Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 84
- +42 vs. Q1 2026
- Total value
- $593.32M
- +$211.5M (+55.4%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 164,870 | $32.99M | 5.56% | +130,570+380.7% | Added | View |
| GHGUARDANT HEALTH INC | COM | 208,817 | $31.33M | 5.28% | +208,817 | New | View |
| AAPLAPPLE INC COM | Stock | 104,985 | $30.38M | 5.12% | +92,585+746.7% | Added | View |
| NTRANATERA INC | COM | 109,880 | $29.83M | 5.03% | +10,148+10.2% | Added | View |
| COHRCOHERENT CORP | COM | 74,725 | $29.48M | 4.97% | −13,515−15.3% | Reduced | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 64,913 | $28.13M | 4.74% | −43,787−40.3% | Reduced | View |
| PLPLANET LABS PBC | COM CL A | 824,733 | $27.32M | 4.61% | +246,893+42.7% | Added | View |
| FPSFORGENT POWER SOLUTIONS INC | COM SHS CL A | 468,000 | $26.14M | 4.41% | +468,000 | New | View |
| BEBLOOM ENERGY CORP | COM CL A | 85,210 | $25.79M | 4.35% | −66,640−43.9% | Reduced | View |
| AEHRAEHR TEST SYS | COM | 249,000 | $23.92M | 4.03% | +249,000 | New | View |
| LLYELI LILLY & CO COM | Stock | 19,550 | $23.45M | 3.95% | +19,550 | New | View |
| SPIRSPIRE GLOBAL INC | COM CL A NEW | 1,157,389 | $21.53M | 3.63% | +1,157,389 | New | View |
| SITMSITIME CORP | COM | 27,925 | $20.82M | 3.51% | +20,525+277.4% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 50,484 | $18.83M | 3.17% | +50,484 | New | View |
| AXSMAXSOME THERAPEUTICS INC. | COM | 73,040 | $17.88M | 3.01% | +73,040 | New | View |
| LITELUMENTUM HLDGS INC | COM | 18,011 | $15.45M | 2.60% | −19,709−52.3% | Reduced | View |
| WULFTERAWULF INC | COM | 546,011 | $13.49M | 2.27% | +546,011 | New | View |
| NBIXNEUROCRINE BIOSCIENCES INC COM | Stock | 79,724 | $13.44M | 2.26% | +79,724 | New | View |
| TWSTTWIST BIOSCIENCE CORP | COM | 129,228 | $13.29M | 2.24% | +129,228 | New | View |
| BTSGBRIGHTSPRING HEALTH SVCS INC | COM | 176,135 | $12.28M | 2.07% | +176,135 | New | View |
| AVGOBROADCOM INC COM | Stock | 32,151 | $12.15M | 2.05% | +23,001+251.4% | Added | View |
| GLWCORNING INC | COM | 41,459 | $10.59M | 1.78% | +25,066+152.9% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 8,062 | $9.31M | 1.57% | −8,838−52.3% | Reduced | View |
| DPCDPC HOLDINGS PLC | ORDINARY SHARES | 158,828 | $7.79M | 1.31% | +158,828 | New | View |
| GEVGE VERNOVA INC COM | Stock | 6,600 | $7.75M | 1.31% | +4,700+247.4% | Added | View |
| TET1 ENERGY INC | COM NEW | 775,094 | $7.35M | 1.24% | +775,094 | New | View |
| WGSGENEDX HOLDINGS CORP | COM CL A | 106,387 | $7.3M | 1.23% | −134,813−55.9% | Reduced | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 11,657 | $6.77M | 1.14% | +11,657 | New | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 14,600 | $6.07M | 1.02% | +14,600 | New | View |
| MOHMOLINA HEALTHCARE INC | COM | 22,140 | $5.06M | 0.85% | +22,140 | New | View |
| INTCINTEL CORP COM | Stock | 31,413 | $4.39M | 0.74% | +31,413 | New | View |
| AMATAPPLIED MATLS INC COM | Stock | 5,670 | $4.1M | 0.69% | −15,880−73.7% | Reduced | View |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 21,400 | $3.66M | 0.62% | +21,400 | New | View |
| CSCOCISCO SYS INC COM | Stock | 28,254 | $3.32M | 0.56% | +4,054+16.8% | Added | View |
| KLACKLA CORP | COM NEW | 9,369 | $2.83M | 0.48% | +9,369 | New | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 5,813 | $1.98M | 0.33% | +5,813 | New | View |
| TXNTEXAS INSTRS INC COM | Stock | 6,510 | $1.94M | 0.33% | +6,510 | New | View |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 6,713 | $1.89M | 0.32% | +6,713 | New | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 15,578 | $1.82M | 0.31% | −35,687−69.6% | Reduced | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 6,092 | $1.81M | 0.31% | +6,092 | New | View |
| ORCLORACLE CORP COM | Stock | 12,291 | $1.8M | 0.30% | +12,291 | New | View |
| WDCWESTERN DIGITAL CORP | COM | 2,475 | $1.58M | 0.27% | +2,475 | New | View |
| APHAMPHENOL CORP NEW | CL A | 8,791 | $1.55M | 0.26% | +8,791 | New | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1,544 | $1.49M | 0.25% | −5,696−78.7% | Reduced | View |
| QCOMQUALCOMM INC COM | Stock | 7,630 | $1.41M | 0.24% | +7,630 | New | View |
| ADIANALOG DEVICES INC COM | Stock | 3,484 | $1.38M | 0.23% | −12,419−78.1% | Reduced | View |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 1,771 | $1.35M | 0.23% | +1,771 | New | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 7,625 | $1.3M | 0.22% | +7,625 | New | View |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 8,780 | $1M | 0.17% | +8,780 | New | View |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 2,155 | $929.8K | 0.16% | +2,155 | New | View |
| CRMSALESFORCE INC COM | Stock | 5,695 | $892.18K | 0.15% | +5,695 | New | View |
| APPAPPLOVIN CORP | COM CL A | 1,648 | $849.1K | 0.14% | +1,648 | New | View |
| NOWSERVICENOW INC COM | Stock | 7,477 | $742.32K | 0.13% | +7,477 | New | View |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 1,974 | $740.88K | 0.12% | +1,974 | New | View |
| FTNTFORTINET INC COM | Stock | 4,503 | $691.75K | 0.12% | +4,503 | New | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 2,357 | $599.86K | 0.10% | +2,357 | New | View |
| DDOGDATADOG INC | CL A COM | 2,252 | $586.33K | 0.10% | +2,252 | New | View |
| SNPSSYNOPSYS INC | COM | 1,304 | $581.68K | 0.10% | +1,304 | New | View |
| ADBEADOBE INC COM | Stock | 2,810 | $576.11K | 0.10% | +2,810 | New | View |
| NETCLOUDFLARE INC | CL A COM | 2,229 | $546.73K | 0.09% | −104,296−97.9% | Reduced | View |
| TERTERADYNE INC COM | Stock | 1,121 | $542.39K | 0.09% | +1,121 | New | View |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 4,350 | $541.31K | 0.09% | +4,350 | New | View |
| INTUINTUIT COM | Stock | 1,970 | $514.17K | 0.09% | +1,970 | New | View |
| NXPINXP SEMICONDUCTORS N V | COM | 1,791 | $503.33K | 0.08% | +1,791 | New | View |
| CIENCIENA CORP | COM NEW | 1,012 | $496.45K | 0.08% | −26,580−96.3% | Reduced | View |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 1,193 | $495.44K | 0.08% | −5,667−82.6% | Reduced | View |
| ALABASTERA LABS INC COM | Stock | 964 | $465.63K | 0.08% | +964 | New | View |
| MPWRMONOLITHIC PWR SYS INC | COM | 332 | $458.94K | 0.08% | +332 | New | View |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 1,231 | $430.94K | 0.07% | −85,209−98.6% | Reduced | View |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 9,496 | $428.37K | 0.07% | +9,496 | New | View |
| FLEXFLEX LTD ORD | Stock | 2,615 | $423.81K | 0.07% | +2,615 | New | View |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 2,094 | $422.17K | 0.07% | +2,094 | New | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 1,444 | $398.79K | 0.07% | +1,444 | New | View |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 3,821 | $348.48K | 0.06% | +3,821 | New | View |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 1,179 | $320.63K | 0.05% | +1,179 | New | View |
| CLSCELESTICA INC COM | Stock | 821 | $299.32K | 0.05% | +821 | New | View |
| ADSKAUTODESK INC | COM | 1,514 | $294.35K | 0.05% | +1,514 | New | View |
| JBLJABIL INC COM | Stock | 758 | $292.19K | 0.05% | +758 | New | View |
| ONON SEMICONDUCTOR CORP COM | Stock | 2,800 | $264.71K | 0.04% | +2,800 | New | View |
| ROPROPER TECHNOLOGIES INC COM | Stock | 732 | $247.7K | 0.04% | +732 | New | View |
| QQNITY ELECTRONICS INC | COMMON STOCK | 1,454 | $237.45K | 0.04% | +1,454 | New | View |
| TDYTELEDYNE TECHNOLOGIES INC | COM | 330 | $220.08K | 0.04% | +330 | New | View |
| NTAPNETAPP INC COM | Stock | 1,408 | $217.9K | 0.04% | +1,408 | New | View |
| TWLOTWILIO INC | CL A | 1,035 | $213.55K | 0.04% | +1,035 | New | View |
Sold out since Q1 2026 (19)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 53,700 | $18.15M | 4.75% |
| CAMTCAMTEK LTD | ORD | 105,669 | $16.02M | 4.20% |
| RKLBROCKET LAB CORP | COM | 237,254 | $15.24M | 3.99% |
| NOKNOKIA CORP | SPONSORED ADR | 1,485,000 | $11.94M | 3.13% |
| AMPXAMPRIUS TECHNOLOGIES INC | COMMON STOCK | 635,106 | $10.71M | 2.80% |
| TSEMTOWER SEMICONDUCTOR LTD | SHS NEW | 45,300 | $7.95M | 2.08% |
| DOCNDIGITALOCEAN HLDGS INC | COM | 68,993 | $5.92M | 1.55% |
| SNDKSANDISK CORP | COM | 9,295 | $5.91M | 1.55% |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 4,000 | $5.28M | 1.38% |
| KRMNKARMAN HLDGS INC | COMMON STOCK | 54,997 | $4.4M | 1.15% |
| LUNRINTUITIVE MACHINES INC | CLASS A COM | 237,000 | $4.4M | 1.15% |
| FSLYFASTLY INC | CL A | 151,000 | $4.39M | 1.15% |
| AKAMAKAMAI TECHNOLOGIES INC | COM | 36,839 | $4.23M | 1.11% |
| AEISADVANCED ENERGY INDS | COM | 12,950 | $4.18M | 1.09% |
| VRSNVERISIGN INC | COM | 16,342 | $4.06M | 1.06% |
| TSLATESLA INC COM | Stock | 9,000 | $3.35M | 0.88% |
| GOOGALPHABET INC CAP STK CL C | Stock | 8,000 | $2.29M | 0.60% |
| ONTOONTO INNOVATION INC | COM | 7,800 | $1.6M | 0.42% |
| CTRECARETRUST REIT INC | COM | 2,000 | $73.3K | 0.02% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 84 | $593.32M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 42 | $381.82M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 24 | $357.93M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 24 | $352.2M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 42 | $381.63M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 25 | $252.37M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 23 | $329.13M | – | SEC |