2026 Q2 Portfolio Activity
In 2026 Q2, Science & Technology Partners, L.P. maintained a portfolio of 104 distinct positions. The most significant new addition was GUARDANT HEALTH INC, now representing 5.28% of the total fund value. They heavily accumulated shares in APPLE ORD, increasing the position by 746.7%. The fund also reduced its exposure to KEYSIGHT TECHNOLOGIES INC by 98.6%.
Position History
hover any row below to update
Loading…
Total Positions
104
Quarter
2026 Q2
Top Holding
NVDA (5.6%)
Top 10 Concentration
48.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 104
Science & Technology Partners, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA ORD
|
Technology | 5.56% | 1.57% |
#1
18
Prev: #19
|
7.2 |
—
|
130,570 | 380.7% |
P
S
|
164,870 | $32,988,838 |
$169.19
+38.3%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GH
GUARDANT HEALTH...
|
Healthcare | 5.28% | — |
#2
Prev: #—
|
7.1 |
—
|
208,817 | — |
NEW
|
208,817 | $31,328,815 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE ORD
|
Technology | 5.12% | 0.82% |
#3
29
Prev: #32
|
6.0 |
—
|
92,585 | 746.7% |
P
S
|
104,985 | $30,378,460 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTRA
NATERA INC
|
Healthcare | 5.03% | 5.22% |
#4
3
Prev: #7
|
4.5 |
—
|
10,148 | 10.2% |
P
S
|
109,880 | $29,826,926 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COHR
COHERENT CORP
|
Technology | 4.97% | 5.50% |
#5
Prev: #5
|
3.0 |
—
|
-13,515 | -15.3% |
P
S
|
74,725 | $29,476,771 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 4.74% | 6.08% |
#6
3
Prev: #3
|
1.9 |
—
|
-43,787 | -40.3% |
P
S
|
64,913 | $28,128,750 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PL
PLANET LABS PBC
|
Industrials | 4.61% | 4.23% |
#7
2
Prev: #9
|
4.3 |
—
|
246,893 | 42.7% |
P
S
|
824,733 | $27,323,404 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FPS
FORGENT POWER S...
|
Industrials | 4.41% | — |
#8
Prev: #—
|
5.3 |
—
|
468,000 | — |
NEW
|
468,000 | $26,142,480 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 4.35% | 5.38% |
#9
3
Prev: #6
|
1.7 |
—
|
-66,640 | -43.9% |
P
S
|
85,210 | $25,793,067 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AEHR
AEHR TEST SYS
|
Technology | 4.03% | — |
#10
Prev: #—
|
5.1 |
—
|
249,000 | — |
NEW
|
249,000 | $23,918,940 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.95% | — |
#11
Prev: #—
|
5.1 |
—
|
19,550 | — |
NEW
|
19,550 | $23,448,857 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPIR
SPIRE GLOBAL IN...
|
Industrials | 3.63% | — |
#12
Prev: #—
|
5.0 |
—
|
1,157,389 | — |
NEW
|
1,157,389 | $21,527,435 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SITM
SITIME CORP
|
Technology | 3.51% | 0.67% |
#13
23
Prev: #36
|
4.4 |
—
|
20,525 | 277.4% |
P
S
|
27,925 | $20,819,763 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT ORD
|
Technology | 3.17% | — |
#14
Prev: #—
|
4.8 |
—
|
50,484 | — |
NEW
|
50,484 | $18,831,542 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 3.01% | — |
#15
Prev: #—
|
4.7 |
—
|
73,040 | — |
NEW
|
73,040 | $17,878,001 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 2.60% | 6.94% |
#16
15
Prev: #1
|
1.0 |
—
|
-19,709 | -52.3% |
P
S
|
18,011 | $15,454,519 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WULF
TERAWULF INC
|
Financial Services | 2.27% | — |
#17
Prev: #—
|
4.4 |
—
|
546,011 | — |
NEW
|
546,011 | $13,486,472 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIX
NEUROCRINE BIOS...
|
Healthcare | 2.26% | — |
#18
Prev: #—
|
4.4 |
—
|
79,724 | — |
NEW
|
79,724 | $13,436,284 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TWST
TWIST BIOSCIENC...
|
Healthcare | 2.24% | — |
#19
Prev: #—
|
4.4 |
—
|
129,228 | — |
NEW
|
129,228 | $13,294,977 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 2.07% | — |
#20
Prev: #—
|
4.3 |
—
|
176,135 | — |
NEW
|
176,135 | $12,283,655 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM ORD
|
Technology | 2.05% | 0.74% |
#21
14
Prev: #35
|
3.8 |
—
|
23,001 | 251.4% |
P
S
|
32,151 | $12,145,040 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLW
CORNING INC
|
Technology | 1.78% | 0.58% |
#22
16
Prev: #38
|
3.7 |
—
|
25,066 | 152.9% |
P
S
|
41,459 | $10,589,873 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.57% | 1.49% |
#23
1
Prev: #22
|
0.6 |
—
|
-8,838 | -52.3% |
P
S
|
8,062 | $9,305,886 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
DPC HOLDINGS PL...
|
|
Unknown | 1.31% | — |
#24
Prev: #—
|
4.0 |
—
|
158,828 | — |
NEW
|
158,828 | $7,792,102 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GEV
GE VERNOVA INC
|
Industrials | 1.31% | 0.43% |
#25
15
Prev: #40
|
3.5 |
—
|
4,700 | 247.4% |
P
S
|
6,600 | $7,754,076 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TE
T1 ENERGY INC
|
Industrials | 1.24% | — |
#26
Prev: #—
|
4.0 |
—
|
775,094 | — |
NEW
|
775,094 | $7,347,891 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 1.23% | 4.05% |
#27
16
Prev: #11
|
0.5 |
—
|
-134,813 | -55.9% |
P
S
|
106,387 | $7,303,468 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.14% | — |
#28
Prev: #—
|
4.0 |
—
|
11,657 | — |
NEW
|
11,657 | $6,771,668 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.02% | — |
#29
Prev: #—
|
3.9 |
—
|
14,600 | — |
NEW
|
14,600 | $6,068,198 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MOH
MOLINA HEALTHCA...
|
Healthcare | 0.85% | — |
#30
Prev: #—
|
3.8 |
—
|
22,140 | — |
NEW
|
22,140 | $5,063,418 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL ORD
|
Technology | 0.74% | — |
#31
Prev: #—
|
3.8 |
—
|
31,413 | — |
NEW
|
31,413 | $4,386,197 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.69% | 1.93% |
#32
14
Prev: #18
|
0.3 |
—
|
-15,880 | -73.7% |
P
S
|
5,670 | $4,099,410 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 0.62% | — |
#33
Prev: #—
|
3.7 |
—
|
21,400 | — |
NEW
|
21,400 | $3,656,404 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYSTEMS O...
|
Technology | 0.56% | 0.49% |
#34
5
Prev: #39
|
2.2 |
—
|
4,054 | 16.8% |
P
S
|
28,254 | $3,318,715 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAC
KLA ORD
|
Technology | 0.48% | — |
#35
Prev: #—
|
3.7 |
—
|
9,369 | — |
NEW
|
9,369 | $2,826,721 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.33% | — |
#36
Prev: #—
|
3.6 |
—
|
5,813 | — |
NEW
|
5,813 | $1,982,349 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXN
TEXAS INSTRUMEN...
|
Technology | 0.33% | — |
#37
Prev: #—
|
3.6 |
—
|
6,510 | — |
NEW
|
6,510 | $1,940,436 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.32% | — |
#38
Prev: #—
|
3.6 |
—
|
6,713 | — |
NEW
|
6,713 | $1,887,763 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.31% | 1.96% |
#39
22
Prev: #17
|
0.1 |
—
|
-35,687 | -69.6% |
P
S
|
15,578 | $1,817,485 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.31% | — |
#40
Prev: #—
|
3.6 |
—
|
6,092 | — |
NEW
|
6,092 | $1,814,746 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORCL
ORACLE ORD
|
Technology | 0.30% | — |
#41
Prev: #—
|
3.6 |
—
|
12,291 | — |
NEW
|
12,291 | $1,801,246 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.27% | — |
#42
Prev: #—
|
3.6 |
—
|
2,475 | — |
NEW
|
2,475 | $1,580,832 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APH
AMPHENOL CL A O...
|
Technology | 0.26% | — |
#43
Prev: #—
|
3.6 |
—
|
8,791 | — |
NEW
|
8,791 | $1,550,029 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.25% | 0.74% |
#44
10
Prev: #34
|
0.1 |
—
|
-5,696 | -78.7% |
P
S
|
1,544 | $1,489,960 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QCOM
QUALCOMM ORD
|
Technology | 0.24% | — |
#45
Prev: #—
|
3.6 |
—
|
7,630 | — |
NEW
|
7,630 | $1,409,948 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.23% | 1.32% |
#46
22
Prev: #24
|
0.1 |
—
|
-12,419 | -78.1% |
P
S
|
3,484 | $1,383,740 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HOL...
|
Technology | 0.23% | — |
#47
Prev: #—
|
3.6 |
—
|
1,771 | — |
NEW
|
1,771 | $1,351,521 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.22% | — |
#48
Prev: #—
|
3.6 |
—
|
7,625 | — |
NEW
|
7,625 | $1,295,335 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHOP
SHOPIFY CL A SU...
|
Technology | 0.17% | — |
#49
Prev: #—
|
3.6 |
—
|
8,780 | — |
NEW
|
8,780 | $1,004,154 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.16% | — |
#50
Prev: #—
|
3.6 |
—
|
2,155 | — |
NEW
|
2,155 | $929,796 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 104 holdings