Science & Technology Partners, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Science & Technology Partners, L.P. reported 23 stock positions worth $329.1 million. Its top holding was Genedx (WGS) at 9.4% of the portfolio, followed by AppLovin Class A (APP, 9.3%) and Procore Technologies (PCOR, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0002029433
- Portfolio Value
- $329.1M (Q4 2024)
- SEC Filing
- 0002029433-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $329.1M
| WGS Genedx Holdings Corp. | 9.36% | 401,000 | $30.8M | — |
| APP AppLovin Corp. Class A | 9.30% | 94,521 | $30.6M | — |
| PCOR Procore Technologies Inc. | 7.77% | 341,086 | $25.6M | — |
| NTRA Natera Inc. | 7.74% | 161,022 | $25.5M | — |
| SPOT Spotify Technology SA | 7.66% | 56,328 | $25.2M | — |
| CYBR Cyberark Software Ltd./Israel | 7.09% | 70,076 | $23.3M | — |
| IOT Samsara Inc. Class A | 6.69% | 503,900 | $22.0M | — |
| NVDA Nvidia Corp. | 5.75% | 140,888 | $18.9M | — |
| WULF Terawulf Inc. | 5.65% | 3,287,212 | $18.6M | — |
| RDDT Reddit Inc. Class A | 5.11% | 103,000 | $16.8M | — |
| ISRG Intuitive Surgical Inc. | 4.98% | 31,425 | $16.4M | — |
| SOUN Soundhound AI Inc. Class A | 4.71% | 781,264 | $15.5M | — |
| AXON Axon Enterprise Inc. | 4.38% | 24,254 | $14.4M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 4.08% | 39,250 | $13.4M | — |
| AVGO Broadcom Inc. | 3.71% | 52,604 | $12.2M | — |
| GKOS Glaukos Corp. | 2.36% | 51,750 | $7.8M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.19% | 19,750 | $3.9M | — |
| ACHR Archer Aviation Inc. Class A | 1.18% | 398,750 | $3.9M | — |
| TTAN Servicetitan Inc. Class A | 0.48% | 15,200 | $1.6M | — |
| NFLX Netflix Inc. | 0.47% | 1,750 | $1.6M | — |
| TSLA Tesla Inc. | 0.16% | 1,300 | $525K | — |
| DDOG Datadog Inc. Class A | 0.12% | 2,750 | $393K | — |
| RKLB Rocket Lab USA Inc. | 0.06% | 8,000 | $204K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $593.3M | NVDA, GH, AAPL, NTRA, COHR |
| Q1 2026 | 42 | $381.8M | LITE, KEYS, LRCX, NET, COHR |
| Q4 2025 | 24 | $357.9M | APP, WGS, GOOG, TSLA, COHR |
| Q3 2025 | 24 | $352.2M | APP, AVGO, WGS, AXON, GOOG |
| Q2 2025 | 42 | $381.6M | APP, WGS, TTAN, CYBR, NVDA |
| Q1 2025 | 25 | $252.4M | WGS, PCOR, TTAN, CYBR, APP |
| Q4 2024 | 23 | $329.1M | WGS, APP, PCOR, NTRA, SPOT |