Scientech Research LLC 13F 持仓 · 2026年Q2
Scientech Research 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 224 只证券，申报市值合计 1.23 亿美元。前几大持仓：MXL（1.85%）、FCEL（1.74%）、ALAB（1.71%）。本季前 25 大持仓中：新建仓 24 只、增持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MXL | MAXLINEAR INC | $2.3M | 1.85% | 17,844 | 新建仓 |
| 2 | FCEL | FUELCELL ENERGY INC | $2.2M | 1.74% | 59,756 | 新建仓 |
| 3 | ALAB | ASTERA LABS INC | $2.1M | 1.71% | 4,367 | 新建仓 |
| 4 | AMAT | APPLIED MATLS INC | $2.1M | 1.69% | 2,881 | 新建仓 |
| 5 | SPCX | SPACE EXPLORATION TECHN CORP | $2.1M | 1.69% | 12,200 | 新建仓 |
| 6 | PANW | PALO ALTO NETWORKS INC | $2.1M | 1.68% | 6,068 | 新建仓 |
| 7 | TSLA | TESLA INC | $2.0M | 1.63% | 4,794 | 新建仓 |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $2.0M | 1.59% | 2,573 | 新建仓 |
| 9 | TEM | TEMPUS AI INC | $2.0M | 1.59% | 33,889 | 增持 |
| 10 | SNDK | SANDISK CORP | $1.9M | 1.56% | 849 | 新建仓 |
| 11 | MSTR | STRATEGY INC | $1.9M | 1.54% | 21,887 | 新建仓 |
| 12 | MRNA | MODERNA INC | $1.9M | 1.52% | 26,826 | 新建仓 |
| 13 | SOXL | DIREXION SHARES ETF TRUST | $1.9M | 1.51% | 6,982 | 新建仓 |
| 14 | NBIS | NEBIUS GROUP N.V. | $1.9M | 1.50% | 6,718 | 新建仓 |
| 15 | QNT | QUANTINUUM INC | $1.9M | 1.50% | 22,692 | 新建仓 |
| 16 | TER | TERADYNE INC | $1.8M | 1.48% | 3,765 | 新建仓 |
| 17 | BLZE | BACKBLAZE INC | $1.8M | 1.45% | 112,471 | 新建仓 |
| 18 | OUST | OUSTER INC | $1.8M | 1.43% | 28,282 | 新建仓 |
| 19 | BLLN | BILLIONTOONE INC | $1.7M | 1.41% | 14,490 | 新建仓 |
| 20 | CBRS | CEREBRAS SYSTEMS INC | $1.7M | 1.39% | 7,735 | 新建仓 |
| 21 | GLWG | THEMES ETF TR | $1.6M | 1.29% | 35,197 | 新建仓 |
| 22 | TLN | TALEN ENERGY CORP | $1.6M | 1.26% | 4,043 | 新建仓 |
| 23 | INTC | INTEL CORP | $1.5M | 1.21% | 10,683 | 新建仓 |
| 24 | KYMR | KYMERA THERAPEUTICS INC | $1.5M | 1.20% | 12,943 | 新建仓 |
| 25 | TQQQ | PROSHARES TR | $1.5M | 1.20% | 18,276 | 新建仓 |
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