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CIK: 0002029433
Total reported value
$593.3M
$593.3M
24 檔
27.2%
During the Q3 2025 filing period, Science & Technology Partners, L.P. (CIK: 0002029433) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $593.3M across 24 reported positions.
Science & Technology Partners, L.P. executed strategic sector rebalancing during Q3 2025, establishing 15 new positions while fully exiting 16 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | Stock-Tech | 13.70% | +0.14% | NEW | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 11.93% | +1.31% | +112.11% | |
| 3 | WGS | Genedx Holdings CORP | Stock-Other | 6.73% | -2.82% | -29.38% | |
| 4 | AXON | Axon Enterprise Inc | Stock-Industrials | 6.58% | — | +103.87% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.10% | -0.60% | EXIT | |
| 6 | CDNS | Cadence Design Sys Inc | Stock-Tech | 5.70% | +0.12% | NEW | |
| 7 | SHOP | Shopify Inc - Class A | Stock-Tech | 5.54% | +0.17% | NEW | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.34% | -4.75% | EXIT | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.23% | -0.88% | EXIT | |
| 10 | NTRA | Natera Inc | Stock-Healthcare | 4.08% | -0.19% | +6.82% | |
| 11 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.04% | — | +81.78% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 3.27% | -1.34% | -45.53% | |
| 13 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.17% | — | — | |
| 14 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.76% | — | -16.62% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.74% | +0.23% | NEW | |
| 16 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.33% | -1.03% | — | |
| 17 | COHR | Coherent CORP | Stock-Tech | 2.16% | -0.53% | +14.08% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.16% | -1.65% | +143.68% | |
| 19 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 1.80% | — | — | |
| 20 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.53% | -3.99% | EXIT | |
| 21 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.45% | -5.66% | — | |
| 22 | QTUM | Defiance Quantum ETF | ETF-Other | 1.41% | — | — | |
| 23 | PCOR | Procore Technologies Inc | Stock-Tech | 0.64% | — | -71.92% | |
| 24 | TSLI | Proshares Ultra Tsla | ETF-Other | 0.62% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +9.5% | +112.11% | Add |
| 2 | APP | Applovin Corp-class A | +5.7% | -19.47% | Trim |
| 3 | AXON | Axon Enterprise Inc | +3.3% | +103.87% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +1.6% | +616.07% | Add |
| 5 | NTRA | Natera Inc | +1.3% | +6.82% | Add |
| 6 | LRCX | Lam Research CORP | +0.5% | -45.53% | Trim |
| 7 | WGS | Genedx Holdings CORP | -3% | -29.38% | Trim |
| 8 | SPOT | Spotify Technology S.A. | -3% | -16.62% | Trim |
| 9 | PCOR | Procore Technologies Inc | -8.3% | -71.92% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 11 | TTAN | Servicetitan Inc-a | — | EXIT | Sold out |
| 12 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 13 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 14 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 15 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 16 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | Sold out |
| 17 | TSLA | Tesla Inc | — | NEW | New buy |
| 18 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 19 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 20 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 21 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 22 | ACHR | Archer Aviation Inc-a | — | EXIT | Sold out |
| 23 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 24 | COHR | Coherent CORP | — | NEW | New buy |
| 25 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 26 | TW | Tradeweb Markets Inc-class A | — | EXIT | Sold out |
| 27 | MELI | Mercadolibre Inc | — | EXIT | Sold out |
| 28 | JOBY | Joby Aviation, Inc. | — | NEW | New buy |
| 29 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 30 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 31 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 32 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 33 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 34 | PODD | Insulet CORP | — | EXIT | Sold out |
| 35 | WULF | Terawulf Inc | — | EXIT | Sold out |
| 36 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 37 | TSLI | Proshares Ultra Tsla | — | NEW | New buy |
| 38 | WRB | Wr Berkley CORP | — | EXIT | Sold out |
| 39 | VRSK | Verisk Analytics Inc | — | EXIT | Sold out |
| 40 | ALHC | Alignment Healthcare Inc | — | EXIT | Sold out |
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 24 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including APP, AVGO, WGS) accounted for 27.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOG
市值: $21.9M
Top Position Liquidated / Trimmed
TTAN
前期市值: $21.6M
During Q3 2025, Science & Technology Partners, L.P.'s top holdings by market value included APP (13.7%)、AVGO (11.9%)、WGS (6.7%). The largest single position, APP, represented 13.7% of total portfolio value.
In Q3 2025, Science & Technology Partners, L.P. made 40 total portfolio adjustments, initiating 15 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 16 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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