# Science & Technology Partners, L.P.: Form 13F holdings

An institutional investment manager in GREENWICH, CT. SEC CIK 2029433.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $593.3m
- Positions: 84 (85 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2029433/000202943326000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NVIDIA ORD (NVDA)](/companies/nvda.md) | COM | $33.0m | 5.6% | 164,870 |  | Added +130,570 |
| [GUARDANT HEALTH INC (GH)](/companies/gh.md) | COM | $31.3m | 5.3% | 208,817 |  | New +208,817 |
| [APPLE ORD (AAPL)](/companies/aapl.md) | COM | $30.4m | 5.1% | 104,985 |  | Added +92,585 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $29.8m | 5.0% | 109,880 |  | Added +10,148 |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $29.5m | 5.0% | 74,725 |  | Reduced −13,515 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $28.1m | 4.7% | 64,913 |  | Reduced −43,787 |
| [PLANET LABS PBC (PL)](/companies/pl.md) | COM CL A | $27.3m | 4.6% | 824,733 |  | Added +246,893 |
| [FORGENT POWER SOLUTIONS INC (FPS)](/companies/fps.md) | COM SHS CL A | $26.1m | 4.4% | 468,000 |  | New +468,000 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $25.8m | 4.3% | 85,210 |  | Reduced −66,640 |
| [AEHR TEST SYS (AEHR)](/companies/aehr.md) | COM | $23.9m | 4.0% | 249,000 |  | New +249,000 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $23.4m | 4.0% | 19,550 |  | New +19,550 |
| [SPIRE GLOBAL INC (SPIR)](/companies/spir.md) | COM CL A NEW | $21.5m | 3.6% | 1,157,389 |  | New +1,157,389 |
| [SITIME CORP (SITM)](/companies/sitm.md) | COM | $20.8m | 3.5% | 27,925 |  | Added +20,525 |
| [MICROSOFT ORD (MSFT)](/companies/msft.md) | COM | $18.8m | 3.2% | 50,484 |  | New +50,484 |
| [AXSOME THERAPEUTICS INC. (AXSM)](/companies/axsm.md) | COM | $17.9m | 3.0% | 73,040 |  | New +73,040 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $15.5m | 2.6% | 18,011 |  | Reduced −19,709 |
| [TERAWULF INC (WULF)](/companies/wulf.md) | COM | $13.5m | 2.3% | 546,011 |  | New +546,011 |
| [NEUROCRINE BIOSCIENCES INC (NBIX)](/companies/nbix.md) | COM | $13.4m | 2.3% | 79,724 |  | New +79,724 |
| [TWIST BIOSCIENCE CORP (TWST)](/companies/twst.md) | COM | $13.3m | 2.2% | 129,228 |  | New +129,228 |
| [BRIGHTSPRING HEALTH SVCS INC (BTSG)](/companies/btsg.md) | COM | $12.3m | 2.1% | 176,135 |  | New +176,135 |
| [BROADCOM ORD (AVGO)](/companies/avgo.md) | COM | $12.1m | 2.0% | 32,151 |  | Added +23,001 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $10.6m | 1.8% | 41,459 |  | Added +25,066 |
| [MICRON TECHNOLOGY ORD (MU)](/companies/mu.md) | COM | $9.3m | 1.6% | 8,062 |  | Reduced −8,838 |
| DPC HOLDINGS PLC | ORDINARY SHARES | $7.8m | 1.3% | 158,828 |  | New +158,828 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $7.8m | 1.3% | 6,600 |  | Added +4,700 |
| [T1 ENERGY INC (TE)](/companies/te.md) | COM NEW | $7.3m | 1.2% | 775,094 |  | New +775,094 |
| [GENEDX HOLDINGS CORP (WGS)](/companies/wgs.md) | COM CL A | $7.3m | 1.2% | 106,387 |  | Reduced −134,813 |
| [ADVANCED MICRO DEVICES ORD (AMD)](/companies/amd.md) | COM | $6.8m | 1.1% | 11,657 |  | New +11,657 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $6.1m | 1.0% | 14,600 |  | New +14,600 |
| [MOLINA HEALTHCARE INC (MOH)](/companies/moh.md) | COM | $5.1m | 0.9% | 22,140 |  | New +22,140 |
| [INTEL ORD (INTC)](/companies/intc.md) | COM | $4.4m | 0.7% | 31,413 |  | New +31,413 |
| [APPLIED MATERIAL ORD (AMAT)](/companies/amat.md) | COM | $4.1m | 0.7% | 5,670 |  | Reduced −15,880 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $3.7m | 0.6% | 21,400 |  | New +21,400 |
| [CISCO SYSTEMS ORD (CSCO)](/companies/csco.md) | COM | $3.3m | 0.6% | 28,254 |  | Added +4,054 |
| [KLA ORD (KLAC)](/companies/klac.md) | COM NEW | $2.8m | 0.5% | 9,369 |  | New +9,369 |
| [PALO ALTO NETWORKS ORD (PANW)](/companies/panw.md) | COM | $2.0m | 0.3% | 5,813 |  | New +5,813 |
| [TEXAS INSTRUMENTS ORD (TXN)](/companies/txn.md) | COM | $1.9m | 0.3% | 6,510 |  | New +6,510 |
| [INTERNATIONAL BUSINESS MACHINES ORD (IBM)](/companies/ibm.md) | COM | $1.9m | 0.3% | 6,713 |  | New +6,713 |
| [PALANTIR TECHNOLOGIES CL A ORD (PLTR)](/companies/pltr.md) | CL A | $1.8m | 0.3% | 15,578 |  | Reduced −35,687 |
| [MARVELL TECHNOLOGY ORD (MRVL)](/companies/mrvl.md) | COM | $1.8m | 0.3% | 6,092 |  | New +6,092 |
| [ORACLE ORD (ORCL)](/companies/orcl.md) | COM | $1.8m | 0.3% | 12,291 |  | New +12,291 |
| [WESTERN DIGITAL ORD (WDC)](/companies/wdc.md) | COM | $1.6m | 0.3% | 2,475 |  | New +2,475 |
| [AMPHENOL CL A ORD (APH)](/companies/aph.md) | CL A | $1.6m | 0.3% | 8,791 |  | New +8,791 |
| SEAGATE TECHNOLOGY HOLDINGS ORD | ORD SHS | $1.5m | 0.3% | 1,544 |  | Reduced −5,696 |
| [QUALCOMM ORD (QCOM)](/companies/qcom.md) | COM | $1.4m | 0.2% | 7,630 |  | New +7,630 |
| [ANALOG DEVICES ORD (ADI)](/companies/adi.md) | COM | $1.4m | 0.2% | 3,484 |  | Reduced −12,419 |
| [CROWDSTRIKE HOLDINGS CL A ORD (CRWD)](/companies/crwd.md) | CL A | $1.4m | 0.2% | 1,771 |  | New +1,771 |
| [ARISTA NETWORKS ORD (ANET)](/companies/anet.md) | COM SHS | $1.3m | 0.2% | 7,625 |  | New +7,625 |
| [SHOPIFY CL A SUB VTG ORD (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $1.0m | 0.2% | 8,780 |  | New +8,780 |
| [DELL TECHNOLOGIES CL C ORD (DELL)](/companies/dell.md) | CL C | $929.8k | 0.2% | 2,155 |  | New +2,155 |
| [SALESFORCE ORD (CRM)](/companies/crm.md) | COM | $892.2k | 0.2% | 5,695 |  | New +5,695 |
| [APPLOVIN CL A ORD (APP)](/companies/app.md) | COM CL A | $849.1k | 0.1% | 1,648 |  | New +1,648 |
| [SERVICENOW ORD (NOW)](/companies/now.md) | COM | $742.3k | 0.1% | 7,477 |  | New +7,477 |
| [CADENCE DESIGN SYSTEMS ORD (CDNS)](/companies/cdns.md) | COM | $740.9k | 0.1% | 1,974 |  | New +1,974 |
| [FORTINET ORD (FTNT)](/companies/ftnt.md) | COM | $691.8k | 0.1% | 4,503 |  | New +4,503 |
| [SNOWFLAKE ORD (SNOW)](/companies/snow.md) | COM SHS | $599.9k | 0.1% | 2,357 |  | New +2,357 |
| [DATADOG CL A ORD (DDOG)](/companies/ddog.md) | CL A COM | $586.3k | <0.1% | 2,252 |  | New +2,252 |
| [SYNOPSYS ORD (SNPS)](/companies/snps.md) | COM | $581.7k | <0.1% | 1,304 |  | New +1,304 |
| [ADOBE ORD (ADBE)](/companies/adbe.md) | COM | $576.1k | <0.1% | 2,810 |  | New +2,810 |
| [CLOUDFLARE CL A ORD (NET)](/companies/net.md) | CL A COM | $546.7k | <0.1% | 2,229 |  | Reduced −104,296 |
| [TERADYNE ORD (TER)](/companies/ter.md) | COM | $542.4k | <0.1% | 1,121 |  | New +1,121 |
| ACCENTURE CL A ORD | SHS CLASS A | $541.3k | <0.1% | 4,350 |  | New +4,350 |
| [INTUIT ORD (INTU)](/companies/intu.md) | COM | $514.2k | <0.1% | 1,970 |  | New +1,970 |
| NXP SEMICONDUCTORS ORD | COM | $503.3k | <0.1% | 1,791 |  | New +1,791 |
| [CIENA ORD (CIEN)](/companies/cien.md) | COM NEW | $496.4k | <0.1% | 1,012 |  | Reduced −26,580 |
| [MOTOROLA SOLUTIONS ORD (MSI)](/companies/msi.md) | COM NEW | $495.4k | <0.1% | 1,193 |  | Reduced −5,667 |
| [ASTERA LABS ORD (ALAB)](/companies/alab.md) | COM | $465.6k | <0.1% | 964 |  | New +964 |
| [MONOLITHIC POWER SYSTEMS ORD (MPWR)](/companies/mpwr.md) | COM | $458.9k | <0.1% | 332 |  | New +332 |
| [KEYSIGHT TECHNOLOGIES ORD (KEYS)](/companies/keys.md) | COM | $430.9k | <0.1% | 1,231 |  | Reduced −85,209 |
| [HEWLETT PACKARD ENTERPRISE ORD (HPE)](/companies/hpe.md) | COM | $428.4k | <0.1% | 9,496 |  | New +9,496 |
| FLEX ORD | ORD | $423.8k | <0.1% | 2,615 |  | New +2,615 |
| TE CONNECTIVITY ORD | ORD SHS | $422.2k | <0.1% | 2,094 |  | New +2,094 |
| NEBIUS CL A ORD | SHS CLASS A | $398.8k | <0.1% | 1,444 |  | New +1,444 |
| [MICROCHIP TECHNOLOGY ORD (MCHP)](/companies/mchp.md) | COM | $348.5k | <0.1% | 3,821 |  | New +3,821 |
| CREDO TECHNOLOGY GROUP HOLDING ORD | ORDINARY SHARES | $320.6k | <0.1% | 1,179 |  | New +1,179 |
| [CELESTICA ORD (CLS)](/companies/cls.md) | COM | $299.3k | <0.1% | 821 |  | New +821 |
| [AUTODESK ORD (ADSK)](/companies/adsk.md) | COM | $294.4k | <0.1% | 1,514 |  | New +1,514 |
| [JABIL ORD (JBL)](/companies/jbl.md) | COM | $292.2k | <0.1% | 758 |  | New +758 |
| [ON SEMICONDUCTOR ORD (ON)](/companies/on.md) | COM | $264.7k | <0.1% | 2,800 |  | New +2,800 |
| [ROPER TECHNOLOGIES ORD (ROP)](/companies/rop.md) | COM | $247.7k | <0.1% | 732 |  | New +732 |
| [QNITY ELECTRONICS ORD (Q)](/companies/q.md) | COMMON STOCK | $237.5k | <0.1% | 1,454 |  | New +1,454 |
| [TELEDYNE TECH ORD (TDY)](/companies/tdy.md) | COM | $220.1k | <0.1% | 330 |  | New +330 |
| [NETAPP ORD (NTAP)](/companies/ntap.md) | COM | $217.9k | <0.1% | 1,408 |  | New +1,408 |
| [TWILIO CL A ORD (TWLO)](/companies/twlo.md) | CL A | $213.6k | <0.1% | 1,035 |  | New +1,035 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ADVANCED ENERGY INDS (AEIS)](/companies/aeis.md) | COM | $0 | 0.0% | 0 |  | Sold out −12,950 |
| [AKAMAI TECHNOLOGIES INC (AKAM)](/companies/akam.md) | COM | $0 | 0.0% | 0 |  | Sold out −36,839 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $0 | 0.0% | 0 |  | Sold out −8,000 |
| [AMPRIUS TECHNOLOGIES INC (AMPX)](/companies/ampx.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −635,106 |
| ASML HOLDING ADR REP ORD | N Y REGISTRY SHS | $0 | 0.0% | 0 |  | Sold out −4,000 |
| CAMTEK LTD | ORD | $0 | 0.0% | 0 |  | Sold out −105,669 |
| [CARETRUST REIT ORD (CTRE)](/companies/ctre.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,000 |
| [DIGITALOCEAN HLDGS INC (DOCN)](/companies/docn.md) | COM | $0 | 0.0% | 0 |  | Sold out −68,993 |
| [FASTLY INC (FSLY)](/companies/fsly.md) | CL A | $0 | 0.0% | 0 |  | Sold out −151,000 |
| [INTUITIVE MACHINES INC (LUNR)](/companies/lunr.md) | CLASS A COM | $0 | 0.0% | 0 |  | Sold out −237,000 |
| [KARMAN HLDGS INC (KRMN)](/companies/krmn.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −54,997 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $0 | 0.0% | 0 | Call | Sold out −41,500 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −1,485,000 |
| [ONTO INNOVATION ORD (ONTO)](/companies/onto.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,800 |
| [ROCKET LAB CORP (RKLB)](/companies/rklb.md) | COM | $0 | 0.0% | 0 |  | Sold out −237,254 |
| [SANDISK ORD (SNDK)](/companies/sndk.md) | COM | $0 | 0.0% | 0 |  | Sold out −9,295 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −53,700 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $0 | 0.0% | 0 |  | Sold out −9,000 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $0 | 0.0% | 0 |  | Sold out −45,300 |
| [VERISIGN INC (VRSN)](/companies/vrsn.md) | COM | $0 | 0.0% | 0 |  | Sold out −16,342 |

Source: SEC EDGAR, Form 13F-HR, accession 0002029433-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.