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Scientech Research LLC

SEC CIK
0002011556
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
563
較 2024 年第 1 季 +169
總值
$4.85 億
較 2024 年第 1 季 +$2.97 億 (+157.3%)
申報日
2024/8/14
SEC
Scientech Research LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CRWDCrowdStrike Holdings, Inc.Stock12,009$460.2 萬0.9%+8,403+233.0%加碼歷史
VRTXVertex Pharmaceuticals IncStock8,933$418.7 萬0.9%+8,933新進歷史
AAgilent Technologies, Inc.COM31,572$409.3 萬0.8%+31,572新進歷史
CEGConstellation Energy CorpStock19,776$396.1 萬0.8%+16,695+541.9%加碼歷史
ASMLASML Holding NVADR3,776$386.2 萬0.8%+3,466+1,118.1%加碼歷史
MDBMongoDB, Inc.CL A14,394$359.8 萬0.7%+14,394新進歷史
MSFTMicrosoft CorpStock7,590$339.2 萬0.7%+6,359+516.6%加碼歷史
DKSDick's Sporting Goods, Inc.Stock14,579$313.2 萬0.6%+12,247+525.2%加碼歷史
ICLRIcon PLCCOM9,824$308.0 萬0.6%+6,113+164.7%加碼歷史
CVNACarvana Co.CL A23,721$305.3 萬0.6%+23,721新進歷史
CMICummins IncStock10,922$302.5 萬0.6%+10,922新進歷史
METAMeta Platforms, Inc.Stock5,777$291.3 萬0.6%+3,424+145.5%加碼歷史
CTASCintas CorpStock3,867$270.8 萬0.6%+3,867新進歷史
NXPINXP Semiconductors N.V.COM9,939$267.4 萬0.6%+9,939新進歷史
AMPAmeriprise Financial IncCOM6,038$257.9 萬0.5%+6,038新進歷史
VRSNVerisign IncCOM14,148$251.6 萬0.5%+8,865+167.8%加碼歷史
MOHMolina Healthcare, Inc.COM8,234$244.8 萬0.5%+8,234新進歷史
TRVTravelers Companies, Inc.Stock12,003$244.1 萬0.5%+10,370+635.0%加碼歷史
GSGoldman Sachs Group IncStock5,384$243.5 萬0.5%+5,384新進歷史
ITCIIntra-Cellular Therapies, Inc.COM35,270$241.6 萬0.5%+35,270新進歷史
AMZNAmazon Com IncStock12,454$240.7 萬0.5%+7,941+176.0%加碼歷史
AAPLApple Inc.Stock11,378$239.6 萬0.5%+11,378新進歷史
PHParker-Hannifin CorpStock4,723$238.9 萬0.5%+4,723新進歷史
PANWPalo Alto Networks IncStock6,990$237.0 萬0.5%+6,990新進歷史
ADIAnalog Devices IncStock10,173$232.2 萬0.5%+10,173新進歷史
GOOGAlphabet Inc.Stock12,633$231.7 萬0.5%+11,269+826.2%加碼歷史
HUBBHubbell IncCOM6,337$231.6 萬0.5%+6,337新進歷史
NVDANVIDIA CorpStock18,539$229.0 萬0.5%+10,229+123.1%加碼依 10 比 1 拆股換算歷史
CDNSCadence Design Systems IncStock7,442$229.0 萬0.5%+308+4.3%加碼歷史
MAMastercard IncStock5,171$228.1 萬0.5%+2,472+91.6%加碼歷史
WINGWingstop Inc.COM5,322$224.9 萬0.5%+5,322新進歷史
TTWOTake Two Interactive Software IncCOM14,319$222.6 萬0.5%+10,902+319.1%加碼歷史
VEEVVeeva Systems IncStock11,906$217.9 萬0.4%+9,427+380.3%加碼歷史
ANETArista Networks, Inc.COM6,136$215.1 萬0.4%+4,645+311.5%加碼歷史
WSMWilliams Sonoma IncCOM7,600$214.6 萬0.4%+7,600新進歷史
SJMJ M SMUCKER CoStock19,623$214.0 萬0.4%+19,623新進歷史
EAElectronic Arts Inc.COM15,244$212.4 萬0.4%+12,824+529.9%加碼歷史
KEYSKeysight Technologies, Inc.Stock15,403$210.6 萬0.4%+15,403新進歷史
ARMArm Holdings PLCADR12,859$210.4 萬0.4%+12,859新進歷史
KLACKLA CorpCOM NEW2,551$210.3 萬0.4%+1,667+188.6%加碼歷史
GOOGLAlphabet Inc.Stock11,195$203.9 萬0.4%+8,315+288.7%加碼歷史
ISRGIntuitive Surgical IncCOM NEW4,542$202.1 萬0.4%+3,038+202.0%加碼歷史
AMKRAmkor Technology, Inc.COM50,184$200.8 萬0.4%+50,184新進歷史
POOLPool CorpCOM6,383$196.2 萬0.4%+4,954+346.7%加碼歷史
TROWPrice T Rowe Group IncStock16,930$195.2 萬0.4%+16,930新進歷史
DUOLDuolingo, Inc.CL A COM9,332$194.7 萬0.4%+5,805+164.6%加碼歷史
HSICHenry Schein IncCOM30,307$194.3 萬0.4%+22,152+271.6%加碼歷史
TMDXTransMedics Group, Inc.COM12,767$192.3 萬0.4%+12,767新進歷史
NXTNextpower Inc.Stock40,944$191.9 萬0.4%+28,146+219.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM2,323$190.9 萬0.4%+440+23.4%加碼歷史
ESEversource EnergyStock33,617$190.6 萬0.4%+22,983+216.1%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,774$186.5 萬0.4%−372−17.3%減碼歷史
EQIXEquinix IncCOM2,438$184.5 萬0.4%+2,438新進歷史
WFRDWeatherford International plcORD SHS14,991$183.6 萬0.4%+13,169+722.8%加碼歷史
SFMSprouts Farmers Market, Inc.COM21,939$183.5 萬0.4%+12,805+140.2%加碼歷史
TSLATesla, Inc.Stock9,264$183.3 萬0.4%+9,264新進歷史
PODDInsulet CorpStock8,978$181.2 萬0.4%+5,783+181.0%加碼歷史
ETNEaton Corp plcStock5,744$180.1 萬0.4%+4,254+285.5%加碼歷史
TSCOTractor Supply CoCOM6,660$179.8 萬0.4%+4,625+227.3%加碼歷史
MRKMerck & Co., Inc.Stock14,450$178.9 萬0.4%+14,450新進歷史
SNPSSynopsys IncCOM3,002$178.6 萬0.4%+845+39.2%加碼歷史
AMEAmetek IncCOM10,634$177.3 萬0.4%+10,634新進歷史
CASYCaseys General Stores IncCOM4,640$177.0 萬0.4%+4,640新進歷史
PBFPBF Energy Inc.CL A38,425$176.8 萬0.4%+38,425新進歷史
FNDFloor & Decor Holdings, Inc.CL A17,773$176.7 萬0.4%+13,850+353.0%加碼歷史
LPXLouisiana-Pacific CorpCOM21,426$176.4 萬0.4%+21,426新進歷史
MPCMarathon Petroleum CorpStock10,165$176.3 萬0.4%+10,165新進歷史
SKXSkechers USA IncCL A25,504$176.3 萬0.4%+16,044+169.6%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock14,242$174.6 萬0.4%+12,033+544.7%加碼歷史
APDAir Products & Chemicals, Inc.Stock6,750$174.2 萬0.4%+5,003+286.4%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM19,709$173.1 萬0.4%+19,709新進歷史
ACNAccenture plcStock5,639$171.1 萬0.4%+5,639新進歷史
TTCToro CoCOM18,236$170.5 萬0.4%+18,236新進歷史
GHGuardant Health, Inc.COM59,023$170.5 萬0.4%+59,023新進歷史
ATIAti IncStock30,505$169.2 萬0.3%+30,505新進歷史
VLTOVeralto CorpStock17,670$168.7 萬0.3%+17,670新進歷史
DHRDanaher CorpStock6,656$166.3 萬0.3%+4,324+185.4%加碼歷史
JDJD.com, Inc.SPON ADS CL A63,819$164.9 萬0.3%+63,819新進歷史
FIXComfort Systems USA IncCOM5,391$164.0 萬0.3%+5,391新進歷史
TPLTexas Pacific Land CorpStock2,232$163.9 萬0.3%+2,232新進歷史
CNXCConcentrix CorpStock25,324$160.3 萬0.3%+25,324新進歷史
LNWOLight & Wonder, Inc.COM15,202$159.4 萬0.3%+12,491+460.8%加碼歷史
RHIRobert Half Inc.COM24,721$158.2 萬0.3%+18,454+294.5%加碼歷史
AAPAdvance Auto Parts IncCOM24,920$157.8 萬0.3%+14,953+150.0%加碼歷史
INSPInspire Medical Systems, Inc.COM11,762$157.4 萬0.3%+11,762新進歷史
TOLToll Brothers, Inc.COM13,555$156.1 萬0.3%+13,555新進歷史
TWSTTwist Bioscience CorpCOM31,435$154.9 萬0.3%+15,924+102.7%加碼歷史
AMGNAmgen IncStock4,955$154.8 萬0.3%+4,041+442.1%加碼歷史
EWBCEast West Bancorp IncCOM21,095$154.5 萬0.3%+16,533+362.4%加碼歷史
iShares Tr464287622RUS 1000 ETF5,127$152.5 萬0.3%+5,127新進–
SYYSysco CorpStock21,325$152.2 萬0.3%+21,325新進歷史
CRMSalesforce, Inc.Stock5,918$152.2 萬0.3%+3,048+106.2%加碼歷史
BBWIBath & Body Works, Inc.COM38,915$152.0 萬0.3%+38,915新進歷史
MSTRStrategy IncStock1,103$151.9 萬0.3%+879+392.4%加碼歷史
CFCF Industries Holdings, Inc.COM20,432$151.4 萬0.3%+14,951+272.8%加碼歷史
EXPDExpeditors International of Washington IncCOM12,072$150.6 萬0.3%+12,072新進歷史
TMOThermo Fisher Scientific Inc.Stock2,724$150.6 萬0.3%+531+24.2%加碼歷史
STZConstellation Brands, Inc.Stock5,852$150.6 萬0.3%+5,852新進歷史
AVTRAvantor, Inc.COM70,839$150.2 萬0.3%+70,839新進歷史
AMATApplied Materials IncStock6,328$149.3 萬0.3%+5,022+384.5%加碼歷史

2024 年第 1 季之後清倉(223 檔)

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 223 檔。

Scientech Research LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
NKLANikola CorpCOM1,470,346$152.9 萬0.8%歷史
SAIASaia IncCOM2,170$126.9 萬0.7%歷史
DOVDOVER CorpCOM7,050$124.9 萬0.7%歷史
UNPUnion Pacific CorpStock4,389$107.9 萬0.6%歷史
RACEFerrari N.V.COM2,460$107.2 萬0.6%歷史
MORNMorningstar, Inc.COM3,283$101.2 萬0.5%歷史
Cyberark Software LtdM2682V108SHS3,419$90.8 萬0.5%–
FWONKLiberty Media CorpCOM LBTY ONE S C13,508$88.6 萬0.5%歷史
FMCFMC CorpCOM NEW13,827$88.1 萬0.5%歷史
CHTRCharter Communications, Inc.CL A3,009$87.5 萬0.5%歷史
VRNSVaronis Systems IncCOM17,792$83.9 萬0.4%歷史
VMCVulcan Materials COCOM3,031$82.7 萬0.4%歷史
NTRANatera, Inc.COM8,902$81.4 萬0.4%歷史
LYFTLyft, Inc.CL A COM41,830$80.9 萬0.4%歷史
INTUIntuit Inc.Stock1,200$78.0 萬0.4%歷史
PLAYDave & Buster's Entertainment, Inc.COM12,326$77.2 萬0.4%歷史
RHRHCOM2,181$76.0 萬0.4%歷史
GLGlobe Life Inc.COM6,225$72.4 萬0.4%歷史
MMM3M CoStock6,809$72.2 萬0.4%歷史
CCitigroup IncStock11,380$72.0 萬0.4%歷史
ELVElevance Health, Inc.Stock1,387$71.9 萬0.4%歷史
ALCAlcon IncStock8,137$67.8 萬0.4%歷史
APGEApogee Therapeutics, Inc.COM10,121$67.3 萬0.4%歷史
GWWW.W. Grainger, Inc.Stock661$67.2 萬0.4%歷史
FTVFortive CorpStock7,803$67.1 萬0.4%歷史
NICENICE Ltd.SPONSORED ADR2,550$66.5 萬0.4%歷史
AXONAxon Enterprise, Inc.COM2,087$65.3 萬0.3%歷史
PENPenumbra IncCOM2,914$65.0 萬0.3%歷史
STLDSteel Dynamics IncCOM4,363$64.7 萬0.3%歷史
SPGIS&P Global Inc.Stock1,518$64.6 萬0.3%歷史
SUISun Communities IncCOM4,976$64.0 萬0.3%歷史
CHHChoice Hotels International IncCOM5,033$63.6 萬0.3%歷史
EQNREquinor ASASPONSORED ADR23,477$63.5 萬0.3%歷史
QRVOQorvo, Inc.Stock5,481$62.9 萬0.3%歷史
CMECME Group Inc.COM2,913$62.7 萬0.3%歷史
Microsectors Fang Plus Index 3X063679534ETP1,913$62.6 萬0.3%–
CIENCiena CorpCOM NEW12,484$61.7 萬0.3%歷史
MODModine Manufacturing CoCOM6,394$60.9 萬0.3%歷史
PRKSUnited Parks & Resorts Inc.COM10,637$59.8 萬0.3%歷史
VVVValvoline IncCOM13,360$59.5 萬0.3%歷史
TFXTeleflex IncCOM2,626$59.4 萬0.3%歷史
STAAStaar Surgical CoCOM PAR $0.0115,356$58.8 萬0.3%歷史
ALPNAlpine Immune Sciences, Inc.COM14,742$58.4 萬0.3%歷史
SYMSymbotic Inc.Stock12,973$58.4 萬0.3%歷史
LINLinde PLCStock1,256$58.3 萬0.3%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW16,413$58.2 萬0.3%歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A31,725$57.9 萬0.3%歷史
HIIHuntington Ingalls Industries, Inc.COM1,985$57.9 萬0.3%歷史
TXRHTexas Roadhouse, Inc.COM3,740$57.8 萬0.3%歷史
LPLALPL Financial Holdings Inc.COM2,173$57.4 萬0.3%歷史
TPGTPG Inc.COM CL A12,702$56.8 萬0.3%歷史
LHXL3HARRIS Technologies, Inc.Stock2,659$56.7 萬0.3%歷史
LNGCheniere Energy, Inc.COM NEW3,488$56.3 萬0.3%歷史
CELHCelsius Holdings, Inc.COM NEW6,769$56.1 萬0.3%歷史
ELSEquity Lifestyle Properties IncCOM8,710$56.1 萬0.3%歷史
SNDXSyndax Pharmaceuticals IncCOM23,520$56.0 萬0.3%歷史
AZEKAZEK Co Inc.CL A11,070$55.6 萬0.3%歷史
LITELumentum Holdings Inc.COM11,656$55.2 萬0.3%歷史
IDCCInterDigital, Inc.COM5,178$55.1 萬0.3%歷史
AMBAAmbarella IncSHS10,729$54.5 萬0.3%歷史
MRUSMerus N.V.COM11,902$53.6 萬0.3%歷史
JANXJanux Therapeutics, Inc.COM14,174$53.4 萬0.3%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B10,839$53.3 萬0.3%歷史
ALGMAllegro Microsystems, Inc.COM19,557$52.7 萬0.3%歷史
LYVLive Nation Entertainment, Inc.COM4,955$52.4 萬0.3%歷史
VLYValley National BancorpCOM65,787$52.4 萬0.3%歷史
CCICrown Castle Inc.REIT4,929$52.2 萬0.3%歷史
HMYHarmony Gold Mining Co LtdADR63,778$52.1 萬0.3%歷史
PLUGPlug Power IncStock150,626$51.8 萬0.3%歷史
CBOECboe Global Markets, Inc.COM2,778$51.0 萬0.3%歷史
VRSKVerisk Analytics, Inc.COM2,162$51.0 萬0.3%歷史
KBHKB HomeCOM7,182$50.9 萬0.3%歷史
GMEDGlobus Medical IncStock9,463$50.8 萬0.3%歷史
SMPLSimply Good Foods CoCOM14,876$50.6 萬0.3%歷史
FANGDiamondback Energy, Inc.Stock2,543$50.4 萬0.3%歷史
PZZAPapa Johns International IncStock7,546$50.3 萬0.3%歷史
NOWServiceNow, Inc.Stock659$50.2 萬0.3%歷史
TWLOTwilio IncCL A8,192$50.1 萬0.3%歷史
YOUClear Secure, Inc.COM CL A23,546$50.1 萬0.3%歷史
UAAUnder Armour, Inc.Stock67,601$49.9 萬0.3%歷史
SYRESpyre Therapeutics, Inc.COM NEW13,143$49.9 萬0.3%歷史
PCVXVaxcyte, Inc.COM7,289$49.8 萬0.3%歷史
PRVAPrivia Health Group, Inc.COM25,063$49.1 萬0.3%歷史
PAGPenske Automotive Group, Inc.COM3,030$49.1 萬0.3%歷史
GGenpact LTDSHS14,739$48.6 萬0.3%歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X11,252$48.3 萬0.3%–
DOCNDigitalOcean Holdings, Inc.COM12,421$47.4 萬0.3%歷史
ARVNArvinas, Inc.COM11,482$47.4 萬0.3%歷史
REYNReynolds Consumer Products Inc.COM16,527$47.2 萬0.3%歷史
KYMRKymera Therapeutics, Inc.COM11,572$46.5 萬0.2%歷史
ALABAstera Labs, Inc.Stock6,256$46.4 萬0.2%歷史
TLRYTilray Brands, Inc.COM CL 2187,718$46.4 萬0.2%歷史
RDNTRadNet, Inc.COM9,263$45.1 萬0.2%歷史
NUNu Holdings Ltd.ORD SHS CL A37,475$44.7 萬0.2%歷史
ITRIItron, Inc.COM4,764$44.1 萬0.2%歷史
TRMDTORM plcSHS CL A12,567$43.9 萬0.2%歷史
ANFAbercrombie & Fitch CoCL A3,419$42.9 萬0.2%歷史
RCKTRocket Pharmaceuticals, Inc.COM15,858$42.7 萬0.2%歷史
STXSeagate Technology Holdings plcORD SHS4,559$42.4 萬0.2%歷史
FLSFlowserve CorpCOM9,232$42.2 萬0.2%歷史