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 and exited 19; 13 existing positions rose in reported value and 10 fell.

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.

AUM

$593.3M

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+61 / −19 / ↑13 / ↓10

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

NVDA5.6% · +381%GH5.3% · new AAPL5.1% · +747%NTRA5.0% · +10%COHR5.0% · -15%LRCX4.7% · -40%PL4.6% · +43%FPS4.4% · new BE4.3% · -44%AEHR4.0% · new LLY4.0% · new SPIR3.6% · new SITM3.5% · +277%MSFT3.2% · new AXSM3.0% · new LITE2.6% · -52%WULF2.3% · new NBIX2.3% · new TWST2.2% · new BTSG2.1% · new AVGO2.0% · +251%GLW1.8% · +153%MU1.6% · -52%DPC1.3% · new GEV1.3% · +247%TE1.2% · new WGS1.2% · -56%AMD1.1% · new UNH1.0% · new MOH0.9% · new INTC0.7% · new AMAT0.7% · -74%SPCX0.6% · new CSCO0.6% · +17%KLAC0.5% · new PANW0.3% · new TXN0.3% · new IBM0.3% · new PLTR0.3% · -70%MRVL0.3% · new ORCL0.3% · new WDC0.3% · new APH0.3% · new STX0.3% · -79%QCOM0.2% · new ADI0.2% · -78%CRWD0.2% · new ANET0.2% · new SHOP0.2% · new DELL0.2% · new CRM0.1% · new APP0.1% · new NOW0.1% · new CDNS0.1% · new FTNT0.1% · new SNOW0.1% · new DDOG0.1% · new SNPS0.1% · new ADBE0.1% · new NET0.1% · -98%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 48.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Assets Under Management

$425.5M

Discretionary

$425.5M

Employees

Accounts

Address

660 STEAMBOAT ROAD
3RD FLOOR
GREENWICH, CT 06830

Phone

(212) 306-2600

Website

www.sandtpartners.com

Name	Title / Status	Ownership	Type
FORBIS, BRIAN, BARNUM Control	CFO / CCO / COO	Less than 5%	Individual
KLAUER, ERIKA, LEIGH Control	PRINCIPAL / CEO / LIMITED PARTNER	75% or more	Individual
KLAUER, ERIKA, LEIGH Control	MEMBER	75% or more	Individual
SCIENCE AND TECHNOLOGY ASSOCIATES, LLC Control	GENERAL PARTNER	Less than 5%	Domestic Entity

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

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%

Show all 13 →

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%

Show all 10 →

New Positions

Show all 61 →

Exited Positions

Show all 19 →

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Science & Technology Partners, L.P. Holdings (2026-06-30)

#	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

Filing History

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

Filer Information

Address

660 STEAMBOAT ROAD
3RD FLOOR
GREENWICH, CT 06830

Phone

(212) 306-2600

Filing Manager

Science & Technology Partners, L.P.

GREENWICH, CT

Signatory

Brian Barnum Forbis

Chief Financial Officer and Chief Compliance Officer