Science & Technology Partners, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Science & Technology Partners, L.P. disclosed 42 US equity positions worth $381.6m in its Q2 2025 13F filing. The largest position was APP at 7.8% of the reported book, followed by WGS and TTAN. Against the Q1 2025 filing, it opened 26 new positions, added to 9 and reduced 7 among the top 42 holdings.
What did Science & Technology Partners, L.P. own in Q2 2025? Top 42 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 7.8% | $29.8m | 85,000 | 12% | added |
| 2 | WGS GENEDX HOLDINGS CORP | Healthcare | 7.7% | $29.3m | 317,276 | 15% | added |
| 3 | TTAN SERVICETITAN INC | Technology | 6.0% | $23.0m | 214,550 | -5% | reduced |
| 4 | CYBERARK SOFTWARE LTD | 5.6% | $21.2m | 52,065 | -13% | reduced | |
| 5 | NVDA NVIDIA CORPORATION | Technology | 5.1% | $19.3m | 122,200 | – | new |
| 6 | AVGO BROADCOM INC | Technology | 4.4% | $16.9m | 61,200 | 68% | added |
| 7 | SNOW SNOWFLAKE INC | Technology | 4.2% | $16.1m | 71,760 | – | new |
| 8 | LRCX LAM RESEARCH CORP | Technology | 4.1% | $15.7m | 161,000 | 68% | added |
| 9 | RBRK RUBRIK INC. | Technology | 4.0% | $15.3m | 171,140 | – | new |
| 10 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.0% | $15.1m | 140,769 | 392% | added |
| 11 | NTRA NATERA INC | Healthcare | 3.8% | $14.4m | 85,190 | 69% | added |
| 12 | COIN COINBASE GLOBAL INC | Financial Services | 3.7% | $13.9m | 39,800 | – | new |
| 13 | AXON AXON ENTERPRISE INC | Industrials | 3.5% | $13.4m | 16,150 | 2% | added |
| 14 | PODD INSULET CORP | Healthcare | 3.5% | $13.2m | 42,150 | 141% | added |
| 15 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.4% | $13.0m | 17,000 | -36% | reduced |
| 16 | HOOD ROBINHOOD MKTS INC | Financial Services | 3.2% | $12.3m | 131,000 | – | new |
| 17 | NTNX NUTANIX INC | Technology | 3.1% | $12.0m | 156,701 | – | new |
| 18 | PCOR PROCORE TECHNOLOGIES INC | Technology | 2.0% | $7.7m | 111,820 | -67% | reduced |
| 19 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.9% | $7.4m | 13,600 | 18% | added |
| 20 | AMZN AMAZON COM INC | Consumer Cyclical | 1.8% | $6.9m | 31,300 | – | new |
| 21 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.7% | $6.4m | 2,430 | -32% | reduced |
| 22 | RBLX ROBLOX CORP | Communication Services | 1.6% | $6.1m | 57,542 | – | new |
| 23 | COHR COHERENT CORP | Technology | 1.5% | $5.6m | 63,125 | – | new |
| 24 | NLR VANECK ETF TRUST | 1.3% | $5.1m | 45,600 | – | new | |
| 25 | META META PLATFORMS INC | Communication Services | 1.2% | $4.4m | 6,010 | – | new |
| 26 | WULF TERAWULF INC | Financial Services | 1.1% | $4.3m | 974,100 | -31% | reduced |
| 27 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.1% | $4.1m | 18,000 | – | new |
| 28 | CSCO CISCO SYS INC | Technology | 1.1% | $4.1m | 58,500 | – | new |
| 29 | TSLA TESLA INC | Consumer Cyclical | 1.1% | $4.0m | 12,700 | – | new |
| 30 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.9% | $3.5m | 24,800 | – | new |
| 31 | ZS ZSCALER INC | Technology | 0.9% | $3.5m | 11,000 | – | new |
| 32 | SOFI SOFI TECHNOLOGIES INC | Financial Services | 0.7% | $2.6m | 142,000 | – | new |
| 33 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.6% | $2.4m | 17,400 | – | new |
| 34 | TIDAL TR II | 0.6% | $2.1m | 23,932 | – | new | |
| 35 | RKLB ROCKET LAB CORP | Industrials | 0.5% | $1.8m | 51,000 | – | new |
| 36 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 0.4% | $1.6m | 8,600 | – | new |
| 37 | CRWD CROWDSTRIKE HLDGS INC | Technology | 0.4% | $1.4m | 2,800 | -65% | reduced |
| 38 | SRAD SPORTRADAR GROUP AG | Technology | 0.2% | $898.6k | 32,000 | – | new |
| 39 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 0.2% | $832.0k | 2,700 | – | new |
| 40 | ORCL ORACLE CORP | Technology | 0.2% | $721.5k | 3,300 | – | new |
| 41 | SHOP SHOPIFY INC | Technology | 0.1% | $403.7k | 3,500 | – | new |
| 42 | RIOT RIOT PLATFORMS INC | Financial Services | 0.1% | $226.0k | 20,000 | – | 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.