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CIK: 0002029433
Total reported value
$593.3M
$593.3M
25 檔
18.4%
The Q1 2025 SEC filing reveals that Science & Technology Partners, L.P. held a total portfolio value of $593.3M, covering 25 public equity positions.
During Q1 2025, Science & Technology Partners, L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WGS | Genedx Holdings CORP | Stock-Other | 9.71% | -2.82% | -31.01% | |
| 2 | PCOR | Procore Technologies Inc | Stock-Tech | 8.91% | — | -0.10% | |
| 3 | TTAN | Servicetitan Inc-a | Stock-Tech | 8.55% | — | +1393.32% | |
| 4 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 8.01% | — | -14.66% | |
| 5 | APP | Applovin Corp-class A | Stock-Tech | 7.99% | +0.14% | NEW | |
| 6 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 7.24% | — | — | |
| 7 | SE | Sea Ltd-adr | Stock-Comm Services | 5.83% | — | — | |
| 8 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 5.78% | — | -52.91% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 5.10% | — | — | |
| 10 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 3.61% | — | +221.50% | |
| 11 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.31% | — | -34.48% | |
| 12 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 2.86% | — | — | |
| 13 | NTRA | Natera Inc | Stock-Healthcare | 2.82% | -0.19% | -68.76% | |
| 14 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.78% | — | — | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 2.77% | -1.34% | — | |
| 16 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.51% | — | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | +1.31% | -30.71% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.26% | — | -63.40% | |
| 19 | PODD | Insulet CORP | Stock-Healthcare | 1.82% | — | — | |
| 20 | WULF | Terawulf Inc | Stock-Financials | 1.52% | +2.27% | NEW | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.14% | — | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.10% | +0.23% | NEW | |
| 23 | WRB | Wr Berkley CORP | Stock-Financials | 0.80% | — | — | |
| 24 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.71% | — | — | |
| 25 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.44% | — | — |
According to official SEC Form 13F filings, Science & Technology Partners, L.P. reported a total U.S. public equity portfolio value of $593.3M across 25 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including WGS, PCOR, TTAN) accounted for 18.4% of total reported equity market value during Q1 2025.
During Q1 2025, Science & Technology Partners, L.P.'s top holdings by market value included WGS (9.7%)、PCOR (8.9%)、TTAN (8.6%). The largest single position, WGS, represented 9.7% of total portfolio value.
In Q1 2025, Science & Technology Partners, L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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