Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 24
- 0 vs. Q3 2025
- Portfolio value
- $357.9M
- +$5.74M (+1.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 44,825 | $30.2M | 8.4% | −23,625−34.5% | Reduced | History |
| WGSGeneDx Holdings Corp. | COM CL A | 201,264 | $26.2M | 7.3% | −22,809−10.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 82,500 | $25.9M | 7.2% | −7,402−8.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 55,375 | $24.9M | 7.0% | +21,275+62.4% | Added | History |
| COHRCoherent Corp. | COM | 125,575 | $23.2M | 6.5% | +53,564+74.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 61,650 | $21.3M | 6.0% | −48,660−44.1% | Reduced | History |
| LRCXLam Research Corp | Stock | 116,800 | $20.0M | 5.6% | +29,100+33.2% | Added | History |
| SHOPShopify Inc. | Stock | 121,300 | $19.5M | 5.5% | −12,439−9.3% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 34,071 | $19.3M | 5.4% | +1,146+3.5% | Added | History |
| PLPlanet Labs PBC | COM CL A | 950,202 | $18.7M | 5.2% | +950,202 | New | History |
| NTRANatera, Inc. | COM | 79,250 | $18.2M | 5.1% | −11,750−12.9% | Reduced | History |
| SITMSITIME Corp | COM | 42,556 | $15.0M | 4.2% | +42,556 | New | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 193,071 | $14.1M | 3.9% | +193,071 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 188,100 | $14.0M | 3.9% | +188,100 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 44,600 | $13.6M | 3.8% | −24,000−35.0% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 151,324 | $13.1M | 3.7% | +52,424+53.0% | Added | History |
| NVDANVIDIA Corp | Stock | 66,800 | $12.5M | 3.5% | +66,800 | New | History |
| LITELumentum Holdings Inc. | COM | 17,000 | $6.27M | 1.8% | +17,000 | New | History |
| SPOTSpotify Technology S.A. | Stock | 10,490 | $6.09M | 1.7% | −3,685−26.0% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 24,550 | $4.36M | 1.2% | −17,850−42.1% | Reduced | History |
| GHGuardant Health, Inc. | COM | 35,860 | $3.66M | 1.0% | +35,860 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,550 | $3.14M | 0.9% | +5,550 | New | History |
| RDWRedwire Corp | Stock | 406,767 | $3.09M | 0.9% | +406,767 | New | History |
| CVNACarvana Co. | CL A | 3,800 | $1.60M | 0.4% | +3,800 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | – | $1.83M |
Sold out since Q3 2025 (10)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| CDNSCadence Design Systems Inc | Stock | 58,275 | $20.5M | 5.8% | History |
| RBLXRoblox Corp | Stock | 104,600 | $14.5M | 4.1% | History |
| VRTVertiv Holdings Co | COM CL A | 75,370 | $11.4M | 3.2% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 20,050 | $9.83M | 2.8% | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 383,300 | $6.19M | 1.8% | History |
| RKLBRocket Lab Corp | COM | 114,237 | $5.47M | 1.6% | History |
| NETCloudflare, Inc. | CL A COM | 24,312 | $5.22M | 1.5% | History |
| Defiance Quantum ETF26922A420 | ETF | 48,100 | $5.05M | 1.4% | – |
| PCORProcore Technologies, Inc. | COM | 31,395 | $2.29M | 0.7% | History |
| ProShares Tr74349Y373 | ULTRA TSLA | 55,840 | $2.24M | 0.6% | – |