Science & Technology Partners, L.P.

Name: Science & Technology Partners, L.P.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in GREENWICH, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 2029433.

Share this page

Link

Story card, 1080 × 1920

Reported value$593.3m
Positions84

Holdings: 84 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 85 lines; lines for the same security and option type are added together here.

Science & Technology Partners, L.P., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Nvidia OrdNVDA	COM	67066G104	33.0	5.6%	164,870	Added+130,570
Guardant Health IncGH	COM	40131M109	31.3	5.3%	208,817	New+208,817
Apple OrdAAPL	COM	037833100	30.4	5.1%	104,985	Added+92,585
Natera IncNTRA	COM	632307104	29.8	5.0%	109,880	Added+10,148
Coherent CorpCOHR	COM	19247G107	29.5	5.0%	74,725	Reduced−13,515
LAM Research CorpLRCX	COM NEW	512807306	28.1	4.7%	64,913	Reduced−43,787
Planet Labs PBCPL	COM CL A	72703X106	27.3	4.6%	824,733	Added+246,893
Forgent Power Solutions IncFPS	COM SHS CL A	34631F102	26.1	4.4%	468,000	New+468,000
Bloom Energy CorpBE	COM CL A	093712107	25.8	4.3%	85,210	Reduced−66,640
Aehr Test SysAEHR	COM	00760J108	23.9	4.0%	249,000	New+249,000
ELI Lilly & CoLLY	COM	532457108	23.4	4.0%	19,550	New+19,550
Spire Global IncSPIR	COM CL A NEW	848560306	21.5	3.6%	1,157,389	New+1,157,389
Sitime CorpSITM	COM	82982T106	20.8	3.5%	27,925	Added+20,525
Microsoft OrdMSFT	COM	594918104	18.8	3.2%	50,484	New+50,484
Axsome Therapeutics Inc.AXSM	COM	05464T104	17.9	3.0%	73,040	New+73,040
Lumentum Holdings IncLITE	COM	55024U109	15.5	2.6%	18,011	Reduced−19,709
Terawulf IncWULF	COM	88080T104	13.5	2.3%	546,011	New+546,011
Neurocrine Biosciences IncNBIX	COM	64125C109	13.4	2.3%	79,724	New+79,724
Twist Bioscience CorpTWST	COM	90184D100	13.3	2.2%	129,228	New+129,228
Brightspring Health SVCS IncBTSG	COM	10950A106	12.3	2.1%	176,135	New+176,135
Broadcom OrdAVGO	COM	11135F101	12.1	2.0%	32,151	Added+23,001
Corning IncGLW	COM	219350105	10.6	1.8%	41,459	Added+25,066
Micron Technology OrdMU	COM	595112103	9.3	1.6%	8,062	Reduced−8,838
DPC Holdings plc	ORDINARY SHARES	G2R11M108	7.8	1.3%	158,828	New+158,828
GE Vernova IncGEV	COM	36828A101	7.8	1.3%	6,600	Added+4,700
T1 Energy IncTE	COM NEW	35834F104	7.3	1.2%	775,094	New+775,094
Genedx Holdings CorpWGS	COM CL A	81663L200	7.3	1.2%	106,387	Reduced−134,813
Advanced Micro Devices OrdAMD	COM	007903107	6.8	1.1%	11,657	New+11,657
Unitedhealth Group IncUNH	COM	91324P102	6.1	1.0%	14,600	New+14,600
Molina Healthcare IncMOH	COM	60855R100	5.1	0.9%	22,140	New+22,140
Intel OrdINTC	COM	458140100	4.4	0.7%	31,413	New+31,413
Applied Material OrdAMAT	COM	038222105	4.1	0.7%	5,670	Reduced−15,880
Space Exploration Techn CorpSPCX	CLASS A COM STK	84615Q103	3.7	0.6%	21,400	New+21,400
Cisco Systems OrdCSCO	COM	17275R102	3.3	0.6%	28,254	Added+4,054
KLA OrdKLAC	COM NEW	482480100	2.8	0.5%	9,369	New+9,369
Palo Alto Networks OrdPANW	COM	697435105	2.0	0.3%	5,813	New+5,813
Texas Instruments OrdTXN	COM	882508104	1.9	0.3%	6,510	New+6,510
International Business Machines OrdIBM	COM	459200101	1.9	0.3%	6,713	New+6,713
Palantir Technologies CL a OrdPLTR	CL A	69608A108	1.8	0.3%	15,578	Reduced−35,687
Marvell Technology OrdMRVL	COM	573874104	1.8	0.3%	6,092	New+6,092
Oracle OrdORCL	COM	68389X105	1.8	0.3%	12,291	New+12,291
Western Digital OrdWDC	COM	958102105	1.6	0.3%	2,475	New+2,475
Amphenol CL a OrdAPH	CL A	032095101	1.6	0.3%	8,791	New+8,791
Seagate Technology Holdings Ord	ORD SHS	G7997R103	1.5	0.3%	1,544	Reduced−5,696
Qualcomm OrdQCOM	COM	747525103	1.4	0.2%	7,630	New+7,630
Analog Devices OrdADI	COM	032654105	1.4	0.2%	3,484	Reduced−12,419
Crowdstrike Holdings CL a OrdCRWD	CL A	22788C105	1.4	0.2%	1,771	New+1,771
Arista Networks OrdANET	COM SHS	040413205	1.3	0.2%	7,625	New+7,625
Shopify CL a Sub VTG OrdSHOP	CL A SUB VTG SHS	82509L107	1.0	0.2%	8,780	New+8,780
Dell Technologies CL C OrdDELL	CL C	24703L202	0.9	0.2%	2,155	New+2,155
Salesforce OrdCRM	COM	79466L302	0.9	0.2%	5,695	New+5,695
Applovin CL a OrdAPP	COM CL A	03831W108	0.8	0.1%	1,648	New+1,648
Servicenow OrdNOW	COM	81762P102	0.7	0.1%	7,477	New+7,477
Cadence Design Systems OrdCDNS	COM	127387108	0.7	0.1%	1,974	New+1,974
Fortinet OrdFTNT	COM	34959E109	0.7	0.1%	4,503	New+4,503
Snowflake OrdSNOW	COM SHS	833445109	0.6	0.1%	2,357	New+2,357
Datadog CL a OrdDDOG	CL A COM	23804L103	0.6	<0.1%	2,252	New+2,252
Synopsys OrdSNPS	COM	871607107	0.6	<0.1%	1,304	New+1,304
Adobe OrdADBE	COM	00724F101	0.6	<0.1%	2,810	New+2,810
Cloudflare CL a OrdNET	CL A COM	18915M107	0.5	<0.1%	2,229	Reduced−104,296
Teradyne OrdTER	COM	880770102	0.5	<0.1%	1,121	New+1,121
Accenture CL a Ord	SHS CLASS A	G1151C101	0.5	<0.1%	4,350	New+4,350
Intuit OrdINTU	COM	461202103	0.5	<0.1%	1,970	New+1,970
NXP Semiconductors Ord	COM	N6596X109	0.5	<0.1%	1,791	New+1,791
Ciena OrdCIEN	COM NEW	171779309	0.5	<0.1%	1,012	Reduced−26,580
Motorola Solutions OrdMSI	COM NEW	620076307	0.5	<0.1%	1,193	Reduced−5,667
Astera Labs OrdALAB	COM	04626A103	0.5	<0.1%	964	New+964
Monolithic Power Systems OrdMPWR	COM	609839105	0.5	<0.1%	332	New+332
Keysight Technologies OrdKEYS	COM	49338L103	0.4	<0.1%	1,231	Reduced−85,209
Hewlett Packard Enterprise OrdHPE	COM	42824C109	0.4	<0.1%	9,496	New+9,496
Flex Ord	ORD	Y2573F102	0.4	<0.1%	2,615	New+2,615
TE Connectivity Ord	ORD SHS	G87052109	0.4	<0.1%	2,094	New+2,094
Nebius CL a Ord	SHS CLASS A	N97284108	0.4	<0.1%	1,444	New+1,444
Microchip Technology OrdMCHP	COM	595017104	0.3	<0.1%	3,821	New+3,821
Credo Technology Group Holding Ord	ORDINARY SHARES	G25457105	0.3	<0.1%	1,179	New+1,179
Celestica OrdCLS	COM	15101Q207	0.3	<0.1%	821	New+821
Autodesk OrdADSK	COM	052769106	0.3	<0.1%	1,514	New+1,514
Jabil OrdJBL	COM	466313103	0.3	<0.1%	758	New+758
On Semiconductor OrdON	COM	682189105	0.3	<0.1%	2,800	New+2,800
Roper Technologies OrdROP	COM	776696106	0.2	<0.1%	732	New+732
Qnity Electronics OrdQ	COMMON STOCK	74743L100	0.2	<0.1%	1,454	New+1,454
Teledyne Tech OrdTDY	COM	879360105	0.2	<0.1%	330	New+330
Netapp OrdNTAP	COM	64110D104	0.2	<0.1%	1,408	New+1,408
Twilio CL a OrdTWLO	CL A	90138F102	0.2	<0.1%	1,035	New+1,035

Sold out: 20 positions

Held at the end of the quarter before and not reported this quarter.

Science & Technology Partners, L.P., positions sold out
Issuer	Class	CUSIP	Weight	Put or call	Change on the quarter before
Advanced Energy IndsAEIS	COM	007973100	0.0%		Sold out−12,950
Akamai Technologies IncAKAM	COM	00971T101	0.0%		Sold out−36,839
Alphabet IncGOOGL	CAP STK CL C	02079K107	0.0%		Sold out−8,000
Amprius Technologies IncAMPX	COMMON STOCK	03214Q108	0.0%		Sold out−635,106
Asml Holding Adr Rep Ord	N Y REGISTRY SHS	N07059210	0.0%		Sold out−4,000
Camtek Ltd	ORD	M20791105	0.0%		Sold out−105,669
Caretrust REIT OrdCTRE	COM	14174T107	0.0%		Sold out−2,000
Digitalocean Holdings IncDOCN	COM	25402D102	0.0%		Sold out−68,993
Fastly IncFSLY	CL A	31188V100	0.0%		Sold out−151,000
Intuitive Machines IncLUNR	CLASS A COM	46125A100	0.0%		Sold out−237,000
Karman Holdings IncKRMN	COMMON STOCK	485924104	0.0%		Sold out−54,997
Nokia CorpNOK	SPONSORED ADR	654902204	0.0%	Call	Sold out−41,500
Nokia CorpNOK	SPONSORED ADR	654902204	0.0%		Sold out−1,485,000
Onto Innovation OrdONTO	COM	683344105	0.0%		Sold out−7,800
Rocket Lab CorpRKLB	COM	773121108	0.0%		Sold out−237,254
Sandisk OrdSNDK	COM	80004C200	0.0%		Sold out−9,295
Taiwan Semiconductor ManufacTSM	SPONSORED ADS	874039100	0.0%		Sold out−53,700
Tesla IncTSLA	COM	88160R101	0.0%		Sold out−9,000
Tower Semiconductor Ltd	SHS NEW	M87915274	0.0%		Sold out−45,300
Verisign IncVRSN	COM	92343E102	0.0%		Sold out−16,342

Source: SEC EDGAR, Form 13F-HR, accession 0002029433-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.