Science & Technology Partners, L.P.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Science & Technology Partners, L.P. reported 42 stock positions worth $381.6 million. Its top holding was AppLovin Class A (APP) at 7.8% of the portfolio, followed by Genedx (WGS, 7.7%) and Servicetitan Class A (TTAN, 6.0%). Compared with Q1 2025, it opened 26 new positions, sold out of 9, added to 9 and reduced 7. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Clearwater Analytics HDS-A (CWAN).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0002029433
- Portfolio Value
- $381.6M (Q2 2025)
- SEC Filing
- 0002029433-25-000008 ↗ filed Aug 14, 2025
Holdings Value
Holdings 42 stocks · $381.6M
| APP AppLovin Corp. Class A | 7.80% | 85,000 | $29.8M | Add +11.7% |
| WGS Genedx Holdings Corp. | 7.67% | 317,276 | $29.3M | Add +14.7% |
| TTAN Servicetitan Inc. Class A | 6.03% | 214,550 | $23.0M | Reduce -5.5% |
| CYBR Cyberark Software Ltd./Israel | 5.55% | 52,065 | $21.2M | Reduce -12.9% |
| NVDA Nvidia Corp. | 5.06% | 122,200 | $19.3M | New |
| AVGO Broadcom Inc. | 4.42% | 61,200 | $16.9M | Add +67.9% |
| SNOW Snowflake Inc. | 4.21% | 71,760 | $16.1M | New |
| LRCX Lam Research Corp. | 4.11% | 161,000 | $15.7M | Add +67.6% |
| RBRK Rubrik Inc. Class A | 4.02% | 171,140 | $15.3M | New |
| BSX Boston Scientific Corp. | 3.96% | 140,769 | $15.1M | Add +392.2% |
| NTRA Natera Inc. | 3.77% | 85,190 | $14.4M | Add +69.4% |
| COIN Coinbase Global Inc. Class A | 3.66% | 39,800 | $13.9M | New |
| AXON Axon Enterprise Inc. | 3.50% | 16,150 | $13.4M | Add +1.6% |
| PODD Insulet Corp. | 3.47% | 42,150 | $13.2M | Add +140.9% |
| SPOT Spotify Technology SA | 3.42% | 17,000 | $13.0M | Reduce -35.9% |
| HOOD Robinhood Markets Inc. Class A | 3.21% | 131,000 | $12.3M | New |
| NTNX Nutanix Inc. Class A | 3.14% | 156,701 | $12.0M | New |
| PCOR Procore Technologies Inc. | 2.00% | 111,820 | $7.7M | Reduce -67.2% |
| ISRG Intuitive Surgical Inc. | 1.94% | 13,600 | $7.4M | Add +18.3% |
| AMZN Amazon.com Inc. | 1.80% | 31,300 | $6.9M | New |
| MELI MercadoLibre Inc. | 1.66% | 2,430 | $6.4M | Reduce -32.5% |
| RBLX Roblox Corp. Class A | 1.59% | 57,542 | $6.1M | New |
| COHR Coherent Corp. | 1.48% | 63,125 | $5.6M | New |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.33% | 45,600 | $5.1M | New |
| META Meta Platforms Inc. Class A | 1.16% | 6,010 | $4.4M | New |
| WULF Terawulf Inc. | 1.12% | 974,100 | $4.3M | Reduce -30.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.07% | 18,000 | $4.1M | New |
| CSCO Cisco Systems Inc. | 1.06% | 58,500 | $4.1M | New |
| TSLA Tesla Inc. | 1.06% | 12,700 | $4.0M | New |
| AMD Advanced Micro Devices | 0.92% | 24,800 | $3.5M | New |
| ZS Zscaler Inc. | 0.90% | 11,000 | $3.5M | New |
| SOFI Sofi Technologies Inc. | 0.68% | 142,000 | $2.6M | New |
| PLTR Palantir Technologies Inc. Class A | 0.62% | 17,400 | $2.4M | New |
| TIDAL TRUST II | 0.55% | 23,932 | $2.1M | New |
| RKLB Rocket Lab Corp. | 0.48% | 51,000 | $1.8M | New |
| CRCL Circle Internet Group Inc. | 0.41% | 8,600 | $1.6M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.37% | 2,800 | $1.4M | Reduce -64.6% |
| SRAD Sportradar Group AG-A | 0.24% | 32,000 | $899K | New |
| CDNS Cadence Design SYS Inc. | 0.22% | 2,700 | $832K | New |
| ORCL Oracle Corp. | 0.19% | 3,300 | $721K | New |
| SHOP Shopify Inc. Class A | 0.11% | 3,500 | $404K | New |
| RIOT Riot Platforms Inc. | 0.06% | 20,000 | $226K | New |
Portfolio Sells Q1 2025 → Q2 2025
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −7.24 |
| PCOR Procore Technologies Inc. | Reduce -67.2% | 2.00% | −6.91 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −5.83 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −5.10 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −3.61 |
| TW Tradeweb Markets Inc. Class A | Sold out | 0.00% | −2.86 |
| TTAN Servicetitan Inc. Class A | Reduce -5.5% | 6.03% | −2.53 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −2.51 |
| CYBR Cyberark Software Ltd./Israel | Reduce -12.9% | 5.55% | −2.46 |
| SPOT Spotify Technology SA | Reduce -35.9% | 3.42% | −2.36 |
| MELI MercadoLibre Inc. | Reduce -32.5% | 1.66% | −1.12 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.80 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -64.6% | 0.37% | −0.73 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.71 |
| ALHC Alignment Healthcare Inc. | Sold out | 0.00% | −0.44 |
| WULF Terawulf Inc. | Reduce -30.5% | 1.12% | −0.40 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | New | 5.06% | +5.06 |
| SNOW Snowflake Inc. | New | 4.21% | +4.21 |
| RBRK Rubrik Inc. Class A | New | 4.02% | +4.02 |
| COIN Coinbase Global Inc. Class A | New | 3.66% | +3.66 |
| HOOD Robinhood Markets Inc. Class A | New | 3.21% | +3.21 |
| NTNX Nutanix Inc. Class A | New | 3.14% | +3.14 |
| BSX Boston Scientific Corp. | Add +392.2% | 3.96% | +2.82 |
| AVGO Broadcom Inc. | Add +67.9% | 4.42% | +2.00 |
| AMZN Amazon.com Inc. | New | 1.80% | +1.80 |
| PODD Insulet Corp. | Add +140.9% | 3.47% | +1.65 |
| RBLX Roblox Corp. Class A | New | 1.59% | +1.59 |
| COHR Coherent Corp. | New | 1.48% | +1.48 |
| LRCX Lam Research Corp. | Add +67.6% | 4.11% | +1.34 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 1.33% | +1.33 |
| META Meta Platforms Inc. Class A | New | 1.16% | +1.16 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.07% | +1.07 |
| CSCO Cisco Systems Inc. | New | 1.06% | +1.06 |
| TSLA Tesla Inc. | New | 1.06% | +1.06 |
| NTRA Natera Inc. | Add +69.4% | 3.77% | +0.95 |
| AMD Advanced Micro Devices | New | 0.92% | +0.92 |
| ZS Zscaler Inc. | New | 0.90% | +0.90 |
| SOFI Sofi Technologies Inc. | New | 0.68% | +0.68 |
| PLTR Palantir Technologies Inc. Class A | New | 0.62% | +0.62 |
| TIDAL TRUST II | New | 0.55% | +0.55 |
| RKLB Rocket Lab Corp. | New | 0.48% | +0.48 |
| CRCL Circle Internet Group Inc. | New | 0.41% | +0.41 |
| SRAD Sportradar Group AG-A | New | 0.24% | +0.24 |
| CDNS Cadence Design SYS Inc. | New | 0.22% | +0.22 |
| AXON Axon Enterprise Inc. | Add +1.6% | 3.50% | +0.19 |
| ORCL Oracle Corp. | New | 0.19% | +0.19 |
| SHOP Shopify Inc. Class A | New | 0.11% | +0.11 |
| RIOT Riot Platforms Inc. | New | 0.06% | +0.06 |
| APP AppLovin Corp. Class A | Add +11.7% | 7.80% | −0.20 |
| ISRG Intuitive Surgical Inc. | Add +18.3% | 1.94% | −0.32 |
| WGS Genedx Holdings Corp. | Add +14.7% | 7.67% | −2.03 |
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 |