Science & Technology Partners, L.P. In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Science & Technology Partners, L.P. reported 24 stock positions worth $357.9 million . Its top holding was AppLovin Class A (APP) at 8.4% of the portfolio, followed by Genedx (WGS, 7.3% ) and Alphabet Class C (GOOG, 7.2% ). Compared with Q3 2025, it opened 10 new positions, sold out of 10, added to 5 and reduced 9. The biggest buy was a new position in Planet Labs PBC (PL) and the biggest sale an exit from Cadence Design SYS (CDNS).
Location GREENWICH, CT
CIK 0002029433
Portfolio Value $357.9M (Q4 2025) Holdings 24 stocks · $357.9M 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 Q3 2025 APP AppLovin Corp. Class A 44,825 $30.2M Reduce -34.5% WGS Genedx Holdings Corp. 201,264 $26.2M Reduce -10.2% GOOG Alphabet Inc. Class C 82,500 $25.9M Reduce -8.2% TSLA Tesla Inc. 55,375 $24.9M Add +62.4% COHR Coherent Corp. 125,575 $23.2M Add +74.4% AVGO Broadcom Inc. 61,650 $21.3M Reduce -44.1% LRCX Lam Research Corp. 116,800 $20.0M Add +33.2% SHOP Shopify Inc. Class A 121,300 $19.5M Reduce -9.3% AXON Axon Enterprise Inc. 34,071 $19.3M Add +3.5% PL Planet Labs PBC 950,202 $18.7M New NTRA Natera Inc. 79,250 $18.2M Reduce -12.9% SITM Sitime Corp. 42,556 $15.0M New ESTA Establishment Labs Holdings 193,071 $14.1M New AFRM Affirm Holdings Inc. 188,100 $14.0M New TSM Taiwan Semiconductor-SP ADR 44,600 $13.6M Reduce -35.0% BE Bloom Energy Corp. Class A 151,324 $13.1M Add +53.0% NVDA Nvidia Corp. 66,800 $12.5M New LITE Lumentum Holdings Inc. 17,000 $6.3M New SPOT Spotify Technology SA 10,490 $6.1M Reduce -26.0% PLTR Palantir Technologies Inc. Class A 24,550 $4.4M Reduce -42.1% GH Guardant Health Inc. 35,860 $3.7M New ISRG Intuitive Surgical Inc. 5,550 $3.1M New RDW Redwire Corp. 406,767 $3.1M New CVNA Carvana Co. 3,800 $1.6M New
Options reported separately and not counted above: NVDA calls ($1.8M).
Portfolio Sells Q3 2025 → Q4 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▲ CDNS Cadence Design SYS Inc. Sold out 0.00% −5.81 APP AppLovin Corp. Class A Reduce -34.5% 8.44% −5.53 AVGO Broadcom Inc. Reduce -44.1% 5.96% −4.37 RBLX Roblox Corp. Class A Sold out 0.00% −4.11 VRT Vertiv Holdings Co. Class A Sold out 0.00% −3.23 CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −2.79 JOBY Joby Aviation Inc. Sold out 0.00% −1.76 TSM Taiwan Semiconductor-SP ADR Reduce -35.0% 3.79% −1.65 RKLB Rocket Lab Corp. Sold out 0.00% −1.55 NET Cloudflare Inc. Class A Sold out 0.00% −1.48 QTUM Defiance Quantum ETF Sold out 0.00% −1.43 SPOT Spotify Technology SA Reduce -26.0% 1.70% −1.11 PLTR Palantir Technologies Inc. Class A Reduce -42.1% 1.22% −0.98 PCOR Procore Technologies Inc. Sold out 0.00% −0.65 TSLI Proshares Ultra Tsla Sold out 0.00% −0.64 SHOP Shopify Inc. Class A Reduce -9.3% 5.46% −0.19 WGS Genedx Holdings Corp. Reduce -10.2% 7.31% +0.46 NTRA Natera Inc. Reduce -12.9% 5.07% +0.91 GOOG Alphabet Inc. Class C Reduce -8.2% 7.23% +1.02
Portfolio Buys Q3 2025 → Q4 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▼ PL Planet Labs PBC New 5.24% +5.24 COHR Coherent Corp. Add +74.4% 6.48% +4.27 SITM Sitime Corp. New 4.20% +4.20 ESTA Establishment Labs Holdings New 3.93% +3.93 AFRM Affirm Holdings Inc. New 3.91% +3.91 NVDA Nvidia Corp. New 3.48% +3.48 TSLA Tesla Inc. Add +62.4% 6.96% +2.65 LRCX Lam Research Corp. Add +33.2% 5.59% +2.25 LITE Lumentum Holdings Inc. New 1.75% +1.75 BE Bloom Energy Corp. Class A Add +53.0% 3.67% +1.30 GH Guardant Health Inc. New 1.02% +1.02 ISRG Intuitive Surgical Inc. New 0.88% +0.88 RDW Redwire Corp. New 0.86% +0.86 CVNA Carvana Co. New 0.45% +0.45 AXON Axon Enterprise Inc. Add +3.5% 5.41% −1.30
Options Activity Q3 2025 → Q4 2025 Security Type Change vs Q3 2025 Underlying Shares Value ▼ AVGO Broadcom Inc. call Sold out 19,500 $6.4Mbefore exit NVDA Nvidia Corp. call New 9,800 $1.8M JOBY Joby Aviation Inc. call Sold out 16,000 $258Kbefore exit
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