2026 Q1 Portfolio Activity
In 2026 Q1, Scientech Research LLC maintained a portfolio of 801 distinct positions. The most significant new addition was APPLIED DIGITAL CORP, now representing 1.36% of the total fund value. They heavily accumulated shares in WAVE LIFE SCIENCES LTD, increasing the position by 1186.4%. Conversely, Scientech Research LLC completely exited their position in ONDAS HLDGS INC.
Position History
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Total Positions
801
Quarter
2026 Q1
Top Holding
APLD (1.4%)
Top 10 Concentration
10.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 801
Scientech Research LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APLD
APPLIED DIGITAL...
|
Technology | 1.36% | — |
#1
Prev: #—
|
6.0 |
—
|
68,813 | — |
NEW
|
68,813 | $1,633,621 |
$10.74
+320.9%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
WVE
WAVE LIFE SCIEN...
|
Healthcare | 1.21% | 0.17% |
#2
229
Prev: #231
|
5.0 |
—
|
184,758 | 1186.4% |
P
S
|
200,331 | $1,452,400 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SATS
ECHOSTAR CORP
|
Communication Services | 1.15% | 0.49% |
#3
33
Prev: #36
|
4.5 |
—
|
4,535 | 63.0% |
P
S
|
11,738 | $1,374,168 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRCG
THEMES ETF TR
|
ETF | 1.13% | — |
#4
Prev: #—
|
4.5 |
—
|
498,636 | — |
NEW
|
498,636 | $1,356,290 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 1.08% | 0.14% |
#5
294
Prev: #299
|
3.9 |
—
|
21,274 | 424.3% |
P
S
|
26,288 | $1,292,318 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 1.06% | — |
#6
Prev: #—
|
3.9 |
—
|
65,080 | — |
NEW
|
65,080 | $1,272,965 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 1.00% | — |
#7
Prev: #—
|
3.9 |
—
|
56,986 | — |
NEW
|
56,986 | $1,204,684 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CENX
CENTURY ALUM CO
|
Basic Materials | 1.00% | 0.61% |
#8
10
Prev: #18
|
0.9 |
—
|
-4,193 | -17.0% |
P
S
|
20,487 | $1,202,382 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OKLO
OKLO INC
|
Utilities | 0.98% | 0.15% |
#9
265
Prev: #274
|
3.4 |
—
|
20,416 | 621.9% |
P
S
|
23,699 | $1,175,233 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.95% | — |
#10
Prev: #—
|
3.9 |
—
|
6,516 | — |
NEW
|
6,516 | $1,137,759 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIVE
FIVE BELOW INC
|
Consumer Cyclical | 0.91% | — |
#11
Prev: #—
|
3.9 |
—
|
4,792 | — |
NEW
|
4,792 | $1,094,876 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 0.90% | — |
#12
Prev: #—
|
3.9 |
—
|
230,598 | — |
NEW
|
230,598 | $1,083,811 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CONL
GRANITESHARES E...
|
ETF | 0.89% | 0.17% |
#13
209
Prev: #222
|
3.4 |
—
|
134,159 | 730.5% |
P
S
|
152,525 | $1,067,675 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.85% | — |
#14
Prev: #—
|
3.8 |
—
|
6,782 | — |
NEW
|
6,782 | $1,022,861 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PL
PLANET LABS PBC
|
Industrials | 0.85% | 0.40% |
#15
41
Prev: #56
|
2.3 |
—
|
4,018 | 12.3% |
P
S
|
36,590 | $1,022,690 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 0.83% | 0.39% |
#16
42
Prev: #58
|
3.3 |
—
|
29,135 | 153.1% |
P
S
|
48,166 | $999,926 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GO
GROCERY OUTLET ...
|
Consumer Defensive | 0.75% | — |
#17
Prev: #—
|
3.8 |
—
|
127,501 | — |
NEW
|
127,501 | $898,882 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 0.74% | — |
#18
Prev: #—
|
3.8 |
—
|
40,355 | — |
NEW
|
40,355 | $885,389 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSAT
GLOBALSTAR INC
|
Communication Services | 0.73% | — |
#19
Prev: #—
|
3.8 |
—
|
13,218 | — |
NEW
|
13,218 | $877,940 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UMAC
UNUSUAL MACHS I...
|
Technology | 0.73% | — |
#20
Prev: #—
|
3.8 |
—
|
70,792 | — |
NEW
|
70,792 | $877,821 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AA
ALCOA CORP
|
Basic Materials | 0.72% | 0.37% |
#21
39
Prev: #60
|
2.3 |
—
|
1,813 | 16.2% |
P
S
|
13,006 | $862,688 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
SWARMER INC
|
|
Unknown | 0.71% | — |
#22
Prev: #—
|
3.8 |
—
|
18,039 | — |
NEW
|
18,039 | $851,441 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 0.67% | — |
#23
Prev: #—
|
3.8 |
—
|
21,476 | — |
NEW
|
21,476 | $800,840 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NKTR
NEKTAR THERAPEU...
|
Healthcare | 0.66% | — |
#24
Prev: #—
|
3.8 |
—
|
11,032 | — |
NEW
|
11,032 | $793,752 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIAV
VIAVI SOLUTIONS...
|
Technology | 0.65% | — |
#25
Prev: #—
|
3.8 |
—
|
23,565 | — |
NEW
|
23,565 | $784,243 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMNRD
BITMINE IMMERSI...
|
Unknown | 0.64% | — |
#26
Prev: #—
|
3.8 |
—
|
39,080 | — |
NEW
|
39,080 | $773,002 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBAI
BIGBEAR AI HLDG...
|
Technology | 0.62% | — |
#27
Prev: #—
|
3.7 |
—
|
212,009 | — |
NEW
|
212,009 | $746,272 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.61% | — |
#28
Prev: #—
|
3.7 |
—
|
1,288 | — |
NEW
|
1,288 | $736,903 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRPT
SAREPTA THERAPE...
|
Healthcare | 0.60% | — |
#29
Prev: #—
|
3.7 |
—
|
33,008 | — |
NEW
|
33,008 | $718,254 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMNG
THEMES ETF TR
|
ETF | 0.59% | — |
#30
Prev: #—
|
3.7 |
—
|
585,626 | — |
NEW
|
585,626 | $708,607 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LXU
LSB INDS INC
|
Basic Materials | 0.57% | — |
#31
Prev: #—
|
3.7 |
—
|
46,188 | — |
NEW
|
46,188 | $688,201 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 0.55% | 0.34% |
#32
49
Prev: #81
|
2.7 |
—
|
402 | 37.0% |
P
S
|
1,489 | $661,712 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SEDG
SOLAREDGE TECHN...
|
Technology | 0.55% | — |
#33
Prev: #—
|
3.7 |
—
|
12,853 | — |
NEW
|
12,853 | $656,146 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PATH
UIPATH INC
|
Technology | 0.54% | — |
#34
Prev: #—
|
3.7 |
—
|
58,583 | — |
NEW
|
58,583 | $650,271 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 0.54% | — |
#35
Prev: #—
|
3.7 |
—
|
29,405 | — |
NEW
|
29,405 | $647,792 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.54% | 0.78% |
#36
31
Prev: #5
|
0.7 |
—
|
-222 | -12.1% |
P
S
|
1,615 | $642,770 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FROG
JFROG LTD
|
Technology | 0.54% | — |
#37
Prev: #—
|
3.7 |
—
|
13,696 | — |
NEW
|
13,696 | $642,753 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.53% | 0.35% |
#38
37
Prev: #75
|
2.7 |
—
|
680 | 40.8% |
P
S
|
2,345 | $634,534 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 0.52% | — |
#39
Prev: #—
|
3.7 |
—
|
15,827 | — |
NEW
|
15,827 | $620,418 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FLY
FIREFLY AEROSPA...
|
Industrials | 0.51% | — |
#40
Prev: #—
|
3.7 |
—
|
21,472 | — |
NEW
|
21,472 | $611,308 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REMX
VANECK ETF TRUS...
|
ETF | 0.48% | — |
#41
Prev: #—
|
3.7 |
—
|
6,585 | — |
NEW
|
6,585 | $579,480 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIST
VISTA ENERGY S....
|
Energy | 0.48% | — |
#42
Prev: #—
|
3.7 |
—
|
7,659 | — |
NEW
|
7,659 | $578,025 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FSLY
FASTLY INC
|
Technology | 0.47% | — |
#43
Prev: #—
|
3.7 |
—
|
19,497 | — |
NEW
|
19,497 | $566,583 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORAAF
AURA MINERALS I...
|
Unknown | 0.47% | 0.15% |
#44
231
Prev: #275
|
2.7 |
—
|
2,247 | 48.2% |
P
S
|
6,904 | $563,366 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VITL
VITAL FARMS INC
|
Consumer Defensive | 0.46% | — |
#45
Prev: #—
|
3.7 |
—
|
38,697 | — |
NEW
|
38,697 | $546,402 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HUT
HUT 8 CORP
|
Financial Services | 0.45% | — |
#46
Prev: #—
|
3.7 |
—
|
11,514 | — |
NEW
|
11,514 | $540,122 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TROX
TRONOX HOLDINGS...
|
Basic Materials | 0.43% | 0.10% |
#47
325
Prev: #372
|
2.7 |
—
|
15,931 | 43.9% |
P
S
|
52,225 | $510,238 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEX
IDEX CORP
|
Industrials | 0.42% | — |
#48
Prev: #—
|
3.7 |
—
|
2,687 | — |
NEW
|
2,687 | $509,321 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.42% | — |
#49
Prev: #—
|
3.7 |
—
|
4,034 | — |
NEW
|
4,034 | $506,106 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAKE
CHEESECAKE FACT...
|
Consumer Cyclical | 0.42% | — |
#50
Prev: #—
|
3.7 |
—
|
9,159 | — |
NEW
|
9,159 | $501,455 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 801 holdings