Scientech Research LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Scientech Research LLC reported 541 stock positions worth $377.8 million. Its top holding was Netflix (NFLX) at 0.9% of the portfolio, followed by MercadoLibre (MELI, 0.9%) and Spotify Technology (SPOT, 0.8%). Compared with Q4 2024, it opened 333 new positions, sold out of 343, added to 118 and reduced 90. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale ASML Holding NV-NY Reg SHS (ASML, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $377.8M (Q1 2025)
- SEC Filing
- 0001214659-25-007836 ↗ filed May 15, 2025
Holdings Value
Holdings 541 stocks · $377.8M
| NFLX Netflix Inc. | 0.88% | 3,582 | $3.3M | Add +646.3% |
| MELI MercadoLibre Inc. | 0.87% | 1,688 | $3.3M | New |
| SPOT Spotify Technology SA | 0.75% | 5,179 | $2.8M | Reduce -26.2% |
| ISRG Intuitive Surgical Inc. | 0.69% | 5,238 | $2.6M | Add +105.1% |
| EQIX Equinix Inc. | 0.68% | 3,142 | $2.6M | New |
| TMO Thermo Fisher Scientific Inc. | 0.67% | 5,122 | $2.5M | Add +87.4% |
| ORCL Oracle Corp. | 0.65% | 17,630 | $2.5M | New |
| APP AppLovin Corp. Class A | 0.62% | 8,822 | $2.3M | Add +1300.3% |
| CME Cme Group Inc. | 0.59% | 8,393 | $2.2M | New |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | 0.59% | 232,272 | $2.2M | New |
| CMI Cummins Inc. | 0.56% | 6,733 | $2.1M | Add +244.9% |
| YUM Yum! Brands Inc. | 0.55% | 13,266 | $2.1M | New |
| IBKR Interactive Brokers Gro Class A | 0.54% | 12,399 | $2.1M | Add +26.1% |
| CRWV Coreweave Inc. Class A | 0.54% | 55,350 | $2.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 3,656 | $2.0M | New |
| WIX Wix.com Ltd. | 0.54% | 12,438 | $2.0M | Add +383.4% |
| AXP American Express Co. | 0.50% | 7,027 | $1.9M | New |
| RGEN Repligen Corp. | 0.49% | 14,437 | $1.8M | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.47% | 6,164 | $1.8M | Add +412.8% |
| ETF OPPORTUNITIES TRUST | 0.46% | 318,701 | $1.7M | New |
| FLUT Flutter Entertainment PLC-Di | 0.45% | 7,659 | $1.7M | Add +39.3% |
| POOL Pool Corp. | 0.44% | 5,270 | $1.7M | Add +349.3% |
| CRH CRH PLC | 0.44% | 19,055 | $1.7M | Add +123.6% |
| VST Vistra Corp. | 0.43% | 13,796 | $1.6M | New |
| CORT Corcept Therapeutics Inc. | 0.43% | 14,181 | $1.6M | Reduce -25.0% |
| UPST Upstart Holdings Inc. | 0.43% | 34,958 | $1.6M | New |
| RACE Ferrari NV | 0.41% | 3,623 | $1.6M | Add +529.0% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.41% | 10,402 | $1.5M | Add +333.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.41% | 1,550 | $1.5M | Add +568.1% |
| OKTA Okta Inc. | 0.40% | 14,479 | $1.5M | New |
| DXCM Dexcom Inc. | 0.40% | 22,226 | $1.5M | Add +200.0% |
| DTM DT Midstream Inc. | 0.39% | 15,081 | $1.5M | New |
| DEO Diageo PLC-Sponsored ADR | 0.39% | 13,878 | $1.5M | New |
| CTAS Cintas Corp. | 0.38% | 6,949 | $1.4M | Add +50.9% |
| TIDAL TRUST II | 0.38% | 54,946 | $1.4M | New |
| CHTR Charter Communications Inc. Class A | 0.37% | 3,791 | $1.4M | Add +132.2% |
| BRKR Bruker Corp. | 0.36% | 32,728 | $1.4M | Add +62.8% |
| ETN Eaton Corp. PLC | 0.36% | 4,987 | $1.4M | Add +45.2% |
| GEV GE Vernova Inc. | 0.35% | 4,391 | $1.3M | Add +25.1% |
| EMBJ Embraer SA-Spon ADR | 0.35% | 28,613 | $1.3M | New |
| CLS Celestica Inc. | 0.35% | 16,611 | $1.3M | Add +74.8% |
| IDXX Idexx Laboratories Inc. | 0.34% | 3,076 | $1.3M | Add +10.4% |
| LULU Lululemon Athletica Inc. | 0.34% | 4,560 | $1.3M | Add +117.5% |
| LMT Lockheed Martin Corp. | 0.34% | 2,855 | $1.3M | New |
| TOL Toll Brothers Inc. | 0.34% | 12,067 | $1.3M | New |
| COST Costco Wholesale Corp. | 0.34% | 1,339 | $1.3M | Reduce -17.7% |
| V Visa Inc. Class A | 0.33% | 3,603 | $1.3M | Add +28.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 2,692 | $1.3M | Reduce -18.1% |
| NXPI NXP Semiconductors NV | 0.33% | 6,536 | $1.2M | New |
| REGN Regeneron Pharmaceuticals | 0.32% | 1,908 | $1.2M | Reduce -47.3% |
| MANH Manhattan Associates Inc. | 0.32% | 6,942 | $1.2M | New |
| GS Goldman Sachs Group Inc. | 0.32% | 2,197 | $1.2M | New |
| INOD Innodata Inc. | 0.32% | 33,307 | $1.2M | Add +215.7% |
| NTAP Netapp Inc. | 0.32% | 13,590 | $1.2M | New |
| CCOI Cogent Communications Holdin | 0.31% | 19,392 | $1.2M | New |
| DLTR Dollar Tree Inc. | 0.31% | 15,654 | $1.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,186 | $1.2M | Reduce -23.7% |
| BA The Boeing Co. | 0.31% | 6,799 | $1.2M | Add +150.5% |
| W Wayfair Inc. Class A | 0.31% | 36,187 | $1.2M | Add +33.1% |
| BAM Brookfield Asset Mgmt-A | 0.30% | 23,668 | $1.1M | New |
| MTZ Mastec Inc. | 0.30% | 9,813 | $1.1M | New |
| AXSM Axsome Therapeutics Inc. | 0.30% | 9,759 | $1.1M | New |
| ROKU Roku Inc. | 0.30% | 16,125 | $1.1M | New |
| HLT Hilton Worldwide Holdings Inc. | 0.30% | 4,972 | $1.1M | New |
| ALL Allstate Corp. | 0.30% | 5,445 | $1.1M | Add +5.6% |
| ADM Archer-Daniels-Midland Co. | 0.30% | 23,435 | $1.1M | Reduce -0.2% |
| O Realty Income Corp. | 0.30% | 19,332 | $1.1M | New |
| A Agilent Technologies Inc. | 0.30% | 9,564 | $1.1M | New |
| HALO Halozyme Therapeutics Inc. | 0.30% | 17,533 | $1.1M | Add +8.9% |
| DDOG Datadog Inc. Class A | 0.30% | 11,275 | $1.1M | New |
| CP Canadian Pacific Kansas City | 0.30% | 15,910 | $1.1M | New |
| DPZ Domino's Pizza Inc. | 0.29% | 2,423 | $1.1M | Add +86.7% |
| ELS Equity Lifestyle Properties | 0.29% | 16,512 | $1.1M | Add +64.1% |
| LVS Las Vegas Sands Corp. | 0.29% | 28,342 | $1.1M | New |
| CELH Celsius Holdings Inc. | 0.29% | 30,622 | $1.1M | Add +56.4% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.29% | 25,615 | $1.1M | Add +31.9% |
| SWKS Skyworks Solutions Inc. | 0.29% | 16,670 | $1.1M | New |
| VNOM Viper Energy Inc. | 0.28% | 23,812 | $1.1M | Add +42.5% |
| EXC Exelon Corp. | 0.28% | 23,264 | $1.1M | New |
| RNR Renaissancere Holdings Ltd. | 0.28% | 4,459 | $1.1M | Add +39.6% |
| UNH Unitedhealth Group Inc. | 0.28% | 2,034 | $1.1M | Reduce -26.3% |
| TOST Toast Inc. Class A | 0.28% | 32,104 | $1.1M | New |
| ANF Abercrombie & Fitch Co. Class A | 0.28% | 13,903 | $1.1M | New |
| AIG American International Group | 0.28% | 12,172 | $1.1M | Add +30.8% |
| GLBE Global-E Online Ltd. | 0.28% | 29,620 | $1.1M | New |
| DELL Dell Technologies -C | 0.28% | 11,527 | $1.1M | New |
| ADBE Adobe Inc. | 0.28% | 2,737 | $1.0M | New |
| URBN Urban Outfitters Inc. | 0.28% | 19,985 | $1.0M | Add +253.5% |
| TEM Tempus AI Inc. Class A | 0.28% | 21,694 | $1.0M | New |
| CAVA Cava Group Inc. | 0.28% | 12,071 | $1.0M | Add +5.1% |
| BALL Ball Corp. | 0.28% | 19,997 | $1.0M | Add +30.7% |
| IONQ Ionq Inc. | 0.27% | 46,879 | $1.0M | New |
| ALAB Astera Labs Inc. | 0.27% | 17,277 | $1.0M | Add +61.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 1,555 | $1.0M | Reduce -67.9% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 14,263 | $1.0M | Add +187.1% |
| ABT Abbott Laboratories | 0.27% | 7,737 | $1.0M | New |
| HON Honeywell International Inc. | 0.27% | 4,840 | $1.0M | Reduce -42.4% |
| OZK Bank Ozk | 0.27% | 23,521 | $1.0M | Add +263.9% |
| AME Ametek Inc. | 0.27% | 5,924 | $1.0M | New |
| LLY Eli Lilly & Co. | 0.27% | 1,232 | $1.0M | New |
Portfolio Sells Q4 2024 → Q1 2025
| ASML ASML Holding NV-NY Reg SHS | Reduce -67.9% | 0.27% | −0.68 |
| ODFL Old Dominion Freight Line | Reduce -69.5% | 0.24% | −0.66 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.59 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.50 |
| TPL Texas Pacific Land Corp. | Reduce -86.3% | 0.09% | −0.50 |
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.50 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.49 |
| DUOL Duolingo | Sold out | 0.00% | −0.48 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.47 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.45 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.44 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.44 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.43 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.43 |
| AVGO Broadcom Inc. | Reduce -56.3% | 0.18% | −0.42 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.41 |
| REGN Regeneron Pharmaceuticals | Reduce -47.3% | 0.32% | −0.41 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.40 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.39 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -83.5% | 0.07% | −0.39 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.39 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.38 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.37 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.37 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.37 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.37 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.36 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.36 |
| LIN Linde PLC | Sold out | 0.00% | −0.36 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.36 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.35 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.35 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.35 |
| BG Bunge Global SA | Sold out | 0.00% | −0.35 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.34 |
| NOW ServiceNow Inc. | Reduce -74.1% | 0.08% | −0.34 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.34 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.34 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.33 |
| OC Owens Corning | Sold out | 0.00% | −0.33 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.33 |
| ETF OPPORTUNITIES TRUST | Sold out | 0.00% | −0.33 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.32 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −0.32 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.32 |
| TTD Trade Desk Inc./the Class A | Reduce -2.4% | 0.23% | −0.31 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.31 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.31 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.31 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.30 |
Portfolio Buys Q4 2024 → Q1 2025
| MELI MercadoLibre Inc. | New | 0.87% | +0.87 |
| NFLX Netflix Inc. | Add +646.3% | 0.88% | +0.76 |
| EQIX Equinix Inc. | New | 0.68% | +0.68 |
| ORCL Oracle Corp. | New | 0.65% | +0.65 |
| CME Cme Group Inc. | New | 0.59% | +0.59 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | New | 0.59% | +0.59 |
| APP AppLovin Corp. Class A | Add +1300.3% | 0.62% | +0.56 |
| YUM Yum! Brands Inc. | New | 0.55% | +0.55 |
| CRWV Coreweave Inc. Class A | New | 0.54% | +0.54 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.54% | +0.54 |
| AXP American Express Co. | New | 0.50% | +0.50 |
| RGEN Repligen Corp. | New | 0.49% | +0.49 |
| ETF OPPORTUNITIES TRUST | New | 0.46% | +0.46 |
| VST Vistra Corp. | New | 0.43% | +0.43 |
| UPST Upstart Holdings Inc. | New | 0.43% | +0.43 |
| OKTA Okta Inc. | New | 0.40% | +0.40 |
| DTM DT Midstream Inc. | New | 0.39% | +0.39 |
| DEO Diageo PLC-Sponsored ADR | New | 0.39% | +0.39 |
| WIX Wix.com Ltd. | Add +383.4% | 0.54% | +0.38 |
| TIDAL TRUST II | New | 0.38% | +0.38 |
| MSTR Strategy Inc. | Add +412.8% | 0.47% | +0.37 |
| CMI Cummins Inc. | Add +244.9% | 0.56% | +0.37 |
| EMBJ Embraer SA-Spon ADR | New | 0.35% | +0.35 |
| RACE Ferrari NV | Add +529.0% | 0.41% | +0.34 |
| LMT Lockheed Martin Corp. | New | 0.34% | +0.34 |
| TOL Toll Brothers Inc. | New | 0.34% | +0.34 |
| GWW WW Grainger Inc. | Add +568.1% | 0.41% | +0.34 |
| POOL Pool Corp. | Add +349.3% | 0.44% | +0.33 |
| NXPI NXP Semiconductors NV | New | 0.33% | +0.33 |
| MANH Manhattan Associates Inc. | New | 0.32% | +0.32 |
| GS Goldman Sachs Group Inc. | New | 0.32% | +0.32 |
| NTAP Netapp Inc. | New | 0.32% | +0.32 |
| CCOI Cogent Communications Holdin | New | 0.31% | +0.31 |
| DLTR Dollar Tree Inc. | New | 0.31% | +0.31 |
| ISRG Intuitive Surgical Inc. | Add +105.1% | 0.69% | +0.31 |
| BAM Brookfield Asset Mgmt-A | New | 0.30% | +0.30 |
| MTZ Mastec Inc. | New | 0.30% | +0.30 |
| AXSM Axsome Therapeutics Inc. | New | 0.30% | +0.30 |
| ROKU Roku Inc. | New | 0.30% | +0.30 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.30% | +0.30 |
| O Realty Income Corp. | New | 0.30% | +0.30 |
| A Agilent Technologies Inc. | New | 0.30% | +0.30 |
| DDOG Datadog Inc. Class A | New | 0.30% | +0.30 |
| CP Canadian Pacific Kansas City | New | 0.30% | +0.30 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +333.1% | 0.41% | +0.29 |
| LVS Las Vegas Sands Corp. | New | 0.29% | +0.29 |
| SWKS Skyworks Solutions Inc. | New | 0.29% | +0.29 |
| EXC Exelon Corp. | New | 0.28% | +0.28 |
| TOST Toast Inc. Class A | New | 0.28% | +0.28 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.28% | +0.28 |
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 |