Holders — by stockHoldings — by fund
Science & Technology Partners, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2029433
$593.3M
disclosed book value
84
positions
5.6%
largest position share
Positions, as of 2026-06-30
top 85 of 84 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA ORD | 164,870 | $33.0M | 5.6% |
| 2 | GHGUARDANT HEALTH INC | 208,817 | $31.3M | 5.3% |
| 3 | AAPLAPPLE ORD | 104,985 | $30.4M | 5.1% |
| 4 | NTRANATERA INC | 109,880 | $29.8M | 5% |
| 5 | COHRCOHERENT CORP | 73,400 | $29.0M | 4.9% |
| 6 | LRCXLAM RESEARCH CORP | 64,913 | $28.1M | 4.7% |
| 7 | PLPLANET LABS PBC | 824,733 | $27.3M | 4.6% |
| 8 | FPSFORGENT POWER SOLUTIONS INC | 468,000 | $26.1M | 4.4% |
| 9 | BEBLOOM ENERGY CORP | 85,210 | $25.8M | 4.3% |
| 10 | AEHRAEHR TEST SYS | 249,000 | $23.9M | 4% |
| 11 | LLYELI LILLY & CO | 19,550 | $23.4M | 4% |
| 12 | SPIRE GLOBAL INC | 1.2M | $21.5M | 3.6% |
| 13 | SITMSITIME CORP | 27,925 | $20.8M | 3.5% |
| 14 | MSFTMICROSOFT ORD | 50,484 | $18.8M | 3.2% |
| 15 | AXSMAXSOME THERAPEUTICS INC. | 73,040 | $17.9M | 3% |
| 16 | LITELUMENTUM HLDGS INC | 18,011 | $15.5M | 2.6% |
| 17 | WULFTERAWULF INC | 546,011 | $13.5M | 2.3% |
| 18 | NBIXNEUROCRINE BIOSCIENCES INC | 79,724 | $13.4M | 2.3% |
| 19 | TWSTTWIST BIOSCIENCE CORP | 129,228 | $13.3M | 2.2% |
| 20 | BTSGBRIGHTSPRING HEALTH SVCS INC | 176,135 | $12.3M | 2.1% |
| 21 | AVGOBROADCOM ORD | 32,151 | $12.1M | 2% |
| 22 | GLWCORNING INC | 41,459 | $10.6M | 1.8% |
| 23 | MUMICRON TECHNOLOGY ORD | 8,062 | $9.3M | 1.6% |
| 24 | DPC HOLDINGS PLC | 158,828 | $7.8M | 1.3% |
| 25 | GEVGE VERNOVA INC | 6,600 | $7.8M | 1.3% |
| 26 | TET1 ENERGY INC | 775,094 | $7.3M | 1.2% |
| 27 | WGSGENEDX HOLDINGS CORP | 106,387 | $7.3M | 1.2% |
| 28 | AMDADVANCED MICRO DEVICES ORD | 11,657 | $6.8M | 1.1% |
| 29 | UNHUNITEDHEALTH GROUP INC | 14,600 | $6.1M | 1% |
| 30 | MOHMOLINA HEALTHCARE INC | 22,140 | $5.1M | 0.9% |
| 31 | INTCINTEL ORD | 31,413 | $4.4M | 0.7% |
| 32 | AMATAPPLIED MATERIAL ORD | 5,670 | $4.1M | 0.7% |
| 33 | SPCXSPACE EXPLORATION TECHN CORP | 21,400 | $3.7M | 0.6% |
| 34 | CSCOCISCO SYSTEMS ORD | 28,254 | $3.3M | 0.6% |
| 35 | KLACKLA ORD | 9,369 | $2.8M | 0.5% |
| 36 | PANWPALO ALTO NETWORKS ORD | 5,813 | $2.0M | 0.3% |
| 37 | TXNTEXAS INSTRUMENTS ORD | 6,510 | $1.9M | 0.3% |
| 38 | IBMINTERNATIONAL BUSINESS MACHINES ORD | 6,713 | $1.9M | 0.3% |
| 39 | PLTRPALANTIR TECHNOLOGIES CL A ORD | 15,578 | $1.8M | 0.3% |
| 40 | MRVLMARVELL TECHNOLOGY ORD | 6,092 | $1.8M | 0.3% |
| 41 | ORCLORACLE ORD | 12,291 | $1.8M | 0.3% |
| 42 | WDCWESTERN DIGITAL ORD | 2,475 | $1.6M | 0.3% |
| 43 | APHAMPHENOL CL A ORD | 8,791 | $1.6M | 0.3% |
| 44 | SEAGATE TECHNOLOGY HOLDINGS ORD | 1,544 | $1.5M | 0.3% |
| 45 | QCOMQUALCOMM ORD | 7,630 | $1.4M | 0.2% |
| 46 | ADIANALOG DEVICES ORD | 3,484 | $1.4M | 0.2% |
| 47 | CRWDCROWDSTRIKE HOLDINGS CL A ORD | 1,771 | $1.4M | 0.2% |
| 48 | ANETARISTA NETWORKS ORD | 7,625 | $1.3M | 0.2% |
| 49 | SHOPSHOPIFY CL A SUB VTG ORD | 8,780 | $1.0M | 0.2% |
| 50 | DELLDELL TECHNOLOGIES CL C ORD | 2,155 | $929,796 | 0.2% |
| 51 | CRMSALESFORCE ORD | 5,695 | $892,179 | 0.2% |
| 52 | APPAPPLOVIN CL A ORD | 1,648 | $849,099 | 0.1% |
| 53 | NOWSERVICENOW ORD | 7,477 | $742,317 | 0.1% |
| 54 | CDNSCADENCE DESIGN SYSTEMS ORD | 1,974 | $740,882 | 0.1% |
| 55 | FTNTFORTINET ORD | 4,503 | $691,751 | 0.1% |
| 56 | SNOWSNOWFLAKE ORD | 2,357 | $599,857 | 0.1% |
| 57 | DDOGDATADOG CL A ORD | 2,252 | $586,331 | 0.1% |
| 58 | SNPSSYNOPSYS ORD | 1,304 | $581,675 | 0.1% |
| 59 | ADBEADOBE ORD | 2,810 | $576,106 | 0.1% |
| 60 | NETCLOUDFLARE CL A ORD | 2,229 | $546,729 | 0.1% |
| 61 | TERTERADYNE ORD | 1,121 | $542,385 | 0.1% |
| 62 | ACCENTURE CL A ORD | 4,350 | $541,314 | 0.1% |
| 63 | COHRCOHERENT ORD | 1,325 | $522,673 | 0.1% |
| 64 | INTUINTUIT ORD | 1,970 | $514,170 | 0.1% |
| 65 | NXP SEMICONDUCTORS ORD | 1,791 | $503,325 | 0.1% |
| 66 | CIENCIENA ORD | 1,012 | $496,447 | 0.1% |
| 67 | MSIMOTOROLA SOLUTIONS ORD | 1,193 | $495,441 | 0.1% |
| 68 | ALABASTERA LABS ORD | 964 | $465,631 | 0.1% |
| 69 | MPWRMONOLITHIC POWER SYSTEMS ORD | 332 | $458,944 | 0.1% |
| 70 | KEYSKEYSIGHT TECHNOLOGIES ORD | 1,231 | $430,936 | 0.1% |
| 71 | HPEHEWLETT PACKARD ENTERPRISE ORD | 9,496 | $428,365 | 0.1% |
| 72 | FLEX ORD | 2,615 | $423,813 | 0.1% |
| 73 | TE CONNECTIVITY ORD | 2,094 | $422,171 | 0.1% |
| 74 | NEBIUS CL A ORD | 1,444 | $398,789 | 0.1% |
| 75 | MCHPMICROCHIP TECHNOLOGY ORD | 3,821 | $348,475 | 0.1% |
| 76 | CREDO TECHNOLOGY GROUP HOLDING ORD | 1,179 | $320,629 | 0.1% |
| 77 | CLSCELESTICA ORD | 821 | $299,316 | 0.1% |
| 78 | ADSKAUTODESK ORD | 1,514 | $294,352 | 0% |
| 79 | JBLJABIL ORD | 758 | $292,194 | 0% |
| 80 | ONON SEMICONDUCTOR ORD | 2,800 | $264,712 | 0% |
| 81 | ROPROPER TECHNOLOGIES ORD | 732 | $247,701 | 0% |
| 82 | QQNITY ELECTRONICS ORD | 1,454 | $237,453 | 0% |
| 83 | TDYTELEDYNE TECH ORD | 330 | $220,077 | 0% |
| 84 | NTAPNETAPP ORD | 1,408 | $217,902 | 0% |
| 85 | TWLOTWILIO CL A ORD | 1,035 | $213,552 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.