Science & Technology Partners, L.P. 13F Holdings · Q2 2026
Science & Technology Partners, L.P. reported 84 securities worth $593.32M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.56%), GH (5.28%), AAPL (5.12%). Among its top 25 positions this quarter: 12 new, 8 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | $33.0M | 5.56% | 164,870 | Added |
| 2 | GH | GUARDANT HEALTH INC | $31.3M | 5.28% | 208,817 | New |
| 3 | AAPL | APPLE ORD | $30.4M | 5.12% | 104,985 | Added |
| 4 | NTRA | NATERA INC | $29.8M | 5.03% | 109,880 | Added |
| 5 | COHR | COHERENT ORD | $29.5M | 4.97% | 74,725 | Trimmed |
| 6 | LRCX | LAM RESEARCH CORP | $28.1M | 4.74% | 64,913 | Trimmed |
| 7 | PL | PLANET LABS PBC | $27.3M | 4.61% | 824,733 | Added |
| 8 | FPS | FORGENT POWER SOLUTIONS INC | $26.1M | 4.41% | 468,000 | New |
| 9 | BE | BLOOM ENERGY CORP | $25.8M | 4.35% | 85,210 | Trimmed |
| 10 | AEHR | AEHR TEST SYS | $23.9M | 4.03% | 249,000 | New |
| 11 | LLY | ELI LILLY & CO | $23.4M | 3.95% | 19,550 | New |
| 12 | SPIR | SPIRE GLOBAL INC | $21.5M | 3.63% | 1.2M | New |
| 13 | SITM | SITIME CORP | $20.8M | 3.51% | 27,925 | Added |
| 14 | MSFT | MICROSOFT ORD | $18.8M | 3.17% | 50,484 | New |
| 15 | AXSM | AXSOME THERAPEUTICS INC. | $17.9M | 3.01% | 73,040 | New |
| 16 | LITE | LUMENTUM HLDGS INC | $15.5M | 2.60% | 18,011 | Trimmed |
| 17 | WULF | TERAWULF INC | $13.5M | 2.27% | 546,011 | New |
| 18 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.4M | 2.26% | 79,724 | New |
| 19 | TWST | TWIST BIOSCIENCE CORP | $13.3M | 2.24% | 129,228 | New |
| 20 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $12.3M | 2.07% | 176,135 | New |
| 21 | AVGO | BROADCOM ORD | $12.1M | 2.05% | 32,151 | Added |
| 22 | GLW | CORNING INC | $10.6M | 1.78% | 41,459 | Added |
| 23 | MU | MICRON TECHNOLOGY ORD | $9.3M | 1.57% | 8,062 | Trimmed |
| 24 | DPC | DPC HOLDINGS PLC | $7.8M | 1.31% | 158,828 | New |
| 25 | GEV | GE VERNOVA INC | $7.8M | 1.31% | 6,600 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR