Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 42
- +18 vs. Q4 2025
- Portfolio value
- $381.8M
- +$23.9M (+6.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LITELumentum Holdings Inc. | COM | 37,720 | $26.5M | 6.9% | +20,720+121.9% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 86,440 | $24.4M | 6.4% | +86,440 | New | History |
| LRCXLam Research Corp | Stock | 108,700 | $23.2M | 6.1% | −8,100−6.9% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 106,525 | $22.0M | 5.8% | +106,525 | New | History |
| COHRCoherent Corp. | COM | 88,240 | $21.0M | 5.5% | −37,335−29.7% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 151,850 | $20.6M | 5.4% | +526+0.3% | Added | History |
| NTRANatera, Inc. | COM | 99,732 | $19.9M | 5.2% | +20,482+25.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 53,700 | $18.1M | 4.8% | +9,100+20.4% | Added | History |
| PLPlanet Labs PBC | COM CL A | 577,840 | $16.2M | 4.2% | −372,362−39.2% | Reduced | History |
| CAMTCamtek Ltd | ORD | 105,669 | $16.0M | 4.2% | +105,669 | New | History |
| WGSGeneDx Holdings Corp. | COM CL A | 241,200 | $15.5M | 4.1% | +39,936+19.8% | Added | History |
| RKLBRocket Lab Corp | COM | 237,254 | $15.2M | 4.0% | +237,254 | New | History |
| NOKNokia Corp | SPONSORED ADR | 1,485,000 | $11.9M | 3.1% | +1,485,000 | New | History |
| CIENCiena Corp | COM NEW | 27,592 | $10.7M | 2.8% | +27,592 | New | History |
| AMPXAmprius Technologies, Inc. | COMMON STOCK | 635,106 | $10.7M | 2.8% | +635,106 | New | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 45,300 | $7.95M | 2.1% | +45,300 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 51,265 | $7.50M | 2.0% | +26,715+108.8% | Added | History |
| AMATApplied Materials Inc | Stock | 21,550 | $7.37M | 1.9% | +21,550 | New | History |
| NVDANVIDIA Corp | Stock | 34,300 | $5.98M | 1.6% | −32,500−48.7% | Reduced | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 68,993 | $5.92M | 1.5% | +68,993 | New | History |
| SNDKSandisk Corp | COM | 9,295 | $5.91M | 1.5% | +9,295 | New | History |
| MUMicron Technology Inc | Stock | 16,900 | $5.71M | 1.5% | +16,900 | New | History |
| ASMLASML Holding NV | ADR | 4,000 | $5.28M | 1.4% | +4,000 | New | History |
| ADIAnalog Devices Inc | Stock | 15,903 | $5.06M | 1.3% | +15,903 | New | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 54,997 | $4.40M | 1.2% | +54,997 | New | History |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 237,000 | $4.40M | 1.2% | +237,000 | New | History |
| FSLYFastly, Inc. | CL A | 151,000 | $4.39M | 1.1% | +151,000 | New | History |
| AKAMAkamai Technologies Inc | COM | 36,839 | $4.23M | 1.1% | +36,839 | New | History |
| AEISAdvanced Energy Industries Inc | COM | 12,950 | $4.18M | 1.1% | +12,950 | New | History |
| VRSNVerisign Inc | COM | 16,342 | $4.06M | 1.1% | +16,342 | New | History |
| TSLATesla, Inc. | Stock | 9,000 | $3.35M | 0.9% | −46,375−83.7% | Reduced | History |
| AAPLApple Inc. | Stock | 12,400 | $3.15M | 0.8% | +12,400 | New | History |
| MSIMotorola Solutions, Inc. | Stock | 6,860 | $2.98M | 0.8% | +6,860 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 7,240 | $2.84M | 0.7% | +7,240 | New | History |
| AVGOBroadcom Inc. | Stock | 9,150 | $2.83M | 0.7% | −52,500−85.2% | Reduced | History |
| SITMSITIME Corp | COM | 7,400 | $2.56M | 0.7% | −35,156−82.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 8,000 | $2.29M | 0.6% | −74,500−90.3% | Reduced | History |
| GLWCorning Inc | COM | 16,393 | $2.23M | 0.6% | +16,393 | New | History |
| CSCOCisco Systems, Inc. | Stock | 24,200 | $1.88M | 0.5% | +24,200 | New | History |
| GEVGE Vernova Inc. | Stock | 1,900 | $1.66M | 0.4% | +1,900 | New | History |
| ONTOOnto Innovation Inc. | COM | 7,800 | $1.60M | 0.4% | +7,800 | New | History |
| CTRECareTrust REIT, Inc. | COM | 2,000 | $73.3K | <0.1% | +2,000 | 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 |
|---|---|---|---|
| NOKNokia Corp | SPONSORED ADR | – | $333.7K |
Sold out since Q4 2025 (10)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 44,825 | $30.2M | 8.4% | History |
| SHOPShopify Inc. | Stock | 121,300 | $19.5M | 5.5% | History |
| AXONAxon Enterprise, Inc. | COM | 34,071 | $19.3M | 5.4% | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 193,071 | $14.1M | 3.9% | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 188,100 | $14.0M | 3.9% | History |
| SPOTSpotify Technology S.A. | Stock | 10,490 | $6.09M | 1.7% | History |
| GHGuardant Health, Inc. | COM | 35,860 | $3.66M | 1.0% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,550 | $3.14M | 0.9% | History |
| RDWRedwire Corp | Stock | 406,767 | $3.09M | 0.9% | History |
| CVNACarvana Co. | CL A | 3,800 | $1.60M | 0.4% | History |