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CIK: 0002029433
Total reported value
$593.3M
$593.3M
42 檔
20.7%
At the close of Q2 2025, Science & Technology Partners, L.P. disclosed equity holdings valued at approximately $593.3M, spread across 42 reported holdings.
During Q2 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 | APP | Applovin Corp-class A | Stock-Tech | 7.80% | +0.14% | NEW | |
| 2 | WGS | Genedx Holdings CORP | Stock-Other | 7.67% | -2.82% | +14.69% | |
| 3 | TTAN | Servicetitan Inc-a | Stock-Tech | 6.03% | — | -5.48% | |
| 4 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 5.55% | — | -12.93% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.06% | +3.99% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.42% | +1.31% | +67.90% | |
| 7 | SNOW | Snowflake Inc | Stock-Tech | 4.21% | +0.10% | NEW | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 4.11% | -1.34% | +67.62% | |
| 9 | RBRK | Rubrik Inc-a | Stock-Tech | 4.02% | — | — | |
| 10 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.96% | — | +392.20% | |
| 11 | NTRA | Natera Inc | Stock-Healthcare | 3.77% | -0.19% | +69.36% | |
| 12 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.66% | — | — | |
| 13 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.50% | — | +1.62% | |
| 14 | PODD | Insulet CORP | Stock-Healthcare | 3.47% | — | +140.86% | |
| 15 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.42% | — | -35.91% | |
| 16 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.21% | — | — | |
| 17 | NTNX | Nutanix Inc - A | Stock-Tech | 3.14% | — | — | |
| 18 | PCOR | Procore Technologies Inc | Stock-Tech | 2.00% | — | -67.18% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.94% | — | +18.26% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | — | — | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.66% | — | -32.50% | |
| 22 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.59% | — | — | |
| 23 | COHR | Coherent CORP | Stock-Tech | 1.48% | -0.53% | — | |
| 24 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.33% | — | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | — | — | |
| 26 | WULF | Terawulf Inc | Stock-Financials | 1.12% | +2.27% | NEW | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | -4.75% | EXIT | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.07% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | -0.88% | EXIT | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.92% | +1.14% | NEW | |
| 31 | ZS | Zscaler Inc | Stock-Tech | 0.90% | — | — | |
| 32 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.68% | — | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -1.65% | — | |
| 34 | ✓ | Tidal Trust Ii | Stock-Other | 0.55% | — | — | |
| 35 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.48% | -3.99% | EXIT | |
| 36 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.41% | — | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | +0.23% | NEW | |
| 38 | SRAD | Sportradar Group AG | Stock-Other | 0.24% | — | — | |
| 39 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.22% | +0.12% | NEW | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.19% | +0.30% | NEW | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.11% | +0.17% | NEW | |
| 42 | RIOT | Riot Platforms Inc | Stock-Financials | 0.06% | — | — |
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 42 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APP, WGS, TTAN) accounted for 20.7% of total reported equity market value during Q2 2025.
During Q2 2025, Science & Technology Partners, L.P.'s top holdings by market value included APP (7.8%)、WGS (7.7%)、TTAN (6.0%). The largest single position, APP, represented 7.8% of total portfolio value.
In Q2 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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