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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
550
−22 vs. Q2 2025
Portfolio value
$286.9M
−$122.3M (−29.9%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Scientech Research LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CSLCarlisle Companies IncCOM2,847$936.5K0.3%+2,847NewHistory
SANMSanmina CorpCOM8,180$941.6K0.3%+8,180NewHistory
RAREUltragenyx Pharmaceutical Inc.COM31,305$941.7K0.3%+25,186+411.6%AddedHistory
LNGCheniere Energy, Inc.COM NEW4,008$941.8K0.3%+4,008NewHistory
DEDeere & CoStock2,133$975.3K0.3%+195+10.1%AddedHistory
AMPAmeriprise Financial IncCOM2,027$995.8K0.3%+2,027NewHistory
CHRDChord Energy CorpCOM NEW10,070$1.00M0.3%+10,070NewHistory
VRTXVertex Pharmaceuticals IncStock2,578$1.01M0.4%+2,578NewHistory
SPGIS&P Global Inc.Stock2,090$1.02M0.4%+1,394+200.3%AddedHistory
HCAHCA Healthcare, Inc.COM2,448$1.04M0.4%+132+5.7%AddedHistory
GRABGrab Holdings LtdCLASS A ORD177,106$1.07M0.4%+152,677+625.0%AddedHistory
SFMSprouts Farmers Market, Inc.COM9,963$1.08M0.4%+9,963NewHistory
EATBrinker International, IncStock8,573$1.09M0.4%+5,837+213.3%AddedHistory
NVONovo Nordisk A SADR19,624$1.09M0.4%+19,624NewHistory
NETCloudflare, Inc.CL A COM5,101$1.09M0.4%+5,101NewHistory
SBACSba Communications CorpCL A5,674$1.10M0.4%+5,674NewHistory
UNHUnitedHealth Group IncStock3,187$1.10M0.4%+3,187NewHistory
NNENano Nuclear Energy Inc.COM28,871$1.11M0.4%+28,871NewHistory
MKTXMarketaxess Holdings IncCOM6,573$1.15M0.4%−694−9.6%ReducedHistory
NICENICE Ltd.SPONSORED ADR7,955$1.15M0.4%−2,081−20.7%ReducedHistory
DOVDOVER CorpCOM6,988$1.17M0.4%+6,988NewHistory
HDHome Depot, Inc.Stock3,150$1.28M0.4%+641+25.5%AddedHistory
DASHDoorDash, Inc.Stock4,729$1.29M0.4%+4,729NewHistory
INTUIntuit Inc.Stock1,908$1.30M0.5%+32+1.7%AddedHistory
BEBloom Energy CorpCOM CL A15,497$1.31M0.5%+15,497NewHistory
LULUlululemon athletica inc.Stock7,373$1.31M0.5%+3,676+99.4%AddedHistory
UTHRUnited Therapeutics CorpCOM3,147$1.32M0.5%−3,004−48.8%ReducedHistory
WULFTerawulf Inc.COM116,324$1.33M0.5%+116,324NewHistory
NTRANatera, Inc.COM8,267$1.33M0.5%−1,573−16.0%ReducedHistory
CRWVCoreWeave, Inc.Stock9,739$1.33M0.5%+9,739NewHistory
VRSNVerisign IncCOM4,777$1.34M0.5%+4,777NewHistory
ROPRoper Technologies IncStock2,733$1.36M0.5%+2,129+352.5%AddedHistory
PTCPTC Inc.Stock6,907$1.40M0.5%+6,907NewHistory
STRLSterling Infrastructure, Inc.COM4,166$1.42M0.5%−1,518−26.7%ReducedHistory
AGFirst Majestic Silver CorpCOM116,876$1.44M0.5%+48,995+72.2%AddedHistory
ADBEAdobe Inc.Stock4,127$1.46M0.5%+1,070+35.0%AddedHistory
Graniteshares ETF Tr38747R8271.5X LNG NVDA DL15,583$1.46M0.5%+15,583New–
HOODRobinhood Markets, Inc.Stock10,554$1.51M0.5%−10,408−49.7%ReducedHistory
ZBRAZebra Technologies CorpCL A5,091$1.51M0.5%+5,091NewHistory
RIGTransocean Ltd.REGISTERED SHS493,744$1.54M0.5%+462,727+1,491.8%AddedHistory
PODDInsulet CorpStock5,020$1.55M0.5%+2,015+67.1%AddedHistory
MDBMongoDB, Inc.CL A5,465$1.70M0.6%+5,465NewHistory
QUREuniQure N.V.SHS29,295$1.71M0.6%+29,295NewHistory
TLRYTilray Brands, Inc.COM CL 21,010,302$1.75M0.6%+1,010,302NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM3,872$1.77M0.6%+3,872NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM3,200$1.80M0.6%+1,357+73.6%AddedHistory
LLYEli Lilly & CoStock2,544$1.94M0.7%+2,544NewHistory
APPAppLovin CorpCOM CL A2,725$1.96M0.7%−2,924−51.8%ReducedHistory
NVDANVIDIA CorpStock10,654$1.99M0.7%+10,654NewHistory
MSFTMicrosoft CorpStock4,232$2.19M0.8%−2,263−34.8%ReducedHistory

Sold out since Q2 2025 (369)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 369 by value last quarter.

Positions of Scientech Research LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ZSZscaler, Inc.Stock10,371$3.26M0.8%History
COFCapital One Financial CorpStock13,257$2.82M0.7%History
INSMINSMED IncCOM PAR $.0127,642$2.78M0.7%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,856$2.69M0.7%History
TTWOTake Two Interactive Software IncCOM11,000$2.67M0.7%History
IONQIonQ, Inc.COM61,932$2.66M0.7%History
WINGWingstop Inc.COM7,871$2.65M0.6%History
NFLXNetflix IncStock1,766$2.36M0.6%History
VanEck Semiconductor ETF92189F676ETF7,837$2.19M0.5%–
FICOFair Isaac CorpCOM1,181$2.16M0.5%History
METAMeta Platforms, Inc.Stock2,864$2.11M0.5%History
AVAVAeroVironment IncCOM7,289$2.08M0.5%History
ZTSZoetis Inc.Stock12,873$2.01M0.5%History
EQIXEquinix IncCOM2,414$1.92M0.5%History
SOFISoFi Technologies, Inc.Stock100,170$1.82M0.4%History
AITApplied Industrial Technologies IncCOM7,718$1.79M0.4%History
MDYSPDR S&P Midcap 400 ETF TrustETF3,043$1.72M0.4%History
RKLBRocket Lab CorpCOM46,850$1.68M0.4%History
CRWDCrowdStrike Holdings, Inc.Stock3,280$1.67M0.4%History
BHFBrighthouse Financial, Inc.COM30,946$1.66M0.4%History
HLNEHamilton Lane INCCL A11,484$1.63M0.4%History
NDSNNordson CorpCOM7,364$1.58M0.4%History
AJGArthur J. Gallagher & Co.COM4,931$1.58M0.4%History
MSIMotorola Solutions, Inc.Stock3,664$1.54M0.4%History
SOUNSoundhound AI, Inc.CLASS A COM143,114$1.54M0.4%History
FDXFedEx CorpStock6,719$1.53M0.4%History
PGRProgressive CorpStock5,623$1.50M0.4%History
TELTE Connectivity plcStock8,730$1.47M0.4%History
CASYCaseys General Stores IncCOM2,665$1.36M0.3%History
AMEAmetek IncCOM7,513$1.36M0.3%History
DHRDanaher CorpStock6,746$1.33M0.3%History
DAVEDave Inc.CLASS A COM NEW4,882$1.31M0.3%History
STLDSteel Dynamics IncCOM10,181$1.30M0.3%History
CRSCarpenter Technology CorpCOM4,620$1.28M0.3%History
PLUGPlug Power IncStock831,235$1.24M0.3%History
ACNAccenture plcStock4,122$1.23M0.3%History
JCIJohnson Controls International plcStock11,598$1.22M0.3%History
RPMRPM International IncCOM11,111$1.22M0.3%History
MSTRStrategy IncStock2,955$1.19M0.3%History
CHKPCheck Point Software Technologies LtdORD5,325$1.18M0.3%History
CRCLCircle Internet Group, Inc.COM CL A6,441$1.17M0.3%History
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF10,910$1.15M0.3%–
ITGartner IncCOM2,839$1.15M0.3%History
ESTCElastic N.V.ORD SHS13,583$1.15M0.3%History
NDAQNasdaq, Inc.COM12,559$1.12M0.3%History
BMRNBiomarin Pharmaceutical IncCOM20,133$1.11M0.3%History
SNXTD Synnex CorpCOM8,146$1.11M0.3%History
QUBTQuantum Computing Inc.COM57,078$1.09M0.3%History
EFXEquifax IncCOM4,192$1.09M0.3%History
ATIAti IncStock12,543$1.08M0.3%History
ENTGEntegris IncCOM13,381$1.08M0.3%History
NTESNetEase, Inc.SPONSORED ADS7,911$1.06M0.3%History
ETOReToro Group Ltd.SHS CL A15,915$1.06M0.3%History
TXRHTexas Roadhouse, Inc.COM5,622$1.05M0.3%History
PEGAPegasystems IncCOM19,144$1.04M0.3%History
EXELExelixis, Inc.COM23,396$1.03M0.3%History
WMWaste Management IncStock4,482$1.03M0.3%History
ROSTRoss Stores, Inc.COM7,989$1.02M0.2%History
ORCLOracle CorpStock4,657$1.02M0.2%History
ETSYEtsy IncCOM20,244$1.02M0.2%History
EBAYeBay IncCOM13,481$1.00M0.2%History
Cyberark Software LtdM2682V108SHS2,459$1.00M0.2%–
ALVAutoliv IncCOM8,901$996.0K0.2%History
IRTCiRhythm Holdings, Inc.COM6,465$995.4K0.2%History
EQTEQT CorpStock16,943$988.1K0.2%History
JBHTHunt J B Transport Services IncCOM6,861$985.2K0.2%History
ALTAltimmune, Inc.COM NEW254,312$984.2K0.2%History
CAHCardinal Health IncStock5,828$979.1K0.2%History
FLEXFlex Ltd.Stock19,340$965.5K0.2%History
PCGPG&E CorpStock68,574$955.9K0.2%History
ENPHEnphase Energy, Inc.Stock24,026$952.6K0.2%History
ULTAUlta Beauty, Inc.Stock2,012$941.3K0.2%History
SBUXStarbucks CorpStock10,268$940.9K0.2%History
SAIASaia IncCOM3,427$939.0K0.2%History
GLPIGaming & Leisure Properties, Inc.COM20,004$933.8K0.2%History
VSATViasat IncCOM63,883$932.7K0.2%History
CTSHCognizant Technology Solutions CorpCL A11,909$929.3K0.2%History
GSGoldman Sachs Group IncStock1,307$925.0K0.2%History
ZBHZimmer Biomet Holdings, Inc.Stock10,094$920.7K0.2%History
TERTeradyne, IncStock10,227$919.6K0.2%History
FEFirstenergy CorpCOM22,817$918.6K0.2%History
CNMCore & Main, Inc.CL A15,129$913.0K0.2%History
SIRISirius XM Holdings Inc.COMMON STOCK39,622$910.1K0.2%History
BOXBox IncCL A26,544$907.0K0.2%History
USBUS Bancorp DECOM NEW19,955$903.0K0.2%History
DRIDarden Restaurants IncCOM4,142$902.8K0.2%History
SSentinelOne, Inc.CL A49,355$902.2K0.2%History
AEPAmerican Electric Power Co IncStock8,694$902.1K0.2%History
APHAmphenol CorpCL A9,123$900.9K0.2%History
RUNSunrun Inc.COM109,811$898.3K0.2%History
TTDTrade Desk, Inc.Stock12,463$897.2K0.2%History
GSKGSK plcADR23,339$896.2K0.2%History
UHSUniversal Health Services IncCL B4,945$895.8K0.2%History
COINCoinbase Global, Inc.COM CL A2,546$892.3K0.2%History
STXSeagate Technology Holdings plcORD SHS6,177$891.5K0.2%History
IRIngersoll Rand Inc.COM10,684$888.7K0.2%History
VSXYVictoria's Secret & Co.COMMON STOCK47,868$886.5K0.2%History
ONBOld National BancorpStock41,160$878.4K0.2%History
CAGConagra Brands Inc.Stock42,728$874.6K0.2%History
TROWPrice T Rowe Group IncStock9,063$874.6K0.2%History