Science & Technology Partners, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Science & Technology Partners, L.P. disclosed 84 US equity positions worth $593.3m in its Q2 2026 13F filing. The largest position was NVDA at 5.6% of the reported book, followed by GH and AAPL. Against the Q1 2026 filing, it opened 31 new positions, added to 9 and reduced 10 among the top 50 holdings.
What did Science & Technology Partners, L.P. own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA ORD | Technology | 5.6% | $33.0m | 164,870 | 381% | added |
| 2 | GH GUARDANT HEALTH INC | Healthcare | 5.3% | $31.3m | 208,817 | – | new |
| 3 | AAPL APPLE ORD | Technology | 5.1% | $30.4m | 104,985 | 747% | added |
| 4 | NTRA NATERA INC | Healthcare | 5.0% | $29.8m | 109,880 | 10% | added |
| 5 | COHR COHERENT CORP | Technology | 5.0% | $29.5m | 74,725 | -15% | reduced |
| 6 | LRCX LAM RESEARCH CORP | Technology | 4.7% | $28.1m | 64,913 | -40% | reduced |
| 7 | PL PLANET LABS PBC | Industrials | 4.6% | $27.3m | 824,733 | 43% | added |
| 8 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 4.4% | $26.1m | 468,000 | – | new |
| 9 | BE BLOOM ENERGY CORP | Industrials | 4.3% | $25.8m | 85,210 | -44% | reduced |
| 10 | AEHR AEHR TEST SYS | Technology | 4.0% | $23.9m | 249,000 | – | new |
| 11 | LLY ELI LILLY & CO | Healthcare | 4.0% | $23.4m | 19,550 | – | new |
| 12 | SPIR SPIRE GLOBAL INC | 3.6% | $21.5m | 1,157,389 | – | new | |
| 13 | SITM SITIME CORP | Technology | 3.5% | $20.8m | 27,925 | 277% | added |
| 14 | MSFT MICROSOFT ORD | Technology | 3.2% | $18.8m | 50,484 | – | new |
| 15 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 3.0% | $17.9m | 73,040 | – | new |
| 16 | LITE LUMENTUM HLDGS INC | Technology | 2.6% | $15.5m | 18,011 | -52% | reduced |
| 17 | WULF TERAWULF INC | Financial Services | 2.3% | $13.5m | 546,011 | – | new |
| 18 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.3% | $13.4m | 79,724 | – | new |
| 19 | TWST TWIST BIOSCIENCE CORP | Healthcare | 2.2% | $13.3m | 129,228 | – | new |
| 20 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.1% | $12.3m | 176,135 | – | new |
| 21 | AVGO BROADCOM ORD | Technology | 2.0% | $12.1m | 32,151 | 251% | added |
| 22 | GLW CORNING INC | Technology | 1.8% | $10.6m | 41,459 | 153% | added |
| 23 | MU MICRON TECHNOLOGY ORD | Technology | 1.6% | $9.3m | 8,062 | -52% | reduced |
| 24 | DPC DPC HOLDINGS PLC | Industrials | 1.3% | $7.8m | 158,828 | – | new |
| 25 | GEV GE VERNOVA INC | Industrials | 1.3% | $7.8m | 6,600 | 247% | added |
| 26 | TE T1 ENERGY INC | Industrials | 1.2% | $7.3m | 775,094 | – | new |
| 27 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.2% | $7.3m | 106,387 | -56% | reduced |
| 28 | AMD ADVANCED MICRO DEVICES ORD | Technology | 1.1% | $6.8m | 11,657 | – | new |
| 29 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.0% | $6.1m | 14,600 | – | new |
| 30 | MOH MOLINA HEALTHCARE INC | Healthcare | 0.9% | $5.1m | 22,140 | – | new |
| 31 | INTC INTEL ORD | Technology | 0.7% | $4.4m | 31,413 | – | new |
| 32 | AMAT APPLIED MATERIAL ORD | Technology | 0.7% | $4.1m | 5,670 | -74% | reduced |
| 33 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 0.6% | $3.7m | 21,400 | – | new |
| 34 | CSCO CISCO SYSTEMS ORD | Technology | 0.6% | $3.3m | 28,254 | 17% | added |
| 35 | KLAC KLA ORD | Technology | 0.5% | $2.8m | 9,369 | – | new |
| 36 | PANW PALO ALTO NETWORKS ORD | Technology | 0.3% | $2.0m | 5,813 | – | new |
| 37 | TXN TEXAS INSTRUMENTS ORD | Technology | 0.3% | $1.9m | 6,510 | – | new |
| 38 | IBM INTERNATIONAL BUSINESS MACHINES ORD | Technology | 0.3% | $1.9m | 6,713 | – | new |
| 39 | PLTR PALANTIR TECHNOLOGIES CL A ORD | Technology | 0.3% | $1.8m | 15,578 | -70% | reduced |
| 40 | MRVL MARVELL TECHNOLOGY ORD | Technology | 0.3% | $1.8m | 6,092 | – | new |
| 41 | ORCL ORACLE ORD | Technology | 0.3% | $1.8m | 12,291 | – | new |
| 42 | WDC WESTERN DIGITAL ORD | Technology | 0.3% | $1.6m | 2,475 | – | new |
| 43 | APH AMPHENOL CL A ORD | Technology | 0.3% | $1.6m | 8,791 | – | new |
| 44 | STX SEAGATE TECHNOLOGY HOLDINGS ORD | Technology | 0.3% | $1.5m | 1,544 | -79% | reduced |
| 45 | QCOM QUALCOMM ORD | Technology | 0.2% | $1.4m | 7,630 | – | new |
| 46 | ADI ANALOG DEVICES ORD | Technology | 0.2% | $1.4m | 3,484 | -78% | reduced |
| 47 | CRWD CROWDSTRIKE HOLDINGS CL A ORD | Technology | 0.2% | $1.4m | 1,771 | – | new |
| 48 | ANET ARISTA NETWORKS ORD | Technology | 0.2% | $1.3m | 7,625 | – | new |
| 49 | SHOP SHOPIFY CL A SUB VTG ORD | Technology | 0.2% | $1.0m | 8,780 | – | new |
| 50 | DELL DELL TECHNOLOGIES CL C ORD | Technology | 0.2% | $929.8k | 2,155 | – | 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.