Science & Technology Partners, L.P.
Top Portfolio Positions
41 positions ·
$379,860,352 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
37,720 | $26,508,107 | 6.98% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
86,440 | $24,408,062 | 6.43% | |
| LRCX |
Lam Research Corp
Technology
|
108,700 | $23,224,842 | 6.11% | |
| NET |
Cloudflare, Inc.
Technology
|
106,525 | $21,980,368 | 5.79% | |
| COHR |
Coherent Corp.
Technology
|
88,240 | $21,019,650 | 5.53% | |
| BE |
Bloom Energy Corp
Industrials
|
151,850 | $20,574,156 | 5.42% | |
| NTRA |
Natera, Inc.
Healthcare
|
99,732 | $19,945,402 | 5.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
53,700 | $18,147,915 | 4.78% | |
| PL |
Planet Labs PBC
Industrials
|
577,840 | $16,150,628 | 4.25% | |
| CAMT |
Camtek Ltd
Technology
|
105,669 | $16,020,477 | 4.22% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CAMT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,020,477 | 105,669 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||