Scientech Research LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Scientech Research LLC disclosed 224 US equity positions worth $123.4m in its Q2 2026 13F filing. The largest position was MXL at 1.9% of the reported book, followed by FCEL and ALAB. Against the Q1 2026 filing, it opened 42 new positions, added to 7 and reduced 1 among the top 50 holdings.
What did Scientech Research LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MXL MAXLINEAR INC | Technology | 1.9% | $2.3m | 17,844 | – | new |
| 2 | FCEL FUELCELL ENERGY INC | Industrials | 1.7% | $2.2m | 59,756 | – | new |
| 3 | ALAB ASTERA LABS INC | Technology | 1.7% | $2.1m | 4,367 | – | new |
| 4 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 1.7% | $2.1m | 12,200 | – | new |
| 5 | AMAT APPLIED MATLS INC | Technology | 1.7% | $2.1m | 2,881 | – | new |
| 6 | PANW PALO ALTO NETWORKS INC | Technology | 1.7% | $2.1m | 6,068 | – | new |
| 7 | TSLA TESLA INC | Consumer Cyclical | 1.6% | $2.0m | 4,794 | – | new |
| 8 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.6% | $2.0m | 2,573 | – | new |
| 9 | TEM TEMPUS AI INC | Healthcare | 1.6% | $2.0m | 33,889 | 527% | added |
| 10 | SNDK SANDISK CORP | Technology | 1.6% | $1.9m | 849 | – | new |
| 11 | MSTR STRATEGY INC | Technology | 1.5% | $1.9m | 21,887 | – | new |
| 12 | MRNA MODERNA INC | Healthcare | 1.5% | $1.9m | 26,826 | – | new |
| 13 | SOXL DIREXION SHARES ETF TRUST | 1.5% | $1.9m | 6,982 | – | new | |
| 14 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.5% | $1.9m | 6,718 | – | new |
| 15 | QUANTINUUM INC | 1.5% | $1.9m | 22,692 | – | new | |
| 16 | TER TERADYNE INC | Technology | 1.5% | $1.8m | 3,765 | – | new |
| 17 | BLZE BACKBLAZE INC | Technology | 1.4% | $1.8m | 112,471 | – | new |
| 18 | OUST OUSTER INC | Technology | 1.4% | $1.8m | 28,282 | – | new |
| 19 | BLLN BILLIONTOONE INC | 1.4% | $1.7m | 14,490 | – | new | |
| 20 | CBRS CEREBRAS SYSTEMS INC | Technology | 1.4% | $1.7m | 7,735 | – | new |
| 21 | GLWG THEMES ETF TR | 1.3% | $1.6m | 35,197 | – | new | |
| 22 | TLN TALEN ENERGY CORP | Utilities | 1.3% | $1.6m | 4,043 | – | new |
| 23 | INTC INTEL CORP | Technology | 1.2% | $1.5m | 10,683 | – | new |
| 24 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 1.2% | $1.5m | 12,943 | – | new |
| 25 | TQQQ PROSHARES TR | 1.2% | $1.5m | 18,276 | – | new | |
| 26 | CHURCHILL CAP CORP XI | 1.2% | $1.5m | 84,053 | – | new | |
| 27 | SEZL SEZZLE INC | Financial Services | 1.2% | $1.5m | 8,512 | – | new |
| 28 | ABSI ABSCI CORPORATION | Healthcare | 1.2% | $1.4m | 124,434 | 373% | added |
| 29 | THEMES ETF TR | 1.1% | $1.3m | 87,039 | – | new | |
| 30 | ASST STRIVE INC | 1.0% | $1.3m | 115,353 | 360% | added | |
| 31 | TENB TENABLE HLDGS INC | Technology | 1.0% | $1.3m | 34,084 | – | new |
| 32 | PTRN PATTERN GROUP INC | 1.0% | $1.3m | 49,870 | – | new | |
| 33 | TXN TEXAS INSTRS INC | Technology | 1.0% | $1.2m | 4,181 | – | new |
| 34 | NVTS NAVITAS SEMICONDUCTOR CORP | Technology | 1.0% | $1.2m | 69,340 | 353% | added |
| 35 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 1.0% | $1.2m | 72,533 | 346% | added |
| 36 | UAL UNITED AIRLS HLDGS INC | Industrials | 0.9% | $1.2m | 8,592 | – | new |
| 37 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 0.9% | $1.2m | 73,428 | 283% | added |
| 38 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.9% | $1.1m | 3,378 | 405% | added |
| 39 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.9% | $1.1m | 1,929 | – | new |
| 40 | LRCX LAM RESEARCH CORP | Technology | 0.9% | $1.1m | 2,563 | – | new |
| 41 | KORU DIREXION SHARES ETF TRUST | 0.9% | $1.1m | 1,391 | – | new | |
| 42 | FN FABRINET | Technology | 0.9% | $1.1m | 1,894 | – | new |
| 43 | ETF OPPORTUNITIES TRUST | 0.8% | $1.0m | 618,004 | – | new | |
| 44 | RKLB ROCKET LAB CORP | Industrials | 0.8% | $997.6k | 9,814 | – | new |
| 45 | DAVE DAVE INC | Technology | 0.8% | $942.3k | 2,529 | – | new |
| 46 | ON ON SEMICONDUCTOR CORP | Technology | 0.8% | $940.7k | 9,950 | – | new |
| 47 | AEIS ADVANCED ENERGY INDS | Industrials | 0.7% | $895.6k | 2,402 | – | new |
| 48 | FORM FORMFACTOR INC | Technology | 0.7% | $851.5k | 5,324 | – | new |
| 49 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 0.7% | $843.8k | 15,341 | -42% | reduced |
| 50 | KLAC KLA CORP | Technology | 0.7% | $812.2k | 2,692 | – | 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.