Science & Technology Partners, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Science & Technology Partners, L.P. reported 84 stock positions worth $593.3 million. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Guardant Health (GH, 5.3%) and Apple (AAPL, 5.1%). Compared with Q1 2026, it opened 61 new positions, sold out of 19, added to 9 and reduced 14. The biggest buy was a new position in Guardant Health (GH) and the biggest sale Keysight Technologies (KEYS, shares −99%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0002029433
Portfolio Value
$593.3M (Q2 2026)
SEC Filing
0002029433-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $329.1M Q4 2024 Q1 2025: $252.4M Q1 2025 Q2 2025: $381.6M Q2 2025 Q3 2025: $352.2M Q3 2025 Q4 2025: $357.9M Q4 2025 Q1 2026: $381.8M Q1 2026 Q2 2026: $593.3M $593.3M Q2 2026

Holdings 84 stocks · $593.3M
NVDA Nvidia Corp. 5.56% 164,870 $33.0M Add +380.7%
GH Guardant Health Inc. 5.28% 208,817 $31.3M New
AAPL Apple Inc. 5.12% 104,985 $30.4M Add +746.6%
NTRA Natera Inc. 5.03% 109,880 $29.8M Add +10.2%
COHR Coherent Corp. 4.97% 74,725 $29.5M Reduce -15.3%
LRCX Lam Research Corp. 4.74% 64,913 $28.1M Reduce -40.3%
PL Planet Labs PBC 4.61% 824,733 $27.3M Add +42.7%
FPS Forgent Power Solutions Class A 4.41% 468,000 $26.1M New
BE Bloom Energy Corp. Class A 4.35% 85,210 $25.8M Reduce -43.9%
AEHR Aehr Test Systems 4.03% 249,000 $23.9M New
LLY Eli Lilly & Co. 3.95% 19,550 $23.4M New
SPIR Spire Global Inc. 3.63% 1,157,389 $21.5M New
SITM Sitime Corp. 3.51% 27,925 $20.8M Add +277.4%
MSFT Microsoft Corp. 3.17% 50,484 $18.8M New
AXSM Axsome Therapeutics Inc. 3.01% 73,040 $17.9M New
LITE Lumentum Holdings Inc. 2.60% 18,011 $15.5M Reduce -52.3%
WULF Terawulf Inc. 2.27% 546,011 $13.5M New
NBIX Neurocrine Biosciences Inc. 2.26% 79,724 $13.4M New
TWST Twist Bioscience Corp. 2.24% 129,228 $13.3M New
BTSG Brightspring Health Services 2.07% 176,135 $12.3M New
AVGO Broadcom Inc. 2.05% 32,151 $12.1M Add +251.4%
GLW Corning Inc. 1.78% 41,459 $10.6M Add +152.9%
MU Micron Technology Inc. 1.57% 8,062 $9.3M Reduce -52.3%
DPC DPC Holdings PLC 1.31% 158,828 $7.8M New
GEV GE Vernova Inc. 1.31% 6,600 $7.8M Add +247.4%
TE T1 Energy Inc. 1.24% 775,094 $7.3M New
WGS Genedx Holdings Corp. 1.23% 106,387 $7.3M Reduce -55.9%
AMD Advanced Micro Devices 1.14% 11,657 $6.8M New
UNH Unitedhealth Group Inc. 1.02% 14,600 $6.1M New
MOH Molina Healthcare Inc. 0.85% 22,140 $5.1M New
INTC Intel Corp. 0.74% 31,413 $4.4M New
AMAT Applied Materials Inc. 0.69% 5,670 $4.1M Reduce -73.7%
SPCX Space Exploration Techn Class A 0.62% 21,400 $3.7M New
CSCO Cisco Systems Inc. 0.56% 28,254 $3.3M Add +16.8%
KLAC KLA Corp. 0.48% 9,369 $2.8M New
PANW Palo Alto Networks Inc. 0.33% 5,813 $2.0M New
TXN Texas Instruments Inc. 0.33% 6,510 $1.9M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 6,713 $1.9M New
PLTR Palantir Technologies Inc. Class A 0.31% 15,578 $1.8M Reduce -69.6%
MRVL Marvell Technology Inc. 0.31% 6,092 $1.8M New
ORCL Oracle Corp. 0.30% 12,291 $1.8M New
WDC Western Digital Corp. 0.27% 2,475 $1.6M New
APH Amphenol Corp. Class A 0.26% 8,791 $1.6M New
STX Seagate Technology Holdings 0.25% 1,544 $1.5M Reduce -78.7%
QCOM Qualcomm Inc. 0.24% 7,630 $1.4M New
ADI Analog Devices Inc. 0.23% 3,484 $1.4M Reduce -78.1%
CRWD CrowdStrike Holdings Inc. Class A 0.23% 1,771 $1.4M New
ANET Arista Networks Inc. 0.22% 7,625 $1.3M New
SHOP Shopify Inc. Class A 0.17% 8,780 $1.0M New
DELL Dell Technologies -C 0.16% 2,155 $930K New
CRM Salesforce Inc. 0.15% 5,695 $892K New
APP AppLovin Corp. Class A 0.14% 1,648 $849K New
NOW ServiceNow Inc. 0.13% 7,477 $742K New
CDNS Cadence Design SYS Inc. 0.12% 1,974 $741K New
FTNT Fortinet Inc. 0.12% 4,503 $692K New
SNOW Snowflake Inc. 0.10% 2,357 $600K New
DDOG Datadog Inc. Class A 0.10% 2,252 $586K New
SNPS Synopsys Inc. 0.10% 1,304 $582K New
ADBE Adobe Inc. 0.10% 2,810 $576K New
NET Cloudflare Inc. Class A 0.09% 2,229 $547K Reduce -97.9%
TER Teradyne Inc. 0.09% 1,121 $542K New
ACN Accenture PLC Class A 0.09% 4,350 $541K New
INTU Intuit Inc. 0.09% 1,970 $514K New
NXPI NXP Semiconductors NV 0.08% 1,791 $503K New
CIEN Ciena Corp. 0.08% 1,012 $496K Reduce -96.3%
MSI Motorola Solutions Inc. 0.08% 1,193 $495K Reduce -82.6%
ALAB Astera Labs Inc. 0.08% 964 $466K New
MPWR Monolithic Power Systems Inc. 0.08% 332 $459K New
KEYS Keysight Technologies Inc. 0.07% 1,231 $431K Reduce -98.6%
HPE Hewlett Packard Enterprise 0.07% 9,496 $428K New
FLEX Flex Ltd. 0.07% 2,615 $424K New
TEL Te Connectivity PLC 0.07% 2,094 $422K New
NBIS Nebius Group NV 0.07% 1,444 $399K New
MCHP Microchip Technology Inc. 0.06% 3,821 $348K New
CRDO Credo Technology Group Holdi 0.05% 1,179 $321K New
CLS Celestica Inc. 0.05% 821 $299K New
ADSK Autodesk Inc. 0.05% 1,514 $294K New
JBL Jabil Inc. 0.05% 758 $292K New
ON On Semiconductor 0.04% 2,800 $265K New
ROP Roper Technologies Inc. 0.04% 732 $248K New
Q Qnity Electronics Inc. 0.04% 1,454 $237K New
TDY Teledyne Technologies Inc. 0.04% 330 $220K New
NTAP Netapp Inc. 0.04% 1,408 $218K New
TWLO Twilio Inc. Class A 0.04% 1,035 $214K New

Portfolio Sells Q1 2026 → Q2 2026
KEYS Keysight Technologies Inc. Reduce -98.6% 0.07% −6.32
NET Cloudflare Inc. Class A Reduce -97.9% 0.09% −5.66
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −4.75
LITE Lumentum Holdings Inc. Reduce -52.3% 2.60% −4.34
CAMT Camtek Ltd. Sold out 0.00% −4.20
RKLB Rocket Lab Corp. Sold out 0.00% −3.99
NOK Nokia Corp.-Spon ADR Sold out 0.00% −3.13
WGS Genedx Holdings Corp. Reduce -55.9% 1.23% −2.83
AMPX Amprius Technologies Inc. Sold out 0.00% −2.80
CIEN Ciena Corp. Reduce -96.3% 0.08% −2.72
TSEM Tower Semiconductor Ltd. Sold out 0.00% −2.08
PLTR Palantir Technologies Inc. Class A Reduce -69.6% 0.31% −1.66
DOCN Digitalocean Holdings Inc. Sold out 0.00% −1.55
SNDK Sandisk Corp. Sold out 0.00% −1.55
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −1.38
LRCX Lam Research Corp. Reduce -40.3% 4.74% −1.34
AMAT Applied Materials Inc. Reduce -73.7% 0.69% −1.24
KRMN Karman Holdings Inc. Sold out 0.00% −1.15
LUNR Intuitive Machines Inc. Sold out 0.00% −1.15
FSLY Fastly Inc. Class A Sold out 0.00% −1.15
AKAM Akamai Technologies Inc. Sold out 0.00% −1.11
AEIS Advanced Energy Industries Sold out 0.00% −1.09
ADI Analog Devices Inc. Reduce -78.1% 0.23% −1.09
VRSN Verisign Inc. Sold out 0.00% −1.06
BE Bloom Energy Corp. Class A Reduce -43.9% 4.35% −1.04
TSLA Tesla Inc. Sold out 0.00% −0.88
MSI Motorola Solutions Inc. Reduce -82.6% 0.08% −0.70
GOOG Alphabet Inc. Class C Sold out 0.00% −0.60
COHR Coherent Corp. Reduce -15.3% 4.97% −0.54
STX Seagate Technology Holdings Reduce -78.7% 0.25% −0.49
ONTO Onto Innovation Inc. Sold out 0.00% −0.42
CTRE Caretrust REIT Inc. Sold out 0.00% −0.02
MU Micron Technology Inc. Reduce -52.3% 1.57% +0.07

Portfolio Buys Q1 2026 → Q2 2026
GH Guardant Health Inc. New 5.28% +5.28
FPS Forgent Power Solutions Class A New 4.41% +4.41
AAPL Apple Inc. Add +746.6% 5.12% +4.30
AEHR Aehr Test Systems New 4.03% +4.03
NVDA Nvidia Corp. Add +380.7% 5.56% +3.99
LLY Eli Lilly & Co. New 3.95% +3.95
SPIR Spire Global Inc. New 3.63% +3.63
MSFT Microsoft Corp. New 3.17% +3.17
AXSM Axsome Therapeutics Inc. New 3.01% +3.01
SITM Sitime Corp. Add +277.4% 3.51% +2.84
WULF Terawulf Inc. New 2.27% +2.27
NBIX Neurocrine Biosciences Inc. New 2.26% +2.26
TWST Twist Bioscience Corp. New 2.24% +2.24
BTSG Brightspring Health Services New 2.07% +2.07
DPC DPC Holdings PLC New 1.31% +1.31
AVGO Broadcom Inc. Add +251.4% 2.05% +1.31
TE T1 Energy Inc. New 1.24% +1.24
GLW Corning Inc. Add +152.9% 1.78% +1.20
AMD Advanced Micro Devices New 1.14% +1.14
UNH Unitedhealth Group Inc. New 1.02% +1.02
GEV GE Vernova Inc. Add +247.4% 1.31% +0.87
MOH Molina Healthcare Inc. New 0.85% +0.85
INTC Intel Corp. New 0.74% +0.74
SPCX Space Exploration Techn Class A New 0.62% +0.62
KLAC KLA Corp. New 0.48% +0.48
PL Planet Labs PBC Add +42.7% 4.61% +0.38
PANW Palo Alto Networks Inc. New 0.33% +0.33
TXN Texas Instruments Inc. New 0.33% +0.33
IBM Intl Business Machines Corp. New 0.32% +0.32
MRVL Marvell Technology Inc. New 0.31% +0.31
ORCL Oracle Corp. New 0.30% +0.30
WDC Western Digital Corp. New 0.27% +0.27
APH Amphenol Corp. Class A New 0.26% +0.26
QCOM Qualcomm Inc. New 0.24% +0.24
CRWD CrowdStrike Holdings Inc. Class A New 0.23% +0.23
ANET Arista Networks Inc. New 0.22% +0.22
SHOP Shopify Inc. Class A New 0.17% +0.17
DELL Dell Technologies -C New 0.16% +0.16
CRM Salesforce Inc. New 0.15% +0.15
APP AppLovin Corp. Class A New 0.14% +0.14
NOW ServiceNow Inc. New 0.13% +0.13
CDNS Cadence Design SYS Inc. New 0.12% +0.12
FTNT Fortinet Inc. New 0.12% +0.12
SNOW Snowflake Inc. New 0.10% +0.10
DDOG Datadog Inc. Class A New 0.10% +0.10
SNPS Synopsys Inc. New 0.10% +0.10
ADBE Adobe Inc. New 0.10% +0.10
TER Teradyne Inc. New 0.09% +0.09
ACN Accenture PLC Class A New 0.09% +0.09
INTU Intuit Inc. New 0.09% +0.09

Options Activity Q1 2026 → Q2 2026
NOK Nokia Corp.-Spon ADR call Sold out 41,500 $334Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 84$593.3MNVDA, GH, AAPL, NTRA, COHR
Q1 2026 42$381.8MLITE, KEYS, LRCX, NET, COHR
Q4 2025 24$357.9MAPP, WGS, GOOG, TSLA, COHR
Q3 2025 24$352.2MAPP, AVGO, WGS, AXON, GOOG
Q2 2025 42$381.6MAPP, WGS, TTAN, CYBR, NVDA
Q1 2025 25$252.4MWGS, PCOR, TTAN, CYBR, APP
Q4 2024 23$329.1MWGS, APP, PCOR, NTRA, SPOT