Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 84
- 較 2026 年第 1 季 +42
- 總值
- $5.93 億
- 較 2026 年第 1 季 +$2.11 億 (+55.4%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 164,870 | $3,298.88 萬 | 5.56% | +130,570+380.7% | 加碼 | 查看 |
| GHGUARDANT HEALTH INC | COM | 208,817 | $3,132.88 萬 | 5.28% | +208,817 | 新進 | 查看 |
| AAPLAPPLE INC COM | Stock | 104,985 | $3,037.85 萬 | 5.12% | +92,585+746.7% | 加碼 | 查看 |
| NTRANATERA INC | COM | 109,880 | $2,982.69 萬 | 5.03% | +10,148+10.2% | 加碼 | 查看 |
| COHRCOHERENT CORP | COM | 74,725 | $2,947.68 萬 | 4.97% | −13,515−15.3% | 減碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 64,913 | $2,812.88 萬 | 4.74% | −43,787−40.3% | 減碼 | 查看 |
| PLPLANET LABS PBC | COM CL A | 824,733 | $2,732.34 萬 | 4.61% | +246,893+42.7% | 加碼 | 查看 |
| FPSFORGENT POWER SOLUTIONS INC | COM SHS CL A | 468,000 | $2,614.25 萬 | 4.41% | +468,000 | 新進 | 查看 |
| BEBLOOM ENERGY CORP | COM CL A | 85,210 | $2,579.31 萬 | 4.35% | −66,640−43.9% | 減碼 | 查看 |
| AEHRAEHR TEST SYS | COM | 249,000 | $2,391.89 萬 | 4.03% | +249,000 | 新進 | 查看 |
| LLYELI LILLY & CO COM | Stock | 19,550 | $2,344.89 萬 | 3.95% | +19,550 | 新進 | 查看 |
| SPIRSPIRE GLOBAL INC | COM CL A NEW | 1,157,389 | $2,152.74 萬 | 3.63% | +1,157,389 | 新進 | 查看 |
| SITMSITIME CORP | COM | 27,925 | $2,081.98 萬 | 3.51% | +20,525+277.4% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 50,484 | $1,883.15 萬 | 3.17% | +50,484 | 新進 | 查看 |
| AXSMAXSOME THERAPEUTICS INC. | COM | 73,040 | $1,787.8 萬 | 3.01% | +73,040 | 新進 | 查看 |
| LITELUMENTUM HLDGS INC | COM | 18,011 | $1,545.45 萬 | 2.60% | −19,709−52.3% | 減碼 | 查看 |
| WULFTERAWULF INC | COM | 546,011 | $1,348.65 萬 | 2.27% | +546,011 | 新進 | 查看 |
| NBIXNEUROCRINE BIOSCIENCES INC COM | Stock | 79,724 | $1,343.63 萬 | 2.26% | +79,724 | 新進 | 查看 |
| TWSTTWIST BIOSCIENCE CORP | COM | 129,228 | $1,329.5 萬 | 2.24% | +129,228 | 新進 | 查看 |
| BTSGBRIGHTSPRING HEALTH SVCS INC | COM | 176,135 | $1,228.37 萬 | 2.07% | +176,135 | 新進 | 查看 |
| AVGOBROADCOM INC COM | Stock | 32,151 | $1,214.5 萬 | 2.05% | +23,001+251.4% | 加碼 | 查看 |
| GLWCORNING INC | COM | 41,459 | $1,058.99 萬 | 1.78% | +25,066+152.9% | 加碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 8,062 | $930.59 萬 | 1.57% | −8,838−52.3% | 減碼 | 查看 |
| DPCDPC HOLDINGS PLC | ORDINARY SHARES | 158,828 | $779.21 萬 | 1.31% | +158,828 | 新進 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 6,600 | $775.41 萬 | 1.31% | +4,700+247.4% | 加碼 | 查看 |
| TET1 ENERGY INC | COM NEW | 775,094 | $734.79 萬 | 1.24% | +775,094 | 新進 | 查看 |
| WGSGENEDX HOLDINGS CORP | COM CL A | 106,387 | $730.35 萬 | 1.23% | −134,813−55.9% | 減碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 11,657 | $677.17 萬 | 1.14% | +11,657 | 新進 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 14,600 | $606.82 萬 | 1.02% | +14,600 | 新進 | 查看 |
| MOHMOLINA HEALTHCARE INC | COM | 22,140 | $506.34 萬 | 0.85% | +22,140 | 新進 | 查看 |
| INTCINTEL CORP COM | Stock | 31,413 | $438.62 萬 | 0.74% | +31,413 | 新進 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 5,670 | $409.94 萬 | 0.69% | −15,880−73.7% | 減碼 | 查看 |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 21,400 | $365.64 萬 | 0.62% | +21,400 | 新進 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 28,254 | $331.87 萬 | 0.56% | +4,054+16.8% | 加碼 | 查看 |
| KLACKLA CORP | COM NEW | 9,369 | $282.67 萬 | 0.48% | +9,369 | 新進 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 5,813 | $198.23 萬 | 0.33% | +5,813 | 新進 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 6,510 | $194.04 萬 | 0.33% | +6,510 | 新進 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 6,713 | $188.78 萬 | 0.32% | +6,713 | 新進 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 15,578 | $181.75 萬 | 0.31% | −35,687−69.6% | 減碼 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 6,092 | $181.47 萬 | 0.31% | +6,092 | 新進 | 查看 |
| ORCLORACLE CORP COM | Stock | 12,291 | $180.12 萬 | 0.30% | +12,291 | 新進 | 查看 |
| WDCWESTERN DIGITAL CORP | COM | 2,475 | $158.08 萬 | 0.27% | +2,475 | 新進 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 8,791 | $155 萬 | 0.26% | +8,791 | 新進 | 查看 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1,544 | $149 萬 | 0.25% | −5,696−78.7% | 減碼 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 7,630 | $140.99 萬 | 0.24% | +7,630 | 新進 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 3,484 | $138.37 萬 | 0.23% | −12,419−78.1% | 減碼 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 1,771 | $135.15 萬 | 0.23% | +1,771 | 新進 | 查看 |
| ANETARISTA NETWORKS INC COM SHS | Stock | 7,625 | $129.53 萬 | 0.22% | +7,625 | 新進 | 查看 |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 8,780 | $100.42 萬 | 0.17% | +8,780 | 新進 | 查看 |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 2,155 | $92.98 萬 | 0.16% | +2,155 | 新進 | 查看 |
| CRMSALESFORCE INC COM | Stock | 5,695 | $89.22 萬 | 0.15% | +5,695 | 新進 | 查看 |
| APPAPPLOVIN CORP | COM CL A | 1,648 | $84.91 萬 | 0.14% | +1,648 | 新進 | 查看 |
| NOWSERVICENOW INC COM | Stock | 7,477 | $74.23 萬 | 0.13% | +7,477 | 新進 | 查看 |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 1,974 | $74.09 萬 | 0.12% | +1,974 | 新進 | 查看 |
| FTNTFORTINET INC COM | Stock | 4,503 | $69.18 萬 | 0.12% | +4,503 | 新進 | 查看 |
| SNOWSNOWFLAKE INC COM SHS | Stock | 2,357 | $59.99 萬 | 0.10% | +2,357 | 新進 | 查看 |
| DDOGDATADOG INC | CL A COM | 2,252 | $58.63 萬 | 0.10% | +2,252 | 新進 | 查看 |
| SNPSSYNOPSYS INC | COM | 1,304 | $58.17 萬 | 0.10% | +1,304 | 新進 | 查看 |
| ADBEADOBE INC COM | Stock | 2,810 | $57.61 萬 | 0.10% | +2,810 | 新進 | 查看 |
| NETCLOUDFLARE INC | CL A COM | 2,229 | $54.67 萬 | 0.09% | −104,296−97.9% | 減碼 | 查看 |
| TERTERADYNE INC COM | Stock | 1,121 | $54.24 萬 | 0.09% | +1,121 | 新進 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 4,350 | $54.13 萬 | 0.09% | +4,350 | 新進 | 查看 |
| INTUINTUIT COM | Stock | 1,970 | $51.42 萬 | 0.09% | +1,970 | 新進 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 1,791 | $50.33 萬 | 0.08% | +1,791 | 新進 | 查看 |
| CIENCIENA CORP | COM NEW | 1,012 | $49.64 萬 | 0.08% | −26,580−96.3% | 減碼 | 查看 |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 1,193 | $49.54 萬 | 0.08% | −5,667−82.6% | 減碼 | 查看 |
| ALABASTERA LABS INC COM | Stock | 964 | $46.56 萬 | 0.08% | +964 | 新進 | 查看 |
| MPWRMONOLITHIC PWR SYS INC | COM | 332 | $45.89 萬 | 0.08% | +332 | 新進 | 查看 |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 1,231 | $43.09 萬 | 0.07% | −85,209−98.6% | 減碼 | 查看 |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 9,496 | $42.84 萬 | 0.07% | +9,496 | 新進 | 查看 |
| FLEXFLEX LTD ORD | Stock | 2,615 | $42.38 萬 | 0.07% | +2,615 | 新進 | 查看 |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 2,094 | $42.22 萬 | 0.07% | +2,094 | 新進 | 查看 |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 1,444 | $39.88 萬 | 0.07% | +1,444 | 新進 | 查看 |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 3,821 | $34.85 萬 | 0.06% | +3,821 | 新進 | 查看 |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 1,179 | $32.06 萬 | 0.05% | +1,179 | 新進 | 查看 |
| CLSCELESTICA INC COM | Stock | 821 | $29.93 萬 | 0.05% | +821 | 新進 | 查看 |
| ADSKAUTODESK INC | COM | 1,514 | $29.44 萬 | 0.05% | +1,514 | 新進 | 查看 |
| JBLJABIL INC COM | Stock | 758 | $29.22 萬 | 0.05% | +758 | 新進 | 查看 |
| ONON SEMICONDUCTOR CORP COM | Stock | 2,800 | $26.47 萬 | 0.04% | +2,800 | 新進 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 732 | $24.77 萬 | 0.04% | +732 | 新進 | 查看 |
| QQNITY ELECTRONICS INC | COMMON STOCK | 1,454 | $23.75 萬 | 0.04% | +1,454 | 新進 | 查看 |
| TDYTELEDYNE TECHNOLOGIES INC | COM | 330 | $22.01 萬 | 0.04% | +330 | 新進 | 查看 |
| NTAPNETAPP INC COM | Stock | 1,408 | $21.79 萬 | 0.04% | +1,408 | 新進 | 查看 |
| TWLOTWILIO INC | CL A | 1,035 | $21.36 萬 | 0.04% | +1,035 | 新進 | 查看 |
2026 年第 1 季 之後清倉（19 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 53,700 | $1,814.79 萬 | 4.75% |
| CAMTCAMTEK LTD | ORD | 105,669 | $1,602.05 萬 | 4.20% |
| RKLBROCKET LAB CORP | COM | 237,254 | $1,523.65 萬 | 3.99% |
| NOKNOKIA CORP | SPONSORED ADR | 1,485,000 | $1,193.94 萬 | 3.13% |
| AMPXAMPRIUS TECHNOLOGIES INC | COMMON STOCK | 635,106 | $1,070.79 萬 | 2.80% |
| TSEMTOWER SEMICONDUCTOR LTD | SHS NEW | 45,300 | $794.92 萬 | 2.08% |
| DOCNDIGITALOCEAN HLDGS INC | COM | 68,993 | $591.82 萬 | 1.55% |
| SNDKSANDISK CORP | COM | 9,295 | $590.55 萬 | 1.55% |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 4,000 | $528.33 萬 | 1.38% |
| KRMNKARMAN HLDGS INC | COMMON STOCK | 54,997 | $440.25 萬 | 1.15% |
| LUNRINTUITIVE MACHINES INC | CLASS A COM | 237,000 | $439.87 萬 | 1.15% |
| FSLYFASTLY INC | CL A | 151,000 | $438.81 萬 | 1.15% |
| AKAMAKAMAI TECHNOLOGIES INC | COM | 36,839 | $423.1 萬 | 1.11% |
| AEISADVANCED ENERGY INDS | COM | 12,950 | $417.91 萬 | 1.09% |
| VRSNVERISIGN INC | COM | 16,342 | $405.87 萬 | 1.06% |
| TSLATESLA INC COM | Stock | 9,000 | $334.58 萬 | 0.88% |
| GOOGALPHABET INC CAP STK CL C | Stock | 8,000 | $229.49 萬 | 0.60% |
| ONTOONTO INNOVATION INC | COM | 7,800 | $159.95 萬 | 0.42% |
| CTRECARETRUST REIT INC | COM | 2,000 | $7.33 萬 | 0.02% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/14 | 84 | $5.93 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/15 | 42 | $3.82 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/2/17 | 24 | $3.58 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/11/14 | 24 | $3.52 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/8/14 | 42 | $3.82 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/5/15 | 25 | $2.52 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/2/14 | 23 | $3.29 億 | – | SEC |