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CIK: 0002011556
Total reported value
$123.4M
$123.4M
563 檔
16.8%
At the close of Q2 2024, Scientech Research LLC disclosed equity holdings valued at approximately $123.4M, spread across 563 reported holdings.
During Q2 2024, Scientech Research LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 563 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +1.59% | NEW | |
| 2 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.86% | — | — | |
| 3 | A | Agilent Technologies Inc | Stock-Healthcare | 0.84% | — | — | |
| 4 | CEG | Constellation Energy | Stock-Utilities | 0.82% | — | +541.87% | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | — | +1118.06% | |
| 6 | MDB | Mongodb Inc | Stock-Tech | 0.74% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | — | +516.57% | |
| 8 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.65% | — | +525.17% | |
| 9 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.63% | — | +164.73% | |
| 10 | CVNA | Carvana Co | Stock-Consumer Disc | 0.63% | — | — | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 0.62% | — | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.61% | EXIT | |
| 13 | CTAS | Cintas CORP | Stock-Industrials | 0.56% | — | — | |
| 14 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.55% | — | — | |
| 15 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.53% | -0.55% | EXIT | |
| 16 | VRSN | Verisign Inc | Stock-Tech | 0.52% | — | +167.80% | |
| 17 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.50% | — | — | |
| 18 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.50% | — | +635.03% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | — | — | |
| 20 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 0.50% | — | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | — | +175.96% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.49% | — | — | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | — | — | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +1.68% | NEW | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 0.48% | -0.27% | EXIT | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | — | +826.17% | |
| 27 | HUBB | Hubbell Inc | Stock-Industrials | 0.48% | — | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | — | +2130.93% | |
| 29 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.47% | — | +4.32% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | — | +91.59% | |
| 31 | WING | Wingstop Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 32 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.46% | +0.32% | NEW | |
| 33 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.45% | — | +380.27% | |
| 34 | ANETEUR | Arista Networks Inc | Stock-Other | 0.44% | — | +311.54% | |
| 35 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.44% | — | — | |
| 36 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.44% | — | — | |
| 37 | EA | Electronic Arts Inc | Stock-Comm Services | 0.44% | — | +529.92% | |
| 38 | KEYS | Keysight Technologies In | Stock-Tech | 0.43% | — | — | |
| 39 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.43% | — | — | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.43% | +0.66% | NEW | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | — | +288.72% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.42% | — | +201.99% | |
| 43 | AMKR | Amkor Technology Inc | Stock-Tech | 0.41% | — | — | |
| 44 | POOL | Pool CORP | Stock-Industrials | 0.40% | — | +346.68% | |
| 45 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.40% | — | — | |
| 46 | DUOL | Duolingo | Stock-Tech | 0.40% | — | +164.59% | |
| 47 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.40% | — | +271.64% | |
| 48 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.40% | — | — | |
| 49 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.40% | — | +219.93% | |
| 50 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.39% | — | +23.37% |
According to official SEC Form 13F filings, Scientech Research LLC reported a total U.S. public equity portfolio value of $123.4M across 563 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 CRWD, VRTX, A) accounted for 16.8% of total reported equity market value during Q2 2024.
During Q2 2024, Scientech Research LLC's top holdings by market value included CRWD (0.9%)、VRTX (0.9%)、A (0.8%). The largest single position, CRWD, represented 0.9% of total portfolio value.
In Q2 2024, Scientech Research LLC 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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