Science & Technology Partners, L.P. In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Science & Technology Partners, L.P. reported 24 stock positions worth $352.2 million . Its top holding was AppLovin Class A (APP) at 14.0% of the portfolio, followed by Broadcom (AVGO, 10.3% ) and Genedx (WGS, 6.9% ). Compared with Q2 2025, it opened 7 new positions, sold out of 25, added to 12 and reduced 5. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale an exit from Servicetitan Class A (TTAN).
Location GREENWICH, CT
CIK 0002029433
Portfolio Value $352.2M (Q3 2025) Holdings 24 stocks · $352.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2025 APP AppLovin Corp. Class A 68,450 $49.2M Reduce -19.5% AVGO Broadcom Inc. 110,310 $36.4M Add +80.3% WGS Genedx Holdings Corp. 224,073 $24.1M Reduce -29.4% AXON Axon Enterprise Inc. 32,925 $23.6M Add +103.9% GOOG Alphabet Inc. Class C 89,902 $21.9M New CDNS Cadence Design SYS Inc. 58,275 $20.5M Add +2058.3% SHOP Shopify Inc. Class A 133,739 $19.9M Add +3721.1% TSM Taiwan Semiconductor-SP ADR 68,600 $19.2M Add +281.1% TSLA Tesla Inc. 34,100 $15.2M Add +168.5% NTRA Natera Inc. 91,000 $14.6M Add +6.8% RBLX Roblox Corp. Class A 104,600 $14.5M Add +81.8% LRCX Lam Research Corp. 87,700 $11.7M Reduce -45.5% VRT Vertiv Holdings Co. Class A 75,370 $11.4M New SPOT Spotify Technology SA 14,175 $9.9M Reduce -16.6% CRWD CrowdStrike Holdings Inc. Class A 20,050 $9.8M Add +616.1% BE Bloom Energy Corp. Class A 98,900 $8.4M New COHR Coherent Corp. 72,011 $7.8M Add +14.1% PLTR Palantir Technologies Inc. Class A 42,400 $7.7M Add +143.7% JOBY Joby Aviation Inc. 383,300 $6.2M New RKLB Rocket Lab Corp. 114,237 $5.5M Add +124.0% NET Cloudflare Inc. Class A 24,312 $5.2M New QTUM Defiance Quantum ETF 48,100 $5.0M New PCOR Procore Technologies Inc. 31,395 $2.3M Reduce -71.9% TSLI Proshares Ultra Tsla 55,840 $2.2M New
Options reported separately and not counted above: AVGO calls ($6.4M), JOBY calls ($258K).
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ TTAN Servicetitan Inc. Class A Sold out 0.00% −6.03 CYBR Cyberark Software Ltd./Israel Sold out 0.00% −5.55 NVDA Nvidia Corp. Sold out 0.00% −5.06 SNOW Snowflake Inc. Sold out 0.00% −4.21 RBRK Rubrik Inc. Class A Sold out 0.00% −4.02 BSX Boston Scientific Corp. Sold out 0.00% −3.96 COIN Coinbase Global Inc. Class A Sold out 0.00% −3.66 PODD Insulet Corp. Sold out 0.00% −3.47 HOOD Robinhood Markets Inc. Class A Sold out 0.00% −3.21 NTNX Nutanix Inc. Class A Sold out 0.00% −3.14 ISRG Intuitive Surgical Inc. Sold out 0.00% −1.94 AMZN Amazon.com Inc. Sold out 0.00% −1.80 MELI MercadoLibre Inc. Sold out 0.00% −1.66 PCOR Procore Technologies Inc. Reduce -71.9% 0.65% −1.35 NLR Vaneck Urani & Nuclr ETF-Usd Sold out 0.00% −1.33 META Meta Platforms Inc. Class A Sold out 0.00% −1.16 WULF Terawulf Inc. Sold out 0.00% −1.12 CSCO Cisco Systems Inc. Sold out 0.00% −1.06 AMD Advanced Micro Devices Sold out 0.00% −0.92 ZS Zscaler Inc. Sold out 0.00% −0.90 WGS Genedx Holdings Corp. Reduce -29.4% 6.85% −0.82 LRCX Lam Research Corp. Reduce -45.5% 3.33% −0.77 SOFI Sofi Technologies Inc. Sold out 0.00% −0.68 SPOT Spotify Technology SA Reduce -16.6% 2.81% −0.61 TIDAL TRUST II Sold out 0.00% −0.55 CRCL Circle Internet Group Inc. Sold out 0.00% −0.41 SRAD Sportradar Group AG-A Sold out 0.00% −0.24 ORCL Oracle Corp. Sold out 0.00% −0.19 RIOT Riot Platforms Inc. Sold out 0.00% −0.06 APP AppLovin Corp. Class A Reduce -19.5% 13.96% +6.17
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ GOOG Alphabet Inc. Class C New 6.22% +6.22 AVGO Broadcom Inc. Add +80.3% 10.33% +5.91 CDNS Cadence Design SYS Inc. Add +2058.3% 5.81% +5.59 SHOP Shopify Inc. Class A Add +3721.1% 5.64% +5.54 TSM Taiwan Semiconductor-SP ADR Add +281.1% 5.44% +4.37 TSLA Tesla Inc. Add +168.5% 4.31% +3.25 VRT Vertiv Holdings Co. Class A New 3.23% +3.23 AXON Axon Enterprise Inc. Add +103.9% 6.71% +3.21 RBLX Roblox Corp. Class A Add +81.8% 4.11% +2.53 CRWD CrowdStrike Holdings Inc. Class A Add +616.1% 2.79% +2.42 BE Bloom Energy Corp. Class A New 2.37% +2.37 JOBY Joby Aviation Inc. New 1.76% +1.76 PLTR Palantir Technologies Inc. Class A Add +143.7% 2.20% +1.57 NET Cloudflare Inc. Class A New 1.48% +1.48 QTUM Defiance Quantum ETF New 1.43% +1.43 RKLB Rocket Lab Corp. Add +124.0% 1.55% +1.08 COHR Coherent Corp. Add +14.1% 2.20% +0.73 TSLI Proshares Ultra Tsla New 0.64% +0.64 NTRA Natera Inc. Add +6.8% 4.16% +0.39
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ AVGO Broadcom Inc. call New 19,500 $6.4M JOBY Joby Aviation Inc. call New 16,000 $258K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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