Scientech Research LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Scientech Research LLC disclosed 550 US equity positions worth $286.9m in its Q3 2025 13F filing. The largest position was MSFT at 0.8% of the reported book, followed by NVDA and APP. Against the Q2 2025 filing, it opened 27 new positions, added to 15 and reduced 8 among the top 50 holdings.
What did Scientech Research LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 0.8% | $2.2m | 4,232 | -35% | reduced |
| 2 | NVDA NVIDIA CORPORATION | Technology | 0.7% | $2.0m | 10,654 | – | new |
| 3 | APP APPLOVIN CORP | Communication Services | 0.7% | $2.0m | 2,725 | -52% | reduced |
| 4 | LLY ELI LILLY & CO | Healthcare | 0.7% | $1.9m | 2,544 | – | new |
| 5 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.6% | $1.8m | 3,200 | 74% | added |
| 6 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 0.6% | $1.8m | 3,872 | – | new |
| 7 | TLRY TILRAY BRANDS INC | Healthcare | 0.6% | $1.7m | 1,010,302 | – | new |
| 8 | QURE UNIQURE NV | 0.6% | $1.7m | 29,295 | – | new | |
| 9 | MDB MONGODB INC | Technology | 0.6% | $1.7m | 5,465 | – | new |
| 10 | PODD INSULET CORP | Healthcare | 0.5% | $1.5m | 5,020 | 67% | added |
| 11 | RIG TRANSOCEAN LTD | Energy | 0.5% | $1.5m | 493,744 | 1492% | added |
| 12 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | Technology | 0.5% | $1.5m | 5,091 | – | new |
| 13 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.5% | $1.5m | 10,554 | -50% | reduced |
| 14 | NVDL GRANITESHARES ETF TR | 0.5% | $1.5m | 15,583 | – | new | |
| 15 | ADBE ADOBE INC | Technology | 0.5% | $1.5m | 4,127 | 35% | added |
| 16 | AG FIRST MAJESTIC SILVER CORP | Basic Materials | 0.5% | $1.4m | 116,876 | 72% | added |
| 17 | STRL STERLING INFRASTRUCTURE INC | Industrials | 0.5% | $1.4m | 4,166 | -27% | reduced |
| 18 | PTC PTC INC | Technology | 0.5% | $1.4m | 6,907 | – | new |
| 19 | ROP ROPER TECHNOLOGIES INC | Technology | 0.5% | $1.4m | 2,733 | 352% | added |
| 20 | VRSN VERISIGN INC | Technology | 0.5% | $1.3m | 4,777 | – | new |
| 21 | CRWV COREWEAVE INC | Technology | 0.5% | $1.3m | 9,739 | – | new |
| 22 | NTRA NATERA INC | Healthcare | 0.5% | $1.3m | 8,267 | -16% | reduced |
| 23 | WULF TERAWULF INC | Financial Services | 0.5% | $1.3m | 116,324 | – | new |
| 24 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 0.5% | $1.3m | 3,147 | -49% | reduced |
| 25 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 0.5% | $1.3m | 7,373 | 99% | added |
| 26 | BE BLOOM ENERGY CORP | Industrials | 0.5% | $1.3m | 15,497 | – | new |
| 27 | INTU INTUIT | Technology | 0.5% | $1.3m | 1,908 | 2% | added |
| 28 | DASH DOORDASH INC | Consumer Cyclical | 0.4% | $1.3m | 4,729 | – | new |
| 29 | HD HOME DEPOT INC | Consumer Cyclical | 0.4% | $1.3m | 3,150 | 26% | added |
| 30 | DOV DOVER CORP | Industrials | 0.4% | $1.2m | 6,988 | – | new |
| 31 | NICE NICE LTD | Technology | 0.4% | $1.2m | 7,955 | -21% | reduced |
| 32 | MKTX MARKETAXESS HLDGS INC | Financial Services | 0.4% | $1.1m | 6,573 | -10% | reduced |
| 33 | NNE NANO NUCLEAR ENERGY INC | 0.4% | $1.1m | 28,871 | – | new | |
| 34 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.4% | $1.1m | 3,187 | – | new |
| 35 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 0.4% | $1.1m | 5,674 | – | new |
| 36 | NET CLOUDFLARE INC | Technology | 0.4% | $1.1m | 5,101 | – | new |
| 37 | NVO NOVO-NORDISK A S | Healthcare | 0.4% | $1.1m | 19,624 | – | new |
| 38 | EAT BRINKER INTL INC | Consumer Cyclical | 0.4% | $1.1m | 8,573 | 213% | added |
| 39 | SFM SPROUTS FMRS MKT INC | Consumer Defensive | 0.4% | $1.1m | 9,963 | – | new |
| 40 | GRAB HOLDINGS LIMITED | 0.4% | $1.1m | 177,106 | 625% | added | |
| 41 | HCA HCA HEALTHCARE INC | Healthcare | 0.4% | $1.0m | 2,448 | 6% | added |
| 42 | SPGI S&P GLOBAL INC | Financial Services | 0.4% | $1.0m | 2,090 | 200% | added |
| 43 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 0.4% | $1.0m | 2,578 | – | new |
| 44 | CHRD CHORD ENERGY CORPORATION | Energy | 0.3% | $1.0m | 10,070 | – | new |
| 45 | AMP AMERIPRISE FINL INC | Financial Services | 0.3% | $995.8k | 2,027 | – | new |
| 46 | DE DEERE & CO | Industrials | 0.3% | $975.3k | 2,133 | 10% | added |
| 47 | LNG CHENIERE ENERGY INC | Energy | 0.3% | $941.8k | 4,008 | – | new |
| 48 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.3% | $941.7k | 31,305 | 412% | added |
| 49 | SANM SANMINA CORPORATION | Technology | 0.3% | $941.6k | 8,180 | – | new |
| 50 | CSL CARLISLE COS INC | Industrials | 0.3% | $936.5k | 2,847 | – | 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.