Scientech Research LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Scientech Research LLC reported 563 stock positions worth $485.5 million. Its top holding was CrowdStrike Class A (CRWD) at 0.9% of the portfolio, followed by Vertex Pharmaceuticals (VRTX, 0.9%) and Agilent Technologies (A, 0.8%). Compared with Q1 2024, it opened 392 new positions, sold out of 223, added to 128 and reduced 43. The biggest buy was a new position in Vertex Pharmaceuticals (VRTX) and the biggest sale Eli Lilly (LLY, shares −53%).

Most Recent 13F
Q2 2026
Location
JERSEY CITY, NJ
CIK
0002011556
Portfolio Value
$485.5M (Q2 2024)
SEC Filing
0001214659-24-014690 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $188.7M Q1 2024 Q2 2024: $485.5M $485.5M Q2 2024 Q3 2024: $502.2M Q3 2024 Q4 2024: $353.3M Q4 2024 Q1 2025: $377.8M Q1 2025 Q2 2025: $409.2M Q2 2025 Q3 2025: $286.9M Q3 2025 Q4 2025: $159.0M Q4 2025 Q1 2026: $119.9M Q1 2026 Q2 2026: $123.4M Q2 2026

Holdings 563 stocks · $485.5M
CRWD CrowdStrike Holdings Inc. Class A 0.95% 12,009 $4.6M Add +233.0%
VRTX Vertex Pharmaceuticals Inc. 0.86% 8,933 $4.2M New
A Agilent Technologies Inc. 0.84% 31,572 $4.1M New
CEG Constellation Energy 0.82% 19,776 $4.0M Add +541.9%
ASML ASML Holding NV-NY Reg SHS 0.80% 3,776 $3.9M Add +1118.1%
MDB Mongodb Inc. 0.74% 14,394 $3.6M New
MSFT Microsoft Corp. 0.70% 7,590 $3.4M Add +516.6%
DKS Dick's Sporting Goods Inc. 0.65% 14,579 $3.1M Add +525.2%
ICLR Icon PLC 0.63% 9,824 $3.1M Add +164.7%
CVNA Carvana Co. 0.63% 23,721 $3.1M New
CMI Cummins Inc. 0.62% 10,922 $3.0M New
META Meta Platforms Inc. Class A 0.60% 5,777 $2.9M Add +145.5%
CTAS Cintas Corp. 0.56% 3,867 $2.7M New
NXPI NXP Semiconductors NV 0.55% 9,939 $2.7M New
AMP Ameriprise Financial Inc. 0.53% 6,038 $2.6M New
VRSN Verisign Inc. 0.52% 14,148 $2.5M Add +167.8%
MOH Molina Healthcare Inc. 0.50% 8,234 $2.4M New
TRV The Travelers Cos Inc. 0.50% 12,003 $2.4M Add +635.0%
GS Goldman Sachs Group Inc. 0.50% 5,384 $2.4M New
ITCI Intra-Cellular Therapies Inc. 0.50% 35,270 $2.4M New
AMZN Amazon.com Inc. 0.50% 12,454 $2.4M Add +176.0%
AAPL Apple Inc. 0.49% 11,378 $2.4M New
PH Parker Hannifin Corp. 0.49% 4,723 $2.4M New
PANW Palo Alto Networks Inc. 0.49% 6,990 $2.4M New
ADI Analog Devices Inc. 0.48% 10,173 $2.3M New
GOOG Alphabet Inc. Class C 0.48% 12,633 $2.3M Add +826.2%
HUBB Hubbell Inc. 0.48% 6,337 $2.3M New
NVDA Nvidia Corp. 0.47% 18,539 $2.3M Add +123.1%
CDNS Cadence Design SYS Inc. 0.47% 7,442 $2.3M Add +4.3%
MA Mastercard Inc. Class A 0.47% 5,171 $2.3M Add +91.6%
WING Wingstop Inc. 0.46% 5,322 $2.2M New
TTWO Take-Two Interactive Softwre 0.46% 14,319 $2.2M Add +319.1%
VEEV Veeva Systems Inc. Class A 0.45% 11,906 $2.2M Add +380.3%
ANET Arista Networks Inc. 0.44% 6,136 $2.2M Add +311.5%
WSM Williams-Sonoma Inc. 0.44% 7,600 $2.1M New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.44% 19,623 $2.1M New
EA Electronic Arts Inc. 0.44% 15,244 $2.1M Add +529.9%
KEYS Keysight Technologies Inc. 0.43% 15,403 $2.1M New
ARM Arm Holdings PLC-ADR 0.43% 12,859 $2.1M New
KLAC KLA Corp. 0.43% 2,551 $2.1M Add +188.6%
GOOGL Alphabet Inc. Class A 0.42% 11,195 $2.0M Add +288.7%
ISRG Intuitive Surgical Inc. 0.42% 4,542 $2.0M Add +202.0%
AMKR Amkor Technology Inc. 0.41% 50,184 $2.0M New
POOL Pool Corp. 0.40% 6,383 $2.0M Add +346.7%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.40% 16,930 $2.0M New
DUOL Duolingo 0.40% 9,332 $1.9M Add +164.6%
HSIC Henry Schein Inc. 0.40% 30,307 $1.9M Add +271.6%
TMDX Transmedics Group Inc. 0.40% 12,767 $1.9M New
NXT Nextpower Inc. filed as NEXTRACKER INC 0.40% 40,944 $1.9M Add +219.9%
MPWR Monolithic Power Systems Inc. 0.39% 2,323 $1.9M Add +23.4%
ES Eversource Energy 0.39% 33,617 $1.9M Add +216.1%
REGN Regeneron Pharmaceuticals 0.38% 1,774 $1.9M Reduce -17.3%
EQIX Equinix Inc. 0.38% 2,438 $1.8M New
WFRD Weatherford International PL 0.38% 14,991 $1.8M Add +722.8%
SFM Sprouts Farmers Market Inc. 0.38% 21,939 $1.8M Add +140.2%
TSLA Tesla Inc. 0.38% 9,264 $1.8M New
PODD Insulet Corp. 0.37% 8,978 $1.8M Add +181.0%
ETN Eaton Corp. PLC 0.37% 5,744 $1.8M Add +285.5%
TSCO Tractor Supply Company 0.37% 6,660 $1.8M Add +227.3%
MRK Merck & Co. Inc. 0.37% 14,450 $1.8M New
SNPS Synopsys Inc. 0.37% 3,002 $1.8M Add +39.2%
AME Ametek Inc. 0.37% 10,634 $1.8M New
CASY Casey's General Stores Inc. 0.36% 4,640 $1.8M New
PBF PBF Energy Inc. Class A 0.36% 38,425 $1.8M New
FND Floor & Decor Holdings Inc. Class A 0.36% 17,773 $1.8M Add +353.1%
LPX Louisiana-Pacific Corp. 0.36% 21,426 $1.8M New
MPC Marathon Petroleum Corp. 0.36% 10,165 $1.8M New
SKX Skechers USA Inc. Class A 0.36% 25,504 $1.8M Add +169.6%
IBKR Interactive Brokers Gro Class A 0.36% 14,242 $1.7M Add +544.7%
APD Air Products & Chemicals Inc. 0.36% 6,750 $1.7M Add +286.4%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.36% 19,709 $1.7M New
ACN Accenture PLC Class A 0.35% 5,639 $1.7M New
TTC Toro Co. 0.35% 18,236 $1.7M New
GH Guardant Health Inc. 0.35% 59,023 $1.7M New
ATI Ati Inc. 0.35% 30,505 $1.7M New
VLTO Veralto Corp. 0.35% 17,670 $1.7M New
DHR Danaher Corp. 0.34% 6,656 $1.7M Add +185.4%
JD Jd.com Inc.-ADR 0.34% 63,819 $1.6M New
FIX Comfort Systems USA Inc. 0.34% 5,391 $1.6M New
TPL Texas Pacific Land Corp. 0.34% 2,232 $1.6M New
CNXC Concentrix Corp. 0.33% 25,324 $1.6M New
LNWO Light & Wonder Inc. 0.33% 15,202 $1.6M Add +460.8%
RHI Robert Half Inc. 0.33% 24,721 $1.6M Add +294.5%
AAP Advance Auto Parts Inc. 0.33% 24,920 $1.6M Add +150.0%
INSP Inspire Medical Systems Inc. 0.32% 11,762 $1.6M New
TOL Toll Brothers Inc. 0.32% 13,555 $1.6M New
TWST Twist Bioscience Corp. 0.32% 31,435 $1.5M Add +102.7%
AMGN Amgen Inc. 0.32% 4,955 $1.5M Add +442.1%
EWBC East West Bancorp Inc. 0.32% 21,095 $1.5M Add +362.4%
IWB iShares Russell 1000 ETF 0.31% 5,127 $1.5M New
SYY Sysco Corp. 0.31% 21,325 $1.5M New
CRM Salesforce Inc. 0.31% 5,918 $1.5M Add +106.2%
BBWI Bath & Body Works Inc. 0.31% 38,915 $1.5M New
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.31% 1,103 $1.5M Add +392.4%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.31% 20,432 $1.5M Add +272.8%
EXPD Expeditors Intl Wash Inc. 0.31% 12,072 $1.5M New
TMO Thermo Fisher Scientific Inc. 0.31% 2,724 $1.5M Add +24.2%
STZ Constellation Brands Inc. Class A 0.31% 5,852 $1.5M New
AVTR Avantor Inc. 0.31% 70,839 $1.5M New
AMAT Applied Materials Inc. 0.31% 6,328 $1.5M Add +384.5%

Show all 563 holdings

Portfolio Sells Q1 2024 → Q2 2024
LLY Eli Lilly & Co. Reduce -53.1% 0.22% −0.82
NIKOLA CORP Sold out 0.00% −0.81
COST Costco Wholesale Corp. Reduce -57.6% 0.17% −0.71
REGN Regeneron Pharmaceuticals Reduce -17.3% 0.38% −0.71
SAIA Saia Inc. Sold out 0.00% −0.67
DOV Dover Corp. Sold out 0.00% −0.66
UNP Union Pacific Corp. Sold out 0.00% −0.57
RACE Ferrari NV Sold out 0.00% −0.57
MORN Morningstar Inc. Sold out 0.00% −0.54
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.48
IT Gartner Inc. Reduce -50.8% 0.10% −0.47
FWONK Liberty Media Corp. Class C Sold out 0.00% −0.47
FMC FMC Corp. Sold out 0.00% −0.47
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.46
VRNS Varonis Systems Inc. Sold out 0.00% −0.44
VMC Vulcan Materials Co. Sold out 0.00% −0.44
NTRA Natera Inc. Sold out 0.00% −0.43
LYFT LYFT Inc. Class A Sold out 0.00% −0.43
POWL Powell Industries Inc. Reduce -64.5% 0.07% −0.42
INTU Intuit Inc. Sold out 0.00% −0.41
PLAY Dave & Buster's Entertainmen Sold out 0.00% −0.41
RH RH Sold out 0.00% −0.40
GL Globe Life Inc. Sold out 0.00% −0.38
MMM 3M Co. Sold out 0.00% −0.38
C Citigroup Inc. Sold out 0.00% −0.38
ELV Elevance Health Inc. Sold out 0.00% −0.38
COIN Coinbase Global Inc. Class A Reduce -53.6% 0.07% −0.37
ULTA Ulta Beauty Inc. Reduce -43.0% 0.07% −0.36
ALC Alcon Inc. Sold out 0.00% −0.36
APGE Apogee Therapeutics Inc. Sold out 0.00% −0.36
GWW WW Grainger Inc. Sold out 0.00% −0.36
FTV Fortive Corp. Sold out 0.00% −0.36
NSC Norfolk Southern Corp. Reduce -43.3% 0.08% −0.36
NICE Nice Ltd. - Spon ADR Sold out 0.00% −0.35
AXON Axon Enterprise Inc. Sold out 0.00% −0.35
PEN Penumbra Inc. Sold out 0.00% −0.34
STLD Steel Dynamics Inc. Sold out 0.00% −0.34
SPGI S&P Global Inc. Sold out 0.00% −0.34
SUI Sun Communities Inc. Sold out 0.00% −0.34
CHH Choice Hotels Intl Inc. Sold out 0.00% −0.34
EQNR Equinor ASA-Spon ADR Sold out 0.00% −0.34
QRVO Qorvo Inc. Sold out 0.00% −0.33
CME Cme Group Inc. Sold out 0.00% −0.33
BANK MONTREAL QUE Sold out 0.00% −0.33
ACLS Axcelis Technologies Inc. Reduce -63.2% 0.07% −0.33
CIEN Ciena Corp. Sold out 0.00% −0.33
NFLX Netflix Inc. Reduce -55.5% 0.08% −0.33
MOD Modine Manufacturing Co. Sold out 0.00% −0.32
PRKS United Parks & Resorts Inc. Sold out 0.00% −0.32
VVV Valvoline Inc. Sold out 0.00% −0.32

Portfolio Buys Q1 2024 → Q2 2024
VRTX Vertex Pharmaceuticals Inc. New 0.86% +0.86
A Agilent Technologies Inc. New 0.84% +0.84
MDB Mongodb Inc. New 0.74% +0.74
ASML ASML Holding NV-NY Reg SHS Add +1118.1% 0.80% +0.64
CVNA Carvana Co. New 0.63% +0.63
CMI Cummins Inc. New 0.62% +0.62
CTAS Cintas Corp. New 0.56% +0.56
NXPI NXP Semiconductors NV New 0.55% +0.55
AMP Ameriprise Financial Inc. New 0.53% +0.53
CEG Constellation Energy Add +541.9% 0.82% +0.51
MOH Molina Healthcare Inc. New 0.50% +0.50
GS Goldman Sachs Group Inc. New 0.50% +0.50
ITCI Intra-Cellular Therapies Inc. New 0.50% +0.50
AAPL Apple Inc. New 0.49% +0.49
PH Parker Hannifin Corp. New 0.49% +0.49
PANW Palo Alto Networks Inc. New 0.49% +0.49
ADI Analog Devices Inc. New 0.48% +0.48
HUBB Hubbell Inc. New 0.48% +0.48
WING Wingstop Inc. New 0.46% +0.46
WSM Williams-Sonoma Inc. New 0.44% +0.44
SJM The JM Smucker Co. New 0.44% +0.44
KEYS Keysight Technologies Inc. New 0.43% +0.43
ARM Arm Holdings PLC-ADR New 0.43% +0.43
MSFT Microsoft Corp. Add +516.6% 0.70% +0.42
AMKR Amkor Technology Inc. New 0.41% +0.41
TROW T Rowe Price Group Inc. New 0.40% +0.40
TMDX Transmedics Group Inc. New 0.40% +0.40
EQIX Equinix Inc. New 0.38% +0.38
TSLA Tesla Inc. New 0.38% +0.38
MRK Merck & Co. Inc. New 0.37% +0.37
DKS Dick's Sporting Goods Inc. Add +525.2% 0.65% +0.37
GOOG Alphabet Inc. Class C Add +826.2% 0.48% +0.37
AME Ametek Inc. New 0.37% +0.37
CASY Casey's General Stores Inc. New 0.36% +0.36
PBF PBF Energy Inc. Class A New 0.36% +0.36
LPX Louisiana-Pacific Corp. New 0.36% +0.36
MPC Marathon Petroleum Corp. New 0.36% +0.36
BJ Bj's Wholesale Club Holdings New 0.36% +0.36
ACN Accenture PLC Class A New 0.35% +0.35
TTC Toro Co. New 0.35% +0.35
GH Guardant Health Inc. New 0.35% +0.35
ATI Ati Inc. New 0.35% +0.35
VLTO Veralto Corp. New 0.35% +0.35
JD Jd.com Inc.-ADR New 0.34% +0.34
FIX Comfort Systems USA Inc. New 0.34% +0.34
TPL Texas Pacific Land Corp. New 0.34% +0.34
CRWD CrowdStrike Holdings Inc. Class A Add +233.0% 0.95% +0.34
CNXC Concentrix Corp. New 0.33% +0.33
INSP Inspire Medical Systems Inc. New 0.32% +0.32
TOL Toll Brothers Inc. New 0.32% +0.32

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 224$123.4MMXL, FCEL, ALAB, SPCX, AMAT
Q1 2026 449$119.9MAPLD, WVE, ECHO, THEMES ETF TR, SRRK
Q4 2025 479$159.0MONDS, DPZ, AMD, MDLN, APP
Q3 2025 550$286.9MMSFT, NVDA, APP, LLY, REGN
Q2 2025 572$409.2MZS, MSFT, NBIS, JOBY, GEV
Q1 2025 541$377.8MNFLX, MELI, SPOT, ISRG, EQIX
Q4 2024 550$353.3MASML, ODFL, SPOT, REGN, AVGO
Q3 2024 590$502.2MMETA, MSTR, DUOL, ENSG, CEG
Q2 2024 563$485.5MCRWD, VRTX, A, CEG, ASML
Q1 2024 394$188.7MCDNS, REGN, LLY, COST, NIKOLA CORP