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Science & Technology Partners, L.P.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $593,321,383
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA ORD · COM · 67066G104 · shares: $32,988,838
- GUARDANT HEALTH INC · COM · 40131M109 · shares: $31,328,815
- APPLE ORD · COM · 037833100 · shares: $30,378,460
- NATERA INC · COM · 632307104 · shares: $29,826,926
- COHERENT CORP · COM · 19247G107 · shares: $28,954,098
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $28,128,750
- PLANET LABS PBC · COM CL A · 72703X106 · shares: $27,323,404
- FORGENT POWER SOLUTIONS INC · COM SHS CL A · 34631F102 · shares: $26,142,480
- BLOOM ENERGY CORP · COM CL A · 093712107 · shares: $25,793,067
- AEHR TEST SYS · COM · 00760J108 · shares: $23,918,940
Reported holdings
85 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA ORD | COM | 67066G104 | — | 164,870 shares | $32,988,838 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 208,817 shares | $31,328,815 |
| APPLE ORD | COM | 037833100 | — | 104,985 shares | $30,378,460 |
| NATERA INC | COM | 632307104 | — | 109,880 shares | $29,826,926 |
| COHERENT CORP | COM | 19247G107 | — | 73,400 shares | $28,954,098 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 64,913 shares | $28,128,750 |
| PLANET LABS PBC | COM CL A | 72703X106 | — | 824,733 shares | $27,323,404 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 468,000 shares | $26,142,480 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 85,210 shares | $25,793,067 |
| AEHR TEST SYS | COM | 00760J108 | — | 249,000 shares | $23,918,940 |
| ELI LILLY & CO | COM | 532457108 | — | 19,550 shares | $23,448,857 |
| SPIRE GLOBAL INC | COM CL A NEW | 848560306 | — | 1,157,389 shares | $21,527,435 |
| SITIME CORP | COM | 82982T106 | — | 27,925 shares | $20,819,763 |
| MICROSOFT ORD | COM | 594918104 | — | 50,484 shares | $18,831,542 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 73,040 shares | $17,878,001 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 18,011 shares | $15,454,519 |
| TERAWULF INC | COM | 88080T104 | — | 546,011 shares | $13,486,472 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 79,724 shares | $13,436,284 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 129,228 shares | $13,294,977 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | — | 176,135 shares | $12,283,655 |
| BROADCOM ORD | COM | 11135F101 | — | 32,151 shares | $12,145,040 |
| CORNING INC | COM | 219350105 | — | 41,459 shares | $10,589,873 |
| MICRON TECHNOLOGY ORD | COM | 595112103 | — | 8,062 shares | $9,305,886 |
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | — | 158,828 shares | $7,792,102 |
| GE VERNOVA INC | COM | 36828A101 | — | 6,600 shares | $7,754,076 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 775,094 shares | $7,347,891 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 | — | 106,387 shares | $7,303,468 |
| ADVANCED MICRO DEVICES ORD | COM | 007903107 | — | 11,657 shares | $6,771,668 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 14,600 shares | $6,068,198 |
| MOLINA HEALTHCARE INC | COM | 60855R100 | — | 22,140 shares | $5,063,418 |
| INTEL ORD | COM | 458140100 | — | 31,413 shares | $4,386,197 |
| APPLIED MATERIAL ORD | COM | 038222105 | — | 5,670 shares | $4,099,410 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 21,400 shares | $3,656,404 |
| CISCO SYSTEMS ORD | COM | 17275R102 | — | 28,254 shares | $3,318,715 |
| KLA ORD | COM NEW | 482480100 | — | 9,369 shares | $2,826,721 |
| PALO ALTO NETWORKS ORD | COM | 697435105 | — | 5,813 shares | $1,982,349 |
| TEXAS INSTRUMENTS ORD | COM | 882508104 | — | 6,510 shares | $1,940,436 |
| INTERNATIONAL BUSINESS MACHINES ORD | COM | 459200101 | — | 6,713 shares | $1,887,763 |
| PALANTIR TECHNOLOGIES CL A ORD | CL A | 69608A108 | — | 15,578 shares | $1,817,485 |
| MARVELL TECHNOLOGY ORD | COM | 573874104 | — | 6,092 shares | $1,814,746 |
| ORACLE ORD | COM | 68389X105 | — | 12,291 shares | $1,801,246 |
| WESTERN DIGITAL ORD | COM | 958102105 | — | 2,475 shares | $1,580,832 |
| AMPHENOL CL A ORD | CL A | 032095101 | — | 8,791 shares | $1,550,029 |
| SEAGATE TECHNOLOGY HOLDINGS ORD | ORD SHS | G7997R103 | — | 1,544 shares | $1,489,960 |
| QUALCOMM ORD | COM | 747525103 | — | 7,630 shares | $1,409,948 |
| ANALOG DEVICES ORD | COM | 032654105 | — | 3,484 shares | $1,383,740 |
| CROWDSTRIKE HOLDINGS CL A ORD | CL A | 22788C105 | — | 1,771 shares | $1,351,521 |
| ARISTA NETWORKS ORD | COM SHS | 040413205 | — | 7,625 shares | $1,295,335 |
| SHOPIFY CL A SUB VTG ORD | CL A SUB VTG SHS | 82509L107 | — | 8,780 shares | $1,004,154 |
| DELL TECHNOLOGIES CL C ORD | CL C | 24703L202 | — | 2,155 shares | $929,796 |
| SALESFORCE ORD | COM | 79466L302 | — | 5,695 shares | $892,179 |
| APPLOVIN CL A ORD | COM CL A | 03831W108 | — | 1,648 shares | $849,099 |
| SERVICENOW ORD | COM | 81762P102 | — | 7,477 shares | $742,317 |
| CADENCE DESIGN SYSTEMS ORD | COM | 127387108 | — | 1,974 shares | $740,882 |
| FORTINET ORD | COM | 34959E109 | — | 4,503 shares | $691,751 |
| SNOWFLAKE ORD | COM SHS | 833445109 | — | 2,357 shares | $599,857 |
| DATADOG CL A ORD | CL A COM | 23804L103 | — | 2,252 shares | $586,331 |
| SYNOPSYS ORD | COM | 871607107 | — | 1,304 shares | $581,675 |
| ADOBE ORD | COM | 00724F101 | — | 2,810 shares | $576,106 |
| CLOUDFLARE CL A ORD | CL A COM | 18915M107 | — | 2,229 shares | $546,729 |
| TERADYNE ORD | COM | 880770102 | — | 1,121 shares | $542,385 |
| ACCENTURE CL A ORD | SHS CLASS A | G1151C101 | — | 4,350 shares | $541,314 |
| COHERENT ORD | COM | 19247G107 | — | 1,325 shares | $522,673 |
| INTUIT ORD | COM | 461202103 | — | 1,970 shares | $514,170 |
| NXP SEMICONDUCTORS ORD | COM | N6596X109 | — | 1,791 shares | $503,325 |
| CIENA ORD | COM NEW | 171779309 | — | 1,012 shares | $496,447 |
| MOTOROLA SOLUTIONS ORD | COM NEW | 620076307 | — | 1,193 shares | $495,441 |
| ASTERA LABS ORD | COM | 04626A103 | — | 964 shares | $465,631 |
| MONOLITHIC POWER SYSTEMS ORD | COM | 609839105 | — | 332 shares | $458,944 |
| KEYSIGHT TECHNOLOGIES ORD | COM | 49338L103 | — | 1,231 shares | $430,936 |
| HEWLETT PACKARD ENTERPRISE ORD | COM | 42824C109 | — | 9,496 shares | $428,365 |
| FLEX ORD | ORD | Y2573F102 | — | 2,615 shares | $423,813 |
| TE CONNECTIVITY ORD | ORD SHS | G87052109 | — | 2,094 shares | $422,171 |
| NEBIUS CL A ORD | SHS CLASS A | N97284108 | — | 1,444 shares | $398,789 |
| MICROCHIP TECHNOLOGY ORD | COM | 595017104 | — | 3,821 shares | $348,475 |
| CREDO TECHNOLOGY GROUP HOLDING ORD | ORDINARY SHARES | G25457105 | — | 1,179 shares | $320,629 |
| CELESTICA ORD | COM | 15101Q207 | — | 821 shares | $299,316 |
| AUTODESK ORD | COM | 052769106 | — | 1,514 shares | $294,352 |
| JABIL ORD | COM | 466313103 | — | 758 shares | $292,194 |
| ON SEMICONDUCTOR ORD | COM | 682189105 | — | 2,800 shares | $264,712 |
| ROPER TECHNOLOGIES ORD | COM | 776696106 | — | 732 shares | $247,701 |
| QNITY ELECTRONICS ORD | COMMON STOCK | 74743L100 | — | 1,454 shares | $237,453 |
| TELEDYNE TECH ORD | COM | 879360105 | — | 330 shares | $220,077 |
| NETAPP ORD | COM | 64110D104 | — | 1,408 shares | $217,902 |
| TWILIO CL A ORD | CL A | 90138F102 | — | 1,035 shares | $213,552 |