Science & Technology Partners, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Science & Technology Partners, L.P. disclosed 25 US equity positions worth $252.4m in its Q1 2025 13F filing. The largest position was WGS at 9.7% of the reported book, followed by PCOR and TTAN. Against the Q4 2024 filing, it opened 12 new positions, added to 2 and reduced 10 among the top 25 holdings.
What did Science & Technology Partners, L.P. own in Q1 2025? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 9.7% | $24.5m | 276,641 | -31% | reduced |
| 2 | PCOR PROCORE TECHNOLOGIES INC | Technology | 8.9% | $22.5m | 340,758 | -0% | held |
| 3 | TTAN SERVICETITAN INC | Technology | 8.6% | $21.6m | 226,985 | 1393% | added |
| 4 | CYBERARK SOFTWARE LTD | 8.0% | $20.2m | 59,800 | -15% | reduced | |
| 5 | APP APPLOVIN CORP | Communication Services | 8.0% | $20.2m | 76,125 | -19% | reduced |
| 6 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 7.2% | $18.3m | 681,771 | – | new |
| 7 | SE SEA LTD | Consumer Cyclical | 5.8% | $14.7m | 112,800 | – | new |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 5.8% | $14.6m | 26,526 | -53% | reduced |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.1% | $12.9m | 97,300 | – | new |
| 10 | ACHR ARCHER AVIATION INC | 3.6% | $9.1m | 1,282,000 | 222% | added | |
| 11 | AXON AXON ENTERPRISE INC | Industrials | 3.3% | $8.4m | 15,892 | -34% | reduced |
| 12 | TW TRADEWEB MKTS INC | Financial Services | 2.9% | $7.2m | 48,600 | – | new |
| 13 | NTRA NATERA INC | Healthcare | 2.8% | $7.1m | 50,300 | -69% | reduced |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.8% | $7.0m | 3,600 | – | new |
| 15 | LRCX LAM RESEARCH CORP | Technology | 2.8% | $7.0m | 96,050 | – | new |
| 16 | DASH DOORDASH INC | Consumer Cyclical | 2.5% | $6.3m | 34,725 | – | new |
| 17 | AVGO BROADCOM INC | Technology | 2.4% | $6.1m | 36,450 | -31% | reduced |
| 18 | ISRG INTUITIVE SURGICAL INC | Healthcare | 2.3% | $5.7m | 11,500 | -63% | reduced |
| 19 | PODD INSULET CORP | Healthcare | 1.8% | $4.6m | 17,500 | – | new |
| 20 | WULF TERAWULF INC | Financial Services | 1.5% | $3.8m | 1,402,393 | -57% | reduced |
| 21 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.1% | $2.9m | 28,600 | – | new |
| 22 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.1% | $2.8m | 7,900 | -80% | reduced |
| 23 | WRB BERKLEY W R CORP | Financial Services | 0.8% | $2.0m | 28,267 | – | new |
| 24 | VRSK VERISK ANALYTICS INC | Industrials | 0.7% | $1.8m | 6,000 | – | new |
| 25 | ALHC ALIGNMENT HEALTHCARE INC | Healthcare | 0.4% | $1.1m | 59,400 | – | new |
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.