2026 Q2 Portfolio Activity
In 2026 Q2, Scientech Research LLC maintained a portfolio of 635 distinct positions. The most significant new addition was MAXLINEAR INC, now representing 1.85% of the total fund value. They heavily accumulated shares in QUANTINUUM INC, increasing the position by 59.6%. Conversely, Scientech Research LLC completely exited their position in APPLIED DIGITAL CORP.
Position History
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Total Positions
635
Quarter
2026 Q2
Top Holding
MXL (1.9%)
Top 10 Concentration
16.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 635
Scientech Research LLC 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MXL
MAXLINEAR INC
|
Technology | 1.85% | — |
#1
Prev: #—
|
6.2 |
—
|
17,844 | — |
NEW
|
17,844 | $2,284,567 |
$128.03
-29.9%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
FCEL
FUELCELL ENERGY...
|
Industrials | 1.74% | — |
#2
Prev: #—
|
5.7 |
—
|
59,756 | — |
NEW
|
59,756 | $2,151,814 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALAB
ASTERA LABS INC
|
Technology | 1.71% | — |
#3
Prev: #—
|
5.2 |
—
|
4,367 | — |
NEW
|
4,367 | $2,109,348 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 1.69% | — |
#4
Prev: #—
|
4.7 |
—
|
12,200 | — |
NEW
|
12,200 | $2,084,492 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.69% | — |
#5
Prev: #—
|
4.7 |
—
|
2,881 | — |
NEW
|
2,881 | $2,082,963 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.68% | — |
#6
Prev: #—
|
4.2 |
—
|
6,068 | — |
NEW
|
6,068 | $2,069,309 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.63% | — |
#7
Prev: #—
|
4.2 |
—
|
4,794 | — |
NEW
|
4,794 | $2,016,356 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.59% | — |
#8
Prev: #—
|
4.1 |
—
|
2,573 | — |
NEW
|
2,573 | $1,963,559 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 1.59% | 0.20% |
#9
169
Prev: #178
|
3.6 |
—
|
28,481 | 526.6% |
P
S
|
33,889 | $1,963,190 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDK
SANDISK CORP
|
Technology | 1.56% | — |
#10
Prev: #—
|
4.1 |
—
|
849 | — |
NEW
|
849 | $1,930,397 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSTR
STRATEGY INC
|
Technology | 1.54% | — |
#11
Prev: #—
|
4.1 |
—
|
21,887 | — |
NEW
|
21,887 | $1,902,637 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRNA
MODERNA INC
|
Healthcare | 1.52% | — |
#12
Prev: #—
|
4.1 |
—
|
26,826 | — |
NEW
|
26,826 | $1,878,625 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SOXL
DIREXION SHARES...
|
ETF | 1.51% | — |
#13
Prev: #—
|
4.1 |
—
|
6,982 | — |
NEW
|
6,982 | $1,862,169 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 1.50% | — |
#14
Prev: #—
|
4.1 |
—
|
6,718 | — |
NEW
|
6,718 | $1,855,310 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
QUANTINUUM INC
|
|
Unknown | 1.50% | — |
#15
Prev: #—
|
4.1 |
—
|
22,692 | — |
NEW
|
22,692 | $1,854,844 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TER
TERADYNE INC
|
Technology | 1.48% | — |
#16
Prev: #—
|
4.1 |
—
|
3,765 | — |
NEW
|
3,765 | $1,821,658 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLZE
BACKBLAZE INC
|
Technology | 1.45% | — |
#17
Prev: #—
|
4.1 |
—
|
112,471 | — |
NEW
|
112,471 | $1,783,790 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OUST
OUSTER INC
|
Technology | 1.43% | — |
#18
Prev: #—
|
4.1 |
—
|
28,282 | — |
NEW
|
28,282 | $1,768,191 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLLN
BILLIONTOONE IN...
|
Healthcare | 1.41% | — |
#19
Prev: #—
|
4.1 |
—
|
14,490 | — |
NEW
|
14,490 | $1,738,510 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CBRS
CEREBRAS SYSTEM...
|
Unknown | 1.39% | — |
#20
Prev: #—
|
4.1 |
—
|
7,735 | — |
NEW
|
7,735 | $1,709,435 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
THEMES ETF TR
|
|
ETF | 1.29% | — |
#21
Prev: #—
|
4.0 |
—
|
35,197 | — |
NEW
|
35,197 | $1,590,904 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TLN
TALEN ENERGY CO...
|
Utilities | 1.26% | — |
#22
Prev: #—
|
4.0 |
—
|
4,043 | — |
NEW
|
4,043 | $1,553,563 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 1.21% | — |
#23
Prev: #—
|
4.0 |
—
|
10,683 | — |
NEW
|
10,683 | $1,491,667 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 1.20% | — |
#24
Prev: #—
|
4.0 |
—
|
12,943 | — |
NEW
|
12,943 | $1,484,174 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TQQQ
PROSHARES TR
|
ETF | 1.20% | — |
#25
Prev: #—
|
4.0 |
—
|
18,276 | — |
NEW
|
18,276 | $1,480,356 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CHURCHILL CAP C...
|
|
Unknown | 1.19% | — |
#26
Prev: #—
|
4.0 |
—
|
84,053 | — |
NEW
|
84,053 | $1,466,725 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SEZL
SEZZLE INC
|
Financial Services | 1.18% | — |
#27
Prev: #—
|
4.0 |
—
|
8,512 | — |
NEW
|
8,512 | $1,460,915 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 1.17% | 0.07% |
#28
337
Prev: #365
|
3.5 |
—
|
98,149 | 373.4% |
P
S
|
124,434 | $1,442,190 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
THEMES ETF TR
|
|
ETF | 1.08% | — |
#29
Prev: #—
|
3.9 |
—
|
87,039 | — |
NEW
|
87,039 | $1,333,437 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
STRIVE INC
|
|
Unknown | 1.02% | 0.21% |
#30
141
Prev: #171
|
3.4 |
—
|
90,297 | 360.4% |
P
S
|
115,353 | $1,258,501 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TENB
TENABLE HLDGS I...
|
Technology | 1.02% | — |
#31
Prev: #—
|
3.9 |
—
|
34,084 | — |
NEW
|
34,084 | $1,257,018 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTRN
PATTERN GROUP I...
|
Technology | 1.02% | — |
#32
Prev: #—
|
3.9 |
—
|
49,870 | — |
NEW
|
49,870 | $1,256,225 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.01% | — |
#33
Prev: #—
|
3.9 |
—
|
4,181 | — |
NEW
|
4,181 | $1,246,231 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVTS
NAVITAS SEMICON...
|
Technology | 1.01% | 0.11% |
#34
276
Prev: #310
|
3.4 |
—
|
54,045 | 353.4% |
P
S
|
69,340 | $1,242,573 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTLA
INTELLIA THERAP...
|
Healthcare | 0.99% | 0.17% |
#35
197
Prev: #232
|
3.4 |
—
|
56,268 | 345.9% |
P
S
|
72,533 | $1,227,258 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UAL
UNITED AIRLS HL...
|
Industrials | 0.95% | — |
#36
Prev: #—
|
3.9 |
—
|
8,592 | — |
NEW
|
8,592 | $1,168,426 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTDR
BITDEER TECHNOL...
|
Technology | 0.94% | 0.14% |
#37
241
Prev: #278
|
3.4 |
—
|
54,253 | 282.9% |
P
S
|
73,428 | $1,165,302 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 0.92% | 0.18% |
#38
182
Prev: #220
|
3.4 |
—
|
2,709 | 404.9% |
P
S
|
3,378 | $1,130,921 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.91% | — |
#39
Prev: #—
|
3.9 |
—
|
1,929 | — |
NEW
|
1,929 | $1,120,575 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.90% | — |
#40
Prev: #—
|
3.9 |
—
|
2,563 | — |
NEW
|
2,563 | $1,110,625 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KORU
DIREXION SHARES...
|
ETF | 0.88% | — |
#41
Prev: #—
|
3.9 |
—
|
1,391 | — |
NEW
|
1,391 | $1,086,858 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FN
FABRINET
|
Technology | 0.86% | — |
#42
Prev: #—
|
3.8 |
—
|
1,894 | — |
NEW
|
1,894 | $1,064,580 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSTU
ETF OPPORTUNITI...
|
ETF | 0.81% | — |
#43
Prev: #—
|
3.8 |
—
|
618,004 | — |
NEW
|
618,004 | $1,001,166 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 0.81% | — |
#44
Prev: #—
|
3.8 |
—
|
9,814 | — |
NEW
|
9,814 | $997,593 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DAVE
DAVE INC
|
Technology | 0.76% | — |
#45
Prev: #—
|
3.8 |
—
|
2,529 | — |
NEW
|
2,529 | $942,280 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ON
ON SEMICONDUCTO...
|
Technology | 0.76% | — |
#46
Prev: #—
|
3.8 |
—
|
9,950 | — |
NEW
|
9,950 | $940,673 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AEIS
ADVANCED ENERGY...
|
Industrials | 0.73% | — |
#47
Prev: #—
|
3.8 |
—
|
2,402 | — |
NEW
|
2,402 | $895,634 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FORM
FORMFACTOR INC
|
Technology | 0.69% | — |
#48
Prev: #—
|
3.8 |
—
|
5,324 | — |
NEW
|
5,324 | $851,467 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 0.68% | 1.08% |
#49
44
Prev: #5
|
0.3 |
—
|
-10,947 | -41.6% |
P
S
|
15,341 | $843,755 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAC
KLA CORP
|
Technology | 0.66% | — |
#50
Prev: #—
|
3.8 |
—
|
2,692 | — |
NEW
|
2,692 | $812,203 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 635 holdings