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Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
550
−40 vs. Q3 2024
Portfolio value
$353.3M
−$148.9M (−29.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Scientech Research LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MDBMongoDB, Inc.CL A3,554$827.4K0.2%−1,910−35.0%ReducedHistory
QLYSQualys, Inc.COM5,929$831.4K0.2%+5,929NewHistory
BCEBce IncCOM NEW36,058$835.8K0.2%+36,058NewHistory
AURAurora Innovation, Inc.CLASS A COM132,841$836.9K0.2%−88,363−39.9%ReducedHistory
CBChubb LtdStock3,031$837.5K0.2%+3,031NewHistory
CTASCintas CorpStock4,606$841.5K0.2%−4,930−51.7%ReducedHistory
BALLBALL CorpCOM15,297$843.3K0.2%+11,377+290.2%AddedHistory
GOOGLAlphabet Inc.Stock4,462$844.7K0.2%+4,462NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR19,428$846.9K0.2%−198−1.0%ReducedHistory
NTRNutrien Ltd.COM18,932$847.2K0.2%−201−1.1%ReducedHistory
BF.BBrown Forman CorpStock22,395$850.6K0.2%+14,026+167.6%AddedHistory
COHRCoherent Corp.COM8,979$850.6K0.2%+4,809+115.3%AddedHistory
TRNOTerreno Realty CorpCOM14,488$856.8K0.2%+14,488NewHistory
TCOMTrip.com Group LtdADS12,567$862.9K0.2%+12,567NewHistory
FASTFastenal CoStock12,055$866.9K0.2%−4,808−28.5%ReducedHistory
HDHome Depot, Inc.Stock2,245$873.3K0.2%+450+25.1%AddedHistory
CLSCelestica IncStock9,502$877.0K0.2%+9,502NewHistory
MUMicron Technology IncStock10,436$878.3K0.2%+10,436NewHistory
VVisa Inc.Stock2,803$885.9K0.3%−8,774−75.8%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD187,791$886.4K0.3%+137,509+273.5%AddedHistory
ALBAlbemarle CorpStock10,343$890.3K0.3%+32+0.3%AddedHistory
Tidal Tr II88636R115DEFIANCE DT 2X S106,963$892.1K0.3%+106,963New–
KMXCarMax IncCOM10,974$897.2K0.3%−986−8.2%ReducedHistory
DGDollar General CorpCOM11,834$897.3K0.3%−9,160−43.6%ReducedHistory
JOBYJoby Aviation, Inc.COMMON STOCK110,876$901.4K0.3%+110,876NewHistory
SEDGSolaredge Technologies, Inc.COM66,289$901.5K0.3%+42,203+175.2%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock8,230$903.1K0.3%−1,190−12.6%ReducedHistory
GHGuardant Health, Inc.COM29,733$908.3K0.3%+4,314+17.0%AddedHistory
MRVLMarvell Technology, Inc.COM8,290$915.6K0.3%+8,290NewHistory
CRMSalesforce, Inc.Stock2,748$918.7K0.3%+2,748NewHistory
ESEversource EnergyStock15,998$918.8K0.3%−6,343−28.4%ReducedHistory
HSICHenry Schein IncCOM13,415$928.3K0.3%+13,415NewHistory
FLRFluor CorpStock18,965$935.4K0.3%+2,887+18.0%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM10,532$941.0K0.3%+10,532NewHistory
AREAlexandria Real Estate Equities, Inc.COM9,652$941.6K0.3%−357−3.6%ReducedHistory
LCIDLucid Group, Inc.COM313,027$945.3K0.3%+5,480+1.8%AddedHistory
CORTCorcept Therapeutics IncCOM18,897$952.2K0.3%+18,897NewHistory
FOXAFox CorpCL A COM19,611$952.7K0.3%+19,611NewHistory
JEFJefferies Financial Group Inc.COM12,194$956.0K0.3%+12,194NewHistory
REGRegency Centers CorpCOM12,981$959.7K0.3%−9,738−42.9%ReducedHistory
EVRGEvergy, Inc.Stock15,638$962.5K0.3%+1,934+14.1%AddedHistory
HLNEHamilton Lane INCCL A6,514$964.4K0.3%+1,835+39.2%AddedHistory
ORLYO Reilly Automotive IncStock815$966.4K0.3%+63+8.4%AddedHistory
LECOLincoln Electric Holdings IncCOM5,158$967.0K0.3%+5,158NewHistory
IRENIREN LtdORDINARY SHARES99,172$973.9K0.3%+21,763+28.1%AddedHistory
MOHMolina Healthcare, Inc.COM3,350$975.0K0.3%+2,067+161.1%AddedHistory
PEverpure, Inc.CL A15,888$976.0K0.3%+15,888NewHistory
PLUGPlug Power IncStock458,428$976.5K0.3%+458,428NewHistory
BTDRBitdeer Technologies GroupCL A ORD SHS45,506$986.1K0.3%+45,506NewHistory
KMBKimberly Clark CorpStock7,554$989.9K0.3%+7,554NewHistory
SMLRSemler Scientific, Inc.COM18,369$991.9K0.3%+18,369NewHistory
ALLAllstate CorpStock5,155$993.8K0.3%+1,485+40.5%AddedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR16,111$1.00M0.3%−8,357−34.2%ReducedHistory
HIMSHims & Hers Health, Inc.Stock41,606$1.01M0.3%+10,786+35.0%AddedHistory
CEGConstellation Energy CorpStock4,567$1.02M0.3%−9,001−66.3%ReducedHistory
IRIngersoll Rand Inc.COM11,329$1.02M0.3%+8,217+264.0%AddedHistory
CZRCaesars Entertainment, Inc.COM31,133$1.04M0.3%+31,133NewHistory
CECelanese CorpStock15,498$1.07M0.3%+15,498NewHistory
BDXBecton Dickinson & CoStock4,739$1.08M0.3%+4,739NewHistory
TXNTexas Instruments IncStock5,743$1.08M0.3%+3,032+111.8%AddedHistory
MPWRMonolithic Power Systems, Inc.COM1,823$1.08M0.3%−32−1.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,486$1.08M0.3%−7,569−58.0%ReducedHistory
QRVOQorvo, Inc.Stock15,548$1.09M0.3%+15,548NewHistory
PNCPNC Financial Services Group, Inc.Stock5,687$1.10M0.3%+5,687NewHistory
AMGNAmgen IncStock4,279$1.12M0.3%+591+16.0%AddedHistory
TTANServiceTitan, Inc.SHS CL A10,856$1.12M0.3%+10,856NewHistory
LYVLive Nation Entertainment, Inc.COM8,720$1.13M0.3%+8,720NewHistory
ONONOn Holding AGStock20,685$1.13M0.3%−15,936−43.5%ReducedHistory
ELEstee Lauder Companies IncCL A15,142$1.14M0.3%+15,142NewHistory
RFRegions Financial CorpCOM48,272$1.14M0.3%+48,272NewHistory
HSTHost Hotels & Resorts, Inc.COM65,001$1.14M0.3%−37,500−36.6%ReducedHistory
ETNEaton Corp plcStock3,435$1.14M0.3%+2,299+202.4%AddedHistory
IDXXIDEXX Laboratories IncCOM2,785$1.15M0.3%+1,345+93.4%AddedHistory
GEVGE Vernova Inc.Stock3,511$1.15M0.3%+3,511NewHistory
ETF Opportunities Trust26923N827T-REX 2X INVERSE464,920$1.16M0.3%+464,920New–
OLEDUniversal Display CorpCOM7,937$1.16M0.3%+4,380+123.1%AddedHistory
OCOwens CorningStock6,888$1.17M0.3%+6,888NewHistory
URIUnited Rentals, Inc.COM1,666$1.17M0.3%+1,141+217.3%AddedHistory
MARMarriott International IncStock4,220$1.18M0.3%+4,220NewHistory
BRKRBruker CorpCOM20,107$1.18M0.3%+20,107NewHistory
ADMArcher-Daniels-Midland CoStock23,478$1.19M0.3%−3,664−13.5%ReducedHistory
AXONAxon Enterprise, Inc.COM2,006$1.19M0.3%+1,212+152.6%AddedHistory
WWayfair Inc.CL A27,184$1.20M0.3%+2,700+11.0%AddedHistory
LPLALPL Financial Holdings Inc.COM3,698$1.21M0.3%+3,698NewHistory
BBWIBath & Body Works, Inc.COM31,197$1.21M0.3%+31,197NewHistory
CMGChipotle Mexican Grill IncCOM20,186$1.22M0.3%−10,719−34.7%ReducedHistory
BGBunge Global SACOM SHS15,721$1.22M0.3%+5,996+61.7%AddedHistory
VRSNVerisign IncCOM5,964$1.23M0.3%−2,338−28.2%ReducedHistory
RBRKRubrik, Inc.Stock18,905$1.24M0.3%+18,905NewHistory
TROWPrice T Rowe Group IncStock11,040$1.25M0.4%+11,040NewHistory
PCVXVaxcyte, Inc.COM15,273$1.25M0.4%+2,385+18.5%AddedHistory
TPGTPG Inc.COM CL A20,009$1.26M0.4%+20,009NewHistory
VMCVulcan Materials COCOM4,953$1.27M0.4%−1,524−23.5%ReducedHistory
CROXCrocs, Inc.COM11,675$1.28M0.4%+11,675NewHistory
LINLinde PLCStock3,066$1.28M0.4%−1,668−35.2%ReducedHistory
EOGEOG Resources IncStock10,487$1.29M0.4%+10,487NewHistory
SFMSprouts Farmers Market, Inc.COM10,120$1.29M0.4%+7,541+292.4%AddedHistory
DECKDeckers Outdoor CorpCOM6,342$1.29M0.4%+6,342NewHistory
XPOXPO, Inc.COM9,843$1.29M0.4%+84+0.9%AddedHistory
APOApollo Global Management, Inc.COM7,819$1.29M0.4%+7,819NewHistory

Sold out since Q3 2024 (349)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 349 by value last quarter.

Positions of Scientech Research LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ULTAUlta Beauty, Inc.Stock7,237$2.82M0.6%History
SUISun Communities IncCOM18,152$2.45M0.5%History
PLTRPalantir Technologies Inc.Stock63,495$2.36M0.5%History
BXBlackstone Inc.COM14,424$2.21M0.4%History
VEEVVeeva Systems IncStock9,913$2.08M0.4%History
LLYEli Lilly & CoStock2,238$1.98M0.4%History
ICLRIcon PLCCOM6,851$1.97M0.4%History
APLDApplied Digital Corp.COM NEW234,605$1.94M0.4%History
WSTWest Pharmaceutical Services IncCOM6,434$1.93M0.4%History
DLTRDollar Tree, Inc.COM27,057$1.90M0.4%History
EFXEquifax IncCOM6,355$1.87M0.4%History
DRIDarden Restaurants IncCOM11,363$1.87M0.4%History
LKQLKQ CorpCOM46,619$1.86M0.4%History
DUKDuke Energy CORPStock16,097$1.86M0.4%History
PCGPG&E CorpStock93,253$1.84M0.4%History
AGNCAGNC Investment Corp.REIT172,860$1.81M0.4%History
STMSTMicroelectronics N.V.NY REGISTRY59,177$1.76M0.4%History
DKSDick's Sporting Goods, Inc.Stock8,412$1.76M0.3%History
AERAerCap Holdings N.V.SHS18,472$1.75M0.3%History
LOWLowes Companies IncStock6,429$1.74M0.3%History
SKXSkechers USA IncCL A25,985$1.74M0.3%History
HSYHershey CoCOM8,700$1.67M0.3%History
CHDChurch & Dwight Co IncCOM15,904$1.67M0.3%History
JNJJohnson & JohnsonStock10,147$1.64M0.3%History
RMDResmed IncCOM6,718$1.64M0.3%History
CFGCitizens Financial Group IncCOM39,584$1.63M0.3%History
LNGCheniere Energy, Inc.COM NEW9,024$1.62M0.3%History
GSGoldman Sachs Group IncStock3,264$1.62M0.3%History
LWLamb Weston Holdings, Inc.Stock24,775$1.60M0.3%History
NWSANews CorpCL A60,046$1.60M0.3%History
FLFoot Locker, Inc.COM61,015$1.58M0.3%History
MTZMastec IncCOM12,450$1.53M0.3%History
FSLRFirst Solar, Inc.Stock6,143$1.53M0.3%History
GILDGilead Sciences, Inc.Stock17,942$1.50M0.3%History
STTState Street CorpCOM16,788$1.49M0.3%History
RBLXRoblox CorpStock33,521$1.48M0.3%History
AAPAdvance Auto Parts IncCOM37,886$1.48M0.3%History
VMRKVivmark ResidentialSH BEN INT19,592$1.46M0.3%History
OVVOvintiv Inc.COM37,772$1.45M0.3%History
KVUEKenvue Inc.Stock62,130$1.44M0.3%History
EXRExtra Space Storage Inc.COM7,920$1.43M0.3%History
LUVSouthwest Airlines CoCOM46,943$1.39M0.3%History
CDNSCadence Design Systems IncStock5,108$1.38M0.3%History
APTVAptiv PLCSHS18,881$1.36M0.3%History
PTENPatterson Uti Energy IncCOM166,217$1.27M0.3%History
BILLBILL Holdings, Inc.Stock24,094$1.27M0.3%History
UUnity Software Inc.COM56,068$1.27M0.3%History
MOAltria Group, Inc.Stock24,817$1.27M0.3%History
ROSTRoss Stores, Inc.COM8,354$1.26M0.3%History
MKSIMKS IncCOM11,548$1.26M0.2%History
VLOValero Energy CorpStock9,172$1.24M0.2%History
AMATApplied Materials IncStock6,065$1.23M0.2%History
CAMTCamtek LtdORD15,341$1.22M0.2%History
WFRDWeatherford International plcORD SHS14,346$1.22M0.2%History
VIRTVirtu Financial, Inc.CL A39,472$1.20M0.2%History
NUVLNuvalent, Inc.COM11,640$1.19M0.2%History
INTCIntel CorpStock50,207$1.18M0.2%History
RMBSRambus IncCOM27,881$1.18M0.2%History
PYPLPayPal Holdings, Inc.Stock15,078$1.18M0.2%History
CSGPCostar Group, Inc.COM15,425$1.16M0.2%History
NKENIKE, Inc.Stock13,062$1.15M0.2%History
NDAQNasdaq, Inc.COM15,798$1.15M0.2%History
JDJD.com, Inc.SPON ADS CL A28,614$1.14M0.2%History
GLGlobe Life Inc.COM10,660$1.13M0.2%History
AXPAmerican Express CoStock4,150$1.13M0.2%History
NXTNextpower Inc.Stock29,913$1.12M0.2%History
ARAntero Resources CorpCOM38,949$1.12M0.2%History
NLYAnnaly Capital Management IncREIT55,507$1.11M0.2%History
PEPPepsiCo IncStock6,511$1.11M0.2%History
IBNIcici Bank LtdADR36,815$1.10M0.2%History
NSCNorfolk Southern CorpStock4,412$1.10M0.2%History
CLFCleveland-Cliffs Inc.COM85,416$1.09M0.2%History
NTRANatera, Inc.COM8,565$1.09M0.2%History
IQVIQVIA Holdings Inc.Stock4,539$1.08M0.2%History
NICENICE Ltd.SPONSORED ADR6,172$1.07M0.2%History
CHRDChord Energy CorpCOM NEW8,188$1.07M0.2%History
HALHalliburton CoStock36,476$1.06M0.2%History
ENVXEnovix CorpCOM113,170$1.06M0.2%History
BXPBXP, Inc.COM13,132$1.06M0.2%History
MELIMercadolibre IncCOM509$1.04M0.2%History
CRICarters IncCOM16,030$1.04M0.2%History
DJTTrump Media & Technology Group Corp.Stock64,480$1.04M0.2%History
GDGeneral Dynamics CorpStock3,413$1.03M0.2%History
APDAir Products & Chemicals, Inc.Stock3,432$1.02M0.2%History
AZTAAzenta, Inc.COM20,993$1.02M0.2%History
PCARPaccar IncCOM10,273$1.01M0.2%History
AMEAmetek IncCOM5,854$1.01M0.2%History
FEFirstenergy CorpCOM22,619$1.00M0.2%History
APHAmphenol CorpCL A15,383$1.00M0.2%History
AEPAmerican Electric Power Co IncStock9,753$1.00M0.2%History
PAYXPaychex IncStock7,447$999.3K0.2%History
LINELineage, Inc.COM12,745$999.0K0.2%History
SMCISuper Micro Computer, Inc.COM2,376$989.4K0.2%History
CMSCMS Energy CorpCOM13,909$982.4K0.2%History
ZDZiff Davis, Inc.COM19,906$968.6K0.2%History
BECNQxo Building Products, Inc.COM11,181$966.4K0.2%History
RJFRaymond James Financial IncCOM7,797$954.8K0.2%History
CBSHCommerce Bancshares IncStock15,909$945.0K0.2%History
TBBKBancorp, Inc.COM17,557$939.3K0.2%History
DEODiageo PLCSPON ADR NEW6,592$925.1K0.2%History