Science & Technology Partners, L.P.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Science & Technology Partners, L.P. reported 25 stock positions worth $252.4 million. Its top holding was Genedx (WGS) at 9.7% of the portfolio, followed by Procore Technologies (PCOR, 8.9%) and Servicetitan Class A (TTAN, 8.6%). Compared with Q4 2024, it opened 12 new positions, sold out of 10, added to 2 and reduced 11. The biggest buy was Servicetitan Class A (TTAN, shares +1393%) and the biggest sale an exit from Samsara Class A (IOT).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0002029433
- Portfolio Value
- $252.4M (Q1 2025)
- SEC Filing
- 0002029433-25-000004 ↗ filed May 15, 2025
Holdings Value
Holdings 25 stocks · $252.4M
| WGS Genedx Holdings Corp. | 9.71% | 276,641 | $24.5M | Reduce -31.0% |
| PCOR Procore Technologies Inc. | 8.91% | 340,758 | $22.5M | Reduce -0.1% |
| TTAN Servicetitan Inc. Class A | 8.55% | 226,985 | $21.6M | Add +1393.3% |
| CYBR Cyberark Software Ltd./Israel | 8.01% | 59,800 | $20.2M | Reduce -14.7% |
| APP AppLovin Corp. Class A | 7.99% | 76,125 | $20.2M | Reduce -19.5% |
| CWAN Clearwater Analytics HDS-A | 7.24% | 681,771 | $18.3M | New |
| SE Sea Ltd.-ADR | 5.83% | 112,800 | $14.7M | New |
| SPOT Spotify Technology SA | 5.78% | 26,526 | $14.6M | Reduce -52.9% |
| BABA Alibaba Group Holding-SP ADR | 5.10% | 97,300 | $12.9M | New |
| ACHR Archer Aviation Inc. Class A | 3.61% | 1,282,000 | $9.1M | Add +221.5% |
| AXON Axon Enterprise Inc. | 3.31% | 15,892 | $8.4M | Reduce -34.5% |
| TW Tradeweb Markets Inc. Class A | 2.86% | 48,600 | $7.2M | New |
| NTRA Natera Inc. | 2.82% | 50,300 | $7.1M | Reduce -68.8% |
| MELI MercadoLibre Inc. | 2.78% | 3,600 | $7.0M | New |
| LRCX Lam Research Corp. | 2.77% | 96,050 | $7.0M | New |
| DASH DoorDash Inc. Class A | 2.51% | 34,725 | $6.3M | New |
| AVGO Broadcom Inc. | 2.42% | 36,450 | $6.1M | Reduce -30.7% |
| ISRG Intuitive Surgical Inc. | 2.26% | 11,500 | $5.7M | Reduce -63.4% |
| PODD Insulet Corp. | 1.82% | 17,500 | $4.6M | New |
| WULF Terawulf Inc. | 1.52% | 1,402,393 | $3.8M | Reduce -57.3% |
| BSX Boston Scientific Corp. | 1.14% | 28,600 | $2.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 1.10% | 7,900 | $2.8M | Reduce -79.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.80% | 28,267 | $2.0M | New |
| VRSK Verisk Analytics Inc. | 0.71% | 6,000 | $1.8M | New |
| ALHC Alignment Healthcare Inc. | 0.44% | 59,400 | $1.1M | New |
Portfolio Sells Q4 2024 → Q1 2025
| IOT Samsara Inc. Class A | Sold out | 0.00% | −6.69 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −5.75 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −5.11 |
| NTRA Natera Inc. | Reduce -68.8% | 2.82% | −4.93 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −4.71 |
| WULF Terawulf Inc. | Reduce -57.3% | 1.52% | −4.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -79.9% | 1.10% | −2.98 |
| ISRG Intuitive Surgical Inc. | Reduce -63.4% | 2.26% | −2.73 |
| GKOS Glaukos Corp. | Sold out | 0.00% | −2.36 |
| SPOT Spotify Technology SA | Reduce -52.9% | 5.78% | −1.88 |
| APP AppLovin Corp. Class A | Reduce -19.5% | 7.99% | −1.31 |
| AVGO Broadcom Inc. | Reduce -30.7% | 2.42% | −1.29 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −1.19 |
| AXON Axon Enterprise Inc. | Reduce -34.5% | 3.31% | −1.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.47 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.16 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.12 |
| RKLB Rocket Lab USA Inc. | Sold out | 0.00% | −0.06 |
| WGS Genedx Holdings Corp. | Reduce -31.0% | 9.71% | +0.34 |
| CYBR Cyberark Software Ltd./Israel | Reduce -14.7% | 8.01% | +0.92 |
| PCOR Procore Technologies Inc. | Reduce -0.1% | 8.91% | +1.15 |
Portfolio Buys Q4 2024 → Q1 2025
| TTAN Servicetitan Inc. Class A | Add +1393.3% | 8.55% | +8.08 |
| CWAN Clearwater Analytics HDS-A | New | 7.24% | +7.24 |
| SE Sea Ltd.-ADR | New | 5.83% | +5.83 |
| BABA Alibaba Group Holding-SP ADR | New | 5.10% | +5.10 |
| TW Tradeweb Markets Inc. Class A | New | 2.86% | +2.86 |
| MELI MercadoLibre Inc. | New | 2.78% | +2.78 |
| LRCX Lam Research Corp. | New | 2.77% | +2.77 |
| DASH DoorDash Inc. Class A | New | 2.51% | +2.51 |
| ACHR Archer Aviation Inc. Class A | Add +221.5% | 3.61% | +2.43 |
| PODD Insulet Corp. | New | 1.82% | +1.82 |
| BSX Boston Scientific Corp. | New | 1.14% | +1.14 |
| WRB WR Berkley Corp. | New | 0.80% | +0.80 |
| VRSK Verisk Analytics Inc. | New | 0.71% | +0.71 |
| ALHC Alignment Healthcare Inc. | New | 0.44% | +0.44 |
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 |