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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
PCARPaccar IncCOM10,273$1.01M0.2%+1,761+20.7%AddedHistory
AZTAAzenta, Inc.COM20,993$1.02M0.2%+20,993NewHistory
APDAir Products & Chemicals, Inc.Stock3,432$1.02M0.2%−3,318−49.2%ReducedHistory
WECWec Energy Group, Inc.Stock10,658$1.03M0.2%+2,290+27.4%AddedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR24,468$1.03M0.2%+24,468NewHistory
GDGeneral Dynamics CorpStock3,413$1.03M0.2%−1,485−30.3%ReducedHistory
DJTTrump Media & Technology Group Corp.Stock64,480$1.04M0.2%+64,480NewHistory
EATBrinker International, IncStock13,576$1.04M0.2%+13,576NewHistory
CRICarters IncCOM16,030$1.04M0.2%+12,248+323.8%AddedHistory
ZTSZoetis Inc.Stock5,339$1.04M0.2%+441+9.0%AddedHistory
MELIMercadolibre IncCOM509$1.04M0.2%+509NewHistory
XPOXPO, Inc.COM9,759$1.05M0.2%−2,184−18.3%ReducedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG79,709$1.05M0.2%+79,709NewHistory
BXPBXP, Inc.COM13,132$1.06M0.2%−2,019−13.3%ReducedHistory
ENVXEnovix CorpCOM113,170$1.06M0.2%+59,209+109.7%AddedHistory
IQiQIYI, Inc.SPONSORED ADS369,587$1.06M0.2%+234,778+174.2%AddedHistory
SNPSSynopsys IncCOM2,090$1.06M0.2%−912−30.4%ReducedHistory
HALHalliburton CoStock36,476$1.06M0.2%+25,678+237.8%AddedHistory
MLMMartin Marietta Materials IncCOM1,971$1.06M0.2%+848+75.5%AddedHistory
CHRDChord Energy CorpCOM NEW8,188$1.07M0.2%+3,658+80.8%AddedHistory
NICENICE Ltd.SPONSORED ADR6,172$1.07M0.2%+6,172NewHistory
IQVIQVIA Holdings Inc.Stock4,539$1.08M0.2%+1,023+29.1%AddedHistory
LCIDLucid Group, Inc.COM307,547$1.09M0.2%+307,547NewHistory
NTRANatera, Inc.COM8,565$1.09M0.2%+8,565NewHistory
BROSDutch Bros Inc.CL A33,994$1.09M0.2%+28,617+532.2%AddedHistory
CLFCleveland-Cliffs Inc.COM85,416$1.09M0.2%+85,416NewHistory
INFYInfosys LtdSPONSORED ADR49,037$1.09M0.2%+49,037NewHistory
NSCNorfolk Southern CorpStock4,412$1.10M0.2%+2,582+141.1%AddedHistory
IBNIcici Bank LtdADR36,815$1.10M0.2%+36,815NewHistory
SYFSynchrony FinancialCOM22,090$1.10M0.2%+22,090NewHistory
PEPPepsiCo IncStock6,511$1.11M0.2%+4,541+230.5%AddedHistory
NLYAnnaly Capital Management IncREIT55,507$1.11M0.2%+40,499+269.8%AddedHistory
ARAntero Resources CorpCOM38,949$1.12M0.2%+38,949NewHistory
NXTNextpower Inc.Stock29,913$1.12M0.2%−11,031−26.9%ReducedHistory
AXPAmerican Express CoStock4,150$1.13M0.2%+4,150NewHistory
GLGlobe Life Inc.COM10,660$1.13M0.2%+10,660NewHistory
PIImpinj IncCOM5,286$1.14M0.2%+2,913+122.8%AddedHistory
JDJD.com, Inc.SPON ADS CL A28,614$1.14M0.2%−35,205−55.2%ReducedHistory
NDAQNasdaq, Inc.COM15,798$1.15M0.2%+15,798NewHistory
HALOHalozyme Therapeutics, Inc.COM20,151$1.15M0.2%+312+1.6%AddedHistory
MCOMoodys CorpStock2,432$1.15M0.2%+2,432NewHistory
NKENIKE, Inc.Stock13,062$1.15M0.2%+13,062NewHistory
WYNNWynn Resorts LtdCOM12,070$1.16M0.2%+12,070NewHistory
CSGPCostar Group, Inc.COM15,425$1.16M0.2%+15,425NewHistory
MMYTMakeMyTrip LtdStock12,604$1.17M0.2%+12,604NewHistory
PYPLPayPal Holdings, Inc.Stock15,078$1.18M0.2%+15,078NewHistory
RMBSRambus IncCOM27,881$1.18M0.2%+27,881NewHistory
INTCIntel CorpStock50,207$1.18M0.2%+50,207NewHistory
AMGNAmgen IncStock3,688$1.19M0.2%−1,267−25.6%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM10,009$1.19M0.2%+10,009NewHistory
NUVLNuvalent, Inc.COM11,640$1.19M0.2%+11,640NewHistory
STLAStellantis N.V.SHS85,047$1.19M0.2%+85,047NewHistory
VIRTVirtu Financial, Inc.CL A39,472$1.20M0.2%+21,899+124.6%AddedHistory
FASTFastenal CoStock16,863$1.20M0.2%+7,839+86.9%AddedHistory
POWLPowell Industries IncStock5,433$1.21M0.2%+3,132+136.1%AddedHistory
WFRDWeatherford International plcORD SHS14,346$1.22M0.2%−645−4.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock1,173$1.22M0.2%+1,173NewHistory
CAMTCamtek LtdORD15,341$1.22M0.2%+5,852+61.7%AddedHistory
AMATApplied Materials IncStock6,065$1.23M0.2%−263−4.2%ReducedHistory
VLOValero Energy CorpStock9,172$1.24M0.2%+9,172NewHistory
MKSIMKS IncCOM11,548$1.26M0.2%+11,548NewHistory
ROSTRoss Stores, Inc.COM8,354$1.26M0.3%+2,303+38.1%AddedHistory
MOAltria Group, Inc.Stock24,817$1.27M0.3%+24,817NewHistory
AESAES CorpStock63,198$1.27M0.3%+34,818+122.7%AddedHistory
UUnity Software Inc.COM56,068$1.27M0.3%−21,717−27.9%ReducedHistory
BILLBILL Holdings, Inc.Stock24,094$1.27M0.3%+14,790+159.0%AddedHistory
PTENPatterson Uti Energy IncCOM166,217$1.27M0.3%+166,217NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,236$1.30M0.3%−538−30.3%ReducedHistory
AURAurora Innovation, Inc.CLASS A COM221,204$1.31M0.3%+62,792+39.6%AddedHistory
AAPLApple Inc.Stock5,646$1.32M0.3%−5,732−50.4%ReducedHistory
AVAVAeroVironment IncCOM6,599$1.32M0.3%+4,400+200.1%AddedHistory
NOWServiceNow, Inc.Stock1,491$1.33M0.3%+1,491NewHistory
RHRHCOM4,043$1.35M0.3%+4,043NewHistory
TDToronto Dominion BankStock21,434$1.36M0.3%+21,434NewHistory
APTVAptiv PLCSHS18,881$1.36M0.3%+18,881NewHistory
WWayfair Inc.CL A24,484$1.38M0.3%+24,484NewHistory
CDNSCadence Design Systems IncStock5,108$1.38M0.3%−2,334−31.4%ReducedHistory
RDFNRedfin CorpCOM110,993$1.39M0.3%+26,431+31.3%AddedHistory
LUVSouthwest Airlines CoCOM46,943$1.39M0.3%+27,001+135.4%AddedHistory
SCCOSouthern Copper CorpStock12,112$1.40M0.3%+3,439+39.7%AddedHistory
TRVTravelers Companies, Inc.Stock5,992$1.40M0.3%−6,011−50.1%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A103,717$1.42M0.3%+103,717NewHistory
CRUSCirrus Logic, Inc.Stock11,419$1.42M0.3%+11,419NewHistory
EXRExtra Space Storage Inc.COM7,920$1.43M0.3%+6,149+347.2%AddedHistory
KVUEKenvue Inc.Stock62,130$1.44M0.3%+32,363+108.7%AddedHistory
OVVOvintiv Inc.COM37,772$1.45M0.3%+37,772NewHistory
IBKRInteractive Brokers Group, Inc.Stock10,415$1.45M0.3%−3,827−26.9%ReducedHistory
VMRKVivmark ResidentialSH BEN INT19,592$1.46M0.3%+19,592NewHistory
PCVXVaxcyte, Inc.COM12,888$1.47M0.3%+12,888NewHistory
AAPAdvance Auto Parts IncCOM37,886$1.48M0.3%+12,966+52.0%AddedHistory
MDBMongoDB, Inc.CL A5,464$1.48M0.3%−8,930−62.0%ReducedHistory
RBLXRoblox CorpStock33,521$1.48M0.3%+21,780+185.5%AddedHistory
STTState Street CorpCOM16,788$1.49M0.3%+16,788NewHistory
TTCToro CoCOM17,162$1.49M0.3%−1,074−5.9%ReducedHistory
GILDGilead Sciences, Inc.Stock17,942$1.50M0.3%+17,942NewHistory
SOFISoFi Technologies, Inc.Stock192,921$1.52M0.3%+192,921NewHistory
ESEversource EnergyStock22,341$1.52M0.3%−11,276−33.5%ReducedHistory
FSLRFirst Solar, Inc.Stock6,143$1.53M0.3%+1,831+42.5%AddedHistory
MTZMastec IncCOM12,450$1.53M0.3%+12,450NewHistory
TTDTrade Desk, Inc.Stock14,007$1.54M0.3%+14,007NewHistory

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