# Science & Technology Partners, L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2029433. Source: https://holderbook.com/funds/2029433-science-technology-partners-l-p/

- Reported value: $593.3M
- Positions: 84
- Weight of the ten largest: 48.1%
- 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 |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $33.0M | 164,870 | 5.6% | 3 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $31.3M | 208,817 | 5.3% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $30.4M | 104,985 | 5.1% | 2 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $29.8M | 109,880 | 5.0% | 7 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $29.5M | 74,725 | 5.0% | 5 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $28.1M | 64,913 | 4.7% | 6 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $27.3M | 824,733 | 4.6% | 3 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $26.1M | 468,000 | 4.4% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $25.8M | 85,210 | 4.3% | 4 |
| AEHR TEST SYS | [AEHR](https://holderbook.com/stocks/AEHR/) | $23.9M | 249,000 | 4.0% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $23.4M | 19,550 | 4.0% | 1 |
| SPIRE GLOBAL INC | [SPIR](https://holderbook.com/stocks/SPIR/) | $21.5M | 1,157,389 | 3.6% | 1 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $20.8M | 27,925 | 3.5% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $18.8M | 50,484 | 3.2% | 1 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $17.9M | 73,040 | 3.0% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $15.5M | 18,011 | 2.6% | 3 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $13.5M | 546,011 | 2.3% | 1 |
| NEUROCRINE BIOSCIENCES INC | [NBIX](https://holderbook.com/stocks/NBIX/) | $13.4M | 79,724 | 2.3% | 1 |
| TWIST BIOSCIENCE CORP | [TWST](https://holderbook.com/stocks/TWST/) | $13.3M | 129,228 | 2.2% | 1 |
| BRIGHTSPRING HEALTH SVCS INC | [BTSG](https://holderbook.com/stocks/BTSG/) | $12.3M | 176,135 | 2.1% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.1M | 32,151 | 2.0% | 7 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $10.6M | 41,459 | 1.8% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $9.3M | 8,062 | 1.6% | 2 |
| DPC HOLDINGS PLC | [DPC](https://holderbook.com/stocks/DPC/) | $7.8M | 158,828 | 1.3% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $7.8M | 6,600 | 1.3% | 2 |
| T1 ENERGY INC | [TE](https://holderbook.com/stocks/TE/) | $7.3M | 775,094 | 1.2% | 1 |
| GENEDX HOLDINGS CORP | [WGS](https://holderbook.com/stocks/WGS/) | $7.3M | 106,387 | 1.2% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.8M | 11,657 | 1.1% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $6.1M | 14,600 | 1.0% | 1 |
| MOLINA HEALTHCARE INC | [MOH](https://holderbook.com/stocks/MOH/) | $5.1M | 22,140 | 0.9% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.4M | 31,413 | 0.7% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $4.1M | 5,670 | 0.7% | 2 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $3.7M | 21,400 | 0.6% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.3M | 28,254 | 0.6% | 2 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $2.8M | 9,369 | 0.5% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.0M | 5,813 | 0.3% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.9M | 6,510 | 0.3% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.9M | 6,713 | 0.3% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.8M | 15,578 | 0.3% | 5 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.8M | 6,092 | 0.3% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.8M | 12,291 | 0.3% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.6M | 2,475 | 0.3% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.6M | 8,791 | 0.3% | 1 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.5M | 1,544 | 0.3% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.4M | 7,630 | 0.2% | 1 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.4M | 3,484 | 0.2% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $1.4M | 1,771 | 0.2% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.3M | 7,625 | 0.2% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $1.0M | 8,780 | 0.2% | 1 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $929.8K | 2,155 | 0.2% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $892.2K | 5,695 | 0.2% | 1 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $849.1K | 1,648 | 0.1% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $742.3K | 7,477 | 0.1% | 1 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $740.9K | 1,974 | 0.1% | 1 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $691.8K | 4,503 | 0.1% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $599.9K | 2,357 | 0.1% | 1 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $586.3K | 2,252 | 0.1% | 1 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $581.7K | 1,304 | 0.1% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $576.1K | 2,810 | 0.1% | 1 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $546.7K | 2,229 | 0.1% | 2 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $542.4K | 1,121 | 0.1% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $541.3K | 4,350 | 0.1% | 1 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $514.2K | 1,970 | 0.1% | 1 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $503.3K | 1,791 | 0.1% | 1 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $496.4K | 1,012 | 0.1% | 2 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $495.4K | 1,193 | 0.1% | 2 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $465.6K | 964 | 0.1% | 1 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $458.9K | 332 | 0.1% | 1 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $430.9K | 1,231 | 0.1% | 2 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $428.4K | 9,496 | 0.1% | 1 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $423.8K | 2,615 | 0.1% | 1 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $422.2K | 2,094 | 0.1% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $398.8K | 1,444 | 0.1% | 1 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $348.5K | 3,821 | 0.1% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $320.6K | 1,179 | 0.1% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $299.3K | 821 | 0.1% | 1 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $294.4K | 1,514 | 0.0% | 1 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $292.2K | 758 | 0.0% | 1 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $264.7K | 2,800 | 0.0% | 1 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $247.7K | 732 | 0.0% | 1 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $237.5K | 1,454 | 0.0% | 1 |
| TELEDYNE TECHNOLOGIES INC | [TDY](https://holderbook.com/stocks/TDY/) | $220.1K | 330 | 0.0% | 1 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $217.9K | 1,408 | 0.0% | 1 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $213.6K | 1,035 | 0.0% | 1 |

## 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 | +46.6% | +14.8% | +31.7% | 100% |
| Q1 2026 | -7.0% | -4.6% | -2.4% | 99% |
| Q4 2025 | +4.4% | +2.4% | +2.0% | 98% |
| Q3 2025 | +17.4% | +7.8% | +9.5% | 99% |
| Q2 2025 | +18.2% | +10.5% | +7.8% | 100% |
| Q1 2025 | -12.7% | -4.6% | -8.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $593.3M | 84 |
| Q1 2026 | $382.2M | 42 |
| Q4 2025 | $359.8M | 24 |
| Q3 2025 | $358.9M | 24 |
| Q2 2025 | $381.6M | 42 |
| Q1 2025 | $252.4M | 25 |
| Q4 2024 | $329.1M | 23 |