Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 42
- 較 2025 年第 1 季 +17
- 總值
- $3.82 億
- 較 2025 年第 1 季 +$1.29 億 (+51.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 85,000 | $2,976 萬 | 7.8% | +8,875+11.7% | 加碼 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 317,276 | $2,929 萬 | 7.7% | +40,635+14.7% | 加碼 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 214,550 | $2,300 萬 | 6.0% | −12,435−5.5% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 52,065 | $2,118 萬 | 5.6% | −7,735−12.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 122,200 | $1,931 萬 | 5.1% | +122,200 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 61,200 | $1,687 萬 | 4.4% | +24,750+67.9% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 71,760 | $1,606 萬 | 4.2% | +71,760 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 161,000 | $1,567 萬 | 4.1% | +64,950+67.6% | 加碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 171,140 | $1,533 萬 | 4.0% | +171,140 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 140,769 | $1,512 萬 | 4.0% | +112,169+392.2% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 85,190 | $1,439 萬 | 3.8% | +34,890+69.4% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 39,800 | $1,395 萬 | 3.7% | +39,800 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 16,150 | $1,337 萬 | 3.5% | +258+1.6% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 42,150 | $1,324 萬 | 3.5% | +24,650+140.9% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 17,000 | $1,304 萬 | 3.4% | −9,526−35.9% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 131,000 | $1,227 萬 | 3.2% | +131,000 | 新進 | 歷史 |
| NTNXNutanix, Inc. | Stock | 156,701 | $1,198 萬 | 3.1% | +156,701 | 新進 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 111,820 | $765.1 萬 | 2.0% | −228,938−67.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 13,600 | $739.0 萬 | 1.9% | +2,100+18.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,300 | $686.7 萬 | 1.8% | +31,300 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 2,430 | $635.1 萬 | 1.7% | −1,170−32.5% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 57,542 | $605.3 萬 | 1.6% | +57,542 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 63,125 | $563.1 萬 | 1.5% | +63,125 | 新進 | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 45,600 | $507.0 萬 | 1.3% | +45,600 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 6,010 | $443.6 萬 | 1.2% | +6,010 | 新進 | 歷史 |
| WULFTerawulf Inc. | COM | 974,100 | $426.7 萬 | 1.1% | −428,293−30.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,000 | $407.7 萬 | 1.1% | +18,000 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 58,500 | $405.9 萬 | 1.1% | +58,500 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 12,700 | $403.4 萬 | 1.1% | +12,700 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 24,800 | $351.9 萬 | 0.9% | +24,800 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 11,000 | $345.3 萬 | 0.9% | +11,000 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 142,000 | $258.6 萬 | 0.7% | +142,000 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 17,400 | $237.2 萬 | 0.6% | +17,400 | 新進 | 歷史 |
| Tidal Tr II88636R198 | DEFIANCE DAILY | 23,932 | $210.1 萬 | 0.6% | +23,932 | 新進 | – |
| RKLBRocket Lab Corp | COM | 51,000 | $182.4 萬 | 0.5% | +51,000 | 新進 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 8,600 | $155.9 萬 | 0.4% | +8,600 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,800 | $142.6 萬 | 0.4% | −5,100−64.6% | 減碼 | 歷史 |
| SRADSportradar Group AG | CLASS A ORD SHS | 32,000 | $89.9 萬 | 0.2% | +32,000 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 2,700 | $83.2 萬 | 0.2% | +2,700 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 3,300 | $72.1 萬 | 0.2% | +3,300 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 3,500 | $40.4 萬 | 0.1% | +3,500 | 新進 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 20,000 | $22.6 萬 | 0.1% | +20,000 | 新進 | 歷史 |
2025 年第 1 季之後清倉（9 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CWANClearwater Analytics Holdings, Inc. | CL A | 681,771 | $1,827 萬 | 7.2% | 歷史 |
| SESea Ltd | SPONSORD ADS | 112,800 | $1,472 萬 | 5.8% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 97,300 | $1,287 萬 | 5.1% | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 1,282,000 | $911.5 萬 | 3.6% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 48,600 | $721.5 萬 | 2.9% | 歷史 |
| DASHDoorDash, Inc. | Stock | 34,725 | $634.7 萬 | 2.5% | 歷史 |
| WRBBerkley W R Corp | COM | 28,267 | $201.1 萬 | 0.8% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 6,000 | $178.6 萬 | 0.7% | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 59,400 | $110.6 萬 | 0.4% | 歷史 |