Science & Technology Partners, L.P.
- SEC CIK
- 0002029433
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 164,870 | $3,299 萬 | 5.6% | +130,570+380.7% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 208,817 | $3,133 萬 | 5.3% | +208,817 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 104,985 | $3,038 萬 | 5.1% | +92,585+746.7% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 109,880 | $2,983 萬 | 5.0% | +10,148+10.2% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 74,725 | $2,948 萬 | 5.0% | −13,515−15.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 64,913 | $2,813 萬 | 4.7% | −43,787−40.3% | 減碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 824,733 | $2,732 萬 | 4.6% | +246,893+42.7% | 加碼 | 歷史 |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 468,000 | $2,614 萬 | 4.4% | +468,000 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 85,210 | $2,579 萬 | 4.3% | −66,640−43.9% | 減碼 | 歷史 |
| AEHRAehr Test Systems | COM | 249,000 | $2,392 萬 | 4.0% | +249,000 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,550 | $2,345 萬 | 4.0% | +19,550 | 新進 | 歷史 |
| SPIRSpire Global, Inc. | COM CL A NEW | 1,157,389 | $2,153 萬 | 3.6% | +1,157,389 | 新進 | 歷史 |
| SITMSITIME Corp | COM | 27,925 | $2,082 萬 | 3.5% | +20,525+277.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 50,484 | $1,883 萬 | 3.2% | +50,484 | 新進 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 73,040 | $1,788 萬 | 3.0% | +73,040 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 18,011 | $1,545 萬 | 2.6% | −19,709−52.3% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 546,011 | $1,349 萬 | 2.3% | +546,011 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 79,724 | $1,344 萬 | 2.3% | +79,724 | 新進 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 129,228 | $1,329 萬 | 2.2% | +129,228 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 176,135 | $1,228 萬 | 2.1% | +176,135 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 32,151 | $1,215 萬 | 2.0% | +23,001+251.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 41,459 | $1,059 萬 | 1.8% | +25,066+152.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 8,062 | $930.6 萬 | 1.6% | −8,838−52.3% | 減碼 | 歷史 |
| DPCDPC Holdings PLC | ORDINARY SHARES | 158,828 | $779.2 萬 | 1.3% | +158,828 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,600 | $775.4 萬 | 1.3% | +4,700+247.4% | 加碼 | 歷史 |
| TET1 Energy Inc. | COM NEW | 775,094 | $734.8 萬 | 1.2% | +775,094 | 新進 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 106,387 | $730.3 萬 | 1.2% | −134,813−55.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 11,657 | $677.2 萬 | 1.1% | +11,657 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 14,600 | $606.8 萬 | 1.0% | +14,600 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 22,140 | $506.3 萬 | 0.9% | +22,140 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 31,413 | $438.6 萬 | 0.7% | +31,413 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,670 | $409.9 萬 | 0.7% | −15,880−73.7% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 21,400 | $365.6 萬 | 0.6% | +21,400 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 28,254 | $331.9 萬 | 0.6% | +4,054+16.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 9,369 | $282.7 萬 | 0.5% | +9,369 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,813 | $198.2 萬 | 0.3% | +5,813 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,510 | $194.0 萬 | 0.3% | +6,510 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,713 | $188.8 萬 | 0.3% | +6,713 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 15,578 | $181.7 萬 | 0.3% | −35,687−69.6% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 6,092 | $181.5 萬 | 0.3% | +6,092 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 12,291 | $180.1 萬 | 0.3% | +12,291 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 2,475 | $158.1 萬 | 0.3% | +2,475 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 8,791 | $155.0 萬 | 0.3% | +8,791 | 新進 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,544 | $149.0 萬 | 0.3% | −5,696−78.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,630 | $141.0 萬 | 0.2% | +7,630 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,484 | $138.4 萬 | 0.2% | −12,419−78.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,771 | $135.2 萬 | 0.2% | +1,771 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 7,625 | $129.5 萬 | 0.2% | +7,625 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 8,780 | $100.4 萬 | 0.2% | +8,780 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,155 | $93.0 萬 | 0.2% | +2,155 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,695 | $89.2 萬 | 0.2% | +5,695 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,648 | $84.9 萬 | 0.1% | +1,648 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 7,477 | $74.2 萬 | 0.1% | +7,477 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,974 | $74.1 萬 | 0.1% | +1,974 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,503 | $69.2 萬 | 0.1% | +4,503 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,357 | $60.0 萬 | 0.1% | +2,357 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,252 | $58.6 萬 | 0.1% | +2,252 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 1,304 | $58.2 萬 | 0.1% | +1,304 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,810 | $57.6 萬 | 0.1% | +2,810 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,229 | $54.7 萬 | 0.1% | −104,296−97.9% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 1,121 | $54.2 萬 | 0.1% | +1,121 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 4,350 | $54.1 萬 | 0.1% | +4,350 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 1,970 | $51.4 萬 | 0.1% | +1,970 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,791 | $50.3 萬 | 0.1% | +1,791 | 新進 | 歷史 |
| CIENCiena Corp | COM NEW | 1,012 | $49.6 萬 | 0.1% | −26,580−96.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,193 | $49.5 萬 | 0.1% | −5,667−82.6% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 964 | $46.6 萬 | 0.1% | +964 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 332 | $45.9 萬 | 0.1% | +332 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,231 | $43.1 萬 | 0.1% | −85,209−98.6% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 9,496 | $42.8 萬 | 0.1% | +9,496 | 新進 | 歷史 |
| FLEXFlex Ltd. | Stock | 2,615 | $42.4 萬 | 0.1% | +2,615 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 2,094 | $42.2 萬 | 0.1% | +2,094 | 新進 | 歷史 |
| NBISNebius Group N.V. | Stock | 1,444 | $39.9 萬 | 0.1% | +1,444 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,821 | $34.8 萬 | 0.1% | +3,821 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,179 | $32.1 萬 | 0.1% | +1,179 | 新進 | 歷史 |
| CLSCelestica Inc | Stock | 821 | $29.9 萬 | 0.1% | +821 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,514 | $29.4 萬 | <0.1% | +1,514 | 新進 | 歷史 |
| JBLJabil Inc | Stock | 758 | $29.2 萬 | <0.1% | +758 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 2,800 | $26.5 萬 | <0.1% | +2,800 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 732 | $24.8 萬 | <0.1% | +732 | 新進 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 1,454 | $23.7 萬 | <0.1% | +1,454 | 新進 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 330 | $22.0 萬 | <0.1% | +330 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 1,408 | $21.8 萬 | <0.1% | +1,408 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 1,035 | $21.4 萬 | <0.1% | +1,035 | 新進 | 歷史 |
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 % | 紀錄 |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 53,700 | $1,815 萬 | 4.8% | 歷史 |
| CAMTCamtek Ltd | ORD | 105,669 | $1,602 萬 | 4.2% | 歷史 |
| RKLBRocket Lab Corp | COM | 237,254 | $1,524 萬 | 4.0% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1,485,000 | $1,194 萬 | 3.1% | 歷史 |
| AMPXAmprius Technologies, Inc. | COMMON STOCK | 635,106 | $1,071 萬 | 2.8% | 歷史 |
| TSEMTower Semiconductor Ltd | SHS NEW | 45,300 | $794.9 萬 | 2.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 68,993 | $591.8 萬 | 1.5% | 歷史 |
| SNDKSandisk Corp | COM | 9,295 | $590.5 萬 | 1.5% | 歷史 |
| ASMLASML Holding NV | ADR | 4,000 | $528.3 萬 | 1.4% | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 54,997 | $440.3 萬 | 1.2% | 歷史 |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 237,000 | $439.9 萬 | 1.2% | 歷史 |
| FSLYFastly, Inc. | CL A | 151,000 | $438.8 萬 | 1.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 36,839 | $423.1 萬 | 1.1% | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 12,950 | $417.9 萬 | 1.1% | 歷史 |
| VRSNVerisign Inc | COM | 16,342 | $405.9 萬 | 1.1% | 歷史 |
| TSLATesla, Inc. | Stock | 9,000 | $334.6 萬 | 0.9% | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,000 | $229.5 萬 | 0.6% | 歷史 |
| ONTOOnto Innovation Inc. | COM | 7,800 | $160.0 萬 | 0.4% | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 2,000 | $7.33 萬 | <0.1% | 歷史 |