Science & Technology Partners, L.P.
Net buyer this quarter
$593M
84
+$33.7M
48.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $33M | 5.56% | 0.00% | +380.7% | Q4 2024 |
 GH | $31.3M | 5.28% | 0.16% | Not reported | Q4 2025 |
 AAPL | $30.4M | 5.12% | 0.00% | +746.7% | Q1 2026 |
 NTRA | $29.8M | 5.03% | 0.08% | +10.2% | Q4 2024 |
 COHR | $29.5M | 4.97% | 0.04% | -15.3% | Q2 2025 |
 LRCX | $28.1M | 4.74% | 0.01% | -40.3% | Q1 2025 |
 PL | $27.3M | 4.61% | 0.32% | +42.7% | Q4 2025 |
 FPS | $26.1M | 4.41% | Not reported | New | Q2 2026 |
 BE | $25.8M | 4.35% | 0.03% | -43.9% | Q3 2025 |
 AEHR | $23.9M | 4.03% | 0.77% | New | Q2 2026 |
 LLY | $23.4M | 3.95% | 0.00% | New | Q2 2026 |
 SPIR | $21.5M | 3.63% | Not reported | New | Q2 2026 |
 SITM | $20.8M | 3.51% | 0.11% | +277.4% | Q4 2025 |
 MSFT | $18.8M | 3.17% | 0.00% | New | Q2 2026 |
 AXSM | $17.9M | 3.01% | 0.14% | New | Q2 2026 |
 LITE | $15.5M | 2.60% | 0.02% | -52.3% | Q4 2025 |
 WULF | $13.5M | 2.27% | 0.11% | Not reported | Q4 2024 |
 NBIX | $13.4M | 2.26% | 0.08% | New | Q2 2026 |
 TWST | $13.3M | 2.24% | 0.21% | New | Q2 2026 |
 BTSG | $12.3M | 2.07% | 0.09% | New | Q2 2026 |
 AVGO | $12.1M | 2.05% | 0.00% | +251.4% | Q4 2024 |
 GLW | $10.6M | 1.78% | 0.00% | +152.9% | Q1 2026 |
 MU | $9.31M | 1.57% | 0.00% | -52.3% | Q1 2026 |
 DPC | $7.79M | 1.31% | 0.11% | New | Q2 2026 |
 GEV | $7.75M | 1.31% | 0.00% | +247.4% | Q1 2026 |
 TE | $7.35M | 1.24% | 0.28% | New | Q2 2026 |
 WGS | $7.3M | 1.23% | 0.36% | -55.9% | Q4 2024 |
 AMD | $6.77M | 1.14% | 0.00% | Not reported | Q2 2025 |
 UNH | $6.07M | 1.02% | 0.00% | New | Q2 2026 |
 MOH | $5.06M | 0.85% | 0.04% | New | Q2 2026 |
 INTC | $4.39M | 0.74% | 0.00% | New | Q2 2026 |
 AMAT | $4.1M | 0.69% | 0.00% | -73.7% | Q1 2026 |
 SPCX | $3.66M | 0.62% | Not reported | New | Q2 2026 |
 CSCO | $3.32M | 0.56% | 0.00% | +16.8% | Q2 2025 |
 KLAC | $2.83M | 0.48% | 0.00% | New | Q2 2026 |
 PANW | $1.98M | 0.33% | 0.00% | New | Q2 2026 |
 TXN | $1.94M | 0.33% | 0.00% | New | Q2 2026 |
 IBM | $1.89M | 0.32% | 0.00% | New | Q2 2026 |
 PLTR | $1.82M | 0.31% | 0.00% | -69.6% | Q2 2025 |
 MRVL | $1.81M | 0.31% | 0.00% | New | Q2 2026 |
 ORCL | $1.8M | 0.30% | 0.00% | Not reported | Q2 2025 |
 WDC | $1.58M | 0.27% | 0.00% | New | Q2 2026 |
 APH | $1.55M | 0.26% | 0.00% | New | Q2 2026 |
 STX | $1.49M | 0.25% | 0.00% | -78.7% | Q1 2026 |
 QCOM | $1.41M | 0.24% | 0.00% | New | Q2 2026 |
 ADI | $1.38M | 0.23% | 0.00% | -78.1% | Q1 2026 |
 CRWD | $1.35M | 0.23% | 0.00% | Not reported | Q4 2024 |
 ANET | $1.3M | 0.22% | 0.00% | New | Q2 2026 |
 SHOP | $1M | 0.17% | 0.00% | Not reported | Q2 2025 |
 DELL | $930K | 0.16% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| LITE | $26.5M | 6.94% | 0.05% | +121.9% | Q4 2025 |
 KEYS | $24.4M | 6.39% | 0.05% | New | Q1 2026 |
| LRCX | $23.2M | 6.08% | 0.01% | -6.9% | Q1 2025 |
 NET | $22M | 5.75% | Not reported | Not reported | Q3 2025 |
| COHR | $21M | 5.50% | 0.05% | -29.7% | Q2 2025 |
| BE | $20.6M | 5.38% | 0.05% | +0.4% | Q3 2025 |
| NTRA | $19.9M | 5.22% | 0.07% | +25.8% | Q4 2024 |
 TSM | $18.1M | 4.75% | 0.00% | +20.4% | Q4 2024 |
| PL | $16.2M | 4.23% | 0.22% | -39.2% | Q4 2025 |
 CAMT | $16M | 4.19% | 0.23% | New | Q1 2026 |
| WGS | $15.5M | 4.05% | 0.81% | +19.8% | Q4 2024 |
 RKLB | $15.2M | 3.99% | 0.04% | Not reported | Q4 2024 |
 NOK | $11.9M | 3.12% | 0.03% | New | Q1 2026 |
 CIEN | $10.7M | 2.80% | 0.02% | New | Q1 2026 |
 AMPX | $10.7M | 2.80% | 0.46% | New | Q1 2026 |
 TSEM | $7.95M | 2.08% | 0.04% | New | Q1 2026 |
| PLTR | $7.5M | 1.96% | 0.00% | +108.8% | Q2 2025 |
| AMAT | $7.37M | 1.93% | 0.00% | New | Q1 2026 |
| NVDA | $5.98M | 1.57% | 0.00% | -48.7% | Q4 2024 |
 DOCN | $5.92M | 1.55% | 0.07% | New | Q1 2026 |
 SNDK | $5.91M | 1.55% | 0.01% | New | Q1 2026 |
| MU | $5.71M | 1.49% | 0.00% | New | Q1 2026 |
 ASML | $5.28M | 1.38% | 0.00% | New | Q1 2026 |
| ADI | $5.06M | 1.32% | 0.00% | New | Q1 2026 |
 KRMN | $4.4M | 1.15% | 0.04% | New | Q1 2026 |
 LUNR | $4.4M | 1.15% | 0.28% | New | Q1 2026 |
 FSLY | $4.39M | 1.15% | 0.10% | New | Q1 2026 |
 AKAM | $4.23M | 1.11% | 0.03% | New | Q1 2026 |
 AEIS | $4.18M | 1.09% | 0.03% | New | Q1 2026 |
 VRSN | $4.06M | 1.06% | 0.02% | New | Q1 2026 |
 TSLA | $3.35M | 0.88% | 0.00% | -83.8% | Q4 2024 |
| AAPL | $3.15M | 0.82% | 0.00% | New | Q1 2026 |
 MSI | $2.98M | 0.78% | 0.00% | New | Q1 2026 |
| STX | $2.84M | 0.74% | 0.00% | New | Q1 2026 |
| AVGO | $2.83M | 0.74% | 0.00% | -85.2% | Q4 2024 |
| SITM | $2.56M | 0.67% | 0.03% | -82.6% | Q4 2025 |
 GOOG | $2.29M | 0.60% | Not reported | -90.3% | Q3 2025 |
| GLW | $2.23M | 0.58% | 0.00% | New | Q1 2026 |
| CSCO | $1.88M | 0.49% | 0.00% | Not reported | Q2 2025 |
| GEV | $1.66M | 0.43% | 0.00% | New | Q1 2026 |
 ONTO | $1.6M | 0.42% | 0.02% | New | Q1 2026 |
 CTRE | $73.3K | 0.02% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
 APP | $30.2M | 8.40% | 0.01% | -34.5% | Q4 2024 |
| WGS | $26.2M | 7.28% | 0.69% | -10.2% | Q4 2024 |
| GOOG | $25.9M | 7.20% | Not reported | -8.2% | Q3 2025 |
| TSLA | $24.9M | 6.92% | 0.00% | +62.4% | Q4 2024 |
| COHR | $23.2M | 6.44% | 0.08% | +74.4% | Q2 2025 |
| AVGO | $21.3M | 5.93% | 0.00% | -44.1% | Q4 2024 |
| LRCX | $20M | 5.56% | 0.01% | +33.2% | Q1 2025 |
| SHOP | $19.5M | 5.43% | 0.03% | -9.3% | Q2 2025 |
 AXON | $19.3M | 5.38% | 0.04% | +3.5% | Q4 2024 |
| PL | $18.7M | 5.21% | 0.37% | New | Q4 2025 |
| NTRA | $18.2M | 5.05% | 0.06% | -12.9% | Q4 2024 |
| SITM | $15M | 4.18% | 0.16% | New | Q4 2025 |
 ESTA | $14.1M | 3.91% | 0.66% | New | Q4 2025 |
 AFRM | $14M | 3.89% | 0.32% | New | Q4 2025 |
| TSM | $13.6M | 3.77% | 0.00% | -35.0% | Q4 2024 |
| BE | $13.1M | 3.65% | 0.06% | +53.0% | Q3 2025 |
| NVDA | $12.5M | 3.46% | 0.00% | Not reported | Q4 2024 |
| LITE | $6.27M | 1.74% | 0.02% | New | Q4 2025 |
 SPOT | $6.09M | 1.69% | 0.01% | -26.0% | Q4 2024 |
| PLTR | $4.36M | 1.21% | 0.00% | -42.1% | Q2 2025 |
| GH | $3.66M | 1.02% | 0.03% | New | Q4 2025 |
 ISRG | $3.14M | 0.87% | 0.00% | Not reported | Q4 2024 |
 RDW | $3.09M | 0.86% | 0.21% | New | Q4 2025 |
 CVNA | $1.6M | 0.45% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| APP | $49.2M | 13.70% | 0.02% | -19.5% | Q4 2024 |
| AVGO | $36.4M | 10.14% | 0.00% | +80.3% | Q4 2024 |
| WGS | $24.1M | 6.73% | 0.78% | -29.4% | Q4 2024 |
| AXON | $23.6M | 6.58% | 0.04% | +103.9% | Q4 2024 |
| GOOG | $21.9M | 6.10% | Not reported | New | Q3 2025 |
 CDNS | $20.5M | 5.70% | 0.02% | +2058.3% | Q2 2025 |
| SHOP | $19.9M | 5.54% | 0.03% | +3721.1% | Q2 2025 |
| TSM | $19.2M | 5.34% | 0.00% | +281.1% | Q4 2024 |
| TSLA | $15.2M | 4.23% | 0.00% | +168.5% | Q4 2024 |
| NTRA | $14.6M | 4.08% | 0.07% | +6.8% | Q4 2024 |
 RBLX | $14.5M | 4.04% | 0.01% | +81.8% | Q2 2025 |
| LRCX | $11.7M | 3.27% | 0.01% | -45.5% | Q1 2025 |
 VRT | $11.4M | 3.17% | 0.02% | New | Q3 2025 |
| SPOT | $9.89M | 2.76% | 0.01% | -16.6% | Q4 2024 |
| CRWD | $9.83M | 2.74% | 0.01% | +616.1% | Q4 2024 |
| BE | $8.36M | 2.33% | 0.04% | New | Q3 2025 |
| COHR | $7.76M | 2.16% | 0.05% | +14.1% | Q2 2025 |
| PLTR | $7.73M | 2.16% | 0.00% | +143.7% | Q2 2025 |
 JOBY | $6.19M | 1.72% | 0.04% | New | Q3 2025 |
| RKLB | $5.47M | 1.53% | 0.02% | +124.0% | Q4 2024 |
| NET | $5.22M | 1.45% | Not reported | New | Q3 2025 |
 QTUM | $5.05M | 1.41% | Not reported | New | Q3 2025 |
 PCOR | $2.29M | 0.64% | 0.02% | -71.9% | Q4 2024 |
 TSLI | $2.24M | 0.62% | Not reported | New | Q3 2025 |