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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
572
+31 vs. Q1 2025
Portfolio value
$409.2M
+$31.4M (+8.3%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Scientech Research LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
FITBFifth Third BancorpCOM15,254$627.4K0.2%+15,254NewHistory
UDRUDR, Inc.COM15,472$631.7K0.2%+15,472NewHistory
VGVenture Global, Inc.COM CL A40,802$635.7K0.2%−29,161−41.7%ReducedHistory
URBNUrban Outfitters IncCOM8,774$636.5K0.2%−11,211−56.1%ReducedHistory
AIC3.ai, Inc.Stock26,066$640.4K0.2%−2,743−9.5%ReducedHistory
AESAES CorpStock61,476$646.7K0.2%+61,476NewHistory
IRENIREN LtdORDINARY SHARES44,389$646.7K0.2%+44,389NewHistory
PINCPremier, Inc.CL A29,572$648.5K0.2%+29,572NewHistory
RXRXRecursion Pharmaceuticals, Inc.CL A129,063$653.1K0.2%+129,063NewHistory
VORVor Biopharma Inc.COM403,859$654.3K0.2%+403,859NewHistory
FTVFortive CorpStock12,568$655.2K0.2%+3,771+42.9%AddedHistory
PIIPolaris Inc.Stock16,157$656.8K0.2%+16,157NewHistory
CBSHCommerce Bancshares IncStock10,671$663.4K0.2%+10,671NewHistory
DPZDominos Pizza IncCOM1,483$668.2K0.2%−940−38.8%ReducedHistory
FRPTFreshpet, Inc.Stock9,925$674.5K0.2%+506+5.4%AddedHistory
CMGChipotle Mexican Grill IncCOM12,040$676.0K0.2%+12,040NewHistory
DOWDow Inc.Stock25,619$678.4K0.2%+25,619NewHistory
Tidal Tr II88636J253DEFIANCE DAILY T16,870$680.9K0.2%−38,076−69.3%Reduced–
TFXTeleflex IncCOM5,760$681.8K0.2%+3,692+178.5%AddedHistory
ADMAAdma Biologics, Inc.COM37,816$688.6K0.2%+37,816NewHistory
OZKBank OZKCOM14,775$695.3K0.2%−8,746−37.2%ReducedHistory
WSTWest Pharmaceutical Services IncCOM3,192$698.4K0.2%−360−10.1%ReducedHistory
GLWCorning IncCOM13,334$701.2K0.2%+13,334NewHistory
AVGOBroadcom Inc.Stock2,544$701.3K0.2%−1,428−36.0%ReducedHistory
CLSKCleanspark, Inc.COM NEW64,277$709.0K0.2%+64,277NewHistory
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T18,135$711.6K0.2%+18,135New–
FCXFreeport-McMoran IncStock16,559$717.8K0.2%+16,559NewHistory
CCEPCoca-Cola Europacific Partners plcSHS7,774$720.8K0.2%+4,207+117.9%AddedHistory
MRNAModerna, Inc.Stock26,140$721.2K0.2%+26,140NewHistory
REGRegency Centers CorpCOM10,134$721.8K0.2%+10,134NewHistory
VOYGVoyager Technologies, Inc.COM CL A18,404$722.4K0.2%+18,404NewHistory
GMABGenmab A/SSPONSORED ADS35,077$724.7K0.2%+466+1.3%AddedHistory
CFCF Industries Holdings, Inc.COM7,915$728.2K0.2%+7,915NewHistory
SAROStandardAero, Inc.COM23,084$730.6K0.2%+23,084NewHistory
NXPINXP Semiconductors N.V.COM3,368$735.9K0.2%−3,168−48.5%ReducedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS45,773$736.5K0.2%+45,773NewHistory
VNOMViper Energy, Inc.COM19,394$739.5K0.2%−4,418−18.6%ReducedHistory
MRXMarex Group LtdORD18,866$744.6K0.2%+18,866NewHistory
ELSEquity Lifestyle Properties IncCOM12,154$749.5K0.2%−4,358−26.4%ReducedHistory
CGNXCognex CorpCOM23,689$751.4K0.2%−6,139−20.6%ReducedHistory
AMCRAmcor plcORD82,044$754.0K0.2%+6,366+8.4%AddedHistory
FTDRFrontdoor, Inc.COM12,866$758.3K0.2%−9,514−42.5%ReducedHistory
BALLBALL CorpCOM13,532$759.0K0.2%−6,465−32.3%ReducedHistory
FCNFti Consulting, IncCOM4,728$763.6K0.2%+2,244+90.3%AddedHistory
RVMDRevolution Medicines, Inc.COM20,796$765.1K0.2%+20,796NewHistory
RGLDRoyal Gold IncStock4,309$766.3K0.2%+4,309NewHistory
AAPLApple Inc.Stock3,750$769.4K0.2%+3,750NewHistory
CVNACarvana Co.CL A2,291$772.0K0.2%+2,291NewHistory
AXTAAxalta Coating Systems Ltd.COM26,307$781.1K0.2%+26,307NewHistory
FSLRFirst Solar, Inc.Stock4,734$783.7K0.2%+4,734NewHistory
COSTCostco Wholesale CorpStock792$784.0K0.2%−547−40.9%ReducedHistory
GRALGRAIL, Inc.COM15,283$785.9K0.2%−9,931−39.4%ReducedHistory
LCIDLucid Group, Inc.COM374,723$790.7K0.2%−10,547−2.7%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A405$792.4K0.2%+405NewHistory
AAONAaon, Inc.COM PAR $0.00410,786$795.5K0.2%+10,786NewHistory
ADCAgree Realty CorpCOM10,928$798.4K0.2%+10,928NewHistory
ABTAbbott LaboratoriesStock5,882$800.0K0.2%−1,855−24.0%ReducedHistory
ALKAlaska Air Group, Inc.COM16,210$802.1K0.2%+7,661+89.6%AddedHistory
TDYTeledyne Technologies IncCOM1,575$806.9K0.2%+1,575NewHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS14,601$807.1K0.2%−9,067−38.3%ReducedHistory
VISNVistance Networks, Inc.COM98,163$812.8K0.2%+98,163NewHistory
JBSJBS N.V.ADR55,886$816.5K0.2%+55,886NewHistory
DJTTrump Media & Technology Group Corp.Stock45,479$820.4K0.2%+45,479NewHistory
CAICaris Life Sciences, Inc.COM30,727$821.0K0.2%+30,727NewHistory
JPMJPMorgan Chase & CoStock2,840$823.3K0.2%+2,840NewHistory
PLNTPlanet Fitness, Inc.CL A7,592$827.9K0.2%+2,598+52.0%AddedHistory
UBERUber Technologies, IncStock8,900$830.4K0.2%+8,900NewHistory
MPWRMonolithic Power Systems, Inc.COM1,141$834.5K0.2%−587−34.0%ReducedHistory
OKTAOkta, Inc.CL A8,370$836.7K0.2%−6,109−42.2%ReducedHistory
NOWServiceNow, Inc.Stock819$842.0K0.2%+458+126.9%AddedHistory
COLMColumbia Sportswear CoCOM13,899$849.0K0.2%+1,779+14.7%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999930,227$850.0K0.2%+30,227NewHistory
QCOMQualcomm IncStock5,345$851.2K0.2%+5,345NewHistory
GWREGuidewire Software, Inc.COM3,618$851.9K0.2%+3,618NewHistory
DSGXDescartes Systems Group IncCOM8,404$854.2K0.2%+275+3.4%AddedHistory
IDXXIDEXX Laboratories IncCOM1,596$856.0K0.2%−1,480−48.1%ReducedHistory
INCYIncyte CorpCOM12,574$856.3K0.2%+12,574NewHistory
ABBVAbbVie Inc.Stock4,627$858.9K0.2%+4,627NewHistory
OSCROscar Health, Inc.CL A40,061$858.9K0.2%+12,282+44.2%AddedHistory
EEFTEuronet Worldwide, Inc.COM8,523$864.1K0.2%+8,523NewHistory
BEKEKE Holdings Inc.SPONSORED ADS48,883$867.2K0.2%+10,195+26.4%AddedHistory
FTAIFTAI Aviation Ltd.SHS7,549$868.4K0.2%+7,549NewHistory
AUAngloGold Ashanti PLCCOM SHS19,088$869.8K0.2%−6,465−25.3%ReducedHistory
BWXTBWX Technologies, Inc.COM6,068$874.2K0.2%−3,515−36.7%ReducedHistory
TAPMolson Coors Beverage CoCL B18,179$874.2K0.2%+18,179NewHistory
TROWPrice T Rowe Group IncStock9,063$874.6K0.2%+9,063NewHistory
CAGConagra Brands Inc.Stock42,728$874.6K0.2%+42,728NewHistory
LULUlululemon athletica inc.Stock3,697$878.3K0.2%−863−18.9%ReducedHistory
ONBOld National BancorpStock41,160$878.4K0.2%+30,454+284.5%AddedHistory
INVHInvitation Homes Inc.COM26,809$879.3K0.2%+26,809NewHistory
CPBCAMPBELL'S CoCOM28,729$880.5K0.2%+28,729NewHistory
ROLRollins IncCOM15,617$881.1K0.2%+9,340+148.8%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A40,292$883.6K0.2%+40,292NewHistory
VSXYVictoria's Secret & Co.COMMON STOCK47,868$886.5K0.2%+11,197+30.5%AddedHistory
HCAHCA Healthcare, Inc.COM2,316$887.3K0.2%+2,316NewHistory
IRIngersoll Rand Inc.COM10,684$888.7K0.2%+10,684NewHistory
AVTRAvantor, Inc.COM66,163$890.6K0.2%+66,163NewHistory
NXTNextpower Inc.Stock16,394$891.3K0.2%+16,394NewHistory
STXSeagate Technology Holdings plcORD SHS6,177$891.5K0.2%+6,177NewHistory
COINCoinbase Global, Inc.COM CL A2,546$892.3K0.2%−1,481−36.8%ReducedHistory

Sold out since Q1 2025 (345)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 345 by value last quarter.

Positions of Scientech Research LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
MELIMercadolibre IncCOM1,688$3.29M0.9%History
CMECME Group Inc.COM8,393$2.23M0.6%History
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X232,272$2.21M0.6%–
YUMYum Brands IncStock13,266$2.09M0.6%History
IBKRInteractive Brokers Group, Inc.Stock12,399$2.05M0.5%History
CRWVCoreWeave, Inc.Stock55,350$2.05M0.5%History
WIXWix.com Ltd.SHS12,438$2.03M0.5%History
AXPAmerican Express CoStock7,027$1.89M0.5%History
FLUTFlutter Entertainment plcSHS7,659$1.70M0.4%History
CRHCRH Public Ltd CoORD19,055$1.68M0.4%History
CORTCorcept Therapeutics IncCOM14,181$1.62M0.4%History
UPSTUpstart Holdings, Inc.COM34,958$1.61M0.4%History
RACEFerrari N.V.COM3,623$1.55M0.4%History
GWWW.W. Grainger, Inc.Stock1,550$1.53M0.4%History
DXCMDexcom IncCOM22,226$1.52M0.4%History
DTMDT Midstream, Inc.COMMON STOCK15,081$1.46M0.4%History
DEODiageo PLCSPON ADR NEW13,878$1.45M0.4%History
CTASCintas CorpStock6,949$1.43M0.4%History
CHTRCharter Communications, Inc.CL A3,791$1.40M0.4%History
BRKRBruker CorpCOM32,728$1.37M0.4%History
ETNEaton Corp plcStock4,987$1.36M0.4%History
EMBJEmbraer S.A.ADR28,613$1.32M0.3%History
CLSCelestica IncStock16,611$1.31M0.3%History
TOLToll Brothers, Inc.COM12,067$1.27M0.3%History
VVisa Inc.Stock3,603$1.26M0.3%History
Invesco QQQ Trust Series I46090E103ETF2,692$1.26M0.3%–
MANHManhattan Associates IncStock6,942$1.20M0.3%History
NTAPNetApp, Inc.Stock13,590$1.19M0.3%History
CCOICogent Communications Holdings, Inc.COM NEW19,392$1.19M0.3%History
DLTRDollar Tree, Inc.COM15,654$1.18M0.3%History
BRK.BBerkshire Hathaway IncStock2,186$1.16M0.3%History
BABoeing CoStock6,799$1.16M0.3%History
WWayfair Inc.CL A36,187$1.16M0.3%History
AXSMAxsome Therapeutics, Inc.COM9,759$1.14M0.3%History
ROKURoku, IncCOM CL A16,125$1.14M0.3%History
HLTHilton Worldwide Holdings Inc.COM4,972$1.13M0.3%History
ALLAllstate CorpStock5,445$1.13M0.3%History
ORealty Income CorpREIT19,332$1.12M0.3%History
DDOGDatadog, Inc.CL A COM11,275$1.12M0.3%History
LVSLas Vegas Sands CorpCOM28,342$1.09M0.3%History
CELHCelsius Holdings, Inc.COM NEW30,622$1.09M0.3%History
RYAAYRyanair Holdings PLCSPONSORED ADR25,615$1.09M0.3%History
SWKSSkyworks Solutions, Inc.Stock16,670$1.08M0.3%History
EXCExelon CorpStock23,264$1.07M0.3%History
UNHUnitedHealth Group IncStock2,034$1.07M0.3%History
ANFAbercrombie & Fitch CoCL A13,903$1.06M0.3%History
GLBEGlobal-E Online Ltd.SHS29,620$1.06M0.3%History
DELLDell Technologies Inc.Stock11,527$1.05M0.3%History
TEMTempus AI, Inc.CL A21,694$1.05M0.3%History
CAVACava Group, Inc.COM12,071$1.04M0.3%History
ALABAstera Labs, Inc.Stock17,277$1.03M0.3%History
VRTVertiv Holdings CoCOM CL A14,263$1.03M0.3%History
HONHoneywell International IncCOM4,840$1.02M0.3%History
LLYEli Lilly & CoStock1,232$1.02M0.3%History
SFMSprouts Farmers Market, Inc.COM6,582$1.00M0.3%History
LAMRLamar Advertising CoREIT8,815$1.00M0.3%History
WFRDWeatherford International plcORD SHS18,680$1.00M0.3%History
HIMSHims & Hers Health, Inc.Stock33,443$988.2K0.3%History
PMPhilip Morris International Inc.Stock6,200$984.1K0.3%History
MNSTMonster Beverage CorpCOM16,730$979.0K0.3%History
PIImpinj IncCOM10,758$975.8K0.3%History
POWLPowell Industries IncStock5,702$971.2K0.3%History
KNXKnight-Swift Transportation Holdings Inc.CL A22,262$968.2K0.3%History
SRPTSarepta Therapeutics, Inc.COM15,163$967.7K0.3%History
CDWCDW CorpCOM6,019$964.6K0.3%History
SNSharkNinja, Inc.COM SHS11,557$964.0K0.3%History
PEPPepsiCo IncStock6,390$958.1K0.3%History
ELEstee Lauder Companies IncCL A14,514$957.9K0.3%History
NETCloudflare, Inc.CL A COM8,481$955.7K0.3%History
FNFFidelity National Financial, Inc.COM SHS14,668$954.6K0.3%History
ADIAnalog Devices IncStock4,731$954.1K0.3%History
WTWWillis Towers Watson PLCSHS2,814$951.0K0.3%History
RDDTReddit, Inc.Stock9,056$950.0K0.3%History
OKLOOklo Inc.COM CL A43,900$949.6K0.3%History
FTNTFortinet, Inc.Stock9,845$947.7K0.3%History
JJacobs Solutions Inc.COM7,805$943.5K0.2%History
RTXRTX CorpStock7,116$942.6K0.2%History
TRUTransUnionCOM11,308$938.5K0.2%History
CARRCarrier Global CorpStock14,756$935.5K0.2%History
ADSKAutodesk, Inc.COM3,573$935.4K0.2%History
MEDPMedpace Holdings, Inc.COM3,043$927.2K0.2%History
STMSTMicroelectronics N.V.NY REGISTRY41,783$917.6K0.2%History
EXASExact Sciences CorpCOM21,144$915.3K0.2%History
UALUnited Airlines Holdings, Inc.COM13,254$915.2K0.2%History
ODFLOld Dominion Freight Line, Inc.COM5,496$909.3K0.2%History
BPOPPopular, Inc.COM NEW9,773$902.7K0.2%History
VRSKVerisk Analytics, Inc.COM3,008$895.2K0.2%History
GLOBGlobant S.A.COM7,551$888.9K0.2%History
DOVDOVER CorpCOM5,045$886.3K0.2%History
TTEKTetra Tech IncCOM30,282$885.7K0.2%History
ITWIllinois Tool Works IncStock3,564$883.9K0.2%History
PTGXProtagonist Therapeutics, IncCOM18,271$883.6K0.2%History
FBINFortune Brands Innovations, Inc.COM14,431$878.6K0.2%History
WSMWilliams Sonoma IncCOM5,552$877.8K0.2%History
LOGILogitech International S.A.SHS10,370$875.3K0.2%History
LNGCheniere Energy, Inc.COM NEW3,780$874.7K0.2%History
Invesco Nasdaq 100 ETF46138G649ETF4,523$873.0K0.2%–
AONAon plcCL A2,176$868.4K0.2%History
ARQTArcutis Biotherapeutics, Inc.COM55,205$863.4K0.2%History
KHCKraft Heinz CoStock28,204$858.2K0.2%History