7%AddedHistory
NOCNorthrop Grumman CorpStock1,832$967.4K0.2%+1,832NewHistory
ZDZiff Davis, Inc.COM19,906$968.6K0.2%+19,906NewHistory
ALBAlbemarle CorpStock10,311$976.6K0.2%+1,038+11.2%AddedHistory
CMSCMS Energy CorpCOM13,909$982.4K0.2%+13,909NewHistory
SMCISuper Micro Computer, Inc.COM2,376$989.4K0.2%+2,376NewHistory
LINELineage, Inc.COM12,745$999.0K0.2%+12,745NewHistory
PAYXPaychex IncStock7,447$999.3K0.2%+7,447NewHistory
AEPAmerican Electric Power Co IncStock9,753$1.00M0.2%+9,753NewHistory
TMOThermo Fisher Scientific Inc.Stock1,618$1.00M0.2%−1,106−40.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock2,176$1.00M0.2%+2,176NewHistory
APHAmphenol CorpCL A15,383$1.00M0.2%+15,383NewHistory
FEFirstenergy CorpCOM22,619$1.00M0.2%+22,619NewHistory
XYLXylem Inc.COM7,432$1.00M0.2%+585+8.5%AddedHistory
AMEAmetek IncCOM5,854$1.01M0.2%−4,780−45.0%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock9,339$1.01M0.2%+9,339NewHistory
RDNTRadNet, Inc.COM14,568$1.01M0.2%+14,568NewHistory

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