Scientech Research LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Scientech Research LLC disclosed 590 US equity positions worth $502.2m in its Q3 2024 13F filing. The largest position was META at 0.8% of the reported book, followed by MSTR and DUOL.
What did Scientech Research LLC own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 0.8% | $4.2m | 7,266 | – | |
| 2 | MSTR MICROSTRATEGY INC | Technology | 0.8% | $3.9m | 23,099 | – | |
| 3 | DUOL DUOLINGO INC | Technology | 0.7% | $3.6m | 12,649 | – | |
| 4 | ENSG ENSIGN GROUP INC | Healthcare | 0.7% | $3.6m | 24,750 | – | |
| 5 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.7% | $3.5m | 13,568 | – | |
| 6 | V VISA INC | Financial Services | 0.6% | $3.2m | 11,577 | – | |
| 7 | APP APPLOVIN CORP | Communication Services | 0.6% | $2.8m | 21,805 | – | |
| 8 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.6% | $2.8m | 7,438 | – | |
| 9 | ROCKET LAB USA INC | 0.6% | $2.8m | 291,026 | – | ||
| 10 | ULTA ULTA BEAUTY INC | Consumer Cyclical | 0.6% | $2.8m | 7,237 | – | |
| 11 | INTU INTUIT | Technology | 0.5% | $2.5m | 3,992 | – | |
| 12 | NFLX NETFLIX INC | Communication Services | 0.5% | $2.5m | 3,463 | – | |
| 13 | SUI SUN CMNTYS INC | Real Estate | 0.5% | $2.5m | 18,152 | – | |
| 14 | TLN TALEN ENERGY CORP | Utilities | 0.5% | $2.4m | 13,741 | – | |
| 15 | ANET ARISTA NETWORKS INC | Technology | 0.5% | $2.4m | 6,214 | – | |
| 16 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.5% | $2.4m | 63,495 | – | |
| 17 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 0.5% | $2.3m | 7,114 | – | |
| 18 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.5% | $2.3m | 13,055 | – | |
| 19 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.5% | $2.3m | 4,607 | – | |
| 20 | LIN LINDE PLC | Basic Materials | 0.4% | $2.3m | 4,734 | – | |
| 21 | BX BLACKSTONE INC | Financial Services | 0.4% | $2.2m | 14,424 | – | |
| 22 | VEEV VEEVA SYS INC | Healthcare | 0.4% | $2.1m | 9,913 | – | |
| 23 | MSFT MICROSOFT CORP | Technology | 0.4% | $2.1m | 4,767 | – | |
| 24 | LLY ELI LILLY & CO | Healthcare | 0.4% | $2.0m | 2,238 | – | |
| 25 | ICLR ICON PLC | Healthcare | 0.4% | $2.0m | 6,851 | – | |
| 26 | CTAS CINTAS CORP | Industrials | 0.4% | $2.0m | 9,536 | – | |
| 27 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.4% | $1.9m | 29,375 | – | |
| 28 | APLD APPLIED DIGITAL CORP | Technology | 0.4% | $1.9m | 234,605 | – | |
| 29 | AMZN AMAZON COM INC | Consumer Cyclical | 0.4% | $1.9m | 10,384 | – | |
| 30 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 0.4% | $1.9m | 6,434 | – | |
| 31 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.4% | $1.9m | 5,174 | – | |
| 32 | DLTR DOLLAR TREE INC | Consumer Defensive | 0.4% | $1.9m | 27,057 | – | |
| 33 | EFX EQUIFAX INC | Industrials | 0.4% | $1.9m | 6,355 | – | |
| 34 | DRI DARDEN RESTAURANTS INC | Consumer Cyclical | 0.4% | $1.9m | 11,363 | – | |
| 35 | LKQ LKQ CORP | Consumer Cyclical | 0.4% | $1.9m | 46,619 | – | |
| 36 | DUK DUKE ENERGY CORP NEW | Utilities | 0.4% | $1.9m | 16,097 | – | |
| 37 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 0.4% | $1.9m | 8,310 | – | |
| 38 | CAVA CAVA GROUP INC | Consumer Cyclical | 0.4% | $1.9m | 14,938 | – | |
| 39 | PCG PG&E CORP | Utilities | 0.4% | $1.8m | 93,253 | – | |
| 40 | ON HLDG AG | 0.4% | $1.8m | 36,621 | – | ||
| 41 | PANW PALO ALTO NETWORKS INC | Technology | 0.4% | $1.8m | 5,349 | – | |
| 42 | TXRH TEXAS ROADHOUSE INC | Consumer Cyclical | 0.4% | $1.8m | 10,334 | – | |
| 43 | AVGO BROADCOM INC | Technology | 0.4% | $1.8m | 10,570 | – | |
| 44 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.4% | $1.8m | 2,048 | – | |
| 45 | CPB CAMPBELL SOUP CO | Consumer Defensive | 0.4% | $1.8m | 37,089 | – | |
| 46 | AGNC AGNC INVT CORP | Real Estate | 0.4% | $1.8m | 172,860 | – | |
| 47 | HST HOST HOTELS & RESORTS INC | Real Estate | 0.4% | $1.8m | 102,501 | – | |
| 48 | CRWD CROWDSTRIKE HLDGS INC | Technology | 0.4% | $1.8m | 6,423 | – | |
| 49 | DINO HF SINCLAIR CORP | Energy | 0.4% | $1.8m | 40,350 | – | |
| 50 | TMDX TRANSMEDICS GROUP INC | Healthcare | 0.4% | $1.8m | 11,371 | – |
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.