Science & Technology Partners, L.P. — 13F Holdings & Portfolio
CIK 2029433 · latest 13F-HR filed 2026-08-14
Science & Technology Partners, L.P. manages $593.3M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.56%), GH (5.28%), AAPL (5.12%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 61 new positions, exited 19, added to 13, and trimmed 10.
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.
3RD FLOOR
GREENWICH, CT 06830
$593.3M
Long-equity book
85
Distinct positions
2026-06-30
Filed 2026-08-14
+61 / −19 / ↑13 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE ORD$27.2M +865.3%
- NVIDIA ORD$27.0M +451.5%
- SITIME CORP$18.3M +714.7%
- PLANET LABS PBC$11.2M +69.2%
- NATERA INC$9.9M +49.5%
Top Trims
- KEYSIGHT TECHNOLOGIES ORD-$24.0M -98.2%
- CLOUDFLARE CL A ORD-$21.4M -97.5%
- LUMENTUM HLDGS INC-$11.1M -41.7%
- CIENA ORD-$10.2M -95.4%
- GENEDX HOLDINGS CORP-$8.2M -52.9%
New Positions
- GUARDANT HEALTH INC$31.3M
- FORGENT POWER SOLUTIONS INC$26.1M
- AEHR TEST SYS$23.9M
- ELI LILLY & CO$23.4M
- SPIRE GLOBAL INC$21.5M
Exited Positions
- TAIWAN SEMICONDUCTOR MANUFAC$18.1M
- CAMTEK LTD$16.0M
- ROCKET LAB CORP$15.2M
- NOKIA CORP$11.9M
- AMPRIUS TECHNOLOGIES INC$10.7M
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 | NVIDIA ORD | NVDA | 67066G104 | $33.0M | 5.56% | 164,870 | SH |
| 2 | GUARDANT HEALTH INC | GH | 40131M109 | $31.3M | 5.28% | 208,817 | SH |
| 3 | APPLE ORD | AAPL | 037833100 | $30.4M | 5.12% | 104,985 | SH |
| 4 | NATERA INC | NTRA | 632307104 | $29.8M | 5.03% | 109,880 | SH |
| 5 | COHERENT CORP | COHR | 19247G107 | $29.0M | 4.88% | 73,400 | SH |
| 6 | LAM RESEARCH CORP | LRCX | 512807306 | $28.1M | 4.74% | 64,913 | SH |
| 7 | PLANET LABS PBC | PL | 72703X106 | $27.3M | 4.61% | 824,733 | SH |
| 8 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $26.1M | 4.41% | 468,000 | SH |
| 9 | BLOOM ENERGY CORP | BE | 093712107 | $25.8M | 4.35% | 85,210 | SH |
| 10 | AEHR TEST SYS | AEHR | 00760J108 | $23.9M | 4.03% | 249,000 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $23.4M | 3.95% | 19,550 | SH |
| 12 | SPIRE GLOBAL INC | SPIR | 848560306 | $21.5M | 3.63% | 1,157,389 | SH |
| 13 | SITIME CORP | SITM | 82982T106 | $20.8M | 3.51% | 27,925 | SH |
| 14 | MICROSOFT ORD | MSFT | 594918104 | $18.8M | 3.17% | 50,484 | SH |
| 15 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $17.9M | 3.01% | 73,040 | SH |
| 16 | LUMENTUM HLDGS INC | LITE | 55024U109 | $15.5M | 2.60% | 18,011 | SH |
| 17 | TERAWULF INC | WULF | 88080T104 | $13.5M | 2.27% | 546,011 | SH |
| 18 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $13.4M | 2.26% | 79,724 | SH |
| 19 | TWIST BIOSCIENCE CORP | TWST | 90184D100 | $13.3M | 2.24% | 129,228 | SH |
| 20 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $12.3M | 2.07% | 176,135 | SH |
| 21 | BROADCOM ORD | AVGO | 11135F101 | $12.1M | 2.05% | 32,151 | SH |
| 22 | CORNING INC | GLW | 219350105 | $10.6M | 1.78% | 41,459 | SH |
| 23 | MICRON TECHNOLOGY ORD | MU | 595112103 | $9.3M | 1.57% | 8,062 | SH |
| 24 | DPC HOLDINGS PLC | DPC | G2R11M108 | $7.8M | 1.31% | 158,828 | SH |
| 25 | GE VERNOVA INC | GEV | 36828A101 | $7.8M | 1.31% | 6,600 | SH |
| 26 | T1 ENERGY INC | TE | 35834F104 | $7.3M | 1.24% | 775,094 | SH |
| 27 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $7.3M | 1.23% | 106,387 | SH |
| 28 | ADVANCED MICRO DEVICES ORD | AMD | 007903107 | $6.8M | 1.14% | 11,657 | SH |
| 29 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $6.1M | 1.02% | 14,600 | SH |
| 30 | MOLINA HEALTHCARE INC | MOH | 60855R100 | $5.1M | 0.85% | 22,140 | SH |
| 31 | INTEL ORD | INTC | 458140100 | $4.4M | 0.74% | 31,413 | SH |
| 32 | APPLIED MATERIAL ORD | AMAT | 038222105 | $4.1M | 0.69% | 5,670 | SH |
| 33 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $3.7M | 0.62% | 21,400 | SH |
| 34 | CISCO SYSTEMS ORD | CSCO | 17275R102 | $3.3M | 0.56% | 28,254 | SH |
| 35 | KLA ORD | KLAC | 482480100 | $2.8M | 0.48% | 9,369 | SH |
| 36 | PALO ALTO NETWORKS ORD | PANW | 697435105 | $2.0M | 0.33% | 5,813 | SH |
| 37 | TEXAS INSTRUMENTS ORD | TXN | 882508104 | $1.9M | 0.33% | 6,510 | SH |
| 38 | INTERNATIONAL BUSINESS MACHINES ORD | IBM | 459200101 | $1.9M | 0.32% | 6,713 | SH |
| 39 | PALANTIR TECHNOLOGIES CL A ORD | PLTR | 69608A108 | $1.8M | 0.31% | 15,578 | SH |
| 40 | MARVELL TECHNOLOGY ORD | MRVL | 573874104 | $1.8M | 0.31% | 6,092 | SH |
| 41 | ORACLE ORD | ORCL | 68389X105 | $1.8M | 0.30% | 12,291 | SH |
| 42 | WESTERN DIGITAL ORD | WDC | 958102105 | $1.6M | 0.27% | 2,475 | SH |
| 43 | AMPHENOL CL A ORD | APH | 032095101 | $1.6M | 0.26% | 8,791 | SH |
| 44 | SEAGATE TECHNOLOGY HOLDINGS ORD | STX | G7997R103 | $1.5M | 0.25% | 1,544 | SH |
| 45 | QUALCOMM ORD | QCOM | 747525103 | $1.4M | 0.24% | 7,630 | SH |
| 46 | ANALOG DEVICES ORD | ADI | 032654105 | $1.4M | 0.23% | 3,484 | SH |
| 47 | CROWDSTRIKE HOLDINGS CL A ORD | CRWD | 22788C105 | $1.4M | 0.23% | 1,771 | SH |
| 48 | ARISTA NETWORKS ORD | ANET | 040413205 | $1.3M | 0.22% | 7,625 | SH |
| 49 | SHOPIFY CL A SUB VTG ORD | SHOP | 82509L107 | $1.0M | 0.17% | 8,780 | SH |
| 50 | DELL TECHNOLOGIES CL C ORD | DELL | 24703L202 | $929.8K | 0.16% | 2,155 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $593.3M | 85 | 0002029433-26-000004 |
| 2026-03-31 | 2026-05-15 | $382.2M | 43 | 0002029433-26-000003 |
| 2025-12-31 | 2026-02-17 | $359.8M | 25 | 0002029433-26-000002 |
| 2025-09-30 | 2025-11-14 | $358.9M | 26 | 0002029433-25-000009 |