Total reported value
$382.2M
Reporting period: 2026-03-31 · Number of holdings: 43
Science & Technology Partners, L.P. disclosed 43 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $382.2M and a quarterly turnover rate of 121.7%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"
Trim GOOG
-90.3% -$23.6M
Trim TSLA
-83.7% -$21.6M
Add LITE
+121.9% $20.2M
Trim AVGO
-85.2% -$18.5M
Trim SITM
-82.6% -$12.5M
Trim WGS
+19.8% -$10.7M
Showing top 42 holdings (of 43 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings INC | Stock-Tech | 6.94% | +5.20% | +121.88% | |
| 2 | KEYS | Keysight Technologies In | Stock-Tech | 6.39% | +6.39% | NEW | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 6.08% | +0.52% | -6.93% | |
| 4 | NET | Cloudflare INC - Class A | Stock-Tech | 5.75% | +5.75% | NEW | |
| 5 | COHR | Coherent CORP | Stock-Tech | 5.50% | -0.94% | -29.73% | |
| 6 | BE | Bloom Energy Corp- A | Stock-Industrials | 5.38% | +1.73% | +0.35% | |
| 7 | NTRA | Natera INC | Stock-Healthcare | 5.22% | +0.17% | +25.84% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.75% | +0.98% | +20.40% | |
| 9 | PL | Planet Labs Pbc | Stock-Industrials | 4.23% | -0.98% | -39.19% | |
| 10 | CAMT | Camtek Ltd. | Stock-Other | 4.19% | +4.19% | NEW | |
| 11 | WGS | Genedx Holdings CORP | Stock-Other | 4.05% | -3.23% | +19.84% | |
| 12 | RKLB | Rocket Lab CORP | Stock-Industrials | 3.99% | +3.99% | NEW | |
| 13 | NOK | Nokia Corp-spon Adr | Stock-Tech | 3.21% | +3.21% | NEW | |
| 14 | CIEN | Ciena CORP | Stock-Tech | 2.80% | +2.80% | NEW | |
| 15 | AMPX | Amprius Technologies INC | Stock-Other | 2.80% | +2.80% | NEW | |
| 16 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.08% | +2.08% | NEW | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.96% | +0.75% | +108.82% | |
| 18 | AMAT | Applied Materials INC | Stock-Tech | 1.93% | +1.93% | NEW | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -2.40% | -55.22% | |
| 20 | DOCN | Digitalocean Holdings INC | Stock-Tech | 1.55% | +1.55% | NEW | |
| 21 | SNDK | Sandisk CORP | Stock-Tech | 1.55% | +1.55% | NEW | |
| 22 | MU | Micron Technology INC | Stock-Tech | 1.49% | +1.49% | NEW | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.38% | +1.38% | NEW | |
| 24 | ADI | Analog Devices INC | Stock-Tech | 1.32% | +1.32% | NEW | |
| 25 | KRMN | Karman Holdings INC | Stock-Industrials | 1.15% | +1.15% | NEW | |
| 26 | LUNR | Intuitive Machines INC | Stock-Other | 1.15% | +1.15% | NEW | |
| 27 | FSLY | Fastly INC - Class A | Stock-Tech | 1.15% | +1.15% | NEW | |
| 28 | AKAM | Akamai Technologies INC | Stock-Tech | 1.11% | +1.11% | NEW | |
| 29 | AEIS | Advanced Energy Industries | Stock-Industrials | 1.09% | +1.09% | NEW | |
| 30 | VRSN | Verisign INC | Stock-Tech | 1.06% | +1.06% | NEW | |
| 31 | TSLA | Tesla INC | Stock-Consumer Disc | 0.88% | -6.04% | -83.75% | |
| 32 | AAPL | Apple INC | Stock-Tech | 0.82% | +0.82% | NEW | |
| 33 | MSI | Motorola Solutions INC | Stock-Tech | 0.78% | +0.78% | NEW | |
| 34 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.74% | +0.74% | NEW | |
| 35 | AVGO | Broadcom INC | Stock-Tech | 0.74% | -5.19% | -85.16% | |
| 36 | SITM | Sitime CORP | Stock-Tech | 0.67% | -3.51% | -82.61% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -6.60% | -90.30% | |
| 38 | GLW | Corning INC | Stock-Tech | 0.58% | +0.58% | NEW | |
| 39 | CSCO | Cisco Systems INC | Stock-Tech | 0.49% | +0.49% | NEW | |
| 40 | GEV | GE Vernova INC | Stock-Industrials | 0.43% | +0.43% | NEW | |
| 41 | ONTO | Onto Innovation INC | Stock-Tech | 0.42% | — | — | |
| 42 | CTRE | Caretrust Reit INC | Stock-Real Estate | 0.02% | — | — |
Performance for Q3 2026
-5.2%
Performance Last 4 Quarters
+31.6%
Based on 85% of reported portfolio value with available pricing
Science & Technology Partners, L.P.'s most significant position changes for 2026-03-31: Sold out: Applovin Corp-class A (APP); New buy: Keysight Technologies In (KEYS); New buy: Cloudflare INC - Class A (NET); Sold out: Shopify INC - Class A (SHOP); Sold out: Axon Enterprise INC (AXON).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings INC | +5.2% | +121.88% | Add |
| 2 | BE | Bloom Energy Corp- A | +1.7% | +0.35% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1% | +20.40% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.8% | +108.82% | Add |
| 5 | LRCX | Lam Research CORP | +0.5% | -6.93% | Trim |
| 6 | NTRA | Natera INC | +0.2% | +25.84% | Add |
| 7 | COHR | Coherent CORP | -0.9% | -29.73% | Trim |
| 8 | PL | Planet Labs Pbc | -1% | -39.19% | Trim |
| 9 | NVDA | Nvidia CORP | -2.4% | -55.22% | Trim |
| 10 | WGS | Genedx Holdings CORP | -3.2% | +19.84% | Add |
| 11 | SITM | Sitime CORP | -3.5% | -82.61% | Trim |
| 12 | AVGO | Broadcom INC | -5.2% | -85.16% | Trim |
| 13 | TSLA | Tesla INC | -6% | -83.75% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | -6.6% | -90.30% | Trim |
| 15 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 16 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 17 | NET | Cloudflare INC - Class A | — | NEW | New buy |
| 18 | SHOP | Shopify INC - Class A | — | EXIT | Sold out |
| 19 | AXON | Axon Enterprise INC | — | EXIT | Sold out |
| 20 | CAMT | Camtek Ltd. | — | NEW | New buy |
| 21 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 22 | ✓ | Establishment Labs Hldgs INC | — | EXIT | Sold out |
| 23 | AFRM | Affirm Holdings INC | — | EXIT | Sold out |
| 24 | NOK | Nokia Corp-spon Adr | — | NEW | New buy |
| 25 | CIEN | Ciena CORP | — | NEW | New buy |
| 26 | AMPX | Amprius Technologies INC | — | NEW | New buy |
| 27 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 28 | AMAT | Applied Materials INC | — | NEW | New buy |
| 29 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 30 | DOCN | Digitalocean Holdings INC | — | NEW | New buy |
| 31 | SNDK | Sandisk CORP | — | NEW | New buy |
| 32 | MU | Micron Technology INC | — | NEW | New buy |
| 33 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 34 | ADI | Analog Devices INC | — | NEW | New buy |
| 35 | KRMN | Karman Holdings INC | — | NEW | New buy |
| 36 | LUNR | Intuitive Machines INC | — | NEW | New buy |
| 37 | FSLY | Fastly INC - Class A | — | NEW | New buy |
| 38 | AKAM | Akamai Technologies INC | — | NEW | New buy |
| 39 | AEIS | Advanced Energy Industries | — | NEW | New buy |
| 40 | VRSN | Verisign INC | — | NEW | New buy |
| 41 | GH | Guardant Health INC | — | EXIT | Sold out |
| 42 | AAPL | Apple INC | — | NEW | New buy |
| 43 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 44 | RDW | Redwire CORP | — | EXIT | Sold out |
| 45 | MSI | Motorola Solutions INC | — | NEW | New buy |
| 46 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 47 | GLW | Corning INC | — | NEW | New buy |
| 48 | CSCO | Cisco Systems INC | — | NEW | New buy |
| 49 | GEV | GE Vernova INC | — | NEW | New buy |
| 50 | CVNA | Carvana Co | — | EXIT | Sold out |
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