Science & Technology Partners, L.P.
GREENWICH, CT
$593m in 84 US stocks at the end of 30 June 2026. The top 10 are 48.1% of the money. It changed about 64.2% of the portfolio this quarter.
Value
$593m
Stocks
84
Top 10 share
48.1%
Turnover
64.2%
What changed this quarter
New
Bought for the first time this quarter.
- Guardant HealthGH5.3% of the fund
- Forgent Power SolutionsFPS4.4% of the fund
- Aehr Test SystemsAEHR4.0% of the fund
- Eli LillyLLY4.0% of the fund
- Spire GlobalSPIR3.6% of the fund
- MicrosoftMSFT3.2% of the fund
- Axsome TherapeuticsAXSM3.0% of the fund
- TerawulfWULF2.3% of the fund
- Neurocrine BiosciencesNBIX2.3% of the fund
- Twist BioscienceTWST2.2% of the fund
- BrightSpring Health ServicesBTSG2.1% of the fund
- DPC HoldingsDPC1.3% of the fund
- T1 EnergyTE1.2% of the fund
- Advanced Micro DevicesAMD1.1% of the fund
- UnitedHealth GroupUNH1.0% of the fund
- Molina HealthcareMOH0.9% of the fund
- IntelINTC0.7% of the fund
- Space Exploration TechnologiesSPCX0.6% of the fund
- KLAKLAC0.5% of the fund
- Palo Alto NetworksPANW0.3% of the fund
- Texas InstrumentsTXN0.3% of the fund
- International Business MachinesIBM0.3% of the fund
- Marvell TechnologyMRVL0.3% of the fund
- OracleORCL0.3% of the fund
- Western DigitalWDC0.3% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA5.6% of the fund+381%
- AppleAAPL5.1% of the fund+747%
- NateraNTRA5.0% of the fund+10%
- Planet Labs PBCPL4.6% of the fund+43%
- SitimeSITM3.5% of the fund+277%
- BroadcomAVGO2.0% of the fund+251%
- CorningGLW1.8% of the fund+153%
- GE VernovaGEV1.3% of the fund+247%
- Cisco SystemsCSCO0.6% of the fund+17%
Cut
Sold some of their stake.
- CoherentCOHR5.0% of the fund-15%
- Lam ResearchLRCX4.7% of the fund-40%
- Bloom EnergyBE4.3% of the fund-44%
- Lumentum HoldingsLITE2.6% of the fund-52%
- Micron TechnologyMU1.6% of the fund-52%
- GeneDx HoldingsWGS1.2% of the fund-56%
- Applied MaterialsAMAT0.7% of the fund-74%
- Palantir TechnologiesPLTR0.3% of the fund-70%
- Seagate Technology HoldingsSTX0.3% of the fund-79%
- Analog DevicesADI0.2% of the fund-78%
- CloudflareNET<0.1% of the fund-98%
- CienaCIEN<0.1% of the fund-96%
- Motorola SolutionsMSI<0.1% of the fund-83%
- Keysight TechnologiesKEYS<0.1% of the fund-99%
Sold out
Sold their entire stake.
- Taiwan Semiconductor ManufacturingTSM-100%
- CamtekCAMT-100%
- Rocket LabRKLB-100%
- NokiaNOK-100%
- Amprius TechnologiesAMPX-100%
- Tower SemiconductorTSEM-100%
- DigitalOcean HoldingsDOCN-100%
- SandiskSNDK-100%
- ASML Holding NVASML-100%
- Karman HoldingsKRMN-100%
- Intuitive MachinesLUNR-100%
- FastlyFSLY-100%
- Akamai TechnologiesAKAM-100%
- Advanced Energy IndustriesAEIS-100%
- VerisignVRSN-100%
- TeslaTSLA-100%
- AlphabetGOOG-100%
- Onto InnovationONTO-100%
- CareTrust REITCTRE-100%
Holdings
- DPC HoldingsDPC
- Share
- 1.3%
- Value
- $8m
- Shares
- 158,828
New
- Space Exploration TechnologiesSPCX
- Share
- 0.6%
- Value
- $4m
- Shares
- 21,400
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 5.6% | $33m | 164,870 | +381% |
| Guardant HealthGH | 5.3% | $31m | 208,817 | New |
| AppleAAPL | 5.1% | $30m | 104,985 | +747% |
| NateraNTRA | 5.0% | $30m | 109,880 | +10% |
| CoherentCOHR | 5.0% | $29m | 74,725 | -15% |
| Lam ResearchLRCX | 4.7% | $28m | 64,913 | -40% |
| Planet Labs PBCPL | 4.6% | $27m | 824,733 | +43% |
| Forgent Power SolutionsFPS | 4.4% | $26m | 468,000 | New |
| Bloom EnergyBE | 4.3% | $26m | 85,210 | -44% |
| Aehr Test SystemsAEHR | 4.0% | $24m | 249,000 | New |
| Eli LillyLLY | 4.0% | $23m | 19,550 | New |
| Spire GlobalSPIR | 3.6% | $22m | 1,157,389 | New |
| SitimeSITM | 3.5% | $21m | 27,925 | +277% |
| MicrosoftMSFT | 3.2% | $19m | 50,484 | New |
| Axsome TherapeuticsAXSM | 3.0% | $18m | 73,040 | New |
| Lumentum HoldingsLITE | 2.6% | $15m | 18,011 | -52% |
| TerawulfWULF | 2.3% | $13m | 546,011 | New |
| Neurocrine BiosciencesNBIX | 2.3% | $13m | 79,724 | New |
| Twist BioscienceTWST | 2.2% | $13m | 129,228 | New |
| BrightSpring Health ServicesBTSG | 2.1% | $12m | 176,135 | New |
| BroadcomAVGO | 2.0% | $12m | 32,151 | +251% |
| CorningGLW | 1.8% | $11m | 41,459 | +153% |
| Micron TechnologyMU | 1.6% | $9m | 8,062 | -52% |
| DPC HoldingsDPC | 1.3% | $8m | 158,828 | New |
| GE VernovaGEV | 1.3% | $8m | 6,600 | +247% |
| T1 EnergyTE | 1.2% | $7m | 775,094 | New |
| GeneDx HoldingsWGS | 1.2% | $7m | 106,387 | -56% |
| Advanced Micro DevicesAMD | 1.1% | $7m | 11,657 | New |
| UnitedHealth GroupUNH | 1.0% | $6m | 14,600 | New |
| Molina HealthcareMOH | 0.9% | $5m | 22,140 | New |
| IntelINTC | 0.7% | $4m | 31,413 | New |
| Applied MaterialsAMAT | 0.7% | $4m | 5,670 | -74% |
| Space Exploration TechnologiesSPCX | 0.6% | $4m | 21,400 | New |
| Cisco SystemsCSCO | 0.6% | $3m | 28,254 | +17% |
| KLAKLAC | 0.5% | $3m | 9,369 | New |
| Palo Alto NetworksPANW | 0.3% | $2m | 5,813 | New |
| Texas InstrumentsTXN | 0.3% | $2m | 6,510 | New |
| International Business MachinesIBM | 0.3% | $2m | 6,713 | New |
| Palantir TechnologiesPLTR | 0.3% | $2m | 15,578 | -70% |
| Marvell TechnologyMRVL | 0.3% | $2m | 6,092 | New |
| OracleORCL | 0.3% | $2m | 12,291 | New |
| Western DigitalWDC | 0.3% | $2m | 2,475 | New |
| AmphenolAPH | 0.3% | $2m | 8,791 | New |
| Seagate Technology HoldingsSTX | 0.3% | $1m | 1,544 | -79% |
| QualcommQCOM | 0.2% | $1m | 7,630 | New |
| Analog DevicesADI | 0.2% | $1m | 3,484 | -78% |
| CrowdStrike HoldingsCRWD | 0.2% | $1m | 1,771 | New |
| Arista NetworksANET | 0.2% | $1m | 7,625 | New |
| ShopifySHOP | 0.2% | $1m | 8,780 | New |
| Dell TechnologiesDELL | 0.2% | $929,796 | 2,155 | New |
| SalesforceCRM | 0.2% | $892,179 | 5,695 | New |
| AppLovinAPP | 0.1% | $849,099 | 1,648 | New |
| ServiceNowNOW | 0.1% | $742,317 | 7,477 | New |
| Cadence Design SystemsCDNS | 0.1% | $740,882 | 1,974 | New |
| FortinetFTNT | 0.1% | $691,751 | 4,503 | New |
| SnowflakeSNOW | 0.1% | $599,857 | 2,357 | New |
| DatadogDDOG | <0.1% | $586,331 | 2,252 | New |
| SynopsysSNPS | <0.1% | $581,675 | 1,304 | New |
| AdobeADBE | <0.1% | $576,106 | 2,810 | New |
| CloudflareNET | <0.1% | $546,729 | 2,229 | -98% |
| TeradyneTER | <0.1% | $542,385 | 1,121 | New |
| AccentureACN | <0.1% | $541,314 | 4,350 | New |
| IntuitINTU | <0.1% | $514,170 | 1,970 | New |
| NXP SemiconductorsNXPI | <0.1% | $503,325 | 1,791 | New |
| CienaCIEN | <0.1% | $496,447 | 1,012 | -96% |
| Motorola SolutionsMSI | <0.1% | $495,441 | 1,193 | -83% |
| Astera LabsALAB | <0.1% | $465,631 | 964 | New |
| Monolithic Power SystemsMPWR | <0.1% | $458,944 | 332 | New |
| Keysight TechnologiesKEYS | <0.1% | $430,936 | 1,231 | -99% |
| Hewlett Packard EnterpriseHPE | <0.1% | $428,365 | 9,496 | New |
| FlexFLEX | <0.1% | $423,813 | 2,615 | New |
| TE ConnectivityTEL | <0.1% | $422,171 | 2,094 | New |
| Nebius GroupNBIS | <0.1% | $398,789 | 1,444 | New |
| Microchip TechnologyMCHP | <0.1% | $348,475 | 3,821 | New |
| Credo Technology Group HoldingCRDO | <0.1% | $320,629 | 1,179 | New |
| CelesticaCLS | <0.1% | $299,316 | 821 | New |
| AutodeskADSK | <0.1% | $294,352 | 1,514 | New |
| JabilJBL | <0.1% | $292,194 | 758 | New |
| ON SemiconductorON | <0.1% | $264,712 | 2,800 | New |
| Roper TechnologiesROP | <0.1% | $247,701 | 732 | New |
| Qnity ElectronicsQ | <0.1% | $237,453 | 1,454 | New |
| Teledyne TechnologiesTDY | <0.1% | $220,077 | 330 | New |
| NetAppNTAP | <0.1% | $217,902 | 1,408 | New |
| TwilioTWLO | <0.1% | $213,552 | 1,035 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 55.5% since 30 June 2025.
Where the money is
Technology56.0%
Health care27.0%
Industrials9.7%
Media & telecom3.8%
Financial services2.3%
Materials1.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.