# Scientech Research LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2011556. Source: https://holderbook.com/funds/2011556-scientech-research-llc/

- Reported value: $123.4M
- Positions: 224
- Weight of the ten largest: 16.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MAXLINEAR INC | [MXL](https://holderbook.com/stocks/MXL/) | $2.3M | 17,844 | 1.9% | 1 |
| FUELCELL ENERGY INC | [FCEL](https://holderbook.com/stocks/FCEL/) | $2.2M | 59,756 | 1.7% | 1 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $2.1M | 4,367 | 1.7% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $2.1M | 12,200 | 1.7% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.1M | 2,881 | 1.7% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.1M | 6,068 | 1.7% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.0M | 4,794 | 1.6% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.0M | 2,573 | 1.6% | 1 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $2.0M | 33,889 | 1.6% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $1.9M | 849 | 1.6% | 1 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $1.9M | 21,887 | 1.5% | 1 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $1.9M | 26,826 | 1.5% | 1 |
| DIREXION SHARES ETF TRUST | [SOXL](https://holderbook.com/stocks/SOXL/) | $1.9M | 6,982 | 1.5% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $1.9M | 6,718 | 1.5% | 1 |
| QUANTINUUM INC | [QNT](https://holderbook.com/stocks/QNT/) | $1.9M | 22,692 | 1.5% | 1 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $1.8M | 3,765 | 1.5% | 1 |
| BACKBLAZE INC | [BLZE](https://holderbook.com/stocks/BLZE/) | $1.8M | 112,471 | 1.4% | 1 |
| OUSTER INC | [OUST](https://holderbook.com/stocks/OUST/) | $1.8M | 28,282 | 1.4% | 1 |
| BILLIONTOONE INC | [BLLN](https://holderbook.com/stocks/BLLN/) | $1.7M | 14,490 | 1.4% | 1 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $1.7M | 7,735 | 1.4% | 1 |
| THEMES ETF TR | [GLWG](https://holderbook.com/stocks/GLWG/) | $1.6M | 35,197 | 1.3% | 1 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $1.6M | 4,043 | 1.3% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.5M | 10,683 | 1.2% | 1 |
| KYMERA THERAPEUTICS INC | [KYMR](https://holderbook.com/stocks/KYMR/) | $1.5M | 12,943 | 1.2% | 1 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $1.5M | 18,276 | 1.2% | 1 |
| CHURCHILL CAP CORP XI | [CCXI](https://holderbook.com/stocks/CCXI/) | $1.5M | 84,053 | 1.2% | 1 |
| SEZZLE INC | [SEZL](https://holderbook.com/stocks/SEZL/) | $1.5M | 8,512 | 1.2% | 1 |
| ABSCI CORPORATION | [ABSI](https://holderbook.com/stocks/ABSI/) | $1.4M | 124,434 | 1.2% | 4 |
| THEMES ETF TR | - | $1.3M | 87,039 | 1.1% | 1 |
| STRIVE INC | [ASST](https://holderbook.com/stocks/ASST/) | $1.3M | 115,353 | 1.0% | 2 |
| TENABLE HLDGS INC | [TENB](https://holderbook.com/stocks/TENB/) | $1.3M | 34,084 | 1.0% | 1 |
| PATTERN GROUP INC | [PTRN](https://holderbook.com/stocks/PTRN/) | $1.3M | 49,870 | 1.0% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.2M | 4,181 | 1.0% | 1 |
| NAVITAS SEMICONDUCTOR CORP | [NVTS](https://holderbook.com/stocks/NVTS/) | $1.2M | 69,340 | 1.0% | 3 |
| INTELLIA THERAPEUTICS INC | [NTLA](https://holderbook.com/stocks/NTLA/) | $1.2M | 72,533 | 1.0% | 4 |
| UNITED AIRLS HLDGS INC | [UAL](https://holderbook.com/stocks/UAL/) | $1.2M | 8,592 | 0.9% | 1 |
| BITDEER TECHNOLOGIES GROUP | [BTDR](https://holderbook.com/stocks/BTDR/) | $1.2M | 73,428 | 0.9% | 4 |
| PRAXIS PRECISION MEDICINES I | [PRAX](https://holderbook.com/stocks/PRAX/) | $1.1M | 3,378 | 0.9% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.1M | 1,929 | 0.9% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.1M | 2,563 | 0.9% | 1 |
| DIREXION SHARES ETF TRUST | [KORU](https://holderbook.com/stocks/KORU/) | $1.1M | 1,391 | 0.9% | 1 |
| FABRINET | [FN](https://holderbook.com/stocks/FN/) | $1.1M | 1,894 | 0.9% | 1 |
| ETF OPPORTUNITIES TRUST | [MSTU](https://holderbook.com/stocks/MSTU/) | $1.0M | 618,004 | 0.8% | 1 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $997.6K | 9,814 | 0.8% | 1 |
| DAVE INC | [DAVE](https://holderbook.com/stocks/DAVE/) | $942.3K | 2,529 | 0.8% | 1 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $940.7K | 9,950 | 0.8% | 1 |
| ADVANCED ENERGY INDS | [AEIS](https://holderbook.com/stocks/AEIS/) | $895.6K | 2,402 | 0.7% | 1 |
| FORMFACTOR INC | [FORM](https://holderbook.com/stocks/FORM/) | $851.5K | 5,324 | 0.7% | 1 |
| SCHOLAR ROCK HLDG CORP | [SRRK](https://holderbook.com/stocks/SRRK/) | $843.8K | 15,341 | 0.7% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $812.2K | 2,692 | 0.7% | 1 |
| ARTERIS INC | [AIP](https://holderbook.com/stocks/AIP/) | $811.0K | 16,690 | 0.7% | 1 |
| ATLASSIAN CORPORATION | [TEAM](https://holderbook.com/stocks/TEAM/) | $810.5K | 10,419 | 0.7% | 1 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $791.6K | 1,412 | 0.6% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $765.2K | 638 | 0.6% | 1 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $764.9K | 1,798 | 0.6% | 1 |
| GRANITESHARES ETF TR | [AMDL](https://holderbook.com/stocks/AMDL/) | $756.7K | 9,144 | 0.6% | 1 |
| NATIONAL ENERGY SERVICES REU | [NESR](https://holderbook.com/stocks/NESR/) | $753.5K | 25,177 | 0.6% | 1 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $740.5K | 4,668 | 0.6% | 1 |
| HERTZ GLOBAL HLDGS INC | [HTZ](https://holderbook.com/stocks/HTZ/) | $716.5K | 316,316 | 0.6% | 1 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $704.8K | 5,165 | 0.6% | 1 |
| BLACKBERRY LTD | [BB](https://holderbook.com/stocks/BB/) | $700.8K | 55,400 | 0.6% | 4 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $687.6K | 2,641 | 0.6% | 1 |
| ENCOMPASS HEALTH CORP | [EHC](https://holderbook.com/stocks/EHC/) | $678.1K | 6,709 | 0.5% | 1 |
| PURECYCLE TECHNOLOGIES INC | [PCT](https://holderbook.com/stocks/PCT/) | $656.1K | 80,896 | 0.5% | 5 |
| POET TECHNOLOGIES INC | [POET](https://holderbook.com/stocks/POET/) | $649.3K | 63,166 | 0.5% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PSI](https://holderbook.com/stocks/PSI/) | $646.5K | 3,442 | 0.5% | 1 |
| ISHARES TR | [ITB](https://holderbook.com/stocks/ITB/) | $636.5K | 6,092 | 0.5% | 1 |
| ROBOSTRATEGY INC | [BOT](https://holderbook.com/stocks/BOT/) | $613.6K | 15,437 | 0.5% | 1 |
| INNIO NV | [INIO](https://holderbook.com/stocks/INIO/) | $613.1K | 15,502 | 0.5% | 1 |
| ALPHA TAU MEDICAL LTD | [DRTS](https://holderbook.com/stocks/DRTS/) | $575.6K | 45,752 | 0.5% | 1 |
| DIREXION SHARES ETF TRUST | [LINT](https://holderbook.com/stocks/LINT/) | $573.1K | 2,236 | 0.5% | 1 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $563.9K | 14,456 | 0.5% | 1 |
| GLOBAL X FDS | [URA](https://holderbook.com/stocks/URA/) | $557.9K | 12,767 | 0.5% | 1 |
| PROSHARES TR II | - | $540.9K | 19,711 | 0.4% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $527.9K | 9,873 | 0.4% | 1 |
| GRANITESHARES ETF TR | [INTW](https://holderbook.com/stocks/INTW/) | $521.1K | 10,284 | 0.4% | 1 |
| PROSHARES TR | [SBIT](https://holderbook.com/stocks/SBIT/) | $516.2K | 7,413 | 0.4% | 1 |
| QUALYS INC | [QLYS](https://holderbook.com/stocks/QLYS/) | $510.8K | 3,715 | 0.4% | 1 |
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $510.2K | 13,183 | 0.4% | 2 |
| TWIST BIOSCIENCE CORP | [TWST](https://holderbook.com/stocks/TWST/) | $497.4K | 4,835 | 0.4% | 1 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $495.9K | 1,827 | 0.4% | 1 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $472.1K | 4,635 | 0.4% | 1 |
| PRIMORIS SVCS CORP | [PRIM](https://holderbook.com/stocks/PRIM/) | $471.4K | 4,756 | 0.4% | 1 |
| SABLE OFFSHORE CORP | [SOC](https://holderbook.com/stocks/SOC/) | $455.3K | 147,810 | 0.4% | 1 |
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $450.0K | 4,006 | 0.4% | 1 |
| INVESTMENT MANAGERS SER TR | [ASTX](https://holderbook.com/stocks/ASTX/) | $442.2K | 16,018 | 0.4% | 1 |
| UNITED STS OIL FD LP | [USO](https://holderbook.com/stocks/USO/) | $420.9K | 3,954 | 0.3% | 1 |
| REALLOYS INC | [ALOY](https://holderbook.com/stocks/ALOY/) | $413.4K | 28,610 | 0.3% | 1 |
| TIDAL TRUST II | - | $412.6K | 19,639 | 0.3% | 1 |
| PROSHARES TR II | [AGQ](https://holderbook.com/stocks/AGQ/) | $411.3K | 6,048 | 0.3% | 1 |
| ATLANTIC UN BANKSHARES CORP | [AUB](https://holderbook.com/stocks/AUB/) | $408.9K | 9,664 | 0.3% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $406.9K | 1,593 | 0.3% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $401.4K | 536 | 0.3% | 1 |
| VIASAT INC | [VSAT](https://holderbook.com/stocks/VSAT/) | $400.9K | 4,464 | 0.3% | 1 |
| LESLIES INC | [LESL](https://holderbook.com/stocks/LESL/) | $400.1K | 39,420 | 0.3% | 1 |
| ETF OPPORTUNITIES TRUST | - | $396.7K | 15,258 | 0.3% | 1 |
| XOMETRY INC | [XMTR](https://holderbook.com/stocks/XMTR/) | $395.5K | 4,098 | 0.3% | 4 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $394.0K | 1,576 | 0.3% | 1 |
| WHITEFIBER INC | [WYFI](https://holderbook.com/stocks/WYFI/) | $387.8K | 9,981 | 0.3% | 2 |
| UNUSUAL MACHS INC | [UMAC](https://holderbook.com/stocks/UMAC/) | $384.1K | 17,225 | 0.3% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.5% | +14.8% | +3.7% | 97% |
| Q1 2026 | +0.4% | -4.6% | +5.0% | 99% |
| Q4 2025 | +2.2% | +2.4% | -0.1% | 99% |
| Q3 2025 | +10.7% | +7.8% | +2.9% | 100% |
| Q2 2025 | +16.2% | +10.5% | +5.8% | 100% |
| Q1 2025 | -6.0% | -4.6% | -1.5% | 100% |
| Q4 2024 | +1.8% | +2.1% | -0.3% | 100% |
| Q3 2024 | +7.5% | +5.4% | +2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $123.4M | 224 |
| Q1 2026 | $119.9M | 449 |
| Q4 2025 | $159.0M | 479 |
| Q3 2025 | $286.9M | 550 |
| Q2 2025 | $409.2M | 572 |
| Q1 2025 | $377.8M | 541 |
| Q4 2024 | $353.3M | 550 |
| Q3 2024 | $502.2M | 590 |
| Q2 2024 | $485.5M | 563 |
| Q1 2024 | $188.7M | 394 |
| Q4 2023 | $100.5M | 310 |