Science & Technology Partners, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Science & Technology Partners, L.P. disclosed 24 US equity positions worth $357.9m in its Q4 2025 13F filing. The largest position was APP at 8.4% of the reported book, followed by WGS and GOOG. Against the Q3 2025 filing, it opened 10 new positions, added to 5 and reduced 9 among the top 24 holdings.
What did Science & Technology Partners, L.P. own in Q4 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 8.4% | $30.2m | 44,825 | -35% | reduced |
| 2 | WGS GENEDX HOLDINGS CORP | Healthcare | 7.3% | $26.2m | 201,264 | -10% | reduced |
| 3 | GOOG ALPHABET INC | Communication Services | 7.2% | $25.9m | 82,500 | -8% | reduced |
| 4 | TSLA TESLA INC | Consumer Cyclical | 7.0% | $24.9m | 55,375 | 62% | added |
| 5 | COHR COHERENT CORP | Technology | 6.5% | $23.2m | 125,575 | 74% | added |
| 6 | AVGO BROADCOM INC | Technology | 6.0% | $21.3m | 61,650 | -44% | reduced |
| 7 | LRCX LAM RESEARCH CORP | Technology | 5.6% | $20.0m | 116,800 | 33% | added |
| 8 | SHOP SHOPIFY INC | Technology | 5.5% | $19.5m | 121,300 | -9% | reduced |
| 9 | AXON AXON ENTERPRISE INC | Industrials | 5.4% | $19.3m | 34,071 | 3% | added |
| 10 | PL PLANET LABS PBC | Industrials | 5.2% | $18.7m | 950,202 | – | new |
| 11 | NTRA NATERA INC | Healthcare | 5.1% | $18.2m | 79,250 | -13% | reduced |
| 12 | SITM SITIME CORP | Technology | 4.2% | $15.0m | 42,556 | – | new |
| 13 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 3.9% | $14.1m | 193,071 | – | new |
| 14 | AFRM AFFIRM HLDGS INC | Financial Services | 3.9% | $14.0m | 188,100 | – | new |
| 15 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.8% | $13.6m | 44,600 | -35% | reduced |
| 16 | BE BLOOM ENERGY CORP | Industrials | 3.7% | $13.1m | 151,324 | 53% | added |
| 17 | NVDA NVIDIA CORPORATION | Technology | 3.5% | $12.5m | 66,800 | – | new |
| 18 | LITE LUMENTUM HLDGS INC | Technology | 1.8% | $6.3m | 17,000 | – | new |
| 19 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.7% | $6.1m | 10,490 | -26% | reduced |
| 20 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 1.2% | $4.4m | 24,550 | -42% | reduced |
| 21 | GH GUARDANT HEALTH INC | Healthcare | 1.0% | $3.7m | 35,860 | – | new |
| 22 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.9% | $3.1m | 5,550 | – | new |
| 23 | RDW REDWIRE CORPORATION | Industrials | 0.9% | $3.1m | 406,767 | – | new |
| 24 | CVNA CARVANA CO | Consumer Cyclical | 0.4% | $1.6m | 3,800 | – | 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.