Science & Technology Partners, L.P. — 13F Holdings & Portfolio
CIK 2029433 · latest 13F-HR filed 2026-05-15
Science & Technology Partners, L.P. manages $382.2M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LITE (6.94%), KEYS (6.39%), LRCX (6.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 28 new positions, exited 10, added to 6, and trimmed 8.
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.
$382.2M
Long-equity book
43
Distinct positions
2026-03-31
Filed 2026-05-15
+28 / −10 / ↑6 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LUMENTUM HLDGS INC$20.2M +323.0%
- BLOOM ENERGY CORP$7.4M +56.5%
- TAIWAN SEMICONDUCTOR MANUFAC$4.6M +33.9%
- LAM RESEARCH CORP$3.2M +16.2%
- PALANTIR TECHNOLOGIES INC$3.1M +71.8%
Top Trims
- ALPHABET INC-$23.6M -91.1%
- TESLA INC-$21.6M -86.6%
- BROADCOM ORD-$18.5M -86.7%
- SITIME ORD-$12.5M -83.0%
- GENEDX HOLDINGS CORP-$10.7M -40.8%
New Positions
- KEYSIGHT TECHNOLOGIES INC$24.4M
- CLOUDFLARE INC$22.0M
- CAMTEK LTD$16.0M
- ROCKET LAB CORP$15.2M
- NOKIA CORP$11.9M
Exited Positions
- APPLOVIN CORP$30.2M
- SHOPIFY INC$19.5M
- AXON ENTERPRISE INC$19.3M
- ESTABLISHMENT LABS HLDGS INC$14.1M
- AFFIRM HLDGS INC$14.0M
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 | LUMENTUM HLDGS INC | LITE | 55024U109 | $26.5M | 6.94% | 37,720 | SH |
| 2 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $24.4M | 6.39% | 86,440 | SH |
| 3 | LAM RESEARCH CORP | LRCX | 512807306 | $23.2M | 6.08% | 108,700 | SH |
| 4 | CLOUDFLARE INC | NET | 18915M107 | $22.0M | 5.75% | 106,525 | SH |
| 5 | COHERENT CORP | COHR | 19247G107 | $21.0M | 5.50% | 88,240 | SH |
| 6 | BLOOM ENERGY CORP | BE | 093712107 | $20.6M | 5.38% | 151,850 | SH |
| 7 | NATERA INC | NTRA | 632307104 | $19.9M | 5.22% | 99,732 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $18.1M | 4.75% | 53,700 | SH |
| 9 | PLANET LABS PBC | PL | 72703X106 | $16.2M | 4.23% | 577,840 | SH |
| 10 | CAMTEK LTD | CAMT | M20791105 | $16.0M | 4.19% | 105,669 | SH |
| 11 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $15.5M | 4.05% | 241,200 | SH |
| 12 | ROCKET LAB CORP | RKLB | 773121108 | $15.2M | 3.99% | 237,254 | SH |
| 13 | NOKIA CORP | NOK | 654902204 | $11.9M | 3.12% | 1,485,000 | SH |
| 14 | CIENA CORP | CIEN | 171779309 | $10.7M | 2.80% | 27,592 | SH |
| 15 | AMPRIUS TECHNOLOGIES INC | AMPX | 03214Q108 | $10.7M | 2.80% | 635,106 | SH |
| 16 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $7.9M | 2.08% | 45,300 | SH |
| 17 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $7.5M | 1.96% | 51,265 | SH |
| 18 | APPLIED MATERIAL ORD | AMAT | 038222105 | $7.4M | 1.93% | 21,550 | SH |
| 19 | NVIDIA ORD | NVDA | 67066G104 | $6.0M | 1.57% | 34,300 | SH |
| 20 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $5.9M | 1.55% | 68,993 | SH |
| 21 | SANDISK ORD | SNDK | 80004C200 | $5.9M | 1.55% | 9,295 | SH |
| 22 | MICRON TECHNOLOGY ORD | MU | 595112103 | $5.7M | 1.49% | 16,900 | SH |
| 23 | ASML HOLDING ADR REP ORD | ASML | N07059210 | $5.3M | 1.38% | 4,000 | SH |
| 24 | ANALOG DEVICES ORD | ADI | 032654105 | $5.1M | 1.32% | 15,903 | SH |
| 25 | KARMAN HLDGS INC | KRMN | 485924104 | $4.4M | 1.15% | 54,997 | SH |
| 26 | INTUITIVE MACHINES INC | LUNR | 46125A100 | $4.4M | 1.15% | 237,000 | SH |
| 27 | FASTLY INC | FSLY | 31188V100 | $4.4M | 1.15% | 151,000 | SH |
| 28 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $4.2M | 1.11% | 36,839 | SH |
| 29 | ADVANCED ENERGY INDS | AEIS | 007973100 | $4.2M | 1.09% | 12,950 | SH |
| 30 | VERISIGN INC | VRSN | 92343E102 | $4.1M | 1.06% | 16,342 | SH |
| 31 | TESLA INC | TSLA | 88160R101 | $3.3M | 0.88% | 9,000 | SH |
| 32 | APPLE ORD | AAPL | 037833100 | $3.1M | 0.82% | 12,400 | SH |
| 33 | MOTOROLA SOLUTIONS ORD | MSI | 620076307 | $3.0M | 0.78% | 6,860 | SH |
| 34 | SEAGATE TECHNOLOGY HOLDINGS ORD | STX | G7997R103 | $2.8M | 0.74% | 7,240 | SH |
| 35 | BROADCOM ORD | AVGO | 11135F101 | $2.8M | 0.74% | 9,150 | SH |
| 36 | SITIME ORD | SITM | 82982T106 | $2.6M | 0.67% | 7,400 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $2.3M | 0.60% | 8,000 | SH |
| 38 | CORNING ORD | GLW | 219350105 | $2.2M | 0.58% | 16,393 | SH |
| 39 | CISCO SYSTEMS ORD | CSCO | 17275R102 | $1.9M | 0.49% | 24,200 | SH |
| 40 | GE VERNOVA ORD | GEV | 36828A101 | $1.7M | 0.43% | 1,900 | SH |
| 41 | ONTO INNOVATION ORD | ONTO | 683344105 | $1.6M | 0.42% | 7,800 | SH |
| 42 | NOKIA CORP Call | NOK | 654902204 | $333.7K | 0.09% | 41,500 | SH |
| 43 | CARETRUST REIT ORD | CTRE | 14174T107 | $73.3K | 0.02% | 2,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |