Scientech Research LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Scientech Research LLC reported 224 stock positions worth $123.4 million. Its top holding was Maxlinear (MXL) at 1.9% of the portfolio, followed by Fuelcell Energy (FCEL, 1.7%) and Astera Labs (ALAB, 1.7%). Compared with Q1 2026, it opened 186 new positions, sold out of 411, added to 16 and reduced 22. The biggest buy was a new position in Maxlinear (MXL) and the biggest sale an exit from Applied Digital (APLD).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $123.4M (Q2 2026)
- SEC Filing
- 0001214659-26-010385 ↗ filed Aug 14, 2026
Holdings Value
Holdings 224 stocks · $123.4M
| MXL Maxlinear Inc. | 1.85% | 17,844 | $2.3M | New |
| FCEL Fuelcell Energy Inc. | 1.74% | 59,756 | $2.2M | New |
| ALAB Astera Labs Inc. | 1.71% | 4,367 | $2.1M | New |
| SPCX Space Exploration Techn Class A | 1.69% | 12,200 | $2.1M | New |
| AMAT Applied Materials Inc. | 1.69% | 2,881 | $2.1M | New |
| PANW Palo Alto Networks Inc. | 1.68% | 6,068 | $2.1M | New |
| TSLA Tesla Inc. | 1.63% | 4,794 | $2.0M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 1.59% | 2,573 | $2.0M | New |
| TEM Tempus AI Inc. Class A | 1.59% | 33,889 | $2.0M | Add +526.6% |
| SNDK Sandisk Corp. | 1.56% | 849 | $1.9M | New |
| MSTR Strategy Inc. | 1.54% | 21,887 | $1.9M | New |
| MRNA Moderna Inc. | 1.52% | 26,826 | $1.9M | New |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 1.51% | 6,982 | $1.9M | New |
| NBIS Nebius Group NV | 1.50% | 6,718 | $1.9M | New |
| QNT Quantinuum Inc. Class A | 1.50% | 22,692 | $1.9M | New |
| TER Teradyne Inc. | 1.48% | 3,765 | $1.8M | New |
| BLZE Backblaze Inc. Class A | 1.45% | 112,471 | $1.8M | New |
| OUST Ouster Inc. | 1.43% | 28,282 | $1.8M | New |
| BLLN Billiontoone Inc. Class A | 1.41% | 14,490 | $1.7M | New |
| CBRS Cerebras Systems Inc. Class A | 1.39% | 7,735 | $1.7M | New |
| GLWG Leverage Shares 2X GLW | 1.29% | 35,197 | $1.6M | New |
| TLN Talen Energy Corp. | 1.26% | 4,043 | $1.6M | New |
| INTC Intel Corp. | 1.21% | 10,683 | $1.5M | New |
| KYMR Kymera Therapeutics Inc. | 1.20% | 12,943 | $1.5M | New |
| TQQQ Proshares Ultrapro QQQ | 1.20% | 18,276 | $1.5M | New |
| CCXI Churchill Capital Corp. Class A | 1.19% | 84,053 | $1.5M | New |
| SEZL Sezzle Inc. | 1.18% | 8,512 | $1.5M | New |
| ABSI Absci Corp. | 1.17% | 124,434 | $1.4M | Add +373.4% |
| SPCH Leverage Shares 2X SPCX | 1.08% | 87,039 | $1.3M | New |
| ASST Strive Inc. Class A | 1.02% | 115,353 | $1.3M | Add +360.4% |
| TENB Tenable Holdings Inc. | 1.02% | 34,084 | $1.3M | New |
| PTRN Pattern Group Inc. Class A | 1.02% | 49,870 | $1.3M | New |
| TXN Texas Instruments Inc. | 1.01% | 4,181 | $1.2M | New |
| NVTS Navitas Semiconductor Corp. | 1.01% | 69,340 | $1.2M | Add +353.4% |
| NTLA Intellia Therapeutics Inc. | 0.99% | 72,533 | $1.2M | Add +345.9% |
| UAL United Airlines Holdings Inc. | 0.95% | 8,592 | $1.2M | New |
| BTDR Bitdeer Technologies Group-A | 0.94% | 73,428 | $1.2M | Add +282.9% |
| PRAX Praxis Precision Medicines I | 0.92% | 3,378 | $1.1M | Add +404.9% |
| AMD Advanced Micro Devices | 0.91% | 1,929 | $1.1M | New |
| LRCX Lam Research Corp. | 0.90% | 2,563 | $1.1M | New |
| KORU Direxion DLY M SK Bull 3X-Ui | 0.88% | 1,391 | $1.1M | New |
| FN Fabrinet | 0.86% | 1,894 | $1.1M | New |
| ETF OPPORTUNITIES TRUST | 0.81% | 618,004 | $1.0M | New |
| RKLB Rocket Lab Corp. | 0.81% | 9,814 | $998K | New |
| DAVE Dave Inc. | 0.76% | 2,529 | $942K | New |
| ON On Semiconductor | 0.76% | 9,950 | $941K | New |
| AEIS Advanced Energy Industries | 0.73% | 2,402 | $896K | New |
| FORM Formfactor Inc. | 0.69% | 5,324 | $851K | New |
| SRRK Scholar Rock Holding Corp. | 0.68% | 15,341 | $844K | Reduce -41.6% |
| KLAC KLA Corp. | 0.66% | 2,692 | $812K | New |
| AIP Arteris Inc. | 0.66% | 16,690 | $811K | New |
| TEAM Atlassian Corp. Class A | 0.66% | 10,419 | $810K | New |
| AXON Axon Enterprise Inc. | 0.64% | 1,412 | $792K | New |
| LLY Eli Lilly & Co. | 0.62% | 638 | $765K | New |
| WWD Woodward Inc. | 0.62% | 1,798 | $765K | New |
| AMDL Graniteshares 2XLONG AMD ETF | 0.61% | 9,144 | $757K | New |
| NESR National Energy Services Reu | 0.61% | 25,177 | $754K | New |
| VST Vistra Corp. | 0.60% | 4,668 | $740K | New |
| HTZ Hertz Global Hldgs Inc. | 0.58% | 316,316 | $716K | New |
| OKTA Okta Inc. | 0.57% | 5,165 | $705K | New |
| BB Blackberry Ltd. | 0.57% | 55,400 | $701K | Add +100.5% |
| DDOG Datadog Inc. Class A | 0.56% | 2,641 | $688K | New |
| EHC Encompass Health Corp. | 0.55% | 6,709 | $678K | New |
| PCT Purecycle Technologies Inc. | 0.53% | 80,896 | $656K | Add +127.7% |
| POET Poet Technologies Inc. | 0.53% | 63,166 | $649K | New |
| PSI Invesco Semiconductors ETF | 0.52% | 3,442 | $646K | New |
| ITB iShares U.S. Home Constructi | 0.52% | 6,092 | $636K | New |
| BOT Robostrategy Inc. | 0.50% | 15,437 | $614K | New |
| INIO Innio NV | 0.50% | 15,502 | $613K | New |
| DRTS Alpha Tau Medical Ltd. | 0.47% | 45,752 | $576K | New |
| LINT Direxion Da Intc Bull 2X ETF | 0.46% | 2,236 | $573K | New |
| VKTX Viking Therapeutics Inc. | 0.46% | 14,456 | $564K | New |
| URA Global X Uranium ETF | 0.45% | 12,767 | $558K | New |
| BOIL Proshares Ultra Bloomberg NA | 0.44% | 19,711 | $541K | New |
| SLV iShares Silver Trust | 0.43% | 9,873 | $528K | New |
| INTW Granite 2X Long Intc ETF | 0.42% | 10,284 | $521K | New |
| SBIT Proshares Ultrashort Bitcoin | 0.42% | 7,413 | $516K | New |
| QLYS Qualys Inc. | 0.41% | 3,715 | $511K | New |
| COGT Cogent Biosciences Inc. | 0.41% | 13,183 | $510K | Add +122.7% |
| TWST Twist Bioscience Corp. | 0.40% | 4,835 | $497K | New |
| NTRA Natera Inc. | 0.40% | 1,827 | $496K | New |
| CCJ Cameco Corp. | 0.38% | 4,635 | $472K | New |
| PRIM Primoris Services Corp. | 0.38% | 4,756 | $471K | New |
| SOC Sable Offshore Corp. | 0.37% | 147,810 | $455K | New |
| WPM Wheaton Precious Metals Corp. | 0.36% | 4,006 | $450K | New |
| ASTX Tradr 2X Long Asts Daily ETF | 0.36% | 16,018 | $442K | New |
| USO United States Oil Fund LP | 0.34% | 3,954 | $421K | New |
| ALOY Realloys Inc. | 0.34% | 28,610 | $413K | New |
| POEL Dfnce DLY TGT 2X LG Poet ETF | 0.33% | 19,639 | $413K | New |
| AGQ Proshares Ultra Silver | 0.33% | 6,048 | $411K | New |
| AUB Atlantic Union Bankshares Co. | 0.33% | 9,664 | $409K | New |
| GLW Corning Inc. | 0.33% | 1,593 | $407K | New |
| IVV iShares Core S&P 500 ETF | 0.33% | 536 | $401K | New |
| VSAT Viasat Inc. | 0.33% | 4,464 | $401K | New |
| LESL Leslie's Inc. | 0.32% | 39,420 | $400K | New |
| RAM Roundhil T-Rex 2X LG Dram DT | 0.32% | 15,258 | $397K | New |
| XMTR Xometry Inc. Class A | 0.32% | 4,098 | $396K | Reduce -61.1% |
| TTWO Take-Two Interactive Softwre | 0.32% | 1,576 | $394K | New |
| WYFI Whitefiber Inc. | 0.31% | 9,981 | $388K | Reduce -2.7% |
| UMAC Unusual Machines Inc. | 0.31% | 17,225 | $384K | Reduce -75.7% |
Portfolio Sells Q1 2026 → Q2 2026
| APLD Applied Digital Corp. | Sold out | 0.00% | −1.36 |
| WVE Wave Life Sciences Ltd. | Sold out | 0.00% | −1.21 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −1.15 |
| THEMES ETF TR | Sold out | 0.00% | −1.13 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −1.06 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −1.00 |
| CENX Century Aluminum Company | Sold out | 0.00% | −1.00 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.98 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.95 |
| FIVE Five Below | Sold out | 0.00% | −0.91 |
| CTMX Cytomx Therapeutics Inc. | Sold out | 0.00% | −0.90 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.85 |
| PL Planet Labs PBC | Sold out | 0.00% | −0.85 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.83 |
| CONL Granitesh 2X LNG Coin ETF-US | Reduce -84.5% | 0.08% | −0.81 |
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −0.75 |
| U Unity Software Inc. | Sold out | 0.00% | −0.74 |
| GSAT Globalstar Inc. | Sold out | 0.00% | −0.73 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.72 |
| SWMR Swarmer Inc. | Sold out | 0.00% | −0.71 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.67 |
| NKTR Nektar Therapeutics | Sold out | 0.00% | −0.66 |
| VIAV Viavi Solutions Inc. | Sold out | 0.00% | −0.65 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.64 |
| BBAI Bigbear.ai Holdings Inc. | Sold out | 0.00% | −0.62 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.61 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.60 |
| THEMES ETF TR | Sold out | 0.00% | −0.59 |
| LXU LSB Industries Inc. | Sold out | 0.00% | −0.57 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.55 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.55 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.54 |
| ALMS Alumis Inc. | Sold out | 0.00% | −0.54 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.54 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.54 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.53 |
| ELVN Enliven Therapeutics Inc. | Sold out | 0.00% | −0.52 |
| FLY Firefly Aerospace Inc. | Sold out | 0.00% | −0.51 |
| REMX Vaneck Rar Earth ND STG-Usdi | Sold out | 0.00% | −0.48 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −0.48 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −0.47 |
| AUGO Aura Minerals Inc. | Sold out | 0.00% | −0.47 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.46 |
| HUT Hut 8 Corp. | Sold out | 0.00% | −0.45 |
| TROX Tronox Holdings PLC | Sold out | 0.00% | −0.43 |
| IEX Idex Corp. | Sold out | 0.00% | −0.42 |
| UMAC Unusual Machines Inc. | Reduce -75.7% | 0.31% | −0.42 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.42 |
| CAKE The Cheesecake Factory Inc. | Sold out | 0.00% | −0.42 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.42 |
Portfolio Buys Q1 2026 → Q2 2026
| MXL Maxlinear Inc. | New | 1.85% | +1.85 |
| FCEL Fuelcell Energy Inc. | New | 1.74% | +1.74 |
| ALAB Astera Labs Inc. | New | 1.71% | +1.71 |
| SPCX Space Exploration Techn Class A | New | 1.69% | +1.69 |
| AMAT Applied Materials Inc. | New | 1.69% | +1.69 |
| PANW Palo Alto Networks Inc. | New | 1.68% | +1.68 |
| TSLA Tesla Inc. | New | 1.63% | +1.63 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 1.59% | +1.59 |
| SNDK Sandisk Corp. | New | 1.56% | +1.56 |
| MSTR Strategy Inc. | New | 1.54% | +1.54 |
| MRNA Moderna Inc. | New | 1.52% | +1.52 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 1.51% | +1.51 |
| NBIS Nebius Group NV | New | 1.50% | +1.50 |
| QNT Quantinuum Inc. Class A | New | 1.50% | +1.50 |
| TER Teradyne Inc. | New | 1.48% | +1.48 |
| BLZE Backblaze Inc. Class A | New | 1.45% | +1.45 |
| OUST Ouster Inc. | New | 1.43% | +1.43 |
| BLLN Billiontoone Inc. Class A | New | 1.41% | +1.41 |
| TEM Tempus AI Inc. Class A | Add +526.6% | 1.59% | +1.39 |
| CBRS Cerebras Systems Inc. Class A | New | 1.39% | +1.39 |
| GLWG Leverage Shares 2X GLW | New | 1.29% | +1.29 |
| TLN Talen Energy Corp. | New | 1.26% | +1.26 |
| INTC Intel Corp. | New | 1.21% | +1.21 |
| KYMR Kymera Therapeutics Inc. | New | 1.20% | +1.20 |
| TQQQ Proshares Ultrapro QQQ | New | 1.20% | +1.20 |
| CCXI Churchill Capital Corp. Class A | New | 1.19% | +1.19 |
| SEZL Sezzle Inc. | New | 1.18% | +1.18 |
| ABSI Absci Corp. | Add +373.4% | 1.17% | +1.10 |
| SPCH Leverage Shares 2X SPCX | New | 1.08% | +1.08 |
| TENB Tenable Holdings Inc. | New | 1.02% | +1.02 |
| PTRN Pattern Group Inc. Class A | New | 1.02% | +1.02 |
| TXN Texas Instruments Inc. | New | 1.01% | +1.01 |
| UAL United Airlines Holdings Inc. | New | 0.95% | +0.95 |
| AMD Advanced Micro Devices | New | 0.91% | +0.91 |
| LRCX Lam Research Corp. | New | 0.90% | +0.90 |
| NVTS Navitas Semiconductor Corp. | Add +353.4% | 1.01% | +0.90 |
| KORU Direxion DLY M SK Bull 3X-Ui | New | 0.88% | +0.88 |
| FN Fabrinet | New | 0.86% | +0.86 |
| NTLA Intellia Therapeutics Inc. | Add +345.9% | 0.99% | +0.82 |
| ETF OPPORTUNITIES TRUST | New | 0.81% | +0.81 |
| ASST Strive Inc. Class A | Add +360.4% | 1.02% | +0.81 |
| RKLB Rocket Lab Corp. | New | 0.81% | +0.81 |
| BTDR Bitdeer Technologies Group-A | Add +282.9% | 0.94% | +0.81 |
| DAVE Dave Inc. | New | 0.76% | +0.76 |
| ON On Semiconductor | New | 0.76% | +0.76 |
| PRAX Praxis Precision Medicines I | Add +404.9% | 0.92% | +0.74 |
| AEIS Advanced Energy Industries | New | 0.73% | +0.73 |
| FORM Formfactor Inc. | New | 0.69% | +0.69 |
| KLAC KLA Corp. | New | 0.66% | +0.66 |
| AIP Arteris Inc. | New | 0.66% | +0.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 224 | $123.4M | MXL, FCEL, ALAB, SPCX, AMAT |
| Q1 2026 | 449 | $119.9M | APLD, WVE, ECHO, THEMES ETF TR, SRRK |
| Q4 2025 | 479 | $159.0M | ONDS, DPZ, AMD, MDLN, APP |
| Q3 2025 | 550 | $286.9M | MSFT, NVDA, APP, LLY, REGN |
| Q2 2025 | 572 | $409.2M | ZS, MSFT, NBIS, JOBY, GEV |
| Q1 2025 | 541 | $377.8M | NFLX, MELI, SPOT, ISRG, EQIX |
| Q4 2024 | 550 | $353.3M | ASML, ODFL, SPOT, REGN, AVGO |
| Q3 2024 | 590 | $502.2M | META, MSTR, DUOL, ENSG, CEG |
| Q2 2024 | 563 | $485.5M | CRWD, VRTX, A, CEG, ASML |
| Q1 2024 | 394 | $188.7M | CDNS, REGN, LLY, COST, NIKOLA CORP |