Scientech Research LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Scientech Research LLC reported 572 stock positions worth $409.2 million. Its top holding was Zscaler (ZS) at 0.8% of the portfolio, followed by Microsoft (MSFT, 0.8%) and Nebius (NBIS, 0.8%). Compared with Q1 2025, it opened 376 new positions, sold out of 345, added to 87 and reduced 109. The biggest buy was a new position in Zscaler (ZS) and the biggest sale an exit from MercadoLibre (MELI).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $409.2M (Q2 2025)
- SEC Filing
- 0001214659-25-012230 ↗ filed Aug 14, 2025
Holdings Value
Holdings 572 stocks · $409.2M
| ZS Zscaler Inc. | 0.80% | 10,371 | $3.3M | New |
| MSFT Microsoft Corp. | 0.79% | 6,495 | $3.2M | New |
| NBIS Nebius Group NV | 0.77% | 56,901 | $3.1M | Add +38.2% |
| JOBY Joby Aviation Inc. | 0.74% | 286,076 | $3.0M | New |
| GEV GE Vernova Inc. | 0.69% | 5,339 | $2.8M | Add +21.6% |
| COF Capital One Financial Corp. | 0.69% | 13,257 | $2.8M | New |
| INSM Insmed Inc. | 0.68% | 27,642 | $2.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 11,856 | $2.7M | New |
| TTWO Take-Two Interactive Softwre | 0.65% | 11,000 | $2.7M | Add +188.4% |
| IONQ Ionq Inc. | 0.65% | 61,932 | $2.7M | Add +32.1% |
| WING Wingstop Inc. | 0.65% | 7,871 | $2.7M | New |
| BMNR Bitmine Immersion Technologi | 0.62% | 74,557 | $2.5M | New |
| NFLX Netflix Inc. | 0.58% | 1,766 | $2.4M | Reduce -50.7% |
| ISRG Intuitive Surgical Inc. | 0.58% | 4,341 | $2.4M | Reduce -17.1% |
| BBAI Bigbear.ai Holdings Inc. | 0.58% | 346,549 | $2.4M | Add +76.5% |
| HALO Halozyme Therapeutics Inc. | 0.56% | 43,771 | $2.3M | Add +149.7% |
| WWD Woodward Inc. | 0.54% | 9,025 | $2.2M | New |
| SMH Vaneck Semiconductor ETF | 0.53% | 7,837 | $2.2M | Add +138.8% |
| SPOT Spotify Technology SA | 0.53% | 2,827 | $2.2M | Reduce -45.4% |
| FICO Fair Isaac Corp. | 0.53% | 1,181 | $2.2M | New |
| META Meta Platforms Inc. Class A | 0.52% | 2,864 | $2.1M | Add +81.2% |
| AVAV Aerovironment Inc. | 0.51% | 7,289 | $2.1M | Add +11.1% |
| ZTS Zoetis Inc. | 0.49% | 12,873 | $2.0M | New |
| APP AppLovin Corp. Class A | 0.48% | 5,649 | $2.0M | Reduce -36.0% |
| HOOD Robinhood Markets Inc. Class A | 0.48% | 20,962 | $2.0M | New |
| EQIX Equinix Inc. | 0.47% | 2,414 | $1.9M | Reduce -23.2% |
| SOFI Sofi Technologies Inc. | 0.45% | 100,170 | $1.8M | New |
| PANW Palo Alto Networks Inc. | 0.44% | 8,799 | $1.8M | Add +55.4% |
| AIT Applied Industrial Tech Inc. | 0.44% | 7,718 | $1.8M | New |
| UTHR United Therapeutics Corp. | 0.43% | 6,151 | $1.8M | New |
| FERG Ferguson Enterprises Inc. | 0.42% | 7,965 | $1.7M | New |
| MDY State Street SPDR S&P Midcap | 0.42% | 3,043 | $1.7M | Add +277.5% |
| NICE Nice Ltd. - Spon ADR | 0.41% | 10,036 | $1.7M | Add +373.8% |
| RKLB Rocket Lab Corp. | 0.41% | 46,850 | $1.7M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 3,280 | $1.7M | Add +319.4% |
| BHF Brighthouse Financial Inc. | 0.41% | 30,946 | $1.7M | Add +89.1% |
| NTRA Natera Inc. | 0.41% | 9,840 | $1.7M | Add +55.3% |
| HLNE Hamilton Lane Inc. Class A | 0.40% | 11,484 | $1.6M | New |
| MKTX Marketaxess Holdings Inc. | 0.40% | 7,267 | $1.6M | Add +159.5% |
| NDSN Nordson Corp. | 0.39% | 7,364 | $1.6M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.39% | 4,931 | $1.6M | New |
| CP Canadian Pacific Kansas City | 0.38% | 19,576 | $1.6M | Add +23.0% |
| MSI Motorola Solutions Inc. | 0.38% | 3,664 | $1.5M | New |
| SOUN Soundhound AI Inc. Class A | 0.38% | 143,114 | $1.5M | New |
| FDX FedEx Corp. | 0.37% | 6,719 | $1.5M | New |
| POOL Pool Corp. | 0.37% | 5,222 | $1.5M | Reduce -0.9% |
| PGR Progressive Corp. | 0.37% | 5,623 | $1.5M | New |
| INTU Intuit Inc. | 0.36% | 1,876 | $1.5M | New |
| TEL Te Connectivity PLC | 0.36% | 8,730 | $1.5M | New |
| CVLT Commvault Systems Inc. | 0.35% | 8,266 | $1.4M | New |
| ETF OPPORTUNITIES TRUST | 0.34% | 158,611 | $1.4M | Reduce -50.2% |
| CASY Casey's General Stores Inc. | 0.33% | 2,665 | $1.4M | New |
| AME Ametek Inc. | 0.33% | 7,513 | $1.4M | Add +26.8% |
| DHR Danaher Corp. | 0.33% | 6,746 | $1.3M | Add +134.8% |
| STRL Sterling Infrastructure Inc. | 0.32% | 5,684 | $1.3M | Add +9.8% |
| DAVE Dave Inc. | 0.32% | 4,882 | $1.3M | Add +10.1% |
| STLD Steel Dynamics Inc. | 0.32% | 10,181 | $1.3M | Add +42.2% |
| RSG Republic Services Inc. | 0.32% | 5,262 | $1.3M | New |
| CRS Carpenter Technology | 0.31% | 4,620 | $1.3M | New |
| TLN Talen Energy Corp. | 0.31% | 4,309 | $1.3M | Add +6.4% |
| PLUG Plug Power Inc. | 0.30% | 831,235 | $1.2M | New |
| SCCO Southern Copper Corp. | 0.30% | 12,233 | $1.2M | Add +27.3% |
| ACN Accenture PLC Class A | 0.30% | 4,122 | $1.2M | New |
| JCI Johnson Controls Internation | 0.30% | 11,598 | $1.2M | New |
| RPM RPM International Inc. | 0.30% | 11,111 | $1.2M | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.29% | 2,955 | $1.2M | Reduce -52.1% |
| DRS Leonardo DRS Inc. | 0.29% | 25,586 | $1.2M | New |
| ADBE Adobe Inc. | 0.29% | 3,057 | $1.2M | Add +11.7% |
| CHKP Check Point Software Tech | 0.29% | 5,325 | $1.2M | Add +24.1% |
| CALM Cal-Maine Foods Inc. | 0.29% | 11,820 | $1.2M | New |
| CRCL Circle Internet Group Inc. | 0.29% | 6,441 | $1.2M | New |
| EXLS Exlservice Holdings Inc. | 0.28% | 26,567 | $1.2M | New |
| DUOL Duolingo | 0.28% | 2,837 | $1.2M | New |
| TBLL Invesco Short Term Treasury | 0.28% | 10,910 | $1.2M | New |
| IT Gartner Inc. | 0.28% | 2,839 | $1.1M | Add +49.0% |
| ESTC Elastic NV | 0.28% | 13,583 | $1.1M | Add +37.7% |
| GDDY GoDaddy Inc. Class A | 0.28% | 6,340 | $1.1M | New |
| NDAQ Nasdaq Inc. | 0.27% | 12,559 | $1.1M | Add +11.7% |
| CLF Cleveland-Cliffs Inc. | 0.27% | 147,397 | $1.1M | Add +52.5% |
| BMRN Biomarin Pharmaceutical Inc. | 0.27% | 20,133 | $1.1M | Add +461.4% |
| SNX TD Synnex Corp. | 0.27% | 8,146 | $1.1M | New |
| NKE Nike Inc. Class B | 0.27% | 15,514 | $1.1M | New |
| RHI Robert Half Inc. | 0.27% | 26,769 | $1.1M | Add +120.3% |
| QUBT Quantum Computing Inc. | 0.27% | 57,078 | $1.1M | New |
| EFX Equifax Inc. | 0.27% | 4,192 | $1.1M | New |
| ATI Ati Inc. | 0.26% | 12,543 | $1.1M | New |
| ENTG Entegris Inc. | 0.26% | 13,381 | $1.1M | New |
| LSCC Lattice Semiconductor Corp. | 0.26% | 21,867 | $1.1M | Add +120.1% |
| NTES Netease Inc.-ADR | 0.26% | 7,911 | $1.1M | New |
| ETOR Etoro Group Ltd. Class A | 0.26% | 15,915 | $1.1M | New |
| TXRH Texas Roadhouse Inc. | 0.26% | 5,622 | $1.1M | Add +30.9% |
| INOD Innodata Inc. | 0.26% | 20,549 | $1.1M | Reduce -38.3% |
| CNC Centene Corp. | 0.26% | 19,308 | $1.0M | Add +435.7% |
| PEGA Pegasystems Inc. | 0.25% | 19,144 | $1.0M | Add +223.3% |
| EXEL Exelixis Inc. | 0.25% | 23,396 | $1.0M | Reduce -5.1% |
| HST Host Hotels & Resorts Inc. | 0.25% | 67,068 | $1.0M | Add +94.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 8,324 | $1.0M | New |
| SNAP Snap Inc. Class A | 0.25% | 118,074 | $1.0M | New |
| WM Waste Management Inc. | 0.25% | 4,482 | $1.0M | New |
| DECK Deckers Outdoor Corp. | 0.25% | 9,920 | $1.0M | New |
Portfolio Sells Q1 2025 → Q2 2025
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.87 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.59 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | Sold out | 0.00% | −0.59 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.55 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.54 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.54 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.54 |
| AXP American Express Co. | Sold out | 0.00% | −0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -85.2% | 0.08% | −0.46 |
| CMI Cummins Inc. | Reduce -80.1% | 0.11% | −0.45 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.45 |
| CRH CRH PLC | Sold out | 0.00% | −0.44 |
| TMO Thermo Fisher Scientific Inc. | Reduce -52.3% | 0.24% | −0.43 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.43 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.43 |
| RACE Ferrari NV | Sold out | 0.00% | −0.41 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.41 |
| ORCL Oracle Corp. | Reduce -73.6% | 0.25% | −0.40 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.40 |
| RGEN Repligen Corp. | Reduce -79.5% | 0.09% | −0.40 |
| DTM DT Midstream Inc. | Sold out | 0.00% | −0.39 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.39 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.38 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.37 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.36 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.36 |
| EMBJ Embraer SA-Spon ADR | Sold out | 0.00% | −0.35 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.35 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.34 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.33 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.33 |
| VST Vistra Corp. | Reduce -84.2% | 0.10% | −0.33 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.32 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.32 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −0.31 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.31 |
| BA The Boeing Co. | Sold out | 0.00% | −0.31 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.31 |
| NFLX Netflix Inc. | Reduce -50.7% | 0.58% | −0.31 |
| AXSM Axsome Therapeutics Inc. | Sold out | 0.00% | −0.30 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.30 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.30 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.30 |
| O Realty Income Corp. | Sold out | 0.00% | −0.30 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.30 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.29 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.29 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −0.29 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.29 |
Portfolio Buys Q1 2025 → Q2 2025
| ZS Zscaler Inc. | New | 0.80% | +0.80 |
| MSFT Microsoft Corp. | New | 0.79% | +0.79 |
| JOBY Joby Aviation Inc. | New | 0.74% | +0.74 |
| COF Capital One Financial Corp. | New | 0.69% | +0.69 |
| INSM Insmed Inc. | New | 0.68% | +0.68 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.66% | +0.66 |
| WING Wingstop Inc. | New | 0.65% | +0.65 |
| BMNR Bitmine Immersion Technologi | New | 0.62% | +0.62 |
| WWD Woodward Inc. | New | 0.54% | +0.54 |
| NBIS Nebius Group NV | Add +38.2% | 0.77% | +0.54 |
| FICO Fair Isaac Corp. | New | 0.53% | +0.53 |
| ZTS Zoetis Inc. | New | 0.49% | +0.49 |
| HOOD Robinhood Markets Inc. Class A | New | 0.48% | +0.48 |
| SOFI Sofi Technologies Inc. | New | 0.45% | +0.45 |
| TTWO Take-Two Interactive Softwre | Add +188.4% | 0.65% | +0.44 |
| AIT Applied Industrial Tech Inc. | New | 0.44% | +0.44 |
| UTHR United Therapeutics Corp. | New | 0.43% | +0.43 |
| BBAI Bigbear.ai Holdings Inc. | Add +76.5% | 0.58% | +0.43 |
| FERG Ferguson Enterprises Inc. | New | 0.42% | +0.42 |
| RKLB Rocket Lab Corp. | New | 0.41% | +0.41 |
| HLNE Hamilton Lane Inc. Class A | New | 0.40% | +0.40 |
| AJG Arthur J Gallagher & Co. | New | 0.39% | +0.39 |
| NDSN Nordson Corp. | New | 0.39% | +0.39 |
| IONQ Ionq Inc. | Add +32.1% | 0.65% | +0.38 |
| MSI Motorola Solutions Inc. | New | 0.38% | +0.38 |
| SOUN Soundhound AI Inc. Class A | New | 0.38% | +0.38 |
| FDX FedEx Corp. | New | 0.37% | +0.37 |
| PGR Progressive Corp. | New | 0.37% | +0.37 |
| INTU Intuit Inc. | New | 0.36% | +0.36 |
| TEL Te Connectivity PLC | New | 0.36% | +0.36 |
| CVLT Commvault Systems Inc. | New | 0.35% | +0.35 |
| SMH Vaneck Semiconductor ETF | Add +138.8% | 0.53% | +0.35 |
| GEV GE Vernova Inc. | Add +21.6% | 0.69% | +0.34 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +319.4% | 0.41% | +0.34 |
| CASY Casey's General Stores Inc. | New | 0.33% | +0.33 |
| NICE Nice Ltd. - Spon ADR | Add +373.8% | 0.41% | +0.33 |
| RSG Republic Services Inc. | New | 0.32% | +0.32 |
| CRS Carpenter Technology | New | 0.31% | +0.31 |
| MDY State Street SPDR S&P Midcap | Add +277.5% | 0.42% | +0.31 |
| PLUG Plug Power Inc. | New | 0.30% | +0.30 |
| ACN Accenture PLC Class A | New | 0.30% | +0.30 |
| AVAV Aerovironment Inc. | Add +11.1% | 0.51% | +0.30 |
| JCI Johnson Controls Internation | New | 0.30% | +0.30 |
| RPM RPM International Inc. | New | 0.30% | +0.30 |
| DRS Leonardo DRS Inc. | New | 0.29% | +0.29 |
| CALM Cal-Maine Foods Inc. | New | 0.29% | +0.29 |
| CRCL Circle Internet Group Inc. | New | 0.29% | +0.29 |
| DUOL Duolingo | New | 0.28% | +0.28 |
| EXLS Exlservice Holdings Inc. | New | 0.28% | +0.28 |
| TBLL Invesco Short Term Treasury | 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 |