Scientech Research LLC — 13F Holdings & Portfolio
CIK 2011556 · latest 13F-HR filed 2026-05-15
Scientech Research LLC manages $119.9M in 13F-reported U.S. long-equity assets across 449 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are APLD (1.36%), WVE (1.21%), SATS (1.15%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 323 new positions, exited 353, added to 55, and trimmed 62.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$119.9M
Long-equity book
449
Distinct positions
2026-03-31
Filed 2026-05-15
+323 / −353 / ↑55 / ↓62
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WAVE LIFE SCIENCES LTD$1.2M +448.6%
- SCHOLAR ROCK HLDG CORP$1.1M +485.1%
- OKLO INC$939.6K +398.9%
- GRANITESHARES ETF TR$798.6K +296.8%
- ECHOSTAR CORP$591.2K +75.5%
Top Trims
- RICHTECH ROBOTICS INC-$983.0K -90.6%
- NORTHROP GRUMMAN CORP-$949.7K -81.6%
- F5 INC-$776.2K -76.3%
- ABERCROMBIE & FITCH CO-$756.7K -77.5%
- NEWMONT CORP-$650.3K -72.6%
New Positions
- APPLIED DIGITAL CORP$1.6M
- THEMES ETF TR$1.4M
- VIRIDIAN THERAPEUTICS INC$1.3M
- FIGMA INC$1.2M
- COINBASE GLOBAL INC$1.1M
Exited Positions
- ONDAS HLDGS INC$1.9M
- DOMINOS PIZZA INC$1.4M
- ADVANCED MICRO DEVICES INC$1.4M
- MEDLINE INC$1.3M
- CARNIVAL CORP$1.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 038169207 | $1.6M | 1.36% | 68,813 | SH |
| 2 | WAVE LIFE SCIENCES LTD | WVE | Y95308105 | $1.5M | 1.21% | 200,331 | SH |
| 3 | ECHOSTAR CORP | SATS | 278768106 | $1.4M | 1.15% | 11,738 | SH |
| 4 | THEMES ETF TR | BOTT | 88340C701 | $1.4M | 1.13% | 498,636 | SH |
| 5 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $1.3M | 1.08% | 26,288 | SH |
| 6 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $1.3M | 1.06% | 65,080 | SH |
| 7 | FIGMA INC | FIG | 316841105 | $1.2M | 1.00% | 56,986 | SH |
| 8 | CENTURY ALUM CO | CENX | 156431108 | $1.2M | 1.00% | 20,487 | SH |
| 9 | OKLO INC | OKLO | 02156V109 | $1.2M | 0.98% | 23,699 | SH |
| 10 | COINBASE GLOBAL INC | COIN | 19260Q107 | $1.1M | 0.95% | 6,516 | SH |
| 11 | FIVE BELOW INC | FIVE | 33829M101 | $1.1M | 0.91% | 4,792 | SH |
| 12 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $1.1M | 0.90% | 230,598 | SH |
| 13 | GRANITESHARES ETF TR | CONL | 38747R801 | $1.1M | 0.89% | 152,525 | SH |
| 14 | SNOWFLAKE INC | SNOW | 833445109 | $1.0M | 0.85% | 6,782 | SH |
| 15 | PLANET LABS PBC | PL | 72703X106 | $1.0M | 0.85% | 36,590 | SH |
| 16 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $999.9K | 0.83% | 48,166 | SH |
| 17 | GROCERY OUTLET HLDG CORP | GO | 39874R101 | $898.9K | 0.75% | 127,501 | SH |
| 18 | UNITY SOFTWARE INC | U | 91332U101 | $885.4K | 0.74% | 40,355 | SH |
| 19 | GLOBALSTAR INC | GSAT | 378973507 | $877.9K | 0.73% | 13,218 | SH |
| 20 | UNUSUAL MACHS INC | UMAC | 91532F102 | $877.8K | 0.73% | 70,792 | SH |
| 21 | ALCOA CORP | AA | 013872106 | $862.7K | 0.72% | 13,006 | SH |
| 22 | SWARMER INC | SWMR | 86989Y109 | $851.4K | 0.71% | 18,039 | SH |
| 23 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $800.8K | 0.67% | 21,476 | SH |
| 24 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $793.8K | 0.66% | 11,032 | SH |
| 25 | VIAVI SOLUTIONS INC | VIAV | 925550105 | $784.2K | 0.65% | 23,565 | SH |
| 26 | BITMINE IMMERSION TECNOLOGIE | BMNR | 09175A206 | $773.0K | 0.64% | 39,080 | SH |
| 27 | BIGBEAR AI HLDGS INC | BBAI | 08975B109 | $746.3K | 0.62% | 212,009 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $736.9K | 0.61% | 1,288 | SH |
| 29 | SAREPTA THERAPEUTICS INC | SRPT | 803607100 | $718.3K | 0.60% | 33,008 | SH |
| 30 | THEMES ETF TR | BOTT | 88340C685 | $708.6K | 0.59% | 585,626 | SH |
| 31 | LSB INDS INC | LXU | 502160104 | $688.2K | 0.57% | 46,188 | SH |
| 32 | AMERIPRISE FINL INC | AMP | 03076C106 | $661.7K | 0.55% | 1,489 | SH |
| 33 | SOLAREDGE TECHNOLOGIES INC | SEDG | 83417M104 | $656.1K | 0.55% | 12,853 | SH |
| 34 | UIPATH INC | PATH | 90364P105 | $650.3K | 0.54% | 58,583 | SH |
| 35 | ALUMIS INC | ALMS | 022307102 | $647.8K | 0.54% | 29,405 | SH |
| 36 | APPLOVIN CORP | APP | 03831W108 | $642.8K | 0.54% | 1,615 | SH |
| 37 | JFROG LTD | FROG | M6191J100 | $642.8K | 0.54% | 13,696 | SH |
| 38 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $634.5K | 0.53% | 2,345 | SH |
| 39 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $620.4K | 0.52% | 15,827 | SH |
| 40 | FIREFLY AEROSPACE INC | FLY | 31816X106 | $611.3K | 0.51% | 21,472 | SH |
| 41 | VANECK ETF TRUST | REMX | 92189H805 | $579.5K | 0.48% | 6,585 | SH |
| 42 | VISTA ENERGY S.A.B. DE C.V. | VIST | 92837L109 | $578.0K | 0.48% | 7,659 | SH |
| 43 | FASTLY INC | FSLY | 31188V100 | $566.6K | 0.47% | 19,497 | SH |
| 44 | AURA MINERALS INC | AUGO | G06973112 | $563.4K | 0.47% | 6,904 | SH |
| 45 | VITAL FARMS INC | VITL | 92847W103 | $546.4K | 0.46% | 38,697 | SH |
| 46 | HUT 8 CORP | HUT | 44812J104 | $540.1K | 0.45% | 11,514 | SH |
| 47 | TRONOX HOLDINGS PLC | TROX | G9087Q102 | $510.2K | 0.43% | 52,225 | SH |
| 48 | IDEX CORP | IEX | 45167R104 | $509.3K | 0.42% | 2,687 | SH |
| 49 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $506.1K | 0.42% | 4,034 | SH |
| 50 | CHEESECAKE FACTORY INC | CAKE | 163072101 | $501.5K | 0.42% | 9,159 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $119.9M | 449 | 0001214659-26-006470 |
| 2025-12-31 | 2026-02-17 | $159.0M | 479 | 0001214659-26-001982 |
| 2025-09-30 | 2025-11-14 | $286.9M | 550 | 0001214659-25-016636 |