Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 24
- −18 vs. Q2 2025
- Portfolio value
- $352.2M
- −$29.4M (−7.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 68,450 | $49.2M | 14.0% | −16,550−19.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 110,310 | $36.4M | 10.3% | +49,110+80.2% | Added | History |
| WGSGeneDx Holdings Corp. | COM CL A | 224,073 | $24.1M | 6.9% | −93,203−29.4% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 32,925 | $23.6M | 6.7% | +16,775+103.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 89,902 | $21.9M | 6.2% | +89,902 | New | History |
| CDNSCadence Design Systems Inc | Stock | 58,275 | $20.5M | 5.8% | +55,575+2,058.3% | Added | History |
| SHOPShopify Inc. | Stock | 133,739 | $19.9M | 5.6% | +130,239+3,721.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 68,600 | $19.2M | 5.4% | +50,600+281.1% | Added | History |
| TSLATesla, Inc. | Stock | 34,100 | $15.2M | 4.3% | +21,400+168.5% | Added | History |
| NTRANatera, Inc. | COM | 91,000 | $14.6M | 4.2% | +5,810+6.8% | Added | History |
| RBLXRoblox Corp | Stock | 104,600 | $14.5M | 4.1% | +47,058+81.8% | Added | History |
| LRCXLam Research Corp | Stock | 87,700 | $11.7M | 3.3% | −73,300−45.5% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 75,370 | $11.4M | 3.2% | +75,370 | New | History |
| SPOTSpotify Technology S.A. | Stock | 14,175 | $9.89M | 2.8% | −2,825−16.6% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 20,050 | $9.83M | 2.8% | +17,250+616.1% | Added | History |
| BEBloom Energy Corp | COM CL A | 98,900 | $8.36M | 2.4% | +98,900 | New | History |
| COHRCoherent Corp. | COM | 72,011 | $7.76M | 2.2% | +8,886+14.1% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 42,400 | $7.73M | 2.2% | +25,000+143.7% | Added | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 383,300 | $6.19M | 1.8% | +383,300 | New | History |
| RKLBRocket Lab Corp | COM | 114,237 | $5.47M | 1.6% | +63,237+124.0% | Added | History |
| NETCloudflare, Inc. | CL A COM | 24,312 | $5.22M | 1.5% | +24,312 | New | History |
| Defiance Quantum ETF26922A420 | ETF | 48,100 | $5.05M | 1.4% | +48,100 | New | – |
| PCORProcore Technologies, Inc. | COM | 31,395 | $2.29M | 0.7% | −80,425−71.9% | Reduced | History |
| ProShares Tr74349Y373 | ULTRA TSLA | 55,840 | $2.24M | 0.6% | +55,840 | New | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2025 (25)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| TTANServiceTitan, Inc. | SHS CL A | 214,550 | $23.0M | 6.0% | History |
| Cyberark Software LtdM2682V108 | SHS | 52,065 | $21.2M | 5.6% | – |
| NVDANVIDIA Corp | Stock | 122,200 | $19.3M | 5.1% | History |
| SNOWSnowflake Inc. | Stock | 71,760 | $16.1M | 4.2% | History |
| RBRKRubrik, Inc. | Stock | 171,140 | $15.3M | 4.0% | History |
| BSXBoston Scientific Corp | Stock | 140,769 | $15.1M | 4.0% | History |
| COINCoinbase Global, Inc. | COM CL A | 39,800 | $13.9M | 3.7% | History |
| PODDInsulet Corp | Stock | 42,150 | $13.2M | 3.5% | History |
| HOODRobinhood Markets, Inc. | Stock | 131,000 | $12.3M | 3.2% | History |
| NTNXNutanix, Inc. | Stock | 156,701 | $12.0M | 3.1% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 13,600 | $7.39M | 1.9% | History |
| AMZNAmazon Com Inc | Stock | 31,300 | $6.87M | 1.8% | History |
| MELIMercadolibre Inc | COM | 2,430 | $6.35M | 1.7% | History |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 45,600 | $5.07M | 1.3% | – |
| METAMeta Platforms, Inc. | Stock | 6,010 | $4.44M | 1.2% | History |
| WULFTerawulf Inc. | COM | 974,100 | $4.27M | 1.1% | History |
| CSCOCisco Systems, Inc. | Stock | 58,500 | $4.06M | 1.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 24,800 | $3.52M | 0.9% | History |
| ZSZscaler, Inc. | Stock | 11,000 | $3.45M | 0.9% | History |
| SOFISoFi Technologies, Inc. | Stock | 142,000 | $2.59M | 0.7% | History |
| Tidal Tr II88636R198 | DEFIANCE DAILY | 23,932 | $2.10M | 0.6% | – |
| CRCLCircle Internet Group, Inc. | COM CL A | 8,600 | $1.56M | 0.4% | History |
| SRADSportradar Group AG | CLASS A ORD SHS | 32,000 | $898.6K | 0.2% | History |
| ORCLOracle Corp | Stock | 3,300 | $721.5K | 0.2% | History |
| RIOTRiot Platforms, Inc. | COM | 20,000 | $226.0K | 0.1% | History |