Scientech Research LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Scientech Research LLC reported 394 stock positions worth $188.7 million. Its top holding was Cadence Design SYS (CDNS) at 1.2% of the portfolio, followed by Regeneron Pharmaceuticals (REGN, 1.1%) and Eli Lilly (LLY, 1.0%). Compared with Q4 2023, it opened 302 new positions, sold out of 218, added to 57 and reduced 35. The biggest buy was a new position in Regeneron Pharmaceuticals (REGN) and the biggest sale an exit from Palo Alto Networks (PANW).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $188.7M (Q1 2024)
- SEC Filing
- 0001214659-24-009315 ↗ filed May 15, 2024
Holdings Value
Holdings 394 stocks · $188.7M
| CDNS Cadence Design SYS Inc. | 1.18% | 7,134 | $2.2M | Add +165.7% |
| REGN Regeneron Pharmaceuticals | 1.09% | 2,146 | $2.1M | New |
| LLY Eli Lilly & Co. | 1.04% | 2,520 | $2.0M | New |
| COST Costco Wholesale Corp. | 0.88% | 2,274 | $1.7M | New |
| NIKOLA CORP | 0.81% | 1,470,346 | $1.5M | New |
| MA Mastercard Inc. Class A | 0.69% | 2,699 | $1.3M | Add +140.6% |
| MPWR Monolithic Power Systems Inc. | 0.68% | 1,883 | $1.3M | Add +78.7% |
| TMO Thermo Fisher Scientific Inc. | 0.68% | 2,193 | $1.3M | New |
| SAIA Saia Inc. | 0.67% | 2,170 | $1.3M | New |
| DOV Dover Corp. | 0.66% | 7,050 | $1.2M | New |
| ICLR Icon PLC | 0.66% | 3,711 | $1.2M | New |
| SNPS Synopsys Inc. | 0.65% | 2,157 | $1.2M | Reduce -46.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.61% | 3,606 | $1.2M | Add +118.3% |
| META Meta Platforms Inc. Class A | 0.61% | 2,353 | $1.1M | New |
| CSL Carlisle Cos Inc. | 0.59% | 2,821 | $1.1M | Add +271.7% |
| IT Gartner Inc. | 0.57% | 2,272 | $1.1M | New |
| UNP Union Pacific Corp. | 0.57% | 4,389 | $1.1M | New |
| RACE Ferrari NV | 0.57% | 2,460 | $1.1M | Add +159.8% |
| LULU Lululemon Athletica Inc. | 0.54% | 2,594 | $1.0M | Add +116.2% |
| MORN Morningstar Inc. | 0.54% | 3,283 | $1.0M | New |
| V Visa Inc. Class A | 0.54% | 3,622 | $1.0M | Add +38.9% |
| VRSN Verisign Inc. | 0.53% | 5,283 | $1.0M | Add +273.4% |
| POWL Powell Industries Inc. | 0.49% | 6,485 | $923K | Add +70.4% |
| ZTS Zoetis Inc. | 0.49% | 5,419 | $917K | New |
| CYBR Cyberark Software Ltd./Israel | 0.48% | 3,419 | $908K | Add +82.4% |
| FWONK Liberty Media Corp. Class C | 0.47% | 13,508 | $886K | Add +146.6% |
| FMC FMC Corp. | 0.47% | 13,827 | $881K | New |
| CHTR Charter Communications Inc. Class A | 0.46% | 3,009 | $875K | New |
| CRM Salesforce Inc. | 0.46% | 2,870 | $864K | New |
| HSY The Hershey Co. | 0.45% | 4,406 | $857K | Reduce -35.4% |
| AAP Advance Auto Parts Inc. | 0.45% | 9,967 | $848K | New |
| XPO Xpo Inc. | 0.45% | 6,886 | $840K | New |
| VRNS Varonis Systems Inc. | 0.44% | 17,792 | $839K | New |
| VMC Vulcan Materials Co. | 0.44% | 3,031 | $827K | New |
| COIN Coinbase Global Inc. Class A | 0.44% | 3,114 | $826K | New |
| NSC Norfolk Southern Corp. | 0.44% | 3,229 | $823K | New |
| ULTA Ulta Beauty Inc. | 0.43% | 1,561 | $816K | New |
| NTRA Natera Inc. | 0.43% | 8,902 | $814K | New |
| AMZN Amazon.com Inc. | 0.43% | 4,513 | $814K | New |
| LYFT LYFT Inc. Class A | 0.43% | 41,830 | $809K | New |
| INTU Intuit Inc. | 0.41% | 1,200 | $780K | Reduce -48.7% |
| DUOL Duolingo | 0.41% | 3,527 | $778K | Reduce -23.8% |
| ACGL Arch Capital Group Ltd. | 0.41% | 8,349 | $772K | New |
| PLAY Dave & Buster's Entertainmen | 0.41% | 12,326 | $772K | New |
| NFLX Netflix Inc. | 0.40% | 1,255 | $762K | New |
| RH RH | 0.40% | 2,181 | $760K | Add +1.1% |
| ACLS Axcelis Technologies Inc. | 0.40% | 6,783 | $756K | New |
| NVDA Nvidia Corp. | 0.40% | 831 | $751K | New |
| GL Globe Life Inc. | 0.38% | 6,225 | $724K | Add +239.8% |
| WTW Willis Towers Watson PLC | 0.38% | 2,634 | $724K | New |
| MMM 3M Co. | 0.38% | 6,809 | $722K | Add +223.9% |
| CCEP Coca-Cola Europacific Partne | 0.38% | 10,300 | $720K | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.38% | 12,798 | $720K | New |
| C Citigroup Inc. | 0.38% | 11,380 | $720K | New |
| ELV Elevance Health Inc. | 0.38% | 1,387 | $719K | New |
| LBRDK Liberty Broadband-C | 0.38% | 12,482 | $714K | New |
| BLDR Builders Firstsource Inc. | 0.38% | 3,417 | $713K | New |
| COO The Cooper Cos Inc. | 0.37% | 6,901 | $700K | New |
| DVA Davita Inc. | 0.36% | 4,915 | $679K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.36% | 8,137 | $678K | New |
| APGE Apogee Therapeutics Inc. | 0.36% | 10,121 | $673K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.36% | 661 | $672K | New |
| FTV Fortive Corp. | 0.36% | 7,803 | $671K | New |
| NICE Nice Ltd. - Spon ADR | 0.35% | 2,550 | $665K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 1,253 | $655K | Reduce -31.5% |
| AXON Axon Enterprise Inc. | 0.35% | 2,087 | $653K | Add +113.6% |
| PEN Penumbra Inc. | 0.34% | 2,914 | $650K | New |
| BROS Dutch Bros Inc. Class A | 0.34% | 19,707 | $650K | New |
| MEDP Medpace Holdings Inc. | 0.34% | 1,606 | $649K | Add +44.8% |
| STLD Steel Dynamics Inc. | 0.34% | 4,363 | $647K | Add +44.0% |
| SPGI S&P Global Inc. | 0.34% | 1,518 | $646K | New |
| BEAM Beam Therapeutics Inc. | 0.34% | 19,407 | $641K | Add +127.5% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.34% | 4,976 | $640K | New |
| CHH Choice Hotels Intl Inc. | 0.34% | 5,033 | $636K | Add +138.4% |
| ES Eversource Energy | 0.34% | 10,634 | $636K | New |
| EQNR Equinor ASA-Spon ADR | 0.34% | 23,477 | $635K | New |
| QRVO Qorvo Inc. | 0.33% | 5,481 | $629K | New |
| CME Cme Group Inc. | 0.33% | 2,913 | $627K | New |
| BANK MONTREAL QUE | 0.33% | 1,913 | $626K | New |
| ELF Elf Beauty Inc. | 0.33% | 3,171 | $622K | New |
| KLAC KLA Corp. | 0.33% | 884 | $618K | Add +45.9% |
| CIEN Ciena Corp. | 0.33% | 12,484 | $617K | New |
| NBIX Neurocrine Biosciences Inc. | 0.33% | 4,474 | $617K | New |
| HSIC Henry Schein Inc. | 0.33% | 8,155 | $616K | New |
| MOD Modine Manufacturing Co. | 0.32% | 6,394 | $609K | New |
| BERY Berry Global Group Inc. | 0.32% | 9,989 | $604K | New |
| ISRG Intuitive Surgical Inc. | 0.32% | 1,504 | $600K | New |
| PRKS United Parks & Resorts Inc. | 0.32% | 10,637 | $598K | New |
| VVV Valvoline Inc. | 0.32% | 13,360 | $595K | New |
| TFX Teleflex Inc. | 0.31% | 2,626 | $594K | New |
| SFM Sprouts Farmers Market Inc. | 0.31% | 9,134 | $589K | Add +6.3% |
| CRSP Crispr Therapeutics AG | 0.31% | 8,637 | $589K | New |
| STAA Staar Surgical Co. | 0.31% | 15,356 | $588K | New |
| CCK Crown Holdings Inc. | 0.31% | 7,378 | $585K | New |
| ALPN Alpine Immune Sciences Inc. | 0.31% | 14,742 | $584K | New |
| SYM Symbotic Inc. | 0.31% | 12,973 | $584K | Add +181.7% |
| LIN Linde PLC | 0.31% | 1,256 | $583K | Reduce -38.5% |
| DHR Danaher Corp. | 0.31% | 2,332 | $582K | Add +10.1% |
| IART Integra Lifesciences Holding | 0.31% | 16,413 | $582K | New |
| SKX Skechers USA Inc. Class A | 0.31% | 9,460 | $580K | New |
Portfolio Sells Q4 2023 → Q1 2024
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.78 |
| SNPS Synopsys Inc. | Reduce -46.9% | 0.65% | −1.43 |
| CCI Crown Castle Inc. | Reduce -64.5% | 0.28% | −1.32 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −1.17 |
| ANET Arista Networks Inc. | Reduce -74.7% | 0.23% | −1.15 |
| UTHR United Therapeutics Corp. | Reduce -61.5% | 0.30% | −1.10 |
| INTU Intuit Inc. | Reduce -48.7% | 0.41% | −1.04 |
| HAE Haemonetics Corp. | Sold out | 0.00% | −0.97 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -78.4% | 0.14% | −0.96 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.94 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.85 |
| HSY The Hershey Co. | Reduce -35.4% | 0.45% | −0.81 |
| LOPE Grand Canyon Education Inc. | Sold out | 0.00% | −0.80 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -75.5% | 0.16% | −0.79 |
| PAC Grupo Aeroportuario Pac-ADR | Sold out | 0.00% | −0.77 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.73 |
| LNG Cheniere Energy Inc. | Reduce -37.6% | 0.30% | −0.65 |
| LGIH Lgi Homes Inc. | Sold out | 0.00% | −0.65 |
| MSTR Strategy Inc. | Reduce -83.3% | 0.20% | −0.64 |
| DUOL Duolingo | Reduce -23.8% | 0.41% | −0.63 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.63 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.61 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.59 |
| DOX Amdocs Ltd. | Sold out | 0.00% | −0.58 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.56 |
| NOW ServiceNow Inc. | Reduce -41.9% | 0.27% | −0.53 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.53 |
| LIN Linde PLC | Reduce -38.5% | 0.31% | −0.53 |
| FSRNQ Fisker Inc. | Sold out | 0.00% | −0.52 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -31.5% | 0.35% | −0.52 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.51 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.48 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.47 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.47 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.45 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.44 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.43 |
| GOOG Alphabet Inc. Class C | Reduce -64.2% | 0.11% | −0.42 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −0.41 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.41 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.41 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.40 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.40 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.39 |
| LRCX Lam Research Corp. | Reduce -46.6% | 0.21% | −0.39 |
| HOMB Home Bancshares Inc. | Sold out | 0.00% | −0.38 |
| COLL Collegium Pharmaceutical Inc. | Sold out | 0.00% | −0.38 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.37 |
| NSIT Insight Enterprises Inc. | Sold out | 0.00% | −0.37 |
| ASH Ashland Inc. | Sold out | 0.00% | −0.37 |
Portfolio Buys Q4 2023 → Q1 2024
| REGN Regeneron Pharmaceuticals | New | 1.09% | +1.09 |
| LLY Eli Lilly & Co. | New | 1.04% | +1.04 |
| COST Costco Wholesale Corp. | New | 0.88% | +0.88 |
| NIKOLA CORP | New | 0.81% | +0.81 |
| TMO Thermo Fisher Scientific Inc. | New | 0.68% | +0.68 |
| SAIA Saia Inc. | New | 0.67% | +0.67 |
| DOV Dover Corp. | New | 0.66% | +0.66 |
| ICLR Icon PLC | New | 0.66% | +0.66 |
| META Meta Platforms Inc. Class A | New | 0.61% | +0.61 |
| IT Gartner Inc. | New | 0.57% | +0.57 |
| UNP Union Pacific Corp. | New | 0.57% | +0.57 |
| MORN Morningstar Inc. | New | 0.54% | +0.54 |
| ZTS Zoetis Inc. | New | 0.49% | +0.49 |
| FMC FMC Corp. | New | 0.47% | +0.47 |
| CHTR Charter Communications Inc. Class A | New | 0.46% | +0.46 |
| CRM Salesforce Inc. | New | 0.46% | +0.46 |
| AAP Advance Auto Parts Inc. | New | 0.45% | +0.45 |
| CDNS Cadence Design SYS Inc. | Add +165.7% | 1.18% | +0.45 |
| XPO Xpo Inc. | New | 0.45% | +0.45 |
| VRNS Varonis Systems Inc. | New | 0.44% | +0.44 |
| VMC Vulcan Materials Co. | New | 0.44% | +0.44 |
| COIN Coinbase Global Inc. Class A | New | 0.44% | +0.44 |
| NSC Norfolk Southern Corp. | New | 0.44% | +0.44 |
| ULTA Ulta Beauty Inc. | New | 0.43% | +0.43 |
| NTRA Natera Inc. | New | 0.43% | +0.43 |
| AMZN Amazon.com Inc. | New | 0.43% | +0.43 |
| LYFT LYFT Inc. Class A | New | 0.43% | +0.43 |
| ACGL Arch Capital Group Ltd. | New | 0.41% | +0.41 |
| PLAY Dave & Buster's Entertainmen | New | 0.41% | +0.41 |
| NFLX Netflix Inc. | New | 0.40% | +0.40 |
| ACLS Axcelis Technologies Inc. | New | 0.40% | +0.40 |
| NVDA Nvidia Corp. | New | 0.40% | +0.40 |
| WTW Willis Towers Watson PLC | New | 0.38% | +0.38 |
| CCEP Coca-Cola Europacific Partne | New | 0.38% | +0.38 |
| NXT Nextpower Inc. | New | 0.38% | +0.38 |
| C Citigroup Inc. | New | 0.38% | +0.38 |
| ELV Elevance Health Inc. | New | 0.38% | +0.38 |
| LBRDK Liberty Broadband-C | New | 0.38% | +0.38 |
| BLDR Builders Firstsource Inc. | New | 0.38% | +0.38 |
| COO The Cooper Cos Inc. | New | 0.37% | +0.37 |
| DVA Davita Inc. | New | 0.36% | +0.36 |
| ALC Alcon Inc. | New | 0.36% | +0.36 |
| APGE Apogee Therapeutics Inc. | New | 0.36% | +0.36 |
| GWW WW Grainger Inc. | New | 0.36% | +0.36 |
| FTV Fortive Corp. | New | 0.36% | +0.36 |
| NICE Nice Ltd. - Spon ADR | New | 0.35% | +0.35 |
| CSL Carlisle Cos Inc. | Add +271.7% | 0.59% | +0.35 |
| BROS Dutch Bros Inc. Class A | New | 0.34% | +0.34 |
| PEN Penumbra Inc. | New | 0.34% | +0.34 |
| SPGI S&P Global Inc. | New | 0.34% | +0.34 |
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 |