Science & Technology Partners, L.P. Portfolio Stock Holdings
Science & Technology Partners, L.P. disclosed 42 stock positions valued at approximately $381.8 million in its latest SEC 13F filing. The largest holdings include LUMENTUM HLDGS INC, KEYSIGHT TECHNOLOGIES INC, and LAM RESEARCH CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 42
- Portfolio Value
- $381.8M
Holdings by Sector
Science & Technology Partners, L.P. Portfolio Holdings in Q1 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LUMENTUM HLDGS INC | LITE | Technology | 6.94% | 37,720 | +20,720 | +121.88% | $26,508,107 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 6.39% | 86,440 | +86,440 | +100.00% | $24,408,063 |
| LAM RESEARCH CORP | LRCX | Other | 6.08% | 108,700 | -8,100 | -6.93% | $23,224,842 |
| CLOUDFLARE INC | NET | Technology | 5.76% | 106,525 | +106,525 | +100.00% | $21,980,369 |
| COHERENT CORP | COHR | Technology | 5.51% | 88,240 | -37,335 | -29.73% | $21,019,650 |
| BLOOM ENERGY CORP | BE | Industrials | 5.39% | 151,850 | +526 | +0.35% | $20,574,157 |
| NATERA INC | NTRA | Healthcare | 5.22% | 99,732 | +20,482 | +25.84% | $19,945,403 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.75% | 53,700 | +9,100 | +20.40% | $18,147,915 |
| PLANET LABS PBC | PL | Industrials | 4.23% | 577,840 | -372,362 | -39.19% | $16,150,628 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 4.06% | 241,200 | +39,936 | +19.84% | $15,489,864 |
| NOKIA CORP | NOK | Technology | 3.13% | 1,485,000 | +1,485,000 | +100.00% | $11,939,400 |
| CIENA CORP | CIEN | Technology | 2.81% | 27,592 | +27,592 | +100.00% | $10,712,042 |
| AMPRIUS TECHNOLOGIES INC | AMPX | Industrials | 2.80% | 635,106 | +635,106 | +100.00% | $10,707,888 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.96% | 51,265 | +26,715 | +108.82% | $7,499,044 |
| APPLIED MATERIAL ORD | AMAT | Technology | 1.93% | 21,550 | +21,550 | +100.00% | $7,365,575 |
| NVIDIA ORD | NVDA | Technology | 1.57% | 34,300 | -32,500 | -48.65% | $5,981,920 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 1.55% | 68,993 | +68,993 | +100.00% | $5,918,220 |
| SANDISK ORD | SNDK | Other | 1.55% | 9,295 | +9,295 | +100.00% | $5,905,485 |
| MICRON TECHNOLOGY ORD | MU | Technology | 1.50% | 16,900 | +16,900 | +100.00% | $5,709,496 |
| ASML HOLDING ADR REP ORD | ASML | Other | 1.38% | 4,000 | +4,000 | +100.00% | $5,283,320 |
| ANALOG DEVICES ORD | ADI | Technology | 1.33% | 15,903 | +15,903 | +100.00% | $5,059,380 |
| INTUITIVE MACHINES INC | LUNR | Industrials | 1.15% | 237,000 | +237,000 | +100.00% | $4,398,720 |
| FASTLY INC | FSLY | Technology | 1.15% | 151,000 | +151,000 | +100.00% | $4,388,060 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 1.11% | 36,839 | +36,839 | +100.00% | $4,230,959 |
| ADVANCED ENERGY INDS | AEIS | Industrials | 1.09% | 12,950 | +12,950 | +100.00% | $4,179,095 |
| VERISIGN INC | VRSN | Technology | 1.06% | 16,342 | +16,342 | +100.00% | $4,058,699 |
| TESLA INC | TSLA | Consumer Cyclical | 0.88% | 9,000 | -46,375 | -83.75% | $3,345,750 |
| APPLE ORD | AAPL | Technology | 0.82% | 12,400 | +12,400 | +100.00% | $3,146,996 |
| MOTOROLA SOLUTIONS ORD | MSI | Technology | 0.78% | 6,860 | +6,860 | +100.00% | $2,977,034 |
| SEAGATE TECHNOLOGY HOLDINGS ORD | STX | Other | 0.74% | 7,240 | +7,240 | +100.00% | $2,836,342 |
| BROADCOM ORD | AVGO | Technology | 0.74% | 9,150 | -52,500 | -85.16% | $2,832,017 |
| SITIME ORD | SITM | Technology | 0.67% | 7,400 | -35,156 | -82.61% | $2,555,590 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 8,000 | -74,500 | -90.30% | $2,294,880 |
| CORNING ORD | GLW | Technology | 0.58% | 16,393 | +16,393 | +100.00% | $2,228,956 |
| CISCO SYSTEMS ORD | CSCO | Technology | 0.49% | 24,200 | +24,200 | +100.00% | $1,877,678 |
| GE VERNOVA ORD | GEV | Utilities | 0.43% | 1,900 | +1,900 | +100.00% | $1,658,510 |
| ONTO INNOVATION ORD | ONTO | Technology | 0.42% | 7,800 | +7,800 | +100.00% | $1,599,546 |
| CARETRUST REIT ORD | CTRE | Real Estate | 0.02% | 2,000 | +2,000 | +100.00% | $73,300 |
Science & Technology Partners, L.P. Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | NOK | Nokia Corporation Sponsored | CALL | 41,500 | $333,660 |
Notional value represents the total exposure of the options position.