Science & Technology Partners, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Science & Technology Partners, L.P. disclosed 83 stock positions valued at approximately $593.32M as of quarter-end June 30, 2026. The largest holdings include NVIDIA ORD, GUARDANT HEALTH INC, and APPLE ORD.
- Report Period
- June 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $593.32M
Holdings by Sector
Science & Technology Partners, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA ORD | NVDA | Technology | 5.56% | 164,870 | +130,570 | +380.67% | $32,988,838 |
| GUARDANT HEALTH INC | GH | Healthcare | 5.28% | 208,817 | +172,957 | +482.31% | $31,328,815 |
| APPLE ORD | AAPL | Technology | 5.12% | 104,985 | +92,585 | +746.65% | $30,378,460 |
| NATERA INC | NTRA | Healthcare | 5.03% | 109,880 | +10,148 | +10.18% | $29,826,926 |
| COHERENT CORP | COHR | Technology | 4.97% | 74,725 | -86,915 | -53.77% | $29,476,771 |
| LAM RESEARCH CORP | LRCX | Other | 4.74% | 64,913 | -43,787 | -40.28% | $28,128,750 |
| PLANET LABS PBC | PL | Industrials | 4.61% | 824,733 | +246,893 | +42.73% | $27,323,404 |
| FORGENT POWER SOLUTIONS INC | FPS | Other | 4.41% | 468,000 | +468,000 | +100.00% | $26,142,480 |
| BLOOM ENERGY CORP | BE | Industrials | 4.35% | 85,210 | -66,640 | -43.89% | $25,793,067 |
| AEHR TEST SYS | AEHR | Technology | 4.03% | 249,000 | +249,000 | +100.00% | $23,918,940 |
| ELI LILLY & CO | LLY | Healthcare | 3.95% | 19,550 | +19,550 | +100.00% | $23,448,857 |
| SPIRE GLOBAL INC | SPIR | Industrials | 3.63% | 1,157,389 | +1,157,389 | +100.00% | $21,527,435 |
| SITIME CORP | SITM | Technology | 3.51% | 27,925 | +20,525 | +277.36% | $20,819,763 |
| MICROSOFT ORD | MSFT | Technology | 3.17% | 50,484 | +50,484 | +100.00% | $18,831,542 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 3.01% | 73,040 | +73,040 | +100.00% | $17,878,001 |
| LUMENTUM HLDGS INC | LITE | Technology | 2.60% | 18,011 | -19,709 | -52.25% | $15,454,519 |
| TERAWULF INC | WULF | Financial Services | 2.27% | 546,011 | +546,011 | +100.00% | $13,486,472 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 2.26% | 79,724 | +79,724 | +100.00% | $13,436,284 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 2.24% | 129,228 | +129,228 | +100.00% | $13,294,977 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 2.07% | 176,135 | +176,135 | +100.00% | $12,283,655 |
| BROADCOM ORD | AVGO | Technology | 2.05% | 32,151 | +23,001 | +251.38% | $12,145,040 |
| CORNING INC | GLW | Technology | 1.78% | 41,459 | +25,066 | +152.91% | $10,589,873 |
| MICRON TECHNOLOGY ORD | MU | Technology | 1.57% | 8,062 | -8,838 | -52.30% | $9,305,886 |
| DPC HOLDINGS PLC | DPC | Other | 1.31% | 158,828 | +158,828 | +100.00% | $7,792,102 |
| GE VERNOVA INC | GEV | Utilities | 1.31% | 6,600 | +4,700 | +247.37% | $7,754,076 |
| T1 ENERGY INC | FREY | Industrials | 1.24% | 775,094 | +775,094 | +100.00% | $7,347,891 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 1.23% | 106,387 | -134,813 | -55.89% | $7,303,468 |
| ADVANCED MICRO DEVICES ORD | AMD | Technology | 1.14% | 11,657 | +11,657 | +100.00% | $6,771,668 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.02% | 14,600 | +14,600 | +100.00% | $6,068,198 |
| MOLINA HEALTHCARE INC | MOH | Healthcare | 0.85% | 22,140 | +22,140 | +100.00% | $5,063,418 |
Showing 30 of 83 holdings in the latest reporting period.