Science & Technology Partners, L.P. In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Science & Technology Partners, L.P. reported 42 stock positions worth $381.8 million . Its top holding was Lumentum (LITE) at 6.9% of the portfolio, followed by Keysight Technologies (KEYS, 6.4% ) and Lam Research (LRCX, 6.1% ). Compared with Q4 2025, it opened 28 new positions, sold out of 10, added to 6 and reduced 8. The biggest buy was a new position in Keysight Technologies (KEYS) and the biggest sale an exit from AppLovin Class A (APP).
Location GREENWICH, CT
CIK 0002029433
Portfolio Value $381.8M (Q1 2026) Holdings 42 stocks · $381.8M 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 Q4 2025 LITE Lumentum Holdings Inc. 37,720 $26.5M Add +121.9% KEYS Keysight Technologies Inc. 86,440 $24.4M New LRCX Lam Research Corp. 108,700 $23.2M Reduce -6.9% NET Cloudflare Inc. Class A 106,525 $22.0M New COHR Coherent Corp. 88,240 $21.0M Reduce -29.7% BE Bloom Energy Corp. Class A 151,850 $20.6M Add +0.3% NTRA Natera Inc. 99,732 $19.9M Add +25.8% TSM Taiwan Semiconductor-SP ADR 53,700 $18.1M Add +20.4% PL Planet Labs PBC 577,840 $16.2M Reduce -39.2% CAMT Camtek Ltd. 105,669 $16.0M New WGS Genedx Holdings Corp. 241,200 $15.5M Add +19.8% RKLB Rocket Lab Corp. 237,254 $15.2M New NOK Nokia Corp.-Spon ADR 1,485,000 $11.9M New CIEN Ciena Corp. 27,592 $10.7M New AMPX Amprius Technologies Inc. 635,106 $10.7M New TSEM Tower Semiconductor Ltd. 45,300 $7.9M New PLTR Palantir Technologies Inc. Class A 51,265 $7.5M Add +108.8% AMAT Applied Materials Inc. 21,550 $7.4M New NVDA Nvidia Corp. 34,300 $6.0M Reduce -48.6% DOCN Digitalocean Holdings Inc. 68,993 $5.9M New SNDK Sandisk Corp. 9,295 $5.9M New MU Micron Technology Inc. 16,900 $5.7M New ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 4,000 $5.3M New ADI Analog Devices Inc. 15,903 $5.1M New KRMN Karman Holdings Inc. 54,997 $4.4M New LUNR Intuitive Machines Inc. 237,000 $4.4M New FSLY Fastly Inc. Class A 151,000 $4.4M New AKAM Akamai Technologies Inc. 36,839 $4.2M New AEIS Advanced Energy Industries 12,950 $4.2M New VRSN Verisign Inc. 16,342 $4.1M New TSLA Tesla Inc. 9,000 $3.3M Reduce -83.8% AAPL Apple Inc. 12,400 $3.1M New MSI Motorola Solutions Inc. 6,860 $3.0M New STX Seagate Technology Holdings 7,240 $2.8M New AVGO Broadcom Inc. 9,150 $2.8M Reduce -85.2% SITM Sitime Corp. 7,400 $2.6M Reduce -82.6% GOOG Alphabet Inc. Class C 8,000 $2.3M Reduce -90.3% GLW Corning Inc. 16,393 $2.2M New CSCO Cisco Systems Inc. 24,200 $1.9M New GEV GE Vernova Inc. 1,900 $1.7M New ONTO Onto Innovation Inc. 7,800 $1.6M New CTRE Caretrust REIT Inc. 2,000 $73K New
Options reported separately and not counted above: NOK calls ($334K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ APP AppLovin Corp. Class A Sold out 0.00% −8.44 GOOG Alphabet Inc. Class C Reduce -90.3% 0.60% −6.63 TSLA Tesla Inc. Reduce -83.8% 0.88% −6.08 SHOP Shopify Inc. Class A Sold out 0.00% −5.46 AXON Axon Enterprise Inc. Sold out 0.00% −5.41 AVGO Broadcom Inc. Reduce -85.2% 0.74% −5.22 ESTA Establishment Labs Holdings Sold out 0.00% −3.93 AFRM Affirm Holdings Inc. Sold out 0.00% −3.91 SITM Sitime Corp. Reduce -82.6% 0.67% −3.53 NVDA Nvidia Corp. Reduce -48.6% 1.57% −1.91 SPOT Spotify Technology SA Sold out 0.00% −1.70 GH Guardant Health Inc. Sold out 0.00% −1.02 PL Planet Labs PBC Reduce -39.2% 4.23% −1.01 COHR Coherent Corp. Reduce -29.7% 5.51% −0.97 ISRG Intuitive Surgical Inc. Sold out 0.00% −0.88 RDW Redwire Corp. Sold out 0.00% −0.86 CVNA Carvana Co. Sold out 0.00% −0.45 LRCX Lam Research Corp. Reduce -6.9% 6.08% +0.50
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ KEYS Keysight Technologies Inc. New 6.39% +6.39 NET Cloudflare Inc. Class A New 5.76% +5.76 LITE Lumentum Holdings Inc. Add +121.9% 6.94% +5.19 CAMT Camtek Ltd. New 4.20% +4.20 RKLB Rocket Lab Corp. New 3.99% +3.99 NOK Nokia Corp.-Spon ADR New 3.13% +3.13 CIEN Ciena Corp. New 2.81% +2.81 AMPX Amprius Technologies Inc. New 2.80% +2.80 TSEM Tower Semiconductor Ltd. New 2.08% +2.08 AMAT Applied Materials Inc. New 1.93% +1.93 BE Bloom Energy Corp. Class A Add +0.3% 5.39% +1.72 DOCN Digitalocean Holdings Inc. New 1.55% +1.55 SNDK Sandisk Corp. New 1.55% +1.55 MU Micron Technology Inc. New 1.50% +1.50 ASML ASML Holding NV-NY Reg SHS New 1.38% +1.38 ADI Analog Devices Inc. New 1.33% +1.33 KRMN Karman Holdings Inc. New 1.15% +1.15 LUNR Intuitive Machines Inc. New 1.15% +1.15 FSLY Fastly Inc. Class A New 1.15% +1.15 AKAM Akamai Technologies Inc. New 1.11% +1.11 AEIS Advanced Energy Industries New 1.09% +1.09 VRSN Verisign Inc. New 1.06% +1.06 TSM Taiwan Semiconductor-SP ADR Add +20.4% 4.75% +0.97 AAPL Apple Inc. New 0.82% +0.82 MSI Motorola Solutions Inc. New 0.78% +0.78 PLTR Palantir Technologies Inc. Class A Add +108.8% 1.96% +0.74 STX Seagate Technology Holdings New 0.74% +0.74 GLW Corning Inc. New 0.58% +0.58 CSCO Cisco Systems Inc. New 0.49% +0.49 GEV GE Vernova Inc. New 0.43% +0.43 ONTO Onto Innovation Inc. New 0.42% +0.42 NTRA Natera Inc. Add +25.8% 5.22% +0.15 CTRE Caretrust REIT Inc. New 0.02% +0.02 WGS Genedx Holdings Corp. Add +19.8% 4.06% −3.26
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ NVDA Nvidia Corp. call Sold out 9,800 $1.8Mbefore exit NOK Nokia Corp.-Spon ADR call New 41,500 $334K
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