Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 42
- +17 vs. Q1 2025
- Portfolio value
- $381.6M
- +$129.3M (+51.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 85,000 | $29.8M | 7.8% | +8,875+11.7% | Added | History |
| WGSGeneDx Holdings Corp. | COM CL A | 317,276 | $29.3M | 7.7% | +40,635+14.7% | Added | History |
| TTANServiceTitan, Inc. | SHS CL A | 214,550 | $23.0M | 6.0% | −12,435−5.5% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 52,065 | $21.2M | 5.6% | −7,735−12.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 122,200 | $19.3M | 5.1% | +122,200 | New | History |
| AVGOBroadcom Inc. | Stock | 61,200 | $16.9M | 4.4% | +24,750+67.9% | Added | History |
| SNOWSnowflake Inc. | Stock | 71,760 | $16.1M | 4.2% | +71,760 | New | History |
| LRCXLam Research Corp | Stock | 161,000 | $15.7M | 4.1% | +64,950+67.6% | Added | History |
| RBRKRubrik, Inc. | Stock | 171,140 | $15.3M | 4.0% | +171,140 | New | History |
| BSXBoston Scientific Corp | Stock | 140,769 | $15.1M | 4.0% | +112,169+392.2% | Added | History |
| NTRANatera, Inc. | COM | 85,190 | $14.4M | 3.8% | +34,890+69.4% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 39,800 | $13.9M | 3.7% | +39,800 | New | History |
| AXONAxon Enterprise, Inc. | COM | 16,150 | $13.4M | 3.5% | +258+1.6% | Added | History |
| PODDInsulet Corp | Stock | 42,150 | $13.2M | 3.5% | +24,650+140.9% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 17,000 | $13.0M | 3.4% | −9,526−35.9% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 131,000 | $12.3M | 3.2% | +131,000 | New | History |
| NTNXNutanix, Inc. | Stock | 156,701 | $12.0M | 3.1% | +156,701 | New | History |
| PCORProcore Technologies, Inc. | COM | 111,820 | $7.65M | 2.0% | −228,938−67.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 13,600 | $7.39M | 1.9% | +2,100+18.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 31,300 | $6.87M | 1.8% | +31,300 | New | History |
| MELIMercadolibre Inc | COM | 2,430 | $6.35M | 1.7% | −1,170−32.5% | Reduced | History |
| RBLXRoblox Corp | Stock | 57,542 | $6.05M | 1.6% | +57,542 | New | History |
| COHRCoherent Corp. | COM | 63,125 | $5.63M | 1.5% | +63,125 | New | History |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 45,600 | $5.07M | 1.3% | +45,600 | New | – |
| METAMeta Platforms, Inc. | Stock | 6,010 | $4.44M | 1.2% | +6,010 | New | History |
| WULFTerawulf Inc. | COM | 974,100 | $4.27M | 1.1% | −428,293−30.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,000 | $4.08M | 1.1% | +18,000 | New | History |
| CSCOCisco Systems, Inc. | Stock | 58,500 | $4.06M | 1.1% | +58,500 | New | History |
| TSLATesla, Inc. | Stock | 12,700 | $4.03M | 1.1% | +12,700 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 24,800 | $3.52M | 0.9% | +24,800 | New | History |
| ZSZscaler, Inc. | Stock | 11,000 | $3.45M | 0.9% | +11,000 | New | History |
| SOFISoFi Technologies, Inc. | Stock | 142,000 | $2.59M | 0.7% | +142,000 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 17,400 | $2.37M | 0.6% | +17,400 | New | History |
| Tidal Tr II88636R198 | DEFIANCE DAILY | 23,932 | $2.10M | 0.6% | +23,932 | New | – |
| RKLBRocket Lab Corp | COM | 51,000 | $1.82M | 0.5% | +51,000 | New | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 8,600 | $1.56M | 0.4% | +8,600 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,800 | $1.43M | 0.4% | −5,100−64.6% | Reduced | History |
| SRADSportradar Group AG | CLASS A ORD SHS | 32,000 | $898.6K | 0.2% | +32,000 | New | History |
| CDNSCadence Design Systems Inc | Stock | 2,700 | $832.0K | 0.2% | +2,700 | New | History |
| ORCLOracle Corp | Stock | 3,300 | $721.5K | 0.2% | +3,300 | New | History |
| SHOPShopify Inc. | Stock | 3,500 | $403.7K | 0.1% | +3,500 | New | History |
| RIOTRiot Platforms, Inc. | COM | 20,000 | $226.0K | 0.1% | +20,000 | New | History |
Sold out since Q1 2025 (9)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| CWANClearwater Analytics Holdings, Inc. | CL A | 681,771 | $18.3M | 7.2% | History |
| SESea Ltd | SPONSORD ADS | 112,800 | $14.7M | 5.8% | History |
| BABAAlibaba Group Holding Ltd | ADR | 97,300 | $12.9M | 5.1% | History |
| ACHRArcher Aviation Inc. | Stock | 1,282,000 | $9.12M | 3.6% | History |
| TWTradeweb Markets Inc. | Stock | 48,600 | $7.22M | 2.9% | History |
| DASHDoorDash, Inc. | Stock | 34,725 | $6.35M | 2.5% | History |
| WRBBerkley W R Corp | COM | 28,267 | $2.01M | 0.8% | History |
| VRSKVerisk Analytics, Inc. | COM | 6,000 | $1.79M | 0.7% | History |
| ALHCAlignment Healthcare, Inc. | COM | 59,400 | $1.11M | 0.4% | History |