Science & Technology Partners, L.P.

CIK

2029433

Location

GREENWICH, CT

Portfolio Value

Small $594,870,304

Diversification

Diversified

Filing Date

Global Rank

#3,458 / 8,794 ▲ 425 · as of Jun 2026

Top Industry

Semiconductors 16.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 51d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−1.4 pts

Top 5

25.9%

−4.8 pts

Top 10

48.0%

−6.5 pts

HHI

341

Diversified−58

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.2%	$292,866,094	63
Healthcare	26.9%	$159,932,993	10
Industrials	21.4%	$127,336,858	8
Financial Services	2.3%	$13,486,471	1
Communication Services	0.2%	$1,247,888	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
PL	Planet Labs PBC	+246,893	824,733	$27,323,404
NVDA	Nvidia Corp	+130,570	164,870	$32,988,838
AAPL	Apple Inc.	+92,585	104,985	$30,378,459
GLW	Corning Inc /Ny	+25,066	41,459	$10,589,872
AVGO	Broadcom Inc.	+23,001	32,151	$12,145,040
SITM	SITIME Corp	+20,525	27,925	$20,819,763
NTRA	Natera, Inc.	+10,148	109,880	$29,826,926
GEV	GE Vernova Inc.	+4,700	6,600	$7,754,076
CSCO	Cisco Systems, Inc.	+4,054	28,254	$3,318,714
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
WGS	GeneDx Holdings Corp.	−134,813	106,387	$7,303,467
NET	Cloudflare, Inc.	−104,296	2,229	$546,729
KEYS	Keysight Technologies, Inc.	−85,209	1,231	$430,936
BE	Bloom Energy Corp	−66,640	85,210	$25,793,067
LRCX	Lam Research Corp	−43,787	64,913	$28,128,750
PLTR	Palantir Technologies Inc.	−35,687	15,578	$1,817,485
CIEN	Ciena Corp	−26,580	1,012	$496,446
LITE	Lumentum Holdings Inc.	−19,709	18,011	$15,454,518
AMAT	Applied Materials Inc /De	−15,880	5,670	$4,099,410
COHR	Coherent Corp.	−13,515	74,725	$29,476,770
ADI	Analog Devices Inc	−12,419	3,484	$1,383,740
MU	Micron Technology Inc	−8,838	8,062	$9,305,885
STX	Seagate Technology Holdings plc	−5,696	1,544	$1,489,960
MSI	Motorola Solutions, Inc.	−5,667	1,193	$495,440
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GH	Guardant Health, Inc.	208,817	$31,328,814
FPS	Forgent Power Solutions, Inc.	468,000	$26,142,480
AEHR	Aehr Test Systems	249,000	$23,918,940
LLY	ELI LILLY & Co	19,550	$23,448,858
SPIR	Spire Global, Inc.	1,157,389	$21,527,435
MSFT	Microsoft Corp	50,484	$18,831,541
AXSM	Axsome Therapeutics, Inc.	73,040	$17,878,000
WULF	Terawulf Inc.	546,011	$13,486,471
NBIX	Neurocrine Biosciences Inc	79,724	$13,436,682
TWST	Twist Bioscience Corp	129,228	$13,294,976
BTSG	BrightSpring Health Services, Inc.	176,135	$12,283,654
DPC	DPC Holdings PLC	158,828	$7,792,101
TE	T1 Energy Inc.	775,094	$7,347,891
AMD	Advanced Micro Devices Inc	11,657	$6,771,667
UNH	Unitedhealth Group Inc	14,600	$6,068,198
MOH	Molina Healthcare, Inc.	22,140	$5,063,418
INTC	Intel Corp	31,413	$4,386,197
SPCX	Space Exploration Technologies Corp	21,400	$3,656,404
APH	Amphenol Corp /De/	8,791	$3,100,058
KLAC	Kla Corp	9,369	$2,826,720
PANW	Palo Alto Networks Inc	5,813	$1,982,349
TXN	Texas Instruments Inc	6,510	$1,940,435
IBM	International Business Machines Corp	6,713	$1,887,762
MRVL	Marvell Technology, Inc.	6,092	$1,814,745
ORCL	Oracle Corp	12,291	$1,801,246
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	53,700	$18,147,915
CAMT	Camtek Ltd	105,669	$16,020,477
RKLB	Rocket Lab Corp	237,254	$15,236,451
NOK	Nokia Corp	1,526,500	$12,273,060
AMPX	Amprius Technologies, Inc.	635,106	$10,707,887
TSEM	Tower Semiconductor Ltd	45,300	$7,949,244
DOCN	DigitalOcean Holdings, Inc.	68,993	$5,918,219
SNDK	Sandisk Corp	9,295	$5,905,485
ASML	Asml Holding NV	4,000	$5,283,320
KRMN	Karman Holdings Inc.	54,997	$4,402,509
LUNR	Intuitive Machines, Inc.	237,000	$4,398,720
FSLY	Fastly, Inc.	151,000	$4,388,060
AKAM	Akamai Technologies Inc	36,839	$4,230,959
AEIS	Advanced Energy Industries Inc	12,950	$4,179,094
VRSN	Verisign Inc/Ca	16,342	$4,058,699
TSLA	Tesla, Inc.	9,000	$3,345,750
GOOGL	Alphabet Inc.	8,000	$2,294,880
ONTO	Onto Innovation Inc.	7,800	$1,599,546
CTRE	CareTrust REIT, Inc.	2,000	$73,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 tracked positions · $594,870,304 total · filing declares 85 positions · $593,321,383 · as of Jun 30, 2026

All sectors Communication Services Financial Services Healthcare Industrials Technology

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	164,870	+130,570	$32,988,838	+451.5%	5.55%
GH	Guardant Health, Inc. Healthcare	NEW	208,817	NEW	$31,328,814	NEW	5.27%
AAPL	Apple Inc. Technology	Added	104,985	+92,585	$30,378,459	+865.3%	5.11%
NTRA	Natera, Inc. Healthcare	Added	109,880	+10,148	$29,826,926	+49.5%	5.01%
COHR	Coherent Corp. Technology	Reduced	74,725	-13,515	$29,476,770	+40.2%	4.96%
LRCX	Lam Research Corp Technology	Reduced	64,913	-43,787	$28,128,750	+21.1%	4.73%
PL	Planet Labs PBC Industrials	Added	824,733	+246,893	$27,323,404	+69.2%	4.59%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	468,000	NEW	$26,142,480	NEW	4.39%
BE	Bloom Energy Corp Industrials	Reduced	85,210	-66,640	$25,793,067	+25.4%	4.34%
AEHR	Aehr Test Systems Technology	NEW	249,000	NEW	$23,918,940	NEW	4.02%
LLY	ELI LILLY & Co Healthcare	NEW	19,550	NEW	$23,448,858	NEW	3.94%
SPIR	Spire Global, Inc. Industrials	NEW	1,157,389	NEW	$21,527,435	NEW	3.62%
SITM	SITIME Corp Technology	Added	27,925	+20,525	$20,819,763	+714.7%	3.50%
MSFT	Microsoft Corp Technology	NEW	50,484	NEW	$18,831,541	NEW	3.17%
AXSM	Axsome Therapeutics, Inc. Healthcare	NEW	73,040	NEW	$17,878,000	NEW	3.01%
LITE	Lumentum Holdings Inc. Technology	Reduced	18,011	-19,709	$15,454,518	−41.7%	2.60%
WULF	Terawulf Inc. Financial Services	NEW	546,011	NEW	$13,486,471	NEW	2.27%
NBIX	Neurocrine Biosciences Inc Healthcare	NEW	79,724	NEW	$13,436,682	NEW	2.26%
TWST	Twist Bioscience Corp Healthcare	NEW	129,228	NEW	$13,294,976	NEW	2.23%
BTSG	BrightSpring Health Services, Inc. Healthcare	NEW	176,135	NEW	$12,283,654	NEW	2.06%
AVGO	Broadcom Inc. Technology	Added	32,151	+23,001	$12,145,040	+328.8%	2.04%
GLW	Corning Inc /Ny Technology	Added	41,459	+25,066	$10,589,872	+375.1%	1.78%
MU	Micron Technology Inc Technology	Reduced	8,062	-8,838	$9,305,885	+63.0%	1.56%
DPC	DPC Holdings PLC Industrials	NEW	158,828	NEW	$7,792,101	NEW	1.31%
GEV	GE Vernova Inc. Industrials	Added	6,600	+4,700	$7,754,076	+367.5%	1.30%
TE	T1 Energy Inc. Industrials	NEW	775,094	NEW	$7,347,891	NEW	1.24%
WGS	GeneDx Holdings Corp. Healthcare	Reduced	106,387	-134,813	$7,303,467	−52.9%	1.23%
AMD	Advanced Micro Devices Inc Technology	NEW	11,657	NEW	$6,771,667	NEW	1.14%
UNH	Unitedhealth Group Inc Healthcare	NEW	14,600	NEW	$6,068,198	NEW	1.02%
MOH	Molina Healthcare, Inc. Healthcare	NEW	22,140	NEW	$5,063,418	NEW	0.85%
INTC	Intel Corp Technology	NEW	31,413	NEW	$4,386,197	NEW	0.74%
AMAT	Applied Materials Inc /De Technology	Reduced	5,670	-15,880	$4,099,410	−44.3%	0.69%
SPCX	Space Exploration Technologies Corp Industrials	NEW	21,400	NEW	$3,656,404	NEW	0.61%
CSCO	Cisco Systems, Inc. Technology	Added	28,254	+4,054	$3,318,714	+76.7%	0.56%
APH	Amphenol Corp /De/ Technology	NEW	8,791	NEW	$3,100,058	NEW	0.52%
KLAC	Kla Corp Technology	NEW	9,369	NEW	$2,826,720	NEW	0.48%
PANW	Palo Alto Networks Inc Technology	NEW	5,813	NEW	$1,982,349	NEW	0.33%
TXN	Texas Instruments Inc Technology	NEW	6,510	NEW	$1,940,435	NEW	0.33%
IBM	International Business Machines Corp Technology	NEW	6,713	NEW	$1,887,762	NEW	0.32%
PLTR	Palantir Technologies Inc. Technology	Reduced	15,578	-35,687	$1,817,485	−75.8%	0.31%
MRVL	Marvell Technology, Inc. Technology	NEW	6,092	NEW	$1,814,745	NEW	0.31%
ORCL	Oracle Corp Technology	NEW	12,291	NEW	$1,801,246	NEW	0.30%
WDC	Western Digital Corp Technology	NEW	2,475	NEW	$1,580,832	NEW	0.27%
STX	Seagate Technology Holdings plc Technology	Reduced	1,544	-5,696	$1,489,960	−47.5%	0.25%
QCOM	Qualcomm Inc/De Technology	NEW	7,630	NEW	$1,409,947	NEW	0.24%
ADI	Analog Devices Inc Technology	Reduced	3,484	-12,419	$1,383,740	−72.7%	0.23%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	1,771	NEW	$1,351,520	NEW	0.23%
ANET	Arista Networks, Inc. Technology	NEW	7,625	NEW	$1,295,335	NEW	0.22%
SHOP	Shopify Inc. Technology	NEW	8,780	NEW	$1,002,500	NEW	0.17%
DELL	Dell Technologies Inc. Technology	NEW	2,155	NEW	$929,796	NEW	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.