Science & Technology Partners, L.P. 13F 持仓 · 2026年Q2
Science & Technology Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 5.93 亿美元。前几大持仓：NVDA（5.56%）、GH（5.28%）、AAPL（5.12%）。本季前 25 大持仓中：新建仓 12 只、增持 8 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | $33.0M | 5.56% | 164,870 | 增持 |
| 2 | GH | GUARDANT HEALTH INC | $31.3M | 5.28% | 208,817 | 新建仓 |
| 3 | AAPL | APPLE ORD | $30.4M | 5.12% | 104,985 | 增持 |
| 4 | NTRA | NATERA INC | $29.8M | 5.03% | 109,880 | 增持 |
| 5 | COHR | COHERENT ORD | $29.5M | 4.97% | 74,725 | 减持 |
| 6 | LRCX | LAM RESEARCH CORP | $28.1M | 4.74% | 64,913 | 减持 |
| 7 | PL | PLANET LABS PBC | $27.3M | 4.61% | 824,733 | 增持 |
| 8 | FPS | FORGENT POWER SOLUTIONS INC | $26.1M | 4.41% | 468,000 | 新建仓 |
| 9 | BE | BLOOM ENERGY CORP | $25.8M | 4.35% | 85,210 | 减持 |
| 10 | AEHR | AEHR TEST SYS | $23.9M | 4.03% | 249,000 | 新建仓 |
| 11 | LLY | ELI LILLY & CO | $23.4M | 3.95% | 19,550 | 新建仓 |
| 12 | SPIR | SPIRE GLOBAL INC | $21.5M | 3.63% | 1.2M | 新建仓 |
| 13 | SITM | SITIME CORP | $20.8M | 3.51% | 27,925 | 增持 |
| 14 | MSFT | MICROSOFT ORD | $18.8M | 3.17% | 50,484 | 新建仓 |
| 15 | AXSM | AXSOME THERAPEUTICS INC. | $17.9M | 3.01% | 73,040 | 新建仓 |
| 16 | LITE | LUMENTUM HLDGS INC | $15.5M | 2.60% | 18,011 | 减持 |
| 17 | WULF | TERAWULF INC | $13.5M | 2.27% | 546,011 | 新建仓 |
| 18 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.4M | 2.26% | 79,724 | 新建仓 |
| 19 | TWST | TWIST BIOSCIENCE CORP | $13.3M | 2.24% | 129,228 | 新建仓 |
| 20 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $12.3M | 2.07% | 176,135 | 新建仓 |
| 21 | AVGO | BROADCOM ORD | $12.1M | 2.05% | 32,151 | 增持 |
| 22 | GLW | CORNING INC | $10.6M | 1.78% | 41,459 | 增持 |
| 23 | MU | MICRON TECHNOLOGY ORD | $9.3M | 1.57% | 8,062 | 减持 |
| 24 | DPC | DPC HOLDINGS PLC | $7.8M | 1.31% | 158,828 | 新建仓 |
| 25 | GEV | GE VERNOVA INC | $7.8M | 1.31% | 6,600 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR