Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 84
- +42 vs. Q1 2026
- Portfolio value
- $593.3M
- +$211.5M (+55.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 164,870 | $33.0M | 5.6% | +130,570+380.7% | Added | History |
| GHGuardant Health, Inc. | COM | 208,817 | $31.3M | 5.3% | +208,817 | New | History |
| AAPLApple Inc. | Stock | 104,985 | $30.4M | 5.1% | +92,585+746.7% | Added | History |
| NTRANatera, Inc. | COM | 109,880 | $29.8M | 5.0% | +10,148+10.2% | Added | History |
| COHRCoherent Corp. | COM | 74,725 | $29.5M | 5.0% | −13,515−15.3% | Reduced | History |
| LRCXLam Research Corp | Stock | 64,913 | $28.1M | 4.7% | −43,787−40.3% | Reduced | History |
| PLPlanet Labs PBC | COM CL A | 824,733 | $27.3M | 4.6% | +246,893+42.7% | Added | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 468,000 | $26.1M | 4.4% | +468,000 | New | History |
| BEBloom Energy Corp | COM CL A | 85,210 | $25.8M | 4.3% | −66,640−43.9% | Reduced | History |
| AEHRAehr Test Systems | COM | 249,000 | $23.9M | 4.0% | +249,000 | New | History |
| LLYEli Lilly & Co | Stock | 19,550 | $23.4M | 4.0% | +19,550 | New | History |
| SPIRSpire Global, Inc. | COM CL A NEW | 1,157,389 | $21.5M | 3.6% | +1,157,389 | New | History |
| SITMSITIME Corp | COM | 27,925 | $20.8M | 3.5% | +20,525+277.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 50,484 | $18.8M | 3.2% | +50,484 | New | History |
| AXSMAxsome Therapeutics, Inc. | COM | 73,040 | $17.9M | 3.0% | +73,040 | New | History |
| LITELumentum Holdings Inc. | COM | 18,011 | $15.5M | 2.6% | −19,709−52.3% | Reduced | History |
| WULFTerawulf Inc. | COM | 546,011 | $13.5M | 2.3% | +546,011 | New | History |
| NBIXNeurocrine Biosciences Inc | Stock | 79,724 | $13.4M | 2.3% | +79,724 | New | History |
| TWSTTwist Bioscience Corp | COM | 129,228 | $13.3M | 2.2% | +129,228 | New | History |
| BTSGBrightSpring Health Services, Inc. | COM | 176,135 | $12.3M | 2.1% | +176,135 | New | History |
| AVGOBroadcom Inc. | Stock | 32,151 | $12.1M | 2.0% | +23,001+251.4% | Added | History |
| GLWCorning Inc | COM | 41,459 | $10.6M | 1.8% | +25,066+152.9% | Added | History |
| MUMicron Technology Inc | Stock | 8,062 | $9.31M | 1.6% | −8,838−52.3% | Reduced | History |
| DPCDPC Holdings PLC | ORDINARY SHARES | 158,828 | $7.79M | 1.3% | +158,828 | New | History |
| GEVGE Vernova Inc. | Stock | 6,600 | $7.75M | 1.3% | +4,700+247.4% | Added | History |
| TET1 Energy Inc. | COM NEW | 775,094 | $7.35M | 1.2% | +775,094 | New | History |
| WGSGeneDx Holdings Corp. | COM CL A | 106,387 | $7.30M | 1.2% | −134,813−55.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 11,657 | $6.77M | 1.1% | +11,657 | New | History |
| UNHUnitedHealth Group Inc | Stock | 14,600 | $6.07M | 1.0% | +14,600 | New | History |
| MOHMolina Healthcare, Inc. | COM | 22,140 | $5.06M | 0.9% | +22,140 | New | History |
| INTCIntel Corp | Stock | 31,413 | $4.39M | 0.7% | +31,413 | New | History |
| AMATApplied Materials Inc | Stock | 5,670 | $4.10M | 0.7% | −15,880−73.7% | Reduced | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 21,400 | $3.66M | 0.6% | +21,400 | New | History |
| CSCOCisco Systems, Inc. | Stock | 28,254 | $3.32M | 0.6% | +4,054+16.8% | Added | History |
| KLACKLA Corp | COM NEW | 9,369 | $2.83M | 0.5% | +9,369 | New | History |
| PANWPalo Alto Networks Inc | Stock | 5,813 | $1.98M | 0.3% | +5,813 | New | History |
| TXNTexas Instruments Inc | Stock | 6,510 | $1.94M | 0.3% | +6,510 | New | History |
| IBMInternational Business Machines Corp | Stock | 6,713 | $1.89M | 0.3% | +6,713 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 15,578 | $1.82M | 0.3% | −35,687−69.6% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 6,092 | $1.81M | 0.3% | +6,092 | New | History |
| ORCLOracle Corp | Stock | 12,291 | $1.80M | 0.3% | +12,291 | New | History |
| WDCWestern Digital Corp | COM | 2,475 | $1.58M | 0.3% | +2,475 | New | History |
| APHAmphenol Corp | CL A | 8,791 | $1.55M | 0.3% | +8,791 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 1,544 | $1.49M | 0.3% | −5,696−78.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 7,630 | $1.41M | 0.2% | +7,630 | New | History |
| ADIAnalog Devices Inc | Stock | 3,484 | $1.38M | 0.2% | −12,419−78.1% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,771 | $1.35M | 0.2% | +1,771 | New | History |
| ANETArista Networks, Inc. | Stock | 7,625 | $1.30M | 0.2% | +7,625 | New | History |
| SHOPShopify Inc. | Stock | 8,780 | $1.00M | 0.2% | +8,780 | New | History |
| DELLDell Technologies Inc. | Stock | 2,155 | $929.8K | 0.2% | +2,155 | New | History |
| CRMSalesforce, Inc. | Stock | 5,695 | $892.2K | 0.2% | +5,695 | New | History |
| APPAppLovin Corp | COM CL A | 1,648 | $849.1K | 0.1% | +1,648 | New | History |
| NOWServiceNow, Inc. | Stock | 7,477 | $742.3K | 0.1% | +7,477 | New | History |
| CDNSCadence Design Systems Inc | Stock | 1,974 | $740.9K | 0.1% | +1,974 | New | History |
| FTNTFortinet, Inc. | Stock | 4,503 | $691.8K | 0.1% | +4,503 | New | History |
| SNOWSnowflake Inc. | Stock | 2,357 | $599.9K | 0.1% | +2,357 | New | History |
| DDOGDatadog, Inc. | CL A COM | 2,252 | $586.3K | 0.1% | +2,252 | New | History |
| SNPSSynopsys Inc | COM | 1,304 | $581.7K | 0.1% | +1,304 | New | History |
| ADBEAdobe Inc. | Stock | 2,810 | $576.1K | 0.1% | +2,810 | New | History |
| NETCloudflare, Inc. | CL A COM | 2,229 | $546.7K | 0.1% | −104,296−97.9% | Reduced | History |
| TERTeradyne, Inc | Stock | 1,121 | $542.4K | 0.1% | +1,121 | New | History |
| ACNAccenture plc | Stock | 4,350 | $541.3K | 0.1% | +4,350 | New | History |
| INTUIntuit Inc. | Stock | 1,970 | $514.2K | 0.1% | +1,970 | New | History |
| NXPINXP Semiconductors N.V. | COM | 1,791 | $503.3K | 0.1% | +1,791 | New | History |
| CIENCiena Corp | COM NEW | 1,012 | $496.4K | 0.1% | −26,580−96.3% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 1,193 | $495.4K | 0.1% | −5,667−82.6% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 964 | $465.6K | 0.1% | +964 | New | History |
| MPWRMonolithic Power Systems, Inc. | COM | 332 | $458.9K | 0.1% | +332 | New | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,231 | $430.9K | 0.1% | −85,209−98.6% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 9,496 | $428.4K | 0.1% | +9,496 | New | History |
| FLEXFlex Ltd. | Stock | 2,615 | $423.8K | 0.1% | +2,615 | New | History |
| TELTE Connectivity plc | Stock | 2,094 | $422.2K | 0.1% | +2,094 | New | History |
| NBISNebius Group N.V. | Stock | 1,444 | $398.8K | 0.1% | +1,444 | New | History |
| MCHPMicrochip Technology Inc | Stock | 3,821 | $348.5K | 0.1% | +3,821 | New | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,179 | $320.6K | 0.1% | +1,179 | New | History |
| CLSCelestica Inc | Stock | 821 | $299.3K | 0.1% | +821 | New | History |
| ADSKAutodesk, Inc. | COM | 1,514 | $294.4K | <0.1% | +1,514 | New | History |
| JBLJabil Inc | Stock | 758 | $292.2K | <0.1% | +758 | New | History |
| ONOn Semiconductor Corp | Stock | 2,800 | $264.7K | <0.1% | +2,800 | New | History |
| ROPRoper Technologies Inc | Stock | 732 | $247.7K | <0.1% | +732 | New | History |
| QQnity Electronics, Inc. | COMMON STOCK | 1,454 | $237.5K | <0.1% | +1,454 | New | History |
| TDYTeledyne Technologies Inc | COM | 330 | $220.1K | <0.1% | +330 | New | History |
| NTAPNetApp, Inc. | Stock | 1,408 | $217.9K | <0.1% | +1,408 | New | History |
| TWLOTwilio Inc | CL A | 1,035 | $213.6K | <0.1% | +1,035 | New | History |
Sold out since Q1 2026 (19)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 53,700 | $18.1M | 4.8% | History |
| CAMTCamtek Ltd | ORD | 105,669 | $16.0M | 4.2% | History |
| RKLBRocket Lab Corp | COM | 237,254 | $15.2M | 4.0% | History |
| NOKNokia Corp | SPONSORED ADR | 1,485,000 | $11.9M | 3.1% | History |
| AMPXAmprius Technologies, Inc. | COMMON STOCK | 635,106 | $10.7M | 2.8% | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 45,300 | $7.95M | 2.1% | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 68,993 | $5.92M | 1.5% | History |
| SNDKSandisk Corp | COM | 9,295 | $5.91M | 1.5% | History |
| ASMLASML Holding NV | ADR | 4,000 | $5.28M | 1.4% | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 54,997 | $4.40M | 1.2% | History |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 237,000 | $4.40M | 1.2% | History |
| FSLYFastly, Inc. | CL A | 151,000 | $4.39M | 1.1% | History |
| AKAMAkamai Technologies Inc | COM | 36,839 | $4.23M | 1.1% | History |
| AEISAdvanced Energy Industries Inc | COM | 12,950 | $4.18M | 1.1% | History |
| VRSNVerisign Inc | COM | 16,342 | $4.06M | 1.1% | History |
| TSLATesla, Inc. | Stock | 9,000 | $3.35M | 0.9% | History |
| GOOGAlphabet Inc. | Stock | 8,000 | $2.29M | 0.6% | History |
| ONTOOnto Innovation Inc. | COM | 7,800 | $1.60M | 0.4% | History |
| CTRECareTrust REIT, Inc. | COM | 2,000 | $73.3K | <0.1% | History |