Science & Technology Partners, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Science & Technology Partners, L.P. disclosed 24 US equity positions worth $352.2m in its Q3 2025 13F filing. The largest position was APP at 14.0% of the reported book, followed by AVGO and WGS. Against the Q2 2025 filing, it opened 7 new positions, added to 12 and reduced 5 among the top 24 holdings.
What did Science & Technology Partners, L.P. own in Q3 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 14.0% | $49.2m | 68,450 | -19% | reduced |
| 2 | AVGO BROADCOM INC | Technology | 10.3% | $36.4m | 110,310 | 80% | added |
| 3 | WGS GENEDX HOLDINGS CORP | Healthcare | 6.9% | $24.1m | 224,073 | -29% | reduced |
| 4 | AXON AXON ENTERPRISE INC | Industrials | 6.7% | $23.6m | 32,925 | 104% | added |
| 5 | GOOG ALPHABET INC | Communication Services | 6.2% | $21.9m | 89,902 | – | new |
| 6 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 5.8% | $20.5m | 58,275 | 2058% | added |
| 7 | SHOP SHOPIFY INC | Technology | 5.6% | $19.9m | 133,739 | 3721% | added |
| 8 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 5.4% | $19.2m | 68,600 | 281% | added |
| 9 | TSLA TESLA INC | Consumer Cyclical | 4.3% | $15.2m | 34,100 | 169% | added |
| 10 | NTRA NATERA INC | Healthcare | 4.2% | $14.6m | 91,000 | 7% | added |
| 11 | RBLX ROBLOX CORP | Communication Services | 4.1% | $14.5m | 104,600 | 82% | added |
| 12 | LRCX LAM RESEARCH CORP | Technology | 3.3% | $11.7m | 87,700 | -46% | reduced |
| 13 | VRT VERTIV HOLDINGS CO | Industrials | 3.2% | $11.4m | 75,370 | – | new |
| 14 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.8% | $9.9m | 14,175 | -17% | reduced |
| 15 | CRWD CROWDSTRIKE HLDGS INC | Technology | 2.8% | $9.8m | 20,050 | 616% | added |
| 16 | BE BLOOM ENERGY CORP | Industrials | 2.4% | $8.4m | 98,900 | – | new |
| 17 | COHR COHERENT CORP | Technology | 2.2% | $7.8m | 72,011 | 14% | added |
| 18 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 2.2% | $7.7m | 42,400 | 144% | added |
| 19 | JOBY JOBY AVIATION INC | Industrials | 1.8% | $6.2m | 383,300 | – | new |
| 20 | RKLB ROCKET LAB CORP | Industrials | 1.6% | $5.5m | 114,237 | 124% | added |
| 21 | NET CLOUDFLARE INC | Technology | 1.5% | $5.2m | 24,312 | – | new |
| 22 | QTUM ETF SER SOLUTIONS | 1.4% | $5.0m | 48,100 | – | new | |
| 23 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.7% | $2.3m | 31,395 | -72% | reduced |
| 24 | PROSHARES TR | 0.6% | $2.2m | 55,840 | – | 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.