HolderBook

Science & Technology Partners, L.P.

Reported holdings as of Q2 2026, from 7 quarterly filings.

CIK
2029433
Reported value
$593.3M
Positions
84
Top 10 weight
48.1%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
NVIDIA CORPORATIONNVDA$33.0M164,8705.56%+3.99pp3q+380.7%+$26.1M
GUARDANT HEALTH INCGH$31.3M208,8175.28%-newNEW
APPLE INCAAPL$30.4M104,9855.12%+4.30pp2q+746.7%+$26.8M
NATERA INCNTRA$29.8M109,8805.03%-0.19pp7q+10.2%+$2.8M
COHERENT CORPCOHR$29.5M74,7254.97%-0.53pp5q-15.3%-$5.3M
LAM RESEARCH CORPLRCX$28.1M64,9134.74%-1.34pp6q-40.3%-$19.0M
PLANET LABS PBCPL$27.3M824,7334.61%+0.38pp3q+42.7%+$8.2M
FORGENT POWER SOLUTIONS INCFPS$26.1M468,0004.41%-newNEW
BLOOM ENERGY CORPBE$25.8M85,2104.35%-1.04pp4q-43.9%-$20.2M
AEHR TEST SYSAEHR$23.9M249,0004.03%-newNEW
ELI LILLY & COLLY$23.4M19,5503.95%-newNEW
SPIRE GLOBAL INCSPIR$21.5M1,157,3893.63%-newNEW
SITIME CORPSITM$20.8M27,9253.51%+2.84pp3q+277.4%+$15.3M
MICROSOFT CORPMSFT$18.8M50,4843.17%-newNEW
AXSOME THERAPEUTICS INCAXSM$17.9M73,0403.01%-newNEW
LUMENTUM HLDGS INCLITE$15.5M18,0112.60%-4.33pp3q-52.3%-$16.9M
TERAWULF INCWULF$13.5M546,0112.27%-newNEW
NEUROCRINE BIOSCIENCES INCNBIX$13.4M79,7242.26%-newNEW
TWIST BIOSCIENCE CORPTWST$13.3M129,2282.24%-newNEW
BRIGHTSPRING HEALTH SVCS INCBTSG$12.3M176,1352.07%-newNEW
BROADCOM INCAVGO$12.1M32,1512.05%+1.31pp7q+251.4%+$8.7M
CORNING INCGLW$10.6M41,4591.78%+1.20pp2q+152.9%+$6.4M
MICRON TECHNOLOGY INCMU$9.3M8,0621.57%+0.07pp2q-52.3%-$10.2M
DPC HOLDINGS PLCDPC$7.8M158,8281.31%-newNEW
GE VERNOVA INCGEV$7.8M6,6001.31%+0.87pp2q+247.4%+$5.5M
T1 ENERGY INCTE$7.3M775,0941.24%-newNEW
GENEDX HOLDINGS CORPWGS$7.3M106,3871.23%-2.82pp7q-55.9%-$9.3M
ADVANCED MICRO DEVICES INCAMD$6.8M11,6571.14%-newNEW
UNITEDHEALTH GROUP INCUNH$6.1M14,6001.02%-newNEW
MOLINA HEALTHCARE INCMOH$5.1M22,1400.85%-newNEW
INTEL CORPINTC$4.4M31,4130.74%-newNEW
APPLIED MATLS INCAMAT$4.1M5,6700.69%-1.24pp2q-73.7%-$11.5M
SPACE EXPLORATION TECHN CORPSPCX$3.7M21,4000.62%-newNEW
CISCO SYS INCCSCO$3.3M28,2540.56%+0.07pp2q+16.8%+$476.2K
KLA CORPKLAC$2.8M9,3690.48%-newNEW
PALO ALTO NETWORKS INCPANW$2.0M5,8130.33%-newNEW
TEXAS INSTRS INCTXN$1.9M6,5100.33%-newNEW
INTERNATIONAL BUSINESS MACHSIBM$1.9M6,7130.32%-newNEW
PALANTIR TECHNOLOGIES INCPLTR$1.8M15,5780.31%-1.66pp5q-69.6%-$4.2M
MARVELL TECHNOLOGY INCMRVL$1.8M6,0920.31%-newNEW
ORACLE CORPORCL$1.8M12,2910.30%-newNEW
WESTERN DIGITAL CORPWDC$1.6M2,4750.27%-newNEW
AMPHENOL CORPAPH$1.6M8,7910.26%-newNEW
SEAGATE TECHNOLOGY HLDNGS PLSTX$1.5M1,5440.25%-0.49pp2q-78.7%-$5.5M
QUALCOMM INCQCOM$1.4M7,6300.24%-newNEW
ANALOG DEVICES INCADI$1.4M3,4840.23%-1.09pp2q-78.1%-$4.9M
CROWDSTRIKE HLDGS INCCRWD$1.4M1,7710.23%-newNEW
ARISTA NETWORKS INCANET$1.3M7,6250.22%-newNEW
SHOPIFY INCSHOP$1.0M8,7800.17%-newNEW
DELL TECHNOLOGIES INCDELL$929.8K2,1550.16%-newNEW
SALESFORCE INCCRM$892.2K5,6950.15%-newNEW
APPLOVIN CORPAPP$849.1K1,6480.14%-newNEW
SERVICENOW INCNOW$742.3K7,4770.13%-newNEW
CADENCE DESIGN SYSTEM INCCDNS$740.9K1,9740.12%-newNEW
FORTINET INCFTNT$691.8K4,5030.12%-newNEW
SNOWFLAKE INCSNOW$599.9K2,3570.10%-newNEW
DATADOG INCDDOG$586.3K2,2520.10%-newNEW
SYNOPSYS INCSNPS$581.7K1,3040.10%-newNEW
ADOBE INCADBE$576.1K2,8100.10%-newNEW
CLOUDFLARE INCNET$546.7K2,2290.09%-5.66pp2q-97.9%-$25.6M
TERADYNE INCTER$542.4K1,1210.09%-newNEW
ACCENTURE PLC IRELANDACN$541.3K4,3500.09%-newNEW
INTUITINTU$514.2K1,9700.09%-newNEW
NXP SEMICONDUCTORS N VNXPI$503.3K1,7910.08%-newNEW
CIENA CORPCIEN$496.4K1,0120.08%-2.72pp2q-96.3%-$13.0M
MOTOROLA SOLUTIONS INCMSI$495.4K1,1930.08%-0.70pp2q-82.6%-$2.4M
ASTERA LABS INCALAB$465.6K9640.08%-newNEW
MONOLITHIC PWR SYS INCMPWR$458.9K3320.08%-newNEW
KEYSIGHT TECHNOLOGIES INCKEYS$430.9K1,2310.07%-6.31pp2q-98.6%-$29.8M
HEWLETT PACKARD ENTERPRISE CHPE$428.4K9,4960.07%-newNEW
FLEX LTDFLEX$423.8K2,6150.07%-newNEW
TE CONNECTIVITY PLCTEL$422.2K2,0940.07%-newNEW
NEBIUS GROUP N.V.NBIS$398.8K1,4440.07%-newNEW
MICROCHIP TECHNOLOGY INC.MCHP$348.5K3,8210.06%-newNEW
CREDO TECHNOLOGY GROUP HOLDICRDO$320.6K1,1790.05%-newNEW
CELESTICA INCCLS$299.3K8210.05%-newNEW
AUTODESK INCADSK$294.4K1,5140.05%-newNEW
JABIL INCJBL$292.2K7580.05%-newNEW
ON SEMICONDUCTOR CORPON$264.7K2,8000.04%-newNEW
ROPER TECHNOLOGIES INCROP$247.7K7320.04%-newNEW
QNITY ELECTRONICS INCQ$237.5K1,4540.04%-newNEW
TELEDYNE TECHNOLOGIES INCTDY$220.1K3300.04%-newNEW
NETAPP INCNTAP$217.9K1,4080.04%-newNEW
TWILIO INCTWLO$213.6K1,0350.04%-newNEW

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.

Semiconductors & Electronics 35.9%Healthcare Services 13.6%Biotech & Pharma 11.5%Instruments & Controls 9.7%Computer Hardware 7.4%Software & IT Services 5.5%Industrials 4.7%Telecom & Media 3.6%Banks & Lending 2.3%Insurance 1.9%Mining & Metals 1.8%Other sectors 0.2%Not classified 1.9%
 
SectorValueShare
Semiconductors & Electronics$213.0M35.9%
Healthcare Services$80.7M13.6%
Biotech & Pharma$68.1M11.5%
Instruments & Controls$57.4M9.7%
Computer Hardware$44.2M7.4%
Software & IT Services$32.3M5.5%
Industrials$28.1M4.7%
Telecom & Media$21.5M3.6%
Banks & Lending$13.5M2.3%
Insurance$11.1M1.9%
Mining & Metals$10.6M1.8%
Other sectors$1.2M0.2%
Not classified$11.4M1.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$593.3M84619141948.1%45
Q1 2026$382.2M4228581054.4%45
Q4 2025$359.8M2410591063.7%48
Q3 2025$358.9M2471252569.9%45
Q2 2025$381.6M422697952.8%45
Q1 2025$252.4M25122101070.7%45
Q4 2024$329.1M23000072.1%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.