Science & Technology Partners, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Science & Technology Partners, L.P. disclosed 42 US equity positions worth $381.8m in its Q1 2026 13F filing. The largest position was LITE at 6.9% of the reported book, followed by KEYS and LRCX.
What did Science & Technology Partners, L.P. own in Q1 2026? Top 42 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LITE LUMENTUM HLDGS INC | Technology | 6.9% | $26.5m | 37,720 | – | |
| 2 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 6.4% | $24.4m | 86,440 | – | |
| 3 | LRCX LAM RESEARCH CORP | Technology | 6.1% | $23.2m | 108,700 | – | |
| 4 | NET CLOUDFLARE INC | Technology | 5.8% | $22.0m | 106,525 | – | |
| 5 | COHR COHERENT CORP | Technology | 5.5% | $21.0m | 88,240 | – | |
| 6 | BE BLOOM ENERGY CORP | Industrials | 5.4% | $20.6m | 151,850 | – | |
| 7 | NTRA NATERA INC | Healthcare | 5.2% | $19.9m | 99,732 | – | |
| 8 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.8% | $18.1m | 53,700 | – | |
| 9 | PL PLANET LABS PBC | Industrials | 4.2% | $16.2m | 577,840 | – | |
| 10 | CAMT CAMTEK LTD | Technology | 4.2% | $16.0m | 105,669 | – | |
| 11 | WGS GENEDX HOLDINGS CORP | Healthcare | 4.1% | $15.5m | 241,200 | – | |
| 12 | RKLB ROCKET LAB CORP | Industrials | 4.0% | $15.2m | 237,254 | – | |
| 13 | NOK NOKIA CORP | Technology | 3.1% | $11.9m | 1,485,000 | – | |
| 14 | CIEN CIENA CORP | Technology | 2.8% | $10.7m | 27,592 | – | |
| 15 | AMPX AMPRIUS TECHNOLOGIES INC | Industrials | 2.8% | $10.7m | 635,106 | – | |
| 16 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 2.1% | $7.9m | 45,300 | – | |
| 17 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 2.0% | $7.5m | 51,265 | – | |
| 18 | AMAT APPLIED MATERIAL ORD | Technology | 1.9% | $7.4m | 21,550 | – | |
| 19 | NVDA NVIDIA ORD | Technology | 1.6% | $6.0m | 34,300 | – | |
| 20 | DOCN DIGITALOCEAN HLDGS INC | Technology | 1.5% | $5.9m | 68,993 | – | |
| 21 | SNDK SANDISK ORD | Technology | 1.5% | $5.9m | 9,295 | – | |
| 22 | MU MICRON TECHNOLOGY ORD | Technology | 1.5% | $5.7m | 16,900 | – | |
| 23 | ASML ASML HOLDING ADR REP ORD | Technology | 1.4% | $5.3m | 4,000 | – | |
| 24 | ADI ANALOG DEVICES ORD | Technology | 1.3% | $5.1m | 15,903 | – | |
| 25 | KRMN KARMAN HLDGS INC | Industrials | 1.2% | $4.4m | 54,997 | – | |
| 26 | LUNR INTUITIVE MACHINES INC | Industrials | 1.2% | $4.4m | 237,000 | – | |
| 27 | FSLY FASTLY INC | Technology | 1.1% | $4.4m | 151,000 | – | |
| 28 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 1.1% | $4.2m | 36,839 | – | |
| 29 | AEIS ADVANCED ENERGY INDS | Industrials | 1.1% | $4.2m | 12,950 | – | |
| 30 | VRSN VERISIGN INC | Technology | 1.1% | $4.1m | 16,342 | – | |
| 31 | TSLA TESLA INC | Consumer Cyclical | 0.9% | $3.3m | 9,000 | – | |
| 32 | AAPL APPLE ORD | Technology | 0.8% | $3.1m | 12,400 | – | |
| 33 | MSI MOTOROLA SOLUTIONS ORD | Technology | 0.8% | $3.0m | 6,860 | – | |
| 34 | STX SEAGATE TECHNOLOGY HOLDINGS ORD | Technology | 0.7% | $2.8m | 7,240 | – | |
| 35 | AVGO BROADCOM ORD | Technology | 0.7% | $2.8m | 9,150 | – | |
| 36 | SITM SITIME ORD | Technology | 0.7% | $2.6m | 7,400 | – | |
| 37 | GOOG ALPHABET INC | Communication Services | 0.6% | $2.3m | 8,000 | – | |
| 38 | GLW CORNING ORD | Technology | 0.6% | $2.2m | 16,393 | – | |
| 39 | CSCO CISCO SYSTEMS ORD | Technology | 0.5% | $1.9m | 24,200 | – | |
| 40 | GEV GE VERNOVA ORD | Industrials | 0.4% | $1.7m | 1,900 | – | |
| 41 | ONTO ONTO INNOVATION ORD | Technology | 0.4% | $1.6m | 7,800 | – | |
| 42 | CTRE CARETRUST REIT ORD | Real Estate | 0.0% | $73.3k | 2,000 | – |
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.