Scientech Research LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Scientech Research LLC reported 590 stock positions worth $502.2 million. Its top holding was Meta Platforms Class A (META) at 0.8% of the portfolio, followed by Strategy (MSTR, 0.8%) and Duolingo (DUOL, 0.7%). Compared with Q2 2024, it opened 333 new positions, sold out of 306, added to 117 and reduced 140. The biggest buy was a new position in Ensign (ENSG) and the biggest sale an exit from Agilent Technologies (A).

Most Recent 13F
Q2 2026
Location
JERSEY CITY, NJ
CIK
0002011556
Portfolio Value
$502.2M (Q3 2024)
SEC Filing
0001214659-24-019144 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $188.7M Q1 2024 Q2 2024: $485.5M Q2 2024 Q3 2024: $502.2M $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 590 stocks · $502.2M
META Meta Platforms Inc. Class A 0.83% 7,266 $4.2M Add +25.8%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.78% 23,099 $3.9M Add +109.4%
DUOL Duolingo 0.71% 12,649 $3.6M Add +35.5%
ENSG The Ensign Group Inc. 0.71% 24,750 $3.6M New
CEG Constellation Energy 0.70% 13,568 $3.5M Reduce -31.4%
V Visa Inc. Class A 0.63% 11,577 $3.2M Add +135.9%
APP AppLovin Corp. Class A 0.57% 21,805 $2.8M New
SHW The Sherwin-Williams Co. 0.57% 7,438 $2.8M New
RKLB Rocket Lab USA Inc. 0.56% 291,026 $2.8M Add +59.5%
ULTA Ulta Beauty Inc. 0.56% 7,237 $2.8M Add +713.1%
INTU Intuit Inc. 0.49% 3,992 $2.5M New
NFLX Netflix Inc. 0.49% 3,463 $2.5M Add +520.6%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.49% 18,152 $2.5M New
TLN Talen Energy Corp. 0.49% 13,741 $2.4M New
ANET Arista Networks Inc. 0.47% 6,214 $2.4M Add +1.3%
PLTR Palantir Technologies Inc. Class A 0.47% 63,495 $2.4M Add +29.4%
CHTR Charter Communications Inc. Class A 0.46% 7,114 $2.3M New
TSM Taiwan Semiconductor-SP ADR 0.45% 13,055 $2.3M Add +71.8%
ISRG Intuitive Surgical Inc. 0.45% 4,607 $2.3M Add +1.4%
LIN Linde PLC 0.45% 4,734 $2.3M New
BX Blackstone Inc. 0.44% 14,424 $2.2M Add +30.9%
VEEV Veeva Systems Inc. Class A 0.41% 9,913 $2.1M Reduce -16.7%
MSFT Microsoft Corp. 0.41% 4,767 $2.1M Reduce -37.2%
LLY Eli Lilly & Co. 0.39% 2,238 $2.0M Add +89.3%
ICLR Icon PLC 0.39% 6,851 $2.0M Reduce -30.3%
CTAS Cintas Corp. 0.39% 9,536 $2.0M Reduce -38.4%
EW Edwards Lifesciences Corp. 0.39% 29,375 $1.9M New
APLD Applied Digital Corp. 0.39% 234,605 $1.9M New
AMZN Amazon.com Inc. 0.39% 10,384 $1.9M Reduce -16.6%
WST West Pharmaceutical Services 0.38% 6,434 $1.9M New
SPOT Spotify Technology SA 0.38% 5,174 $1.9M Add +30.6%
DLTR Dollar Tree Inc. 0.38% 27,057 $1.9M New
EFX Equifax Inc. 0.37% 6,355 $1.9M Add +664.7%
DRI Darden Restaurants Inc. 0.37% 11,363 $1.9M Add +27.0%
LKQ LKQ Corp. 0.37% 46,619 $1.9M Add +690.0%
DUK Duke Energy Corp. 0.37% 16,097 $1.9M New
MRSH Marsh & McLennan Cos 0.37% 8,310 $1.9M New
CAVA Cava Group Inc. 0.37% 14,938 $1.9M Add +215.6%
PCG P G & E Corp. 0.37% 93,253 $1.8M Add +45.1%
ONON On Holding AG Class A filed as ON HLDG AG 0.37% 36,621 $1.8M New
PANW Palo Alto Networks Inc. 0.36% 5,349 $1.8M Reduce -23.5%
TXRH Texas Roadhouse Inc. 0.36% 10,334 $1.8M New
AVGO Broadcom Inc. 0.36% 10,570 $1.8M New
COST Costco Wholesale Corp. 0.36% 2,048 $1.8M Add +112.2%
CPB The Campbell's Company filed as CAMPBELL SOUP CO 0.36% 37,089 $1.8M New
AGNC AGNC Investment Corp. 0.36% 172,860 $1.8M Add +150.8%
HST Host Hotels & Resorts Inc. 0.36% 102,501 $1.8M Add +422.1%
CRWD CrowdStrike Holdings Inc. Class A 0.36% 6,423 $1.8M Reduce -46.5%
DINO HF Sinclair Corp. 0.36% 40,350 $1.8M Add +98.8%
TMDX Transmedics Group Inc. 0.36% 11,371 $1.8M Reduce -10.9%
CMG Chipotle Mexican Grill Inc. 0.35% 30,905 $1.8M New
DG Dollar General Corp. 0.35% 20,994 $1.8M New
MOS The Mosaic Co. 0.35% 66,220 $1.8M New
STM Stmicroelectronics NV-NY SHS 0.35% 59,177 $1.8M Add +510.9%
DKS Dick's Sporting Goods Inc. 0.35% 8,412 $1.8M Reduce -42.3%
LYB Lyondellbasell Indu Class A 0.35% 18,258 $1.8M New
AER Aercap Holdings NV 0.35% 18,472 $1.7M New
KEY Keycorp 0.35% 104,101 $1.7M New
LOW Lowe's Cos Inc. 0.35% 6,429 $1.7M New
SKX Skechers USA Inc. Class A 0.35% 25,985 $1.7M Add +1.9%
MPWR Monolithic Power Systems Inc. 0.34% 1,855 $1.7M Reduce -20.1%
HSY The Hershey Co. 0.33% 8,700 $1.7M Add +22.9%
FICO Fair Isaac Corp. 0.33% 858 $1.7M New
CHD Church & Dwight Co. Inc. 0.33% 15,904 $1.7M Add +50.1%
JNJ Johnson & Johnson 0.33% 10,147 $1.6M New
REG Regency Centers Corp. 0.33% 22,719 $1.6M New
CDW CDW Corp. 0.33% 7,250 $1.6M Add +9.4%
RMD Resmed Inc. 0.33% 6,718 $1.6M New
CMA Comerica Inc. 0.33% 27,293 $1.6M New
UNP Union Pacific Corp. 0.33% 6,625 $1.6M New
VRTX Vertex Pharmaceuticals Inc. 0.32% 3,497 $1.6M Reduce -60.9%
CFG Citizens Financial Group 0.32% 39,584 $1.6M New
LNG Cheniere Energy Inc. 0.32% 9,024 $1.6M New
VMC Vulcan Materials Co. 0.32% 6,477 $1.6M New
ADM Archer-Daniels-Midland Co. 0.32% 27,142 $1.6M New
KLAC KLA Corp. 0.32% 2,092 $1.6M Reduce -18.0%
GS Goldman Sachs Group Inc. 0.32% 3,264 $1.6M Reduce -39.4%
JBL Jabil Inc. 0.32% 13,422 $1.6M Add +18.3%
LW Lamb Weston Holdings Inc. 0.32% 24,775 $1.6M Add +47.2%
NWSA News Corp. Class A 0.32% 60,046 $1.6M New
LULU Lululemon Athletica Inc. 0.32% 5,868 $1.6M Add +117.1%
FIVE Five Below 0.31% 17,857 $1.6M Add +46.2%
VRSN Verisign Inc. 0.31% 8,302 $1.6M Reduce -41.3%
ARM Arm Holdings PLC-ADR 0.31% 11,027 $1.6M Reduce -14.3%
FL Foot Locker Inc. 0.31% 61,015 $1.6M New
JBHT Hunt (jb) Transprt SVCS Inc. 0.31% 9,039 $1.6M Reduce -0.4%
CVNA Carvana Co. 0.31% 8,918 $1.6M Reduce -62.4%
ACN Accenture PLC Class A 0.31% 4,363 $1.5M Reduce -22.6%
ASML ASML Holding NV-NY Reg SHS 0.31% 1,847 $1.5M Reduce -51.1%
DXCM Dexcom Inc. 0.31% 22,953 $1.5M New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.31% 14,007 $1.5M New
MTZ Mastec Inc. 0.31% 12,450 $1.5M New
FSLR First Solar Inc. 0.31% 6,143 $1.5M Add +42.5%
ES Eversource Energy 0.30% 22,341 $1.5M Reduce -33.5%
SOFI Sofi Technologies Inc. 0.30% 192,921 $1.5M New
GILD Gilead Sciences Inc. 0.30% 17,942 $1.5M New
TTC Toro Co. 0.30% 17,162 $1.5M Reduce -5.9%
STT State Street Corp. 0.30% 16,788 $1.5M New
RBLX Roblox Corp. Class A 0.30% 33,521 $1.5M Add +185.5%
MDB Mongodb Inc. 0.29% 5,464 $1.5M Reduce -62.0%

Show all 590 holdings

Portfolio Sells Q2 2024 → Q3 2024
A Agilent Technologies Inc. Sold out 0.00% −0.84
CMI Cummins Inc. Sold out 0.00% −0.62
CRWD CrowdStrike Holdings Inc. Class A Reduce -46.5% 0.36% −0.59
NXPI NXP Semiconductors NV Sold out 0.00% −0.55
VRTX Vertex Pharmaceuticals Inc. Reduce -60.9% 0.32% −0.54
AMP Ameriprise Financial Inc. Sold out 0.00% −0.53
ITCI Intra-Cellular Therapies Inc. Sold out 0.00% −0.50
ASML ASML Holding NV-NY Reg SHS Reduce -51.1% 0.31% −0.49
GOOG Alphabet Inc. Class C Sold out 0.00% −0.48
HUBB Hubbell Inc. Sold out 0.00% −0.48
NVDA Nvidia Corp. Sold out 0.00% −0.47
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.46
MDB Mongodb Inc. Reduce -62.0% 0.29% −0.45
WSM Williams-Sonoma Inc. Sold out 0.00% −0.44
SJM The JM Smucker Co. Sold out 0.00% −0.44
KEYS Keysight Technologies Inc. Sold out 0.00% −0.43
PH Parker Hannifin Corp. Reduce -88.3% 0.07% −0.42
MA Mastercard Inc. Class A Reduce -90.5% 0.05% −0.42
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.42
MOH Molina Healthcare Inc. Reduce -84.4% 0.09% −0.42
AMKR Amkor Technology Inc. Sold out 0.00% −0.41
WING Wingstop Inc. Reduce -87.1% 0.06% −0.41
TROW T Rowe Price Group Inc. Sold out 0.00% −0.40
HSIC Henry Schein Inc. Sold out 0.00% −0.40
ADI Analog Devices Inc. Reduce -78.6% 0.10% −0.38
FND Floor & Decor Holdings Inc. Class A Sold out 0.00% −0.36
LPX Louisiana-Pacific Corp. Sold out 0.00% −0.36
MPC Marathon Petroleum Corp. Sold out 0.00% −0.36
BJ Bj's Wholesale Club Holdings Sold out 0.00% −0.36
VLTO Veralto Corp. Sold out 0.00% −0.35
TPL Texas Pacific Land Corp. Sold out 0.00% −0.34
CNXC Concentrix Corp. Sold out 0.00% −0.33
EA Electronic Arts Inc. Reduce -73.6% 0.11% −0.32
TOL Toll Brothers Inc. Sold out 0.00% −0.32
SFM Sprouts Farmers Market Inc. Reduce -88.2% 0.06% −0.32
POOL Pool Corp. Reduce -82.5% 0.08% −0.32
CVNA Carvana Co. Reduce -62.4% 0.31% −0.32
EWBC East West Bancorp Inc. Sold out 0.00% −0.32
IWB iShares Russell 1000 ETF Sold out 0.00% −0.31
SYY Sysco Corp. Sold out 0.00% −0.31
CRM Salesforce Inc. Sold out 0.00% −0.31
BBWI Bath & Body Works Inc. Sold out 0.00% −0.31
EXPD Expeditors Intl Wash Inc. Sold out 0.00% −0.31
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.31
AVTR Avantor Inc. Sold out 0.00% −0.31
BILI Bilibili Inc.-Sponsored ADR Sold out 0.00% −0.30
ATI Ati Inc. Reduce -87.9% 0.05% −0.30
ETN Eaton Corp. PLC Reduce -80.2% 0.07% −0.30
DKS Dick's Sporting Goods Inc. Reduce -42.3% 0.35% −0.30
MSFT Microsoft Corp. Reduce -37.2% 0.41% −0.29

Portfolio Buys Q2 2024 → Q3 2024
ENSG The Ensign Group Inc. New 0.71% +0.71
APP AppLovin Corp. Class A New 0.57% +0.57
SHW The Sherwin-Williams Co. New 0.57% +0.57
INTU Intuit Inc. New 0.49% +0.49
ULTA Ulta Beauty Inc. Add +713.1% 0.56% +0.49
SUI Sun Communities Inc. New 0.49% +0.49
TLN Talen Energy Corp. New 0.49% +0.49
MSTR Strategy Inc. Add +109.4% 0.78% +0.46
CHTR Charter Communications Inc. Class A New 0.46% +0.46
LIN Linde PLC New 0.45% +0.45
NFLX Netflix Inc. Add +520.6% 0.49% +0.41
EW Edwards Lifesciences Corp. New 0.39% +0.39
APLD Applied Digital Corp. New 0.39% +0.39
WST West Pharmaceutical Services New 0.38% +0.38
RKLB Rocket Lab USA Inc. Add +59.5% 0.56% +0.38
DLTR Dollar Tree Inc. New 0.38% +0.38
DUK Duke Energy Corp. New 0.37% +0.37
MRSH Marsh & McLennan Cos New 0.37% +0.37
V Visa Inc. Class A Add +135.9% 0.63% +0.37
ONON On Holding AG Class A New 0.37% +0.37
TXRH Texas Roadhouse Inc. New 0.36% +0.36
AVGO Broadcom Inc. New 0.36% +0.36
CPB The Campbell's Company New 0.36% +0.36
CMG Chipotle Mexican Grill Inc. New 0.35% +0.35
DG Dollar General Corp. New 0.35% +0.35
MOS The Mosaic Co. New 0.35% +0.35
LYB Lyondellbasell Indu Class A New 0.35% +0.35
AER Aercap Holdings NV New 0.35% +0.35
KEY Keycorp New 0.35% +0.35
LOW Lowe's Cos Inc. New 0.35% +0.35
FICO Fair Isaac Corp. New 0.33% +0.33
EFX Equifax Inc. Add +664.7% 0.37% +0.33
JNJ Johnson & Johnson New 0.33% +0.33
REG Regency Centers Corp. New 0.33% +0.33
RMD Resmed Inc. New 0.33% +0.33
CMA Comerica Inc. New 0.33% +0.33
UNP Union Pacific Corp. New 0.33% +0.33
CFG Citizens Financial Group New 0.32% +0.32
LNG Cheniere Energy Inc. New 0.32% +0.32
VMC Vulcan Materials Co. New 0.32% +0.32
ADM Archer-Daniels-Midland Co. New 0.32% +0.32
LKQ LKQ Corp. Add +690.0% 0.37% +0.32
NWSA News Corp. Class A New 0.32% +0.32
FL Foot Locker Inc. New 0.31% +0.31
DUOL Duolingo Add +35.5% 0.71% +0.31
DXCM Dexcom Inc. New 0.31% +0.31
TTD Trade Desk Inc./the Class A New 0.31% +0.31
MTZ Mastec Inc. New 0.31% +0.31
SOFI Sofi Technologies Inc. New 0.30% +0.30
GILD Gilead Sciences Inc. New 0.30% +0.30

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