Scientech Research LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Scientech Research LLC disclosed 550 US equity positions worth $353.3m in its Q4 2024 13F filing. The largest position was ASML at 1.0% of the reported book, followed by ODFL and SPOT. Against the Q3 2024 filing, it opened 17 new positions, added to 18 and reduced 15 among the top 50 holdings.
What did Scientech Research LLC own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ASML ASML HOLDING N V | Technology | 1.0% | $3.4m | 4,843 | 162% | added |
| 2 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 0.9% | $3.2m | 18,028 | – | new |
| 3 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.9% | $3.1m | 7,021 | 36% | added |
| 4 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.7% | $2.6m | 3,622 | 193% | added |
| 5 | AVGO BROADCOM INC | Technology | 0.6% | $2.1m | 9,088 | -14% | reduced |
| 6 | ZTS ZOETIS INC | Healthcare | 0.6% | $2.1m | 12,773 | 139% | added |
| 7 | TPL TEXAS PACIFIC LAND CORPORATI | Energy | 0.6% | $2.1m | 1,877 | – | new |
| 8 | TTD THE TRADE DESK INC | Communication Services | 0.5% | $1.9m | 16,377 | 17% | added |
| 9 | HONGBP HONEYWELL INTL INC | 0.5% | $1.9m | 8,397 | 640% | added | |
| 10 | PANW PALO ALTO NETWORKS INC | Technology | 0.5% | $1.8m | 9,928 | 86% | added |
| 11 | TSCO TRACTOR SUPPLY CO | Consumer Cyclical | 0.5% | $1.8m | 33,398 | 2292% | added |
| 12 | NTRS NORTHERN TR CORP | Financial Services | 0.5% | $1.8m | 17,080 | 79% | added |
| 13 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 0.5% | $1.7m | 9,835 | -6% | reduced |
| 14 | AAPL APPLE INC | Technology | 0.5% | $1.7m | 6,913 | 22% | added |
| 15 | META META PLATFORMS INC | Communication Services | 0.5% | $1.7m | 2,935 | -60% | reduced |
| 16 | DUOL DUOLINGO INC | Technology | 0.5% | $1.7m | 5,233 | -59% | reduced |
| 17 | QQQ INVESCO QQQ TR | 0.5% | $1.7m | 3,289 | – | new | |
| 18 | CVNA CARVANA CO | Consumer Cyclical | 0.5% | $1.7m | 8,212 | -8% | reduced |
| 19 | CRWD CROWDSTRIKE HLDGS INC | Technology | 0.5% | $1.6m | 4,734 | -26% | reduced |
| 20 | ROP ROPER TECHNOLOGIES INC | Technology | 0.4% | $1.6m | 3,041 | – | new |
| 21 | LHX L3HARRIS TECHNOLOGIES INC | Industrials | 0.4% | $1.6m | 7,421 | – | new |
| 22 | INTU INTUIT | Technology | 0.4% | $1.5m | 2,461 | -38% | reduced |
| 23 | COIN COINBASE GLOBAL INC | Financial Services | 0.4% | $1.5m | 6,192 | – | new |
| 24 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 0.4% | $1.5m | 7,368 | – | new |
| 25 | RDDT REDDIT INC | Communication Services | 0.4% | $1.5m | 9,292 | – | new |
| 26 | ENTG ENTEGRIS INC | Technology | 0.4% | $1.5m | 15,305 | 440% | added |
| 27 | AMZN AMAZON COM INC | Consumer Cyclical | 0.4% | $1.5m | 6,873 | -34% | reduced |
| 28 | LYONDELLBASELL INDUSTRIES N | 0.4% | $1.5m | 20,206 | 11% | added | |
| 29 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.4% | $1.5m | 1,627 | -21% | reduced |
| 30 | ILMN ILLUMINA INC | Healthcare | 0.4% | $1.5m | 11,148 | – | new |
| 31 | NOW SERVICENOW INC | Technology | 0.4% | $1.5m | 1,396 | -6% | reduced |
| 32 | BANK MONTREAL MEDIUM | 0.4% | $1.5m | 2,515 | – | new | |
| 33 | FCX FREEPORT-MCMORAN INC | Basic Materials | 0.4% | $1.5m | 38,479 | – | new |
| 34 | TEAM ATLASSIAN CORPORATION | Technology | 0.4% | $1.4m | 5,865 | 79% | added |
| 35 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.4% | $1.4m | 2,733 | 69% | added |
| 36 | FLUTTER ENTMT PLC | 0.4% | $1.4m | 5,497 | – | new | |
| 37 | ALAB ASTERA LABS INC | Technology | 0.4% | $1.4m | 10,691 | 53% | added |
| 38 | TLN TALEN ENERGY CORP | Utilities | 0.4% | $1.4m | 7,017 | -49% | reduced |
| 39 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.4% | $1.4m | 2,760 | 170% | added |
| 40 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 0.4% | $1.4m | 10,724 | – | new |
| 41 | IVV ISHARES TR | 0.4% | $1.4m | 2,349 | – | new | |
| 42 | MSFT MICROSOFT CORP | Technology | 0.4% | $1.4m | 3,231 | -32% | reduced |
| 43 | DE DEERE & CO | Industrials | 0.4% | $1.3m | 3,183 | – | new |
| 44 | FICO FAIR ISAAC CORP | Technology | 0.4% | $1.3m | 675 | -21% | reduced |
| 45 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.4% | $1.3m | 2,554 | -45% | reduced |
| 46 | ED CONSOLIDATED EDISON INC | Utilities | 0.4% | $1.3m | 14,596 | – | new |
| 47 | WEC WEC ENERGY GROUP INC | Utilities | 0.4% | $1.3m | 13,825 | 30% | added |
| 48 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.4% | $1.3m | 2,865 | 32% | added | |
| 49 | LEN LENNAR CORP | Consumer Cyclical | 0.4% | $1.3m | 9,519 | – | new |
| 50 | CAVA CAVA GROUP INC | Consumer Cyclical | 0.4% | $1.3m | 11,485 | -23% | reduced |
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.