Skip to main content
Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
224
−225 vs. Q1 2026
Portfolio value
$123.4M
+$3.50M (+2.9%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Scientech Research LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MXLMaxlinear, IncCOM17,844$2.28M1.9%+17,844NewHistory
FCELFuelcell Energy IncCOM NEW59,756$2.15M1.7%+59,756NewHistory
ALABAstera Labs, Inc.Stock4,367$2.11M1.7%+4,367NewHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK12,200$2.08M1.7%+12,200NewHistory
AMATApplied Materials IncStock2,881$2.08M1.7%+2,881NewHistory
PANWPalo Alto Networks IncStock6,068$2.07M1.7%+6,068NewHistory
TSLATesla, Inc.Stock4,794$2.02M1.6%+4,794NewHistory
CRWDCrowdStrike Holdings, Inc.Stock2,573$1.96M1.6%+2,573NewHistory
TEMTempus AI, Inc.CL A33,889$1.96M1.6%+28,481+526.6%AddedHistory
SNDKSandisk CorpCOM849$1.93M1.6%+849NewHistory
MSTRStrategy IncStock21,887$1.90M1.5%+21,887NewHistory
MRNAModerna, Inc.Stock26,826$1.88M1.5%+26,826NewHistory
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU6,982$1.86M1.5%+6,982New–
NBISNebius Group N.V.Stock6,718$1.86M1.5%+6,718NewHistory
QNTQuantinuum Inc.CL A COM22,692$1.85M1.5%+22,692NewHistory
TERTeradyne, IncStock3,765$1.82M1.5%+3,765NewHistory
BLZEBackblaze, Inc.COM CL A112,471$1.78M1.4%+112,471NewHistory
OUSTOuster, Inc.COM NEW28,282$1.77M1.4%+28,282NewHistory
BLLNBillionToOne, Inc.CL A14,490$1.74M1.4%+14,490NewHistory
CBRSCerebras Systems Inc.COM CL A7,735$1.71M1.4%+7,735NewHistory
Themes ETF Tr88340W681LEVERAGE SHS 2X35,197$1.59M1.3%+35,197New–
TLNTalen Energy CorpCOM4,043$1.55M1.3%+4,043NewHistory
INTCIntel CorpStock10,683$1.49M1.2%+10,683NewHistory
KYMRKymera Therapeutics, Inc.COM12,943$1.48M1.2%+12,943NewHistory
ProShares Tr74347X831ULTRAPRO QQQ18,276$1.48M1.2%+18,276New–
CCXIChurchill Capital Corp XICL A ORD SHS84,053$1.47M1.2%+84,053NewHistory
SEZLSezzle Inc.COM8,512$1.46M1.2%+8,512NewHistory
ABSIAbsci CorpCOM124,434$1.44M1.2%+98,149+373.4%AddedHistory
Themes ETF Tr88340W525LEVERAGE SHS 2X87,039$1.33M1.1%+87,039New–
ASSTStrive, Inc.CL A COM115,353$1.26M1.0%+90,297+360.4%AddedHistory
TENBTenable Holdings, Inc.COM34,084$1.26M1.0%+34,084NewHistory
PTRNPattern Group Inc.COM SER A49,870$1.26M1.0%+49,870NewHistory
TXNTexas Instruments IncStock4,181$1.25M1.0%+4,181NewHistory
NVTSNavitas Semiconductor CorpCOM69,340$1.24M1.0%+54,045+353.4%AddedHistory
NTLAIntellia Therapeutics, Inc.COM72,533$1.23M1.0%+56,268+345.9%AddedHistory
UALUnited Airlines Holdings, Inc.COM8,592$1.17M0.9%+8,592NewHistory
BTDRBitdeer Technologies GroupCL A ORD SHS73,428$1.17M0.9%+54,253+282.9%AddedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW3,378$1.13M0.9%+2,709+404.9%AddedHistory
AMDAdvanced Micro Devices IncStock1,929$1.12M0.9%+1,929NewHistory
LRCXLam Research CorpStock2,563$1.11M0.9%+2,563NewHistory
Direxion Shs ETF Tr25461A387DAILY MSCI SOUTH1,391$1.09M0.9%+1,391New–
FNFabrinetSHS1,894$1.06M0.9%+1,894NewHistory
T-Rex 2X Long MSTR Dailytarget ETF26923N173ETF618,004$1.00M0.8%+618,004New–
RKLBRocket Lab CorpCOM9,814$997.6K0.8%+9,814NewHistory
DAVEDave Inc.CLASS A COM NEW2,529$942.3K0.8%+2,529NewHistory
ONOn Semiconductor CorpStock9,950$940.7K0.8%+9,950NewHistory
AEISAdvanced Energy Industries IncCOM2,402$895.6K0.7%+2,402NewHistory
FORMFormfactor IncCOM5,324$851.5K0.7%+5,324NewHistory
SRRKScholar Rock Holding CorpCOM15,341$843.8K0.7%−10,947−41.6%ReducedHistory
KLACKLA CorpCOM NEW2,692$812.2K0.7%+2,692NewHistory
AIPArteris, Inc.COM16,690$811.0K0.7%+16,690NewHistory
TEAMAtlassian CorpCL A10,419$810.5K0.7%+10,419NewHistory
AXONAxon Enterprise, Inc.COM1,412$791.6K0.6%+1,412NewHistory
LLYEli Lilly & CoStock638$765.2K0.6%+638NewHistory
WWDWoodward, Inc.COM1,798$764.9K0.6%+1,798NewHistory
Graniteshares ETF Tr38747R751GRANITE 2X LONG9,144$756.7K0.6%+9,144New–
NESRNational Energy Services Reunited Corp.SHS25,177$753.5K0.6%+25,177NewHistory
VSTVistra Corp.Stock4,668$740.5K0.6%+4,668NewHistory
HTZHertz Global Holdings, IncCOM NEW316,316$716.5K0.6%+316,316NewHistory
OKTAOkta, Inc.CL A5,165$704.8K0.6%+5,165NewHistory
BBBLACKBERRY LtdCOM55,400$700.8K0.6%+27,768+100.5%AddedHistory
DDOGDatadog, Inc.CL A COM2,641$687.6K0.6%+2,641NewHistory
EHCEncompass Health CorpCOM6,709$678.1K0.5%+6,709NewHistory
PCTPureCycle Technologies, Inc.COM80,896$656.1K0.5%+45,368+127.7%AddedHistory
POETPoet Technologies Inc.COM NEW63,166$649.3K0.5%+63,166NewHistory
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS3,442$646.5K0.5%+3,442New–
iShares Tr464288752US HOME CONS ETF6,092$636.5K0.5%+6,092New–
BOTRoboStrategy, Inc.COM SHS15,437$613.6K0.5%+15,437NewHistory
INIOInnio N.V.ORDINARY SHARES15,502$613.1K0.5%+15,502NewHistory
DRTSAlpha Tau Medical Ltd.ORDINARY SHARES45,752$575.6K0.5%+45,752NewHistory
Direxion Shs ETF Tr25461H812DAILY INTC BULL2,236$573.1K0.5%+2,236New–
VKTXViking Therapeutics, Inc.COM14,456$563.9K0.5%+14,456NewHistory
Global X Uranium ETF37954Y871ETF12,767$557.9K0.5%+12,767New–
BOILProShares Trust IIULTRA BLOOMBERG19,711$540.9K0.4%+19,711NewHistory
SLViShares Silver TrustETF9,873$527.9K0.4%+9,873NewHistory
Graniteshares ETF Tr38747R5532X LONG INTC DAI10,284$521.1K0.4%+10,284New–
ProShares Tr74349Y563ULTRASHORT BITCO7,413$516.2K0.4%+7,413New–
QLYSQualys, Inc.COM3,715$510.8K0.4%+3,715NewHistory
COGTCogent Biosciences, Inc.COM13,183$510.2K0.4%+7,264+122.7%AddedHistory
TWSTTwist Bioscience CorpCOM4,835$497.4K0.4%+4,835NewHistory
NTRANatera, Inc.COM1,827$495.9K0.4%+1,827NewHistory
CCJCameco CorpStock4,635$472.1K0.4%+4,635NewHistory
PRIMPrimoris Services CorpStock4,756$471.4K0.4%+4,756NewHistory
SOCSable Offshore Corp.COM SHS147,810$455.3K0.4%+147,810NewHistory
WPMWheaton Precious Metals Corp.COM4,006$450.0K0.4%+4,006NewHistory
Investment Managers Ser Tr46143U542TRADR 2X LONG16,018$442.2K0.4%+16,018New–
USOUnited States Oil Fund, LPUNITS3,954$420.9K0.3%+3,954NewHistory
ALOYRealloys Inc.COM28,610$413.4K0.3%+28,610NewHistory
Tidal Trust II88636X476DEFI DA POET ETF19,639$412.6K0.3%+19,639New–
AGQProShares Trust IIULTRA SILVER NEW6,048$411.3K0.3%+6,048NewHistory
AUBAtlantic Union Bankshares CorpCOM9,664$408.9K0.3%+9,664NewHistory
GLWCorning IncCOM1,593$406.9K0.3%+1,593NewHistory
iShares Core S&P 500 ETF464287200ETF536$401.4K0.3%+536New–
VSATViasat IncCOM4,464$400.9K0.3%+4,464NewHistory
LESLLeslie's, Inc.COM39,420$400.1K0.3%+39,420NewHistory
ETF Opportunities Trust26923V415ROUNDHILL T-RX15,258$396.7K0.3%+15,258New–
XMTRXometry, Inc.CLASS A COM4,098$395.5K0.3%−6,448−61.1%ReducedHistory
TTWOTake Two Interactive Software IncCOM1,576$394.0K0.3%+1,576NewHistory
WYFIWhiteFiber, Inc.SHS9,981$387.8K0.3%−281−2.7%ReducedHistory
UMACUnusual Machines, Inc.Stock17,225$384.1K0.3%−53,567−75.7%ReducedHistory

Sold out since Q1 2026 (411)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 411 by value last quarter.

Positions of Scientech Research LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
APLDApplied Digital Corp.COM NEW68,813$1.63M1.4%History
WVEWave Life Sciences, Inc.SHS200,331$1.45M1.2%History
ECHOEchoStar CORPCL A11,738$1.37M1.1%History
Themes ETF Tr88340C701LEVERAGE SHS 2X498,636$1.36M1.1%–
VRDNViridian Therapeutics, Inc.COM65,080$1.27M1.1%History
FIGFigma, Inc.Stock56,986$1.20M1.0%History
CENXCentury Aluminum CoCOM20,487$1.20M1.0%History
OKLOOklo Inc.COM CL A23,699$1.18M1.0%History
COINCoinbase Global, Inc.COM CL A6,516$1.14M0.9%History
FIVEFive Below, IncCOM4,792$1.09M0.9%History
CTMXCytomX Therapeutics, Inc.COM230,598$1.08M0.9%History
SNOWSnowflake Inc.Stock6,782$1.02M0.9%History
PLPlanet Labs PBCCOM CL A36,590$1.02M0.9%History
HIMSHims & Hers Health, Inc.Stock48,166$999.9K0.8%History
GOGrocery Outlet Holding Corp.COM127,501$898.9K0.7%History
UUnity Software Inc.COM40,355$885.4K0.7%History
GSATGlobalstar, Inc.COM NEW13,218$877.9K0.7%History
AAAlcoa CorpStock13,006$862.7K0.7%History
SWMRSwarmer, IncCOM SHS18,039$851.4K0.7%History
MMYTMakeMyTrip LtdStock21,476$800.8K0.7%History
NKTRNektar TherapeuticsCOM NEW11,032$793.8K0.7%History
VIAVViavi Solutions Inc.COM23,565$784.2K0.7%History
BMNRBitmine Immersion Technologies, Inc.COM NEW39,080$773.0K0.6%History
BBAIBigBear.ai Holdings, Inc.COM212,009$746.3K0.6%History
METAMeta Platforms, Inc.Stock1,288$736.9K0.6%History
SRPTSarepta Therapeutics, Inc.COM33,008$718.3K0.6%History
Themes ETF Tr88340C685LEVERAGE SHS 2X585,626$708.6K0.6%–
LXULSB Industries, Inc.COM46,188$688.2K0.6%History
AMPAmeriprise Financial IncCOM1,489$661.7K0.6%History
SEDGSolaredge Technologies, Inc.COM12,853$656.1K0.5%History
PATHUiPath, Inc.Stock58,583$650.3K0.5%History
ALMSAlumis Inc.COM29,405$647.8K0.5%History
APPAppLovin CorpCOM CL A1,615$642.8K0.5%History
FROGJFrog LtdStock13,696$642.8K0.5%History
UNHUnitedHealth Group IncStock2,345$634.5K0.5%History
ELVNEnliven Therapeutics, Inc.COM15,827$620.4K0.5%History
FLYFirefly Aerospace Inc.COM21,472$611.3K0.5%History
VanEck ETF Trust92189H805RARE EARTH AND S6,585$579.5K0.5%–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS7,659$578.0K0.5%History
FSLYFastly, Inc.CL A19,497$566.6K0.5%History
AUGOAura Minerals Inc.SHS6,904$563.4K0.5%History
VITLVital Farms, Inc.COM38,697$546.4K0.5%History
HUTHut 8 Corp.COM11,514$540.1K0.5%History
TROXTronox Holdings plcSHS52,225$510.2K0.4%History
IEXIdex CorpCOM2,687$509.3K0.4%History
CAKECheesecake Factory IncCOM9,159$501.5K0.4%History
OWLBlue Owl Capital Inc.COM CL A54,916$501.4K0.4%History
SOUNSoundhound AI, Inc.CLASS A COM72,826$500.3K0.4%History
CDECoeur Mining, Inc.COM NEW24,982$468.9K0.4%History
COMPCompass, Inc.CL A63,969$467.6K0.4%History
EMBJEmbraer S.A.ADR7,679$455.7K0.4%History
FFord Motor CoStock39,364$454.3K0.4%History
BNBROOKFIELD CorpCL A LTD VT SH11,059$447.6K0.4%History
Direxion Shs ETF Tr25460G328DLY S&P OIL GAS106,650$441.5K0.4%–
Direxion Shs ETF Tr25461A544DAILY TSM BULL7,472$426.8K0.4%–
PINSPinterest, Inc.CL A22,973$421.3K0.4%History
VanEck ETF Trust92189F791JUNIOR GOLD MINE3,477$417.4K0.3%–
iShares Tr464287838U.S. BAS MTL ETF2,350$413.4K0.3%–
VCXFundrise Innovation Fund, LLCCOM SHS3,125$409.2K0.3%History
JOBYJoby Aviation, Inc.COMMON STOCK49,433$408.3K0.3%History
FERFerrovial N.V.ORD SHS6,231$405.3K0.3%History
Carnival Corp Ltd.14365C103ADR15,524$400.1K0.3%–
NYTNew York Times CoCL A4,754$398.1K0.3%History
RFRegions Financial CorpCOM15,049$393.1K0.3%History
ZETAZeta Global Holdings Corp.CL A24,322$387.2K0.3%History
RCATRed Cat Holdings, Inc.Stock29,496$386.1K0.3%History
KOSKosmos Energy Ltd.COM138,072$383.8K0.3%History
MTArcelorMittalNY REGISTRY SH7,362$382.7K0.3%History
HLTHilton Worldwide Holdings Inc.COM1,234$375.2K0.3%History
DALDelta Air Lines, Inc.COM NEW5,586$371.4K0.3%History
TET1 Energy Inc.COM NEW84,132$369.3K0.3%History
DELLDell Technologies Inc.Stock2,247$368.8K0.3%History
Sprott FDS Tr85208P873SILVER MINERS6,205$367.2K0.3%–
MFCManulife Financial CorpCOM10,647$366.7K0.3%History
LOGILogitech International S.A.SHS4,008$365.2K0.3%History
GCTGigaCloud Technology IncStock8,014$363.7K0.3%History
ALCAlcon IncStock4,808$362.3K0.3%History
PORPortland General Electric CoCOM NEW6,846$361.3K0.3%History
SYRESpyre Therapeutics, Inc.COM NEW7,088$357.5K0.3%History
VCTRVictory Capital Holdings, Inc.COM CL A5,425$355.2K0.3%History
YPFYpf Sociedad AnonimaSPON ADR CL D7,664$354.2K0.3%History
ITWIllinois Tool Works IncStock1,358$353.5K0.3%History
OSCROscar Health, Inc.CL A30,667$351.8K0.3%History
GMABGenmab A/SSPONSORED ADS13,109$351.7K0.3%History
JANJanus Living, Inc.CL A-114,827$349.5K0.3%History
RDWRedwire CorpStock40,967$348.2K0.3%History
ALKTAlkami Technology, Inc.Stock22,210$348.0K0.3%History
IBNIcici Bank LtdADR13,359$346.0K0.3%History
ELFe.l.f. Beauty, Inc.COM5,658$342.9K0.3%History
HDHome Depot, Inc.Stock1,042$342.7K0.3%History
OCGNOcugen, Inc.COM188,525$341.2K0.3%History
NVONovo Nordisk A SADR9,274$340.8K0.3%History
BACBank of America CorpStock6,927$337.7K0.3%History
GPCRStructure Therapeutics Inc.SPONSORED ADS6,958$335.4K0.3%History
ALKAlaska Air Group, Inc.COM9,021$331.8K0.3%History
TPGTPG Inc.COM CL A8,184$331.5K0.3%History
FASTFastenal CoStock7,110$329.9K0.3%History
FNBFNB CorpCOM19,701$329.4K0.3%History
PGYPagaya Technologies Ltd.CL A NEW28,174$328.2K0.3%History
ATIAti IncStock2,215$322.2K0.3%History