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Science & Technology Partners, L.P.

CIK 2029433 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Science & Technology Partners, L.P. reported 84 US-listed holdings worth $593.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (5.6%), Guardant Health Inc. (5.3%) and Apple Inc. (5.1%). Against the quarter before, it opened 61 positions, added to 9, trimmed 14 and sold out of 19.

Reported holdings$593.3M+55.4% on Q1 2026
Positions84+42 on Q1 2026
The largest ten48.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
NVDA5.6%GH5.3%AAPL5.1%NTRA5.0%COHR5.0%LRCX4.7%PL4.6%FPS4.4%BE4.3%AEHR4.0%LLY4.0%SPIR3.6%SITM3.5%MSFT3.2%70 more37.7%

The 14 largest of its 84 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $329.1 million in 23 positions$329MQ4 24Q1 2025: $252.4 million in 25 positions$252MQ1 25Q2 2025: $381.6 million in 42 positions$382MQ2 25Q3 2025: $352.2 million in 24 positions$352MQ3 25Q4 2025: $357.9 million in 24 positions$358MQ4 25Q1 2026: $381.8 million in 42 positions$382MQ1 26Q2 2026: $593.3 million in 84 positions$593MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +72.8% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.

Its reported holdingsThe S&P 500
100125150175Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +72.8%S&P 500 +27.4%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 61Added 9Trimmed 14Sold out 19
Opened: 61Added: 9Trimmed: 14Sold out: 19

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 61

  1. Guardant Health Inc. GH$31.3 million
  2. Forgent Power Solutions Inc FPS$26.1 million
  3. Aehr Test Sys AEHR$23.9 million
  4. Eli Lilly & Co. LLY$23.4 million
  5. Spire Global Inc. SPIR$21.5 million
  6. Microsoft Corp. MSFT$18.8 million
  7. Axsome Therapeutics Inc. AXSM$17.9 million
  8. Terawulf Inc. WULF$13.5 million

and 53 more in the table below

Added to 9

  1. Apple Inc. AAPL+92,585 shares · +747%
  2. NVIDIA Corp. NVDA+130,570 shares · +381%
  3. Sitime Corp. SITM+20,525 shares · +277%
  4. Broadcom Inc. AVGO+23,001 shares · +251%
  5. Planet Labs PBC PL+246,893 shares · +43%
  6. Corning Inc. GLW+25,066 shares · +153%
  7. GE Vernova Inc. GEV+4,700 shares · +247%
  8. Natera Inc Com NTRA+10,148 shares · +10%

and 1 more in the table below

Trimmed 14

  1. Keysight Technologies, Inc. KEYS-85,209 shares · -99%
  2. Cloudflare Inc. NET-104,296 shares · -98%
  3. Bloom Energy Corp. BE-66,640 shares · -44%
  4. Lam Research Corp. LRCX-43,787 shares · -40%
  5. Lumentum Holdings Inc. LITE-19,709 shares · -52%
  6. Ciena Corp. CIEN-26,580 shares · -96%
  7. Applied Materials Inc. AMAT-15,880 shares · -74%
  8. Micron Technology Inc. MU-8,838 shares · -52%

and 6 more in the table below

Sold out of 19

  1. Taiwan Semiconductor Manufacturing Company Limited TSM$18.1 million last quarter
  2. Camtek Ltd CAMT$16.0 million last quarter
  3. Rocket Lab Corp. RKLB$15.2 million last quarter
  4. Nokia Corporation NOK$11.9 million last quarter
  5. Amprius Technologies Inc. AMPX$10.7 million last quarter
  6. Tower Semiconductor Ltd TSEM$7.9 million last quarter
  7. DigitalOcean Holdings, Inc. DOCN$5.9 million last quarter
  8. Sandisk Corp. SNDK$5.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA164.9K$33.0 million5.56%+130.6K
Guardant Health Inc. GH208.8K$31.3 million5.28%new
Apple Inc. AAPL105.0K$30.4 million5.12%+92.6K
Natera Inc Com NTRA109.9K$29.8 million5.03%+10.1K
Coherent Corp. COHR74.7K$29.5 million4.97%-13.5K
Lam Research Corp. LRCX64.9K$28.1 million4.74%-43.8K
Planet Labs PBC PL824.7K$27.3 million4.61%+246.9K
Forgent Power Solutions Inc FPS468.0K$26.1 million4.41%new
Bloom Energy Corp. BE85.2K$25.8 million4.35%-66.6K
Aehr Test Sys AEHR249.0K$23.9 million4.03%new
Eli Lilly & Co. LLY19.6K$23.4 million3.95%new
Spire Global Inc. SPIR1.2M$21.5 million3.63%new
Sitime Corp. SITM27.9K$20.8 million3.51%+20.5K
Microsoft Corp. MSFT50.5K$18.8 million3.17%new
Axsome Therapeutics Inc. AXSM73.0K$17.9 million3.01%new
Lumentum Holdings Inc. LITE18.0K$15.5 million2.60%-19.7K
Terawulf Inc. WULF546.0K$13.5 million2.27%new
Neurocrine Biosciences Inc. NBIX79.7K$13.4 million2.26%new
Twist Bioscience Corp. TWST129.2K$13.3 million2.24%new
BrightSpring Health Services, Inc. BTSG176.1K$12.3 million2.07%new
Broadcom Inc. AVGO32.2K$12.1 million2.05%+23.0K
Corning Inc. GLW41.5K$10.6 million1.78%+25.1K
Micron Technology Inc. MU8.1K$9.3 million1.57%-8.8K
DPC Holdings PLC DPC158.8K$7.8 million1.31%new
GE Vernova Inc. GEV6.6K$7.8 million1.31%+4.7K
Freyr Battery Inc. TE775.1K$7.3 million1.24%new
Genedx Holdings Corp. WGS106.4K$7.3 million1.23%-134.8K
Advanced Micro Devices Inc. AMD11.7K$6.8 million1.14%new
UnitedHealth Group Inc. UNH14.6K$6.1 million1.02%new
Molina Healthcare, Inc. MOH22.1K$5.1 million0.85%new
Intel Corp. INTC31.4K$4.4 million0.74%new
Applied Materials Inc. AMAT5.7K$4.1 million0.69%-15.9K
Space Exploration Techn Corp. Class A Com STK SPCX21.4K$3.7 million0.62%new
Cisco Systems, Inc. CSCO28.3K$3.3 million0.56%+4.1K
KLA Corp. KLAC9.4K$2.8 million0.48%new
Palo Alto Networks Inc. PANW5.8K$2.0 million0.33%new
Texas Instruments Inc. TXN6.5K$1.9 million0.33%new
International Business Machines Corp. IBM6.7K$1.9 million0.32%new
Palantir Technologies Inc. PLTR15.6K$1.8 million0.31%-35.7K
Marvell Technology, Inc. MRVL6.1K$1.8 million0.31%new
Oracle Corp. ORCL12.3K$1.8 million0.30%new
Western Digital Corp. WDC2.5K$1.6 million0.27%new
Amphenol Corp. APH8.8K$1.6 million0.26%new
Seagate Technology Holdings plc STX1.5K$1.5 million0.25%-5.7K
Qualcomm Inc. QCOM7.6K$1.4 million0.24%new
Analog Devices Inc. ADI3.5K$1.4 million0.23%-12.4K
CrowdStrike Holdings, Inc. CRWD1.8K$1.4 million0.23%new
Arista Networks, Inc. ANET7.6K$1.3 million0.22%new
Shopify Inc. SHOP8.8K$1.0 million0.17%new
Dell Technologies Inc. DELL2.2K$929,7960.16%new
Salesforce, Inc. CRM5.7K$892,1790.15%new
AppLovin Corp. APP1.6K$849,0990.14%new
ServiceNow, Inc. NOW7.5K$742,3170.13%new
Cadence Design Systems Inc. CDNS2.0K$740,8820.12%new
Fortinet, Inc. FTNT4.5K$691,7510.12%new
Snowflake Inc. SNOW2.4K$599,8570.10%new
Datadog, Inc. DDOG2.3K$586,3310.10%new
Synopsys Inc. SNPS1.3K$581,6750.10%new
Adobe Inc. ADBE2.8K$576,1060.10%new
Cloudflare Inc. NET2.2K$546,7290.09%-104.3K
Teradyne, Inc. TER1.1K$542,3850.09%new
Accenture plc ACN4.3K$541,3140.09%new
Intuit Inc. INTU2.0K$514,1700.09%new
NXP Semiconductors N.V. NXPI1.8K$503,3250.08%new
Ciena Corp. CIEN1.0K$496,4470.08%-26.6K
Motorola Solutions, Inc. MSI1.2K$495,4410.08%-5.7K
Astera Labs Inc. ALAB964$465,6310.08%new
Monolithic Power Systems, Inc. MPWR332$458,9440.08%new
Keysight Technologies, Inc. KEYS1.2K$430,9360.07%-85.2K
Hewlett Packard Enterprise Co. HPE9.5K$428,3650.07%new
Flex Ltd. FLEX2.6K$423,8130.07%new
TE Connectivity plc TEL2.1K$422,1710.07%new
Yandex N V NBIS1.4K$398,7890.07%new
Microchip Technology Inc. MCHP3.8K$348,4750.06%new
Credo Technology Group Holdi CRDO1.2K$320,6290.05%new
Celestica Inc. CLS821$299,3160.05%new
Autodesk, Inc. ADSK1.5K$294,3520.05%new
Jabil Inc. JBL758$292,1940.05%new
ON Semiconductor Corp. ON2.8K$264,7120.04%new
Roper Technologies Inc. ROP732$247,7010.04%new
Qnity Electronics, Inc. Q1.5K$237,4530.04%new
Teledyne Technologies Inc. TDY330$220,0770.04%new
NetApp, Inc. NTAP1.4K$217,9020.04%new
Twilio Inc. TWLO1.0K$213,5520.04%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 19 it sold out of are in the box above.