Science & Technology Partners, L.P. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Science & Technology Partners, L.P. disclosed 23 US equity positions worth $329.1m in its Q4 2024 13F filing. The largest position was WGS at 9.4% of the reported book, followed by APP and PCOR.
What did Science & Technology Partners, L.P. own in Q4 2024? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 9.4% | $30.8m | 401,000 | – | |
| 2 | APP APPLOVIN CORP | Communication Services | 9.3% | $30.6m | 94,521 | – | |
| 3 | PCOR PROCORE TECHNOLOGIES INC | Technology | 7.8% | $25.6m | 341,086 | – | |
| 4 | NTRA NATERA INC | Healthcare | 7.7% | $25.5m | 161,022 | – | |
| 5 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 7.7% | $25.2m | 56,328 | – | |
| 6 | CYBERARK SOFTWARE LTD | 7.1% | $23.3m | 70,076 | – | ||
| 7 | IOT SAMSARA INC | Technology | 6.7% | $22.0m | 503,900 | – | |
| 8 | NVDA NVIDIA CORPORATION | Technology | 5.7% | $18.9m | 140,888 | – | |
| 9 | WULF TERAWULF INC | Financial Services | 5.7% | $18.6m | 3,287,212 | – | |
| 10 | RDDT REDDIT INC | Communication Services | 5.1% | $16.8m | 103,000 | – | |
| 11 | ISRG INTUITIVE SURGICAL INC | Healthcare | 5.0% | $16.4m | 31,425 | – | |
| 12 | SOUN SOUNDHOUND AI INC | 4.7% | $15.5m | 781,264 | – | ||
| 13 | AXON AXON ENTERPRISE INC | Industrials | 4.4% | $14.4m | 24,254 | – | |
| 14 | CRWD CROWDSTRIKE HLDGS INC | Technology | 4.1% | $13.4m | 39,250 | – | |
| 15 | AVGO BROADCOM INC | Technology | 3.7% | $12.2m | 52,604 | – | |
| 16 | GKOS GLAUKOS CORP | Healthcare | 2.4% | $7.8m | 51,750 | – | |
| 17 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.2% | $3.9m | 19,750 | – | |
| 18 | ACHR ARCHER AVIATION INC | 1.2% | $3.9m | 398,750 | – | ||
| 19 | TTAN SERVICETITAN INC | Technology | 0.5% | $1.6m | 15,200 | – | |
| 20 | NFLX NETFLIX INC | Communication Services | 0.5% | $1.6m | 1,750 | – | |
| 21 | TSLA TESLA INC | Consumer Cyclical | 0.2% | $525.0k | 1,300 | – | |
| 22 | DDOG DATADOG INC | Technology | 0.1% | $392.9k | 2,750 | – | |
| 23 | ROCKET LAB USA INC | 0.1% | $203.8k | 8,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.