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.
- Positions
- 224
- −225 vs. Q1 2026
- Portfolio value
- $123.4M
- +$3.50M (+2.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KYMRKymera Therapeutics, Inc. | COM | 12,943 | $1.48M | 1.2% | +12,943 | New | History |
| INTCIntel Corp | Stock | 10,683 | $1.49M | 1.2% | +10,683 | New | History |
| TLNTalen Energy Corp | COM | 4,043 | $1.55M | 1.3% | +4,043 | New | History |
| Themes ETF Tr88340W681 | LEVERAGE SHS 2X | 35,197 | $1.59M | 1.3% | +35,197 | New | – |
| CBRSCerebras Systems Inc. | COM CL A | 7,735 | $1.71M | 1.4% | +7,735 | New | History |
| BLLNBillionToOne, Inc. | CL A | 14,490 | $1.74M | 1.4% | +14,490 | New | History |
| OUSTOuster, Inc. | COM NEW | 28,282 | $1.77M | 1.4% | +28,282 | New | History |
| BLZEBackblaze, Inc. | COM CL A | 112,471 | $1.78M | 1.4% | +112,471 | New | History |
| TERTeradyne, Inc | Stock | 3,765 | $1.82M | 1.5% | +3,765 | New | History |
| QNTQuantinuum Inc. | CL A COM | 22,692 | $1.85M | 1.5% | +22,692 | New | History |
| NBISNebius Group N.V. | Stock | 6,718 | $1.86M | 1.5% | +6,718 | New | History |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 6,982 | $1.86M | 1.5% | +6,982 | New | – |
| MRNAModerna, Inc. | Stock | 26,826 | $1.88M | 1.5% | +26,826 | New | History |
| MSTRStrategy Inc | Stock | 21,887 | $1.90M | 1.5% | +21,887 | New | History |
| SNDKSandisk Corp | COM | 849 | $1.93M | 1.6% | +849 | New | History |
| TEMTempus AI, Inc. | CL A | 33,889 | $1.96M | 1.6% | +28,481+526.6% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,573 | $1.96M | 1.6% | +2,573 | New | History |
| TSLATesla, Inc. | Stock | 4,794 | $2.02M | 1.6% | +4,794 | New | History |
| PANWPalo Alto Networks Inc | Stock | 6,068 | $2.07M | 1.7% | +6,068 | New | History |
| AMATApplied Materials Inc | Stock | 2,881 | $2.08M | 1.7% | +2,881 | New | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 12,200 | $2.08M | 1.7% | +12,200 | New | History |
| ALABAstera Labs, Inc. | Stock | 4,367 | $2.11M | 1.7% | +4,367 | New | History |
| FCELFuelcell Energy Inc | COM NEW | 59,756 | $2.15M | 1.7% | +59,756 | New | History |
| MXLMaxlinear, Inc | COM | 17,844 | $2.28M | 1.9% | +17,844 | New | History |
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.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| APLDApplied Digital Corp. | COM NEW | 68,813 | $1.63M | 1.4% | History |
| WVEWave Life Sciences, Inc. | SHS | 200,331 | $1.45M | 1.2% | History |
| ECHOEchoStar CORP | CL A | 11,738 | $1.37M | 1.1% | History |
| Themes ETF Tr88340C701 | LEVERAGE SHS 2X | 498,636 | $1.36M | 1.1% | – |
| VRDNViridian Therapeutics, Inc. | COM | 65,080 | $1.27M | 1.1% | History |
| FIGFigma, Inc. | Stock | 56,986 | $1.20M | 1.0% | History |
| CENXCentury Aluminum Co | COM | 20,487 | $1.20M | 1.0% | History |
| OKLOOklo Inc. | COM CL A | 23,699 | $1.18M | 1.0% | History |
| COINCoinbase Global, Inc. | COM CL A | 6,516 | $1.14M | 0.9% | History |
| FIVEFive Below, Inc | COM | 4,792 | $1.09M | 0.9% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 230,598 | $1.08M | 0.9% | History |
| SNOWSnowflake Inc. | Stock | 6,782 | $1.02M | 0.9% | History |
| PLPlanet Labs PBC | COM CL A | 36,590 | $1.02M | 0.9% | History |
| HIMSHims & Hers Health, Inc. | Stock | 48,166 | $999.9K | 0.8% | History |
| GOGrocery Outlet Holding Corp. | COM | 127,501 | $898.9K | 0.7% | History |
| UUnity Software Inc. | COM | 40,355 | $885.4K | 0.7% | History |
| GSATGlobalstar, Inc. | COM NEW | 13,218 | $877.9K | 0.7% | History |
| AAAlcoa Corp | Stock | 13,006 | $862.7K | 0.7% | History |
| SWMRSwarmer, Inc | COM SHS | 18,039 | $851.4K | 0.7% | History |
| MMYTMakeMyTrip Ltd | Stock | 21,476 | $800.8K | 0.7% | History |
| NKTRNektar Therapeutics | COM NEW | 11,032 | $793.8K | 0.7% | History |
| VIAVViavi Solutions Inc. | COM | 23,565 | $784.2K | 0.7% | History |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 39,080 | $773.0K | 0.6% | History |
| BBAIBigBear.ai Holdings, Inc. | COM | 212,009 | $746.3K | 0.6% | History |
| METAMeta Platforms, Inc. | Stock | 1,288 | $736.9K | 0.6% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 33,008 | $718.3K | 0.6% | History |
| Themes ETF Tr88340C685 | LEVERAGE SHS 2X | 585,626 | $708.6K | 0.6% | – |
| LXULSB Industries, Inc. | COM | 46,188 | $688.2K | 0.6% | History |
| AMPAmeriprise Financial Inc | COM | 1,489 | $661.7K | 0.6% | History |
| SEDGSolaredge Technologies, Inc. | COM | 12,853 | $656.1K | 0.5% | History |
| PATHUiPath, Inc. | Stock | 58,583 | $650.3K | 0.5% | History |
| ALMSAlumis Inc. | COM | 29,405 | $647.8K | 0.5% | History |
| APPAppLovin Corp | COM CL A | 1,615 | $642.8K | 0.5% | History |
| FROGJFrog Ltd | Stock | 13,696 | $642.8K | 0.5% | History |
| UNHUnitedHealth Group Inc | Stock | 2,345 | $634.5K | 0.5% | History |
| ELVNEnliven Therapeutics, Inc. | COM | 15,827 | $620.4K | 0.5% | History |
| FLYFirefly Aerospace Inc. | COM | 21,472 | $611.3K | 0.5% | History |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 6,585 | $579.5K | 0.5% | – |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 7,659 | $578.0K | 0.5% | History |
| FSLYFastly, Inc. | CL A | 19,497 | $566.6K | 0.5% | History |
| AUGOAura Minerals Inc. | SHS | 6,904 | $563.4K | 0.5% | History |
| VITLVital Farms, Inc. | COM | 38,697 | $546.4K | 0.5% | History |
| HUTHut 8 Corp. | COM | 11,514 | $540.1K | 0.5% | History |
| TROXTronox Holdings plc | SHS | 52,225 | $510.2K | 0.4% | History |
| IEXIdex Corp | COM | 2,687 | $509.3K | 0.4% | History |
| CAKECheesecake Factory Inc | COM | 9,159 | $501.5K | 0.4% | History |
| OWLBlue Owl Capital Inc. | COM CL A | 54,916 | $501.4K | 0.4% | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 72,826 | $500.3K | 0.4% | History |
| CDECoeur Mining, Inc. | COM NEW | 24,982 | $468.9K | 0.4% | History |
| COMPCompass, Inc. | CL A | 63,969 | $467.6K | 0.4% | History |
| EMBJEmbraer S.A. | ADR | 7,679 | $455.7K | 0.4% | History |
| FFord Motor Co | Stock | 39,364 | $454.3K | 0.4% | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 11,059 | $447.6K | 0.4% | History |
| Direxion Shs ETF Tr25460G328 | DLY S&P OIL GAS | 106,650 | $441.5K | 0.4% | – |
| Direxion Shs ETF Tr25461A544 | DAILY TSM BULL | 7,472 | $426.8K | 0.4% | – |
| PINSPinterest, Inc. | CL A | 22,973 | $421.3K | 0.4% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 3,477 | $417.4K | 0.3% | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,350 | $413.4K | 0.3% | – |
| VCXFundrise Innovation Fund, LLC | COM SHS | 3,125 | $409.2K | 0.3% | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 49,433 | $408.3K | 0.3% | History |
| FERFerrovial N.V. | ORD SHS | 6,231 | $405.3K | 0.3% | History |
| Carnival Corp Ltd.14365C103 | ADR | 15,524 | $400.1K | 0.3% | – |
| NYTNew York Times Co | CL A | 4,754 | $398.1K | 0.3% | History |
| RFRegions Financial Corp | COM | 15,049 | $393.1K | 0.3% | History |
| ZETAZeta Global Holdings Corp. | CL A | 24,322 | $387.2K | 0.3% | History |
| RCATRed Cat Holdings, Inc. | Stock | 29,496 | $386.1K | 0.3% | History |
| KOSKosmos Energy Ltd. | COM | 138,072 | $383.8K | 0.3% | History |
| MTArcelorMittal | NY REGISTRY SH | 7,362 | $382.7K | 0.3% | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,234 | $375.2K | 0.3% | History |
| DALDelta Air Lines, Inc. | COM NEW | 5,586 | $371.4K | 0.3% | History |
| TET1 Energy Inc. | COM NEW | 84,132 | $369.3K | 0.3% | History |
| DELLDell Technologies Inc. | Stock | 2,247 | $368.8K | 0.3% | History |
| Sprott FDS Tr85208P873 | SILVER MINERS | 6,205 | $367.2K | 0.3% | – |
| MFCManulife Financial Corp | COM | 10,647 | $366.7K | 0.3% | History |
| LOGILogitech International S.A. | SHS | 4,008 | $365.2K | 0.3% | History |
| GCTGigaCloud Technology Inc | Stock | 8,014 | $363.7K | 0.3% | History |
| ALCAlcon Inc | Stock | 4,808 | $362.3K | 0.3% | History |
| PORPortland General Electric Co | COM NEW | 6,846 | $361.3K | 0.3% | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 7,088 | $357.5K | 0.3% | History |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 5,425 | $355.2K | 0.3% | History |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 7,664 | $354.2K | 0.3% | History |
| ITWIllinois Tool Works Inc | Stock | 1,358 | $353.5K | 0.3% | History |
| OSCROscar Health, Inc. | CL A | 30,667 | $351.8K | 0.3% | History |
| GMABGenmab A/S | SPONSORED ADS | 13,109 | $351.7K | 0.3% | History |
| JANJanus Living, Inc. | CL A-1 | 14,827 | $349.5K | 0.3% | History |
| RDWRedwire Corp | Stock | 40,967 | $348.2K | 0.3% | History |
| ALKTAlkami Technology, Inc. | Stock | 22,210 | $348.0K | 0.3% | History |
| IBNIcici Bank Ltd | ADR | 13,359 | $346.0K | 0.3% | History |
| ELFe.l.f. Beauty, Inc. | COM | 5,658 | $342.9K | 0.3% | History |
| HDHome Depot, Inc. | Stock | 1,042 | $342.7K | 0.3% | History |
| OCGNOcugen, Inc. | COM | 188,525 | $341.2K | 0.3% | History |
| NVONovo Nordisk A S | ADR | 9,274 | $340.8K | 0.3% | History |
| BACBank of America Corp | Stock | 6,927 | $337.7K | 0.3% | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 6,958 | $335.4K | 0.3% | History |
| ALKAlaska Air Group, Inc. | COM | 9,021 | $331.8K | 0.3% | History |
| TPGTPG Inc. | COM CL A | 8,184 | $331.5K | 0.3% | History |
| FASTFastenal Co | Stock | 7,110 | $329.9K | 0.3% | History |
| FNBFNB Corp | COM | 19,701 | $329.4K | 0.3% | History |
| PGYPagaya Technologies Ltd. | CL A NEW | 28,174 | $328.2K | 0.3% | History |
| ATIAti Inc | Stock | 2,215 | $322.2K | 0.3% | History |