Science & Technology Partners, L.P.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 2029433) · Explore on the interactive board
Science & Technology Partners, L.P. disclosed 84 US equity positions worth $593.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is NVDA at 5.6% of the reported book, followed by GH, AAPL. The top ten holdings are 48.1% of the book, and the portfolio behaves like about 29 equal-weight positions. Versus the prior filing it opened 61 new positions, added to 9, reduced 14 and exited 19. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Science & Technology Partners, L.P. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 61 new, 9 added, 14 reduced, 19 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA ORD | Technology | 5.6% | $33.0m | 164,870 | 381% | added |
| 2 | GH GUARDANT HEALTH INC | Healthcare | 5.3% | $31.3m | 208,817 | – | new |
| 3 | AAPL APPLE ORD | Technology | 5.1% | $30.4m | 104,985 | 747% | added |
| 4 | NTRA NATERA INC | Healthcare | 5.0% | $29.8m | 109,880 | 10% | added |
| 5 | COHR COHERENT CORP | Technology | 5.0% | $29.5m | 74,725 | -15% | reduced |
| 6 | LRCX LAM RESEARCH CORP | Technology | 4.7% | $28.1m | 64,913 | -40% | reduced |
| 7 | PL PLANET LABS PBC | Industrials | 4.6% | $27.3m | 824,733 | 43% | added |
| 8 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 4.4% | $26.1m | 468,000 | – | new |
| 9 | BE BLOOM ENERGY CORP | Industrials | 4.3% | $25.8m | 85,210 | -44% | reduced |
| 10 | AEHR AEHR TEST SYS | Technology | 4.0% | $23.9m | 249,000 | – | new |
| 11 | LLY ELI LILLY & CO | Healthcare | 4.0% | $23.4m | 19,550 | – | new |
| 12 | SPIR SPIRE GLOBAL INC | 3.6% | $21.5m | 1,157,389 | – | new | |
| 13 | SITM SITIME CORP | Technology | 3.5% | $20.8m | 27,925 | 277% | added |
| 14 | MSFT MICROSOFT ORD | Technology | 3.2% | $18.8m | 50,484 | – | new |
| 15 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 3.0% | $17.9m | 73,040 | – | new |
| 16 | LITE LUMENTUM HLDGS INC | Technology | 2.6% | $15.5m | 18,011 | -52% | reduced |
| 17 | WULF TERAWULF INC | Financial Services | 2.3% | $13.5m | 546,011 | – | new |
| 18 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.3% | $13.4m | 79,724 | – | new |
| 19 | TWST TWIST BIOSCIENCE CORP | Healthcare | 2.2% | $13.3m | 129,228 | – | new |
| 20 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.1% | $12.3m | 176,135 | – | new |
| 21 | AVGO BROADCOM ORD | Technology | 2.0% | $12.1m | 32,151 | 251% | added |
| 22 | GLW CORNING INC | Technology | 1.8% | $10.6m | 41,459 | 153% | added |
| 23 | MU MICRON TECHNOLOGY ORD | Technology | 1.6% | $9.3m | 8,062 | -52% | reduced |
| 24 | DPC DPC HOLDINGS PLC | Industrials | 1.3% | $7.8m | 158,828 | – | new |
| 25 | GEV GE VERNOVA INC | Industrials | 1.3% | $7.8m | 6,600 | 247% | added |
| 26 | TE T1 ENERGY INC | Industrials | 1.2% | $7.3m | 775,094 | – | new |
| 27 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.2% | $7.3m | 106,387 | -56% | reduced |
| 28 | AMD ADVANCED MICRO DEVICES ORD | Technology | 1.1% | $6.8m | 11,657 | – | new |
| 29 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.0% | $6.1m | 14,600 | – | new |
| 30 | MOH MOLINA HEALTHCARE INC | Healthcare | 0.9% | $5.1m | 22,140 | – | new |
| 31 | INTC INTEL ORD | Technology | 0.7% | $4.4m | 31,413 | – | new |
| 32 | AMAT APPLIED MATERIAL ORD | Technology | 0.7% | $4.1m | 5,670 | -74% | reduced |
| 33 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 0.6% | $3.7m | 21,400 | – | new |
| 34 | CSCO CISCO SYSTEMS ORD | Technology | 0.6% | $3.3m | 28,254 | 17% | added |
| 35 | KLAC KLA ORD | Technology | 0.5% | $2.8m | 9,369 | – | new |
| 36 | PANW PALO ALTO NETWORKS ORD | Technology | 0.3% | $2.0m | 5,813 | – | new |
| 37 | TXN TEXAS INSTRUMENTS ORD | Technology | 0.3% | $1.9m | 6,510 | – | new |
| 38 | IBM INTERNATIONAL BUSINESS MACHINES ORD | Technology | 0.3% | $1.9m | 6,713 | – | new |
| 39 | PLTR PALANTIR TECHNOLOGIES CL A ORD | Technology | 0.3% | $1.8m | 15,578 | -70% | reduced |
| 40 | MRVL MARVELL TECHNOLOGY ORD | Technology | 0.3% | $1.8m | 6,092 | – | new |
| 41 | ORCL ORACLE ORD | Technology | 0.3% | $1.8m | 12,291 | – | new |
| 42 | WDC WESTERN DIGITAL ORD | Technology | 0.3% | $1.6m | 2,475 | – | new |
| 43 | APH AMPHENOL CL A ORD | Technology | 0.3% | $1.6m | 8,791 | – | new |
| 44 | STX SEAGATE TECHNOLOGY HOLDINGS ORD | Technology | 0.3% | $1.5m | 1,544 | -79% | reduced |
| 45 | QCOM QUALCOMM ORD | Technology | 0.2% | $1.4m | 7,630 | – | new |
| 46 | ADI ANALOG DEVICES ORD | Technology | 0.2% | $1.4m | 3,484 | -78% | reduced |
| 47 | CRWD CROWDSTRIKE HOLDINGS CL A ORD | Technology | 0.2% | $1.4m | 1,771 | – | new |
| 48 | ANET ARISTA NETWORKS ORD | Technology | 0.2% | $1.3m | 7,625 | – | new |
| 49 | SHOP SHOPIFY CL A SUB VTG ORD | Technology | 0.2% | $1.0m | 8,780 | – | new |
| 50 | DELL DELL TECHNOLOGIES CL C ORD | Technology | 0.2% | $929.8k | 2,155 | – | new |
What did Science & Technology Partners, L.P. sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 14.0% | $18.1m |
| CAMT CAMTEK LTD | 12.3% | $16.0m |
| RKLB ROCKET LAB CORP | 11.7% | $15.2m |
| NOK NOKIA CORP | 9.2% | $11.9m |
| AMPX AMPRIUS TECHNOLOGIES INC | 8.2% | $10.7m |
| TSEM TOWER SEMICONDUCTOR LTD | 6.1% | $7.9m |
| DOCN DIGITALOCEAN HLDGS INC | 4.5% | $5.9m |
| SNDK SANDISK ORD | 4.5% | $5.9m |
| ASML ASML HOLDING ADR REP ORD | 4.1% | $5.3m |
| KRMN KARMAN HLDGS INC | 3.4% | $4.4m |
| LUNR INTUITIVE MACHINES INC | 3.4% | $4.4m |
| FSLY FASTLY INC | 3.4% | $4.4m |
| AKAM AKAMAI TECHNOLOGIES INC | 3.3% | $4.2m |
| AEIS ADVANCED ENERGY INDS | 3.2% | $4.2m |
| VRSN VERISIGN INC | 3.1% | $4.1m |
| TSLA TESLA INC | 2.6% | $3.3m |
| GOOG ALPHABET INC | 1.8% | $2.3m |
| ONTO ONTO INNOVATION ORD | 1.2% | $1.6m |
| CTRE CARETRUST REIT ORD | 0.1% | $73.3k |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 49.0% |
| Healthcare | 27.0% |
| Industrials | 17.8% |
| Financial Services | 2.3% |
| Communication Services | 0.2% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Science & Technology Partners, L.P.'s portfolio?
Across every quarter Science & Technology Partners, L.P. has filed, its median largest position is 6.3% of the book and its median top-ten weight is 51.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 19.0 completed holding spells, the median lasted 1.0 quarters; 84.0 positions are still open and their final length is unknown.