Science & Technology Partners, L.P.
Reported holdings as of Q2 2026, from 7 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $33.0M | 164,870 | +3.99pp | 3q | +380.7%+$26.1M | |
| GUARDANT HEALTH INC | GH | $31.3M | 208,817 | - | new | NEW | |
| APPLE INC | AAPL | $30.4M | 104,985 | +4.30pp | 2q | +746.7%+$26.8M | |
| NATERA INC | NTRA | $29.8M | 109,880 | -0.19pp | 7q | +10.2%+$2.8M | |
| COHERENT CORP | COHR | $29.5M | 74,725 | -0.53pp | 5q | -15.3%-$5.3M | |
| LAM RESEARCH CORP | LRCX | $28.1M | 64,913 | -1.34pp | 6q | -40.3%-$19.0M | |
| PLANET LABS PBC | PL | $27.3M | 824,733 | +0.38pp | 3q | +42.7%+$8.2M | |
| FORGENT POWER SOLUTIONS INC | FPS | $26.1M | 468,000 | - | new | NEW | |
| BLOOM ENERGY CORP | BE | $25.8M | 85,210 | -1.04pp | 4q | -43.9%-$20.2M | |
| AEHR TEST SYS | AEHR | $23.9M | 249,000 | - | new | NEW | |
| ELI LILLY & CO | LLY | $23.4M | 19,550 | - | new | NEW | |
| SPIRE GLOBAL INC | SPIR | $21.5M | 1,157,389 | - | new | NEW | |
| SITIME CORP | SITM | $20.8M | 27,925 | +2.84pp | 3q | +277.4%+$15.3M | |
| MICROSOFT CORP | MSFT | $18.8M | 50,484 | - | new | NEW | |
| AXSOME THERAPEUTICS INC | AXSM | $17.9M | 73,040 | - | new | NEW | |
| LUMENTUM HLDGS INC | LITE | $15.5M | 18,011 | -4.33pp | 3q | -52.3%-$16.9M | |
| TERAWULF INC | WULF | $13.5M | 546,011 | - | new | NEW | |
| NEUROCRINE BIOSCIENCES INC | NBIX | $13.4M | 79,724 | - | new | NEW | |
| TWIST BIOSCIENCE CORP | TWST | $13.3M | 129,228 | - | new | NEW | |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | $12.3M | 176,135 | - | new | NEW | |
| BROADCOM INC | AVGO | $12.1M | 32,151 | +1.31pp | 7q | +251.4%+$8.7M | |
| CORNING INC | GLW | $10.6M | 41,459 | +1.20pp | 2q | +152.9%+$6.4M | |
| MICRON TECHNOLOGY INC | MU | $9.3M | 8,062 | +0.07pp | 2q | -52.3%-$10.2M | |
| DPC HOLDINGS PLC | DPC | $7.8M | 158,828 | - | new | NEW | |
| GE VERNOVA INC | GEV | $7.8M | 6,600 | +0.87pp | 2q | +247.4%+$5.5M | |
| T1 ENERGY INC | TE | $7.3M | 775,094 | - | new | NEW | |
| GENEDX HOLDINGS CORP | WGS | $7.3M | 106,387 | -2.82pp | 7q | -55.9%-$9.3M | |
| ADVANCED MICRO DEVICES INC | AMD | $6.8M | 11,657 | - | new | NEW | |
| UNITEDHEALTH GROUP INC | UNH | $6.1M | 14,600 | - | new | NEW | |
| MOLINA HEALTHCARE INC | MOH | $5.1M | 22,140 | - | new | NEW | |
| INTEL CORP | INTC | $4.4M | 31,413 | - | new | NEW | |
| APPLIED MATLS INC | AMAT | $4.1M | 5,670 | -1.24pp | 2q | -73.7%-$11.5M | |
| SPACE EXPLORATION TECHN CORP | SPCX | $3.7M | 21,400 | - | new | NEW | |
| CISCO SYS INC | CSCO | $3.3M | 28,254 | +0.07pp | 2q | +16.8%+$476.2K | |
| KLA CORP | KLAC | $2.8M | 9,369 | - | new | NEW | |
| PALO ALTO NETWORKS INC | PANW | $2.0M | 5,813 | - | new | NEW | |
| TEXAS INSTRS INC | TXN | $1.9M | 6,510 | - | new | NEW | |
| INTERNATIONAL BUSINESS MACHS | IBM | $1.9M | 6,713 | - | new | NEW | |
| PALANTIR TECHNOLOGIES INC | PLTR | $1.8M | 15,578 | -1.66pp | 5q | -69.6%-$4.2M | |
| MARVELL TECHNOLOGY INC | MRVL | $1.8M | 6,092 | - | new | NEW | |
| ORACLE CORP | ORCL | $1.8M | 12,291 | - | new | NEW | |
| WESTERN DIGITAL CORP | WDC | $1.6M | 2,475 | - | new | NEW | |
| AMPHENOL CORP | APH | $1.6M | 8,791 | - | new | NEW | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $1.5M | 1,544 | -0.49pp | 2q | -78.7%-$5.5M | |
| QUALCOMM INC | QCOM | $1.4M | 7,630 | - | new | NEW | |
| ANALOG DEVICES INC | ADI | $1.4M | 3,484 | -1.09pp | 2q | -78.1%-$4.9M | |
| CROWDSTRIKE HLDGS INC | CRWD | $1.4M | 1,771 | - | new | NEW | |
| ARISTA NETWORKS INC | ANET | $1.3M | 7,625 | - | new | NEW | |
| SHOPIFY INC | SHOP | $1.0M | 8,780 | - | new | NEW | |
| DELL TECHNOLOGIES INC | DELL | $929.8K | 2,155 | - | new | NEW | |
| SALESFORCE INC | CRM | $892.2K | 5,695 | - | new | NEW | |
| APPLOVIN CORP | APP | $849.1K | 1,648 | - | new | NEW | |
| SERVICENOW INC | NOW | $742.3K | 7,477 | - | new | NEW | |
| CADENCE DESIGN SYSTEM INC | CDNS | $740.9K | 1,974 | - | new | NEW | |
| FORTINET INC | FTNT | $691.8K | 4,503 | - | new | NEW | |
| SNOWFLAKE INC | SNOW | $599.9K | 2,357 | - | new | NEW | |
| DATADOG INC | DDOG | $586.3K | 2,252 | - | new | NEW | |
| SYNOPSYS INC | SNPS | $581.7K | 1,304 | - | new | NEW | |
| ADOBE INC | ADBE | $576.1K | 2,810 | - | new | NEW | |
| CLOUDFLARE INC | NET | $546.7K | 2,229 | -5.66pp | 2q | -97.9%-$25.6M | |
| TERADYNE INC | TER | $542.4K | 1,121 | - | new | NEW | |
| ACCENTURE PLC IRELAND | ACN | $541.3K | 4,350 | - | new | NEW | |
| INTUIT | INTU | $514.2K | 1,970 | - | new | NEW | |
| NXP SEMICONDUCTORS N V | NXPI | $503.3K | 1,791 | - | new | NEW | |
| CIENA CORP | CIEN | $496.4K | 1,012 | -2.72pp | 2q | -96.3%-$13.0M | |
| MOTOROLA SOLUTIONS INC | MSI | $495.4K | 1,193 | -0.70pp | 2q | -82.6%-$2.4M | |
| ASTERA LABS INC | ALAB | $465.6K | 964 | - | new | NEW | |
| MONOLITHIC PWR SYS INC | MPWR | $458.9K | 332 | - | new | NEW | |
| KEYSIGHT TECHNOLOGIES INC | KEYS | $430.9K | 1,231 | -6.31pp | 2q | -98.6%-$29.8M | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $428.4K | 9,496 | - | new | NEW | |
| FLEX LTD | FLEX | $423.8K | 2,615 | - | new | NEW | |
| TE CONNECTIVITY PLC | TEL | $422.2K | 2,094 | - | new | NEW | |
| NEBIUS GROUP N.V. | NBIS | $398.8K | 1,444 | - | new | NEW | |
| MICROCHIP TECHNOLOGY INC. | MCHP | $348.5K | 3,821 | - | new | NEW | |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | $320.6K | 1,179 | - | new | NEW | |
| CELESTICA INC | CLS | $299.3K | 821 | - | new | NEW | |
| AUTODESK INC | ADSK | $294.4K | 1,514 | - | new | NEW | |
| JABIL INC | JBL | $292.2K | 758 | - | new | NEW | |
| ON SEMICONDUCTOR CORP | ON | $264.7K | 2,800 | - | new | NEW | |
| ROPER TECHNOLOGIES INC | ROP | $247.7K | 732 | - | new | NEW | |
| QNITY ELECTRONICS INC | Q | $237.5K | 1,454 | - | new | NEW | |
| TELEDYNE TECHNOLOGIES INC | TDY | $220.1K | 330 | - | new | NEW | |
| NETAPP INC | NTAP | $217.9K | 1,408 | - | new | NEW | |
| TWILIO INC | TWLO | $213.6K | 1,035 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $213.0M | 35.9% |
| Healthcare Services | $80.7M | 13.6% |
| Biotech & Pharma | $68.1M | 11.5% |
| Instruments & Controls | $57.4M | 9.7% |
| Computer Hardware | $44.2M | 7.4% |
| Software & IT Services | $32.3M | 5.5% |
| Industrials | $28.1M | 4.7% |
| Telecom & Media | $21.5M | 3.6% |
| Banks & Lending | $13.5M | 2.3% |
| Insurance | $11.1M | 1.9% |
| Mining & Metals | $10.6M | 1.8% |
| Other sectors | $1.2M | 0.2% |
| Not classified | $11.4M | 1.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $593.3M | 84 | 61 | 9 | 14 | 19 | 48.1% | 45 |
| Q1 2026 | $382.2M | 42 | 28 | 5 | 8 | 10 | 54.4% | 45 |
| Q4 2025 | $359.8M | 24 | 10 | 5 | 9 | 10 | 63.7% | 48 |
| Q3 2025 | $358.9M | 24 | 7 | 12 | 5 | 25 | 69.9% | 45 |
| Q2 2025 | $381.6M | 42 | 26 | 9 | 7 | 9 | 52.8% | 45 |
| Q1 2025 | $252.4M | 25 | 12 | 2 | 10 | 10 | 70.7% | 45 |
| Q4 2024 | $329.1M | 23 | 0 | 0 | 0 | 0 | 72.1% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.