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