Scientech Research LLC

13F filer · CIK 0002011556

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$123MU.S. long equity reported on 13F

Positions201164 new · 388 closed

Net flow last quarter-$20.3MBuys minus sells

Top 10 positions weight16.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026201 positions
MXLMaxlinear, Inc	$2.28M	1.85%	0.02%	New	Q2 2026
FCELFuelcell Energy Inc	$2.15M	1.74%	0.09%	Not reported	Q1 2024
ALABAstera Labs, Inc.	$2.11M	1.71%	0.00%	Not reported	Q1 2024
SPCXSpace Exploration Technologies Corp	$2.08M	1.69%	Not reported	New	Q2 2026
AMATApplied Materials Inc	$2.08M	1.69%	0.00%	Not reported	Q4 2023
PANWPalo Alto Networks Inc	$2.07M	1.68%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$2.02M	1.63%	0.00%	Not reported	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$1.96M	1.59%	0.00%	Not reported	Q4 2023
TEMTempus AI, Inc.	$1.96M	1.59%	Not reported	+526.7%	Q2 2024
SNDKSandisk Corp	$1.93M	1.56%	0.00%	Not reported	Q1 2025
MSTRStrategy Inc	$1.9M	1.54%	Not reported	Not reported	Q4 2023
MRNAModerna, Inc.	$1.88M	1.52%	0.01%	Not reported	Q4 2023
NBISNebius Group N.V.	$1.86M	1.50%	0.00%	Not reported	Q1 2025
QNTQuantinuum Inc.	$1.85M	1.50%	Not reported	New	Q2 2026
TERTeradyne, Inc	$1.82M	1.48%	0.00%	Not reported	Q2 2024
BLZEBackblaze, Inc.	$1.78M	1.45%	0.19%	New	Q2 2026
OUSTOuster, Inc.	$1.77M	1.43%	0.04%	Not reported	Q1 2024
BLLNBillionToOne, Inc.	$1.74M	1.41%	0.13%	New	Q2 2026
CBRSCerebras Systems Inc.	$1.71M	1.39%	Not reported	New	Q2 2026
TLNTalen Energy Corp	$1.55M	1.26%	0.01%	Not reported	Q3 2024
INTCIntel Corp	$1.49M	1.21%	0.00%	Not reported	Q4 2023
KYMRKymera Therapeutics, Inc.	$1.48M	1.20%	0.02%	Not reported	Q1 2024
CCXIChurchill Capital Corp XI	$1.47M	1.19%	Not reported	New	Q2 2026
SEZLSezzle Inc.	$1.46M	1.18%	0.03%	Not reported	Q2 2025
ABSIAbsci Corp	$1.44M	1.17%	0.08%	+373.4%	Q3 2025
SPCHSport Chalet Inc	$1.33M	1.08%	Not reported	New	Q2 2026
ASSTStrive, Inc.	$1.26M	1.02%	687.83%	+360.4%	Q1 2026
TENBTenable Holdings, Inc.	$1.26M	1.02%	0.03%	New	Q2 2026
PTRNPattern Group Inc.	$1.26M	1.02%	Not reported	New	Q2 2026
TXNTexas Instruments Inc	$1.25M	1.01%	0.00%	Not reported	Q3 2024
NVTSNavitas Semiconductor Corp	$1.24M	1.01%	0.04%	+353.4%	Q4 2025
NTLAIntellia Therapeutics, Inc.	$1.23M	0.99%	0.05%	+346.0%	Q4 2023
UALUnited Airlines Holdings, Inc.	$1.17M	0.95%	0.00%	Not reported	Q1 2025
BTDRBitdeer Technologies Group	$1.17M	0.94%	0.03%	+282.9%	Q4 2024
PRAXPraxis Precision Medicines, Inc.	$1.13M	0.92%	0.01%	+404.9%	Q1 2026
AMDAdvanced Micro Devices Inc	$1.12M	0.91%	0.00%	Not reported	Q4 2023
LRCXLam Research Corp	$1.11M	0.90%	0.00%	Not reported	Q4 2023
FNFabrinet	$1.06M	0.86%	0.01%	Not reported	Q3 2024
RKLBRocket Lab Corp	$998K	0.81%	0.00%	Not reported	Q4 2023
DAVEDave Inc.	$942K	0.76%	Not reported	Not reported	Q1 2025
ONOn Semiconductor Corp	$941K	0.76%	0.00%	Not reported	Q4 2024
AEISAdvanced Energy Industries Inc	$896K	0.73%	0.01%	Not reported	Q1 2025
FORMFormfactor Inc	$851K	0.69%	0.01%	Not reported	Q1 2024
SRRKScholar Rock Holding Corp	$844K	0.68%	0.01%	-41.6%	Q4 2024
KLACKla Corp	$812K	0.66%	0.00%	Not reported	Q4 2023
AIPArteris, Inc.	$811K	0.66%	0.03%	New	Q2 2026
TEAMAtlassian Corp	$810K	0.66%	Not reported	Not reported	Q4 2023
AXONAxon Enterprise, Inc.	$792K	0.64%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$765K	0.62%	0.00%	Not reported	Q1 2024
WWDWoodward, Inc.	$765K	0.62%	0.00%	Not reported	Q2 2024

Q1 2026Reported May 15, 2026425 positions
APLDApplied Digital Corp.	$1.63M	1.36%	0.02%	Not reported	Q3 2024
WVEWave Life Sciences, Inc.	$1.45M	1.21%	0.10%	+1186.4%	Q4 2025
ECHOEchoStar CORP	$1.37M	1.15%	0.02%	+63.0%	Q2 2024
SRRKScholar Rock Holding Corp	$1.29M	1.08%	0.02%	+424.3%	Q4 2024
VRDNViridian Therapeutics, Inc.\DE	$1.27M	1.06%	0.06%	Not reported	Q3 2024
FIGFigma, Inc.	$1.2M	1.00%	Not reported	Not reported	Q3 2025
CENXCentury Aluminum Co	$1.2M	1.00%	0.02%	-17.0%	Q3 2025
OKLOOklo Inc.	$1.18M	0.98%	0.01%	+621.9%	Q1 2025
COINCoinbase Global, Inc.	$1.14M	0.95%	0.00%	Not reported	Q1 2024
FIVEFive Below, Inc	$1.09M	0.91%	0.01%	Not reported	Q2 2024
CTMXCytomX Therapeutics, Inc.	$1.08M	0.90%	0.14%	New	Q1 2026
SNOWSnowflake Inc.	$1.02M	0.85%	0.00%	Not reported	Q4 2024
PLPlanet Labs PBC	$1.02M	0.85%	0.01%	+12.3%	Q2 2025
HIMSHims & Hers Health, Inc.	$1M	0.83%	Not reported	+153.1%	Q2 2024
GOGrocery Outlet Holding Corp.	$899K	0.75%	0.13%	Not reported	Q4 2023
UUnity Software Inc.	$885K	0.74%	0.01%	Not reported	Q4 2023
GSATGlobalstar, Inc.	$878K	0.73%	0.01%	New	Q1 2026
UMACUnusual Machines, Inc.	$878K	0.73%	0.15%	New	Q1 2026
AAAlcoa Corp	$863K	0.72%	0.00%	+16.2%	Q2 2025
SWMRSwarmer, Inc	$851K	0.71%	0.17%	New	Q1 2026
MMYTMakeMyTrip Ltd	$801K	0.67%	Not reported	Not reported	Q3 2024
NKTRNektar Therapeutics	$794K	0.66%	0.05%	Not reported	Q4 2023
VIAVViavi Solutions Inc.	$784K	0.65%	0.01%	New	Q1 2026
BMNRBitmine Immersion Technologies, Inc.	$773K	0.64%	0.01%	Not reported	Q2 2025
BBAIBigBear.ai Holdings, Inc.	$746K	0.62%	0.04%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$737K	0.61%	Not reported	Not reported	Q1 2024
SRPTSarepta Therapeutics, Inc.	$718K	0.60%	0.03%	Not reported	Q1 2025
LXULSB Industries, Inc.	$688K	0.57%	0.06%	New	Q1 2026
AMPAmeriprise Financial Inc	$662K	0.55%	0.00%	+37.0%	Q2 2024
SEDGSolaredge Technologies, Inc.	$656K	0.55%	0.02%	Not reported	Q3 2024
PATHUiPath, Inc.	$650K	0.54%	Not reported	Not reported	Q2 2024
ALMSAlumis Inc.	$648K	0.54%	Not reported	Not reported	Q1 2025
APPAppLovin Corp	$643K	0.54%	0.00%	-12.1%	Q3 2024
FROGJFrog Ltd	$643K	0.54%	0.01%	New	Q1 2026
UNHUnitedhealth Group Inc	$635K	0.53%	0.00%	+40.8%	Q4 2023
ELVNEnliven Therapeutics, Inc.	$620K	0.52%	0.03%	New	Q1 2026
FLYFirefly Aerospace Inc.	$611K	0.51%	0.01%	Not reported	Q3 2025
REMXRemedytemp Inc	$579K	0.48%	Not reported	New	Q1 2026
VISTVista Energy, S.A.B. de C.V.	$578K	0.48%	0.01%	New	Q1 2026
FSLYFastly, Inc.	$567K	0.47%	0.01%	Not reported	Q4 2024
AUGOAura Minerals Inc.	$563K	0.47%	0.01%	+48.3%	Q4 2025
VITLVital Farms, Inc.	$546K	0.46%	0.09%	Not reported	Q3 2025
HUTHut 8 Corp.	$540K	0.45%	0.01%	New	Q1 2026
TROXTronox Holdings plc	$510K	0.43%	0.03%	+43.9%	Q3 2025
IEXIdex Corp	$509K	0.42%	0.00%	Not reported	Q2 2025
BABAAlibaba Group Holding Ltd	$506K	0.42%	0.00%	Not reported	Q3 2024
CAKECheesecake Factory Inc	$501K	0.42%	0.02%	Not reported	Q1 2024
OWLBlue Owl Capital Inc.	$501K	0.42%	0.80%	+241.3%	Q4 2024
SOUNSoundhound Ai, Inc.	$500K	0.42%	0.04%	Not reported	Q4 2024
PAASPan American Silver Corp	$485K	0.40%	0.00%	New	Q1 2026

Q4 2025Reported Feb 17, 2026460 positions
ONDSOndas Inc.	$1.93M	1.21%	0.05%	Not reported	Q2 2025
DPZDominos Pizza Inc	$1.4M	0.88%	0.01%	+137.9%	Q2 2024
AMDAdvanced Micro Devices Inc	$1.36M	0.86%	0.00%	Not reported	Q4 2023
MDLNMedline Inc.	$1.27M	0.80%	Not reported	New	Q4 2025
APPAppLovin Corp	$1.24M	0.78%	0.00%	-32.6%	Q3 2024
CCLCarnival Corp Ltd.	$1.21M	0.76%	0.00%	Not reported	Q3 2024
NOCNorthrop Grumman Corp	$1.16M	0.73%	0.00%	Not reported	Q4 2023
GEVGE Vernova Inc.	$1.12M	0.71%	0.00%	+103.0%	Q2 2024
RAREUltragenyx Pharmaceutical Inc.	$1.1M	0.69%	0.05%	+53.4%	Q2 2025
DYDycom Industries Inc	$1.1M	0.69%	0.01%	Not reported	Q3 2024
MPWRMonolithic Power Systems, Inc.	$1.09M	0.69%	0.00%	Not reported	Q4 2023
RRRichtech Robotics Inc.	$1.08M	0.68%	1.58%	+145.2%	Q3 2024
ISRGIntuitive Surgical Inc	$1.07M	0.67%	0.00%	+3.3%	Q1 2024
FFIVF5, Inc.	$1.02M	0.64%	0.01%	+532.4%	Q2 2025
MDBMongoDB, Inc.	$1M	0.63%	0.00%	-56.3%	Q2 2024
FLNCFluence Energy, Inc.	$991K	0.62%	0.10%	+224.4%	Q2 2024
ANFAbercrombie & Fitch Co	$976K	0.61%	0.02%	Not reported	Q1 2024
CENXCentury Aluminum Co	$967K	0.61%	0.02%	+39.8%	Q3 2025
PLABPhotronics Inc	$946K	0.60%	0.05%	New	Q4 2025
DUOLDuolingo, Inc.	$945K	0.59%	0.03%	+223.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$939K	0.59%	0.00%	Not reported	Q2 2024
SIDUSidus Space Inc.	$909K	0.57%	160.83%	New	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$904K	0.57%	0.00%	-41.1%	Q4 2023
LITELumentum Holdings Inc.	$900K	0.57%	0.00%	Not reported	Q1 2024
NEMNEWMONT Corp	$896K	0.56%	0.00%	Not reported	Q1 2024
IDXXIdexx Laboratories Inc	$875K	0.55%	0.00%	Not reported	Q2 2024
AZOAutozone Inc	$872K	0.55%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$858K	0.54%	Not reported	+51.8%	Q4 2023
COSTCostco Wholesale Corp	$856K	0.54%	0.00%	Not reported	Q1 2024
PSAPublic Storage	$850K	0.53%	0.00%	Not reported	Q4 2024
SPOTSpotify Technology S.A.	$846K	0.53%	0.00%	+362.2%	Q4 2023
RKLBRocket Lab Corp	$823K	0.52%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$789K	0.50%	0.00%	-61.5%	Q4 2023
AONAon plc	$789K	0.50%	0.00%	+92.7%	Q4 2023
CEGConstellation Energy Corp	$788K	0.50%	0.00%	+118.2%	Q1 2024
ECHOEchoStar CORP	$783K	0.49%	0.02%	+116.1%	Q2 2024
GDGeneral Dynamics Corp	$779K	0.49%	0.00%	Not reported	Q1 2024
AXTIAxt Inc	$751K	0.47%	0.08%	New	Q4 2025
SPGIS&P Global Inc.	$749K	0.47%	0.00%	-31.4%	Q1 2024
AVBCAvidia Bancorp, Inc.	$740K	0.47%	0.02%	Not reported	Q1 2024
KNSLKinsale Capital Group, Inc.	$736K	0.46%	0.01%	New	Q4 2025
AGXArgan Inc	$730K	0.46%	0.02%	+207.0%	Q2 2025
RSGRepublic Services, Inc.	$717K	0.45%	0.00%	+21.4%	Q2 2025
NKENIKE, Inc.	$709K	0.45%	0.00%	+98.5%	Q3 2024
ETNEaton Corp plc	$707K	0.44%	0.00%	Not reported	Q1 2024
RACEFerrari N.V.	$698K	0.44%	0.00%	Not reported	Q4 2023
CVCOCavco Industries, Inc.	$691K	0.43%	0.02%	New	Q4 2025
GPIGroup 1 Automotive Inc	$691K	0.43%	0.01%	+21.3%	Q3 2024
VMCVulcan Materials CO	$690K	0.43%	0.00%	Not reported	Q1 2024
HYMCHycroft Mining Holding Corp	$667K	0.42%	0.03%	New	Q4 2025

Q3 2025Reported Nov 14, 2025529 positions
MSFTMicrosoft Corp	$2.19M	0.76%	0.00%	-34.8%	Q4 2023
NVDANvidia Corp	$1.99M	0.69%	0.00%	Not reported	Q1 2024
APPAppLovin Corp	$1.96M	0.68%	0.00%	-51.8%	Q3 2024
LLYELI LILLY & Co	$1.94M	0.68%	0.00%	Not reported	Q1 2024
REGNRegeneron Pharmaceuticals, Inc.	$1.8M	0.63%	0.00%	+73.6%	Q1 2024
ALNYAlnylam Pharmaceuticals, Inc.	$1.77M	0.62%	0.00%	Not reported	Q1 2024
TLRYTilray Brands, Inc.	$1.75M	0.61%	0.09%	Not reported	Q1 2024
QUREuniQure N.V.	$1.71M	0.60%	0.05%	New	Q3 2025
MDBMongoDB, Inc.	$1.7M	0.59%	0.01%	Not reported	Q2 2024
PODDInsulet Corp	$1.55M	0.54%	0.01%	+67.1%	Q1 2024
RIGTransocean Ltd.	$1.54M	0.54%	0.04%	+1491.9%	Q1 2024
ZBRAZebra Technologies Corp	$1.51M	0.53%	0.01%	Not reported	Q2 2024
HOODRobinhood Markets, Inc.	$1.51M	0.53%	0.00%	-49.7%	Q2 2025
NVDLNovadel Pharma Inc	$1.46M	0.51%	Not reported	Not reported	Q1 2025
ADBEAdobe Inc.	$1.46M	0.51%	0.00%	+35.0%	Q3 2024
AGFirst Majestic Silver Corp	$1.44M	0.50%	0.04%	+72.2%	Q1 2025
STRLSterling Infrastructure, Inc.	$1.42M	0.49%	0.01%	-26.7%	Q3 2024
PTCPTC Inc.	$1.4M	0.49%	0.01%	Not reported	Q4 2023
ROPRoper Technologies Inc	$1.36M	0.48%	0.00%	+352.5%	Q2 2024
VRSNVerisign Inc	$1.34M	0.47%	0.01%	Not reported	Q4 2023
CRWVCoreWeave, Inc.	$1.33M	0.46%	Not reported	Not reported	Q1 2025
NTRANatera, Inc.	$1.33M	0.46%	0.01%	-16.0%	Q1 2024
WULFTerawulf Inc.	$1.33M	0.46%	0.03%	Not reported	Q2 2024
UTHRUNITED THERAPEUTICS Corp	$1.32M	0.46%	0.01%	-48.8%	Q4 2023
LULUlululemon athletica inc.	$1.31M	0.46%	0.01%	+99.4%	Q4 2023
BEBloom Energy Corp	$1.31M	0.46%	0.01%	New	Q3 2025
INTUIntuit Inc.	$1.3M	0.45%	0.00%	+1.7%	Q4 2023
DASHDoorDash, Inc.	$1.29M	0.45%	Not reported	Not reported	Q2 2024
HDHome Depot, Inc.	$1.28M	0.44%	0.00%	+25.6%	Q3 2024
DOVDOVER Corp	$1.17M	0.41%	0.01%	Not reported	Q1 2024
NICENICE Ltd.	$1.15M	0.40%	0.01%	-20.7%	Q1 2024
MKTXMarketaxess Holdings Inc	$1.15M	0.40%	0.02%	-9.6%	Q2 2024
NNENano Nuclear Energy Inc.	$1.11M	0.39%	0.07%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$1.1M	0.38%	0.00%	Not reported	Q4 2023
SBACSba Communications Corp	$1.1M	0.38%	0.01%	Not reported	Q1 2024
NETCloudflare, Inc.	$1.09M	0.38%	Not reported	Not reported	Q3 2024
NVONovo Nordisk A S	$1.09M	0.38%	Not reported	Not reported	Q2 2024
EATBrinker International, Inc	$1.09M	0.38%	0.02%	+213.3%	Q3 2024
SFMSprouts Farmers Market, Inc.	$1.08M	0.38%	0.01%	Not reported	Q4 2023
GRABGrab Holdings Ltd	$1.07M	0.37%	Not reported	+625.0%	Q1 2024
HCAHCA Healthcare, Inc.	$1.04M	0.36%	0.00%	+5.7%	Q1 2024
SPGIS&P Global Inc.	$1.02M	0.35%	0.00%	+200.3%	Q1 2024
VRTXVertex Pharmaceuticals Inc / Ma	$1.01M	0.35%	0.00%	Not reported	Q4 2023
CHRDChord Energy Corp	$1M	0.35%	0.02%	Not reported	Q2 2024
AMPAmeriprise Financial Inc	$996K	0.35%	0.00%	Not reported	Q2 2024
DEDeere & Co	$975K	0.34%	0.00%	+10.1%	Q2 2024
LNGCheniere Energy, Inc.	$942K	0.33%	0.00%	Not reported	Q4 2023
RAREUltragenyx Pharmaceutical Inc.	$942K	0.33%	0.03%	+411.6%	Q2 2025
SANMSanmina Corp	$942K	0.33%	0.02%	Not reported	Q4 2023
CSLCarlisle Companies Inc	$937K	0.33%	0.01%	Not reported	Q4 2023

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