Scientech Research LLC — 13F Holdings & Portfolio
CIK 2011556 · latest 13F-HR filed 2026-08-14
Scientech Research LLC manages $123.4M in 13F-reported U.S. long-equity assets across 224 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MXL (1.85%), FCEL (1.74%), ALAB (1.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 186 new positions, exited 411, added to 17, and trimmed 20.
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.
SUITE 310
JERSEY CITY, NJ 07302
$123.4M
Long-equity book
224
Distinct positions
2026-06-30
Filed 2026-08-14
+186 / −411 / ↑17 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TEMPUS AI INC$1.7M +702.8%
- ABSCI CORPORATION$1.4M +1728.9%
- NAVITAS SEMICONDUCTOR CORP$1.1M +826.3%
- INTELLIA THERAPEUTICS INC$1.0M +488.6%
- STRIVE INC$1.0M +401.3%
Top Trims
- GRANITESHARES ETF TR-$966.7K -90.5%
- UNUSUAL MACHS INC-$493.7K -56.2%
- SCHOLAR ROCK HLDG CORP-$448.6K -34.7%
- PAN AMERN SILVER CORP-$271.2K -55.9%
- IOVANCE BIOTHERAPEUTICS INC-$211.3K -43.6%
New Positions
- MAXLINEAR INC$2.3M
- FUELCELL ENERGY INC$2.2M
- ASTERA LABS INC$2.1M
- SPACE EXPLORATION TECHN CORP$2.1M
- APPLIED MATLS INC$2.1M
Exited Positions
- APPLIED DIGITAL CORP$1.6M
- WAVE LIFE SCIENCES LTD$1.5M
- ECHOSTAR CORP$1.4M
- THEMES ETF TR$1.4M
- VIRIDIAN THERAPEUTICS INC$1.3M
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 | MAXLINEAR INC | MXL | 57776J100 | $2.3M | 1.85% | 17,844 | SH |
| 2 | FUELCELL ENERGY INC | FCEL | 35952H700 | $2.2M | 1.74% | 59,756 | SH |
| 3 | ASTERA LABS INC | ALAB | 04626A103 | $2.1M | 1.71% | 4,367 | SH |
| 4 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $2.1M | 1.69% | 12,200 | SH |
| 5 | APPLIED MATLS INC | AMAT | 038222105 | $2.1M | 1.69% | 2,881 | SH |
| 6 | PALO ALTO NETWORKS INC | PANW | 697435105 | $2.1M | 1.68% | 6,068 | SH |
| 7 | TESLA INC | TSLA | 88160R101 | $2.0M | 1.63% | 4,794 | SH |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.0M | 1.59% | 2,573 | SH |
| 9 | TEMPUS AI INC | TEM | 88023B103 | $2.0M | 1.59% | 33,889 | SH |
| 10 | SANDISK CORP | SNDK | 80004C200 | $1.9M | 1.56% | 849 | SH |
| 11 | STRATEGY INC | MSTR | 594972408 | $1.9M | 1.54% | 21,887 | SH |
| 12 | MODERNA INC | MRNA | 60770K107 | $1.9M | 1.52% | 26,826 | SH |
| 13 | DIREXION SHARES ETF TRUST | SOXL | 25459W458 | $1.9M | 1.51% | 6,982 | SH |
| 14 | NEBIUS GROUP N.V. | NBIS | N97284108 | $1.9M | 1.50% | 6,718 | SH |
| 15 | QUANTINUUM INC | QNT | 74768A104 | $1.9M | 1.50% | 22,692 | SH |
| 16 | TERADYNE INC | TER | 880770102 | $1.8M | 1.48% | 3,765 | SH |
| 17 | BACKBLAZE INC | BLZE | 05637B105 | $1.8M | 1.45% | 112,471 | SH |
| 18 | OUSTER INC | OUST | 68989M202 | $1.8M | 1.43% | 28,282 | SH |
| 19 | BILLIONTOONE INC | BLLN | 090168105 | $1.7M | 1.41% | 14,490 | SH |
| 20 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $1.7M | 1.39% | 7,735 | SH |
| 21 | THEMES ETF TR | GLWG | 88340W681 | $1.6M | 1.29% | 35,197 | SH |
| 22 | TALEN ENERGY CORP | TLN | 87422Q109 | $1.6M | 1.26% | 4,043 | SH |
| 23 | INTEL CORP | INTC | 458140100 | $1.5M | 1.21% | 10,683 | SH |
| 24 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $1.5M | 1.20% | 12,943 | SH |
| 25 | PROSHARES TR | TQQQ | 74347X831 | $1.5M | 1.20% | 18,276 | SH |
| 26 | CHURCHILL CAP CORP XI | CCXI | G2131A108 | $1.5M | 1.19% | 84,053 | SH |
| 27 | SEZZLE INC | SEZL | 78435P105 | $1.5M | 1.18% | 8,512 | SH |
| 28 | ABSCI CORPORATION | ABSI | 00091E109 | $1.4M | 1.17% | 124,434 | SH |
| 29 | THEMES ETF TR | SPCH | 88340W525 | $1.3M | 1.08% | 87,039 | SH |
| 30 | STRIVE INC | ASST | 862945300 | $1.3M | 1.02% | 115,353 | SH |
| 31 | TENABLE HLDGS INC | TENB | 88025T102 | $1.3M | 1.02% | 34,084 | SH |
| 32 | PATTERN GROUP INC | PTRN | 70339W104 | $1.3M | 1.02% | 49,870 | SH |
| 33 | TEXAS INSTRS INC | TXN | 882508104 | $1.2M | 1.01% | 4,181 | SH |
| 34 | NAVITAS SEMICONDUCTOR CORP | NVTS | 63942X106 | $1.2M | 1.01% | 69,340 | SH |
| 35 | INTELLIA THERAPEUTICS INC | NTLA | 45826J105 | $1.2M | 0.99% | 72,533 | SH |
| 36 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $1.2M | 0.95% | 8,592 | SH |
| 37 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $1.2M | 0.94% | 73,428 | SH |
| 38 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $1.1M | 0.92% | 3,378 | SH |
| 39 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.1M | 0.91% | 1,929 | SH |
| 40 | LAM RESEARCH CORP | LRCX | 512807306 | $1.1M | 0.90% | 2,563 | SH |
| 41 | DIREXION SHARES ETF TRUST | KORU | 25461A387 | $1.1M | 0.88% | 1,391 | SH |
| 42 | FABRINET | FN | G3323L100 | $1.1M | 0.86% | 1,894 | SH |
| 43 | ETF OPPORTUNITIES TRUST | MSTU | 26923N173 | $1.0M | 0.81% | 618,004 | SH |
| 44 | ROCKET LAB CORP | RKLB | 773121108 | $997.6K | 0.81% | 9,814 | SH |
| 45 | DAVE INC | DAVE | 23834J201 | $942.3K | 0.76% | 2,529 | SH |
| 46 | ON SEMICONDUCTOR CORP | ON | 682189105 | $940.7K | 0.76% | 9,950 | SH |
| 47 | ADVANCED ENERGY INDS | AEIS | 007973100 | $895.6K | 0.73% | 2,402 | SH |
| 48 | FORMFACTOR INC | FORM | 346375108 | $851.5K | 0.69% | 5,324 | SH |
| 49 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $843.8K | 0.68% | 15,341 | SH |
| 50 | KLA CORP | KLAC | 482480100 | $812.2K | 0.66% | 2,692 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $123.4M | 224 | 0001214659-26-010385 |
| 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 |