Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 25
- +2 vs. Q4 2024
- Portfolio value
- $252.4M
- −$76.8M (−23.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WGSGeneDx Holdings Corp. | COM CL A | 276,641 | $24.5M | 9.7% | −124,359−31.0% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 340,758 | $22.5M | 8.9% | −328−0.1% | Reduced | History |
| TTANServiceTitan, Inc. | SHS CL A | 226,985 | $21.6M | 8.6% | +211,785+1,393.3% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 59,800 | $20.2M | 8.0% | −10,276−14.7% | Reduced | – |
| APPAppLovin Corp | COM CL A | 76,125 | $20.2M | 8.0% | −18,396−19.5% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 681,771 | $18.3M | 7.2% | +681,771 | New | History |
| SESea Ltd | SPONSORD ADS | 112,800 | $14.7M | 5.8% | +112,800 | New | History |
| SPOTSpotify Technology S.A. | Stock | 26,526 | $14.6M | 5.8% | −29,802−52.9% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 97,300 | $12.9M | 5.1% | +97,300 | New | History |
| ACHRArcher Aviation Inc. | Stock | 1,282,000 | $9.12M | 3.6% | +883,250+221.5% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 15,892 | $8.36M | 3.3% | −8,362−34.5% | Reduced | History |
| TWTradeweb Markets Inc. | Stock | 48,600 | $7.22M | 2.9% | +48,600 | New | History |
| NTRANatera, Inc. | COM | 50,300 | $7.11M | 2.8% | −110,722−68.8% | Reduced | History |
| MELIMercadolibre Inc | COM | 3,600 | $7.02M | 2.8% | +3,600 | New | History |
| LRCXLam Research Corp | Stock | 96,050 | $6.98M | 2.8% | +96,050 | New | History |
| DASHDoorDash, Inc. | Stock | 34,725 | $6.35M | 2.5% | +34,725 | New | History |
| AVGOBroadcom Inc. | Stock | 36,450 | $6.10M | 2.4% | −16,154−30.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 11,500 | $5.70M | 2.3% | −19,925−63.4% | Reduced | History |
| PODDInsulet Corp | Stock | 17,500 | $4.60M | 1.8% | +17,500 | New | History |
| WULFTerawulf Inc. | COM | 1,402,393 | $3.83M | 1.5% | −1,884,819−57.3% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 28,600 | $2.89M | 1.1% | +28,600 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,900 | $2.79M | 1.1% | −31,350−79.9% | Reduced | History |
| WRBBerkley W R Corp | COM | 28,267 | $2.01M | 0.8% | +28,267 | New | History |
| VRSKVerisk Analytics, Inc. | COM | 6,000 | $1.79M | 0.7% | +6,000 | New | History |
| ALHCAlignment Healthcare, Inc. | COM | 59,400 | $1.11M | 0.4% | +59,400 | New | History |
Sold out since Q4 2024 (10)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| IOTSamsara Inc. | Stock | 503,900 | $22.0M | 6.7% | History |
| NVDANVIDIA Corp | Stock | 140,888 | $18.9M | 5.7% | History |
| RDDTReddit, Inc. | Stock | 103,000 | $16.8M | 5.1% | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 781,264 | $15.5M | 4.7% | History |
| GKOSGLAUKOS Corp | COM | 51,750 | $7.76M | 2.4% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 19,750 | $3.90M | 1.2% | History |
| NFLXNetflix Inc | Stock | 1,750 | $1.56M | 0.5% | History |
| TSLATesla, Inc. | Stock | 1,300 | $525.0K | 0.2% | History |
| DDOGDatadog, Inc. | CL A COM | 2,750 | $392.9K | 0.1% | History |
| RKLBRocket Lab Corp | COM | 8,000 | $203.8K | 0.1% | History |