Scientech Research LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Scientech Research LLC reported 550 stock positions worth $286.9 million. Its top holding was Microsoft (MSFT) at 0.8% of the portfolio, followed by Nvidia (NVDA, 0.7%) and AppLovin Class A (APP, 0.7%). Compared with Q2 2025, it opened 348 new positions, sold out of 370, added to 60 and reduced 142. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Zscaler (ZS).

Most Recent 13F
Q2 2026
Location
JERSEY CITY, NJ
CIK
0002011556
Portfolio Value
$286.9M (Q3 2025)
SEC Filing
0001214659-25-016636 ↗ filed Nov 14, 2025

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 Q3 2024 Q4 2024: $353.3M Q4 2024 Q1 2025: $377.8M Q1 2025 Q2 2025: $409.2M Q2 2025 Q3 2025: $286.9M $286.9M Q3 2025 Q4 2025: $159.0M Q4 2025 Q1 2026: $119.9M Q1 2026 Q2 2026: $123.4M Q2 2026

Holdings 550 stocks · $286.9M
MSFT Microsoft Corp. 0.76% 4,232 $2.2M Reduce -34.8%
NVDA Nvidia Corp. 0.69% 10,654 $2.0M New
APP AppLovin Corp. Class A 0.68% 2,725 $2.0M Reduce -51.8%
LLY Eli Lilly & Co. 0.68% 2,544 $1.9M New
REGN Regeneron Pharmaceuticals 0.63% 3,200 $1.8M Add +73.6%
ALNY Alnylam Pharmaceuticals Inc. 0.62% 3,872 $1.8M New
TLRY Tilray Brands Inc. 0.61% 1,010,302 $1.7M New
QURE Uniqure NV 0.60% 29,295 $1.7M New
MDB Mongodb Inc. 0.59% 5,465 $1.7M New
PODD Insulet Corp. 0.54% 5,020 $1.5M Add +67.0%
RIG Transocean Ltd. 0.54% 493,744 $1.5M Add +1491.8%
ZBRA Zebra Technologies Corp. Class A 0.53% 5,091 $1.5M New
HOOD Robinhood Markets Inc. Class A 0.53% 10,554 $1.5M Reduce -49.6%
NVDL Granitesh 2X LNG Nvda ETF 0.51% 15,583 $1.5M New
ADBE Adobe Inc. 0.51% 4,127 $1.5M Add +35.0%
AG First Majestic Silver Corp. 0.50% 116,876 $1.4M Add +72.2%
STRL Sterling Infrastructure Inc. 0.49% 4,166 $1.4M Reduce -26.7%
PTC PTC Inc. 0.49% 6,907 $1.4M New
ROP Roper Technologies Inc. 0.47% 2,733 $1.4M Add +352.5%
VRSN Verisign Inc. 0.47% 4,777 $1.3M New
CRWV Coreweave Inc. Class A 0.46% 9,739 $1.3M New
NTRA Natera Inc. 0.46% 8,267 $1.3M Reduce -16.0%
WULF Terawulf Inc. 0.46% 116,324 $1.3M New
UTHR United Therapeutics Corp. 0.46% 3,147 $1.3M Reduce -48.8%
LULU Lululemon Athletica Inc. 0.46% 7,373 $1.3M Add +99.4%
BE Bloom Energy Corp. Class A 0.46% 15,497 $1.3M New
INTU Intuit Inc. 0.45% 1,908 $1.3M Add +1.7%
DASH DoorDash Inc. Class A 0.45% 4,729 $1.3M New
HD Home Depot Inc. 0.44% 3,150 $1.3M Add +25.6%
DOV Dover Corp. 0.41% 6,988 $1.2M New
NICE Nice Ltd. - Spon ADR 0.40% 7,955 $1.2M Reduce -20.7%
MKTX Marketaxess Holdings Inc. 0.40% 6,573 $1.1M Reduce -9.6%
NNE Nano Nuclear Energy Inc. 0.39% 28,871 $1.1M New
UNH Unitedhealth Group Inc. 0.38% 3,187 $1.1M New
SBAC SBA Communications Corp. 0.38% 5,674 $1.1M New
NET Cloudflare Inc. Class A 0.38% 5,101 $1.1M New
NVO Novo-Nordisk A/S-Spons ADR 0.38% 19,624 $1.1M New
EAT Brinker International Inc. 0.38% 8,573 $1.1M Add +213.3%
SFM Sprouts Farmers Market Inc. 0.38% 9,963 $1.1M New
GRAB Grab Holdings Ltd. Class A 0.37% 177,106 $1.1M Add +625.0%
HCA HCA Healthcare Inc. 0.36% 2,448 $1.0M Add +5.7%
SPGI S&P Global Inc. 0.35% 2,090 $1.0M Add +200.3%
VRTX Vertex Pharmaceuticals Inc. 0.35% 2,578 $1.0M New
CHRD Chord Energy Corp. 0.35% 10,070 $1.0M New
AMP Ameriprise Financial Inc. 0.35% 2,027 $996K New
DE Deere & Co. 0.34% 2,133 $975K Add +10.1%
LNG Cheniere Energy Inc. 0.33% 4,008 $942K New
RARE Ultragenyx Pharmaceutical Inc. 0.33% 31,305 $942K Add +411.6%
SANM Sanmina Corp. 0.33% 8,180 $942K New
CSL Carlisle Cos Inc. 0.33% 2,847 $937K New
WDC Western Digital Corp. 0.32% 7,691 $923K New
JNJ Johnson & Johnson 0.32% 4,972 $922K Add +128.4%
FCNCA First Citizens Bcshs Class A 0.31% 502 $898K Add +23.9%
DEO Diageo PLC-Sponsored ADR 0.31% 9,294 $887K New
ALSN Allison Transmission Holding 0.30% 10,294 $874K New
MCD McDonald's Corp. 0.30% 2,867 $871K Reduce -6.9%
HALO Halozyme Therapeutics Inc. 0.30% 11,830 $868K Reduce -73.0%
BSX Boston Scientific Corp. 0.30% 8,778 $857K Add +4.6%
CDNS Cadence Design SYS Inc. 0.29% 2,401 $843K New
IREN Iren Ltd. filed as IREN LIMITED 0.29% 17,863 $838K Reduce -59.8%
MNDY Monday.com Ltd. 0.29% 4,320 $837K New
FLUT Flutter Entertainment PLC-Di 0.29% 3,279 $833K New
SWKS Skyworks Solutions Inc. 0.29% 10,768 $829K New
DLO Dlocal Ltd. 0.29% 57,725 $824K New
MMM 3M Co. 0.29% 5,307 $824K New
ED Consolidated Edison Inc. 0.29% 8,178 $822K Reduce -9.0%
SFD Smithfield Foods Inc. 0.29% 34,913 $820K New
TBBK The Bancorp Inc. 0.28% 10,902 $816K New
ISRG Intuitive Surgical Inc. 0.28% 1,825 $816K Reduce -58.0%
EIX Edison International 0.28% 14,738 $815K Add +121.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 5,634 $814K Reduce -32.3%
IBKR Interactive Brokers Gro Class A 0.28% 11,807 $812K New
LNTH Lantheus Holdings Inc. 0.28% 15,840 $812K New
ADSK Autodesk Inc. 0.28% 2,557 $812K New
ILMN Illumina Inc. 0.28% 8,543 $811K New
AMRZ Amrize Ltd. 0.28% 16,660 $809K Reduce -8.4%
HWM Howmet Aerospace Inc. 0.28% 4,117 $808K New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.28% 5,415 $806K New
FERG Ferguson Enterprises Inc. 0.28% 3,575 $803K Reduce -55.1%
AXTA Axalta Coating Systems Ltd. 0.28% 28,017 $802K Add +6.5%
HWC Hancock Whitney Corp. 0.28% 12,807 $802K New
BAH Booz Allen Hamilton Holdings 0.28% 8,019 $801K Add +164.0%
VLY Valley National Bancorp 0.28% 75,613 $801K Add +9.1%
ACAD Acadia Pharmaceuticals Inc. 0.28% 37,558 $801K New
TMO Thermo Fisher Scientific Inc. 0.28% 1,652 $801K Reduce -32.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.28% 24,564 $801K New
MKL Markel Group Inc. 0.28% 419 $801K New
BRK.B Berkshire Hathaway Inc. Class B 0.28% 1,592 $800K New
OPCH Option Care Health Inc. 0.28% 28,824 $800K New
ROKU Roku Inc. 0.28% 7,985 $800K New
ACGL Arch Capital Group Ltd. 0.28% 8,812 $800K Reduce -19.5%
KMPR Kemper Corp. 0.28% 15,507 $799K New
SAIC Science Applications Inte 0.28% 8,039 $799K Add +215.3%
PSIX Power Solutions Internationa 0.28% 8,121 $798K New
CP Canadian Pacific Kansas City 0.28% 10,705 $797K Reduce -45.3%
BROS Dutch Bros Inc. Class A 0.28% 15,219 $797K New
KVUE Kenvue Inc. 0.28% 48,945 $794K New
OZK Bank Ozk 0.28% 15,575 $794K Add +5.4%
KMX Carmax Inc. 0.28% 17,686 $794K Add +33.0%
EOG EOG Resources Inc. 0.28% 7,062 $792K New

Show all 550 holdings

Portfolio Sells Q2 2025 → Q3 2025
ZS Zscaler Inc. Sold out 0.00% −0.80
COF Capital One Financial Corp. Sold out 0.00% −0.69
INSM Insmed Inc. Sold out 0.00% −0.68
NBIS Nebius Group NV Reduce -95.4% 0.10% −0.67
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.66
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.65
IONQ Ionq Inc. Sold out 0.00% −0.65
WING Wingstop Inc. Sold out 0.00% −0.65
JOBY Joby Aviation Inc. Reduce -93.1% 0.11% −0.63
NFLX Netflix Inc. Sold out 0.00% −0.58
BBAI Bigbear.ai Holdings Inc. Reduce -95.8% 0.03% −0.54
SMH Vaneck Semiconductor ETF Sold out 0.00% −0.53
FICO Fair Isaac Corp. Sold out 0.00% −0.53
META Meta Platforms Inc. Class A Sold out 0.00% −0.52
GEV GE Vernova Inc. Reduce -84.1% 0.18% −0.51
AVAV Aerovironment Inc. Sold out 0.00% −0.51
BMNR Bitmine Immersion Technologi Reduce -91.4% 0.12% −0.50
ZTS Zoetis Inc. Sold out 0.00% −0.49
EQIX Equinix Inc. Sold out 0.00% −0.47
SPOT Spotify Technology SA Reduce -88.9% 0.08% −0.45
SOFI Sofi Technologies Inc. Sold out 0.00% −0.45
AIT Applied Industrial Tech Inc. Sold out 0.00% −0.44
MDY State Street SPDR S&P Midcap Sold out 0.00% −0.42
RKLB Rocket Lab Corp. Sold out 0.00% −0.41
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.41
BHF Brighthouse Financial Inc. Sold out 0.00% −0.41
HLNE Hamilton Lane Inc. Class A Sold out 0.00% −0.40
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.39
NDSN Nordson Corp. Sold out 0.00% −0.39
MSI Motorola Solutions Inc. Sold out 0.00% −0.38
SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.38
FDX FedEx Corp. Sold out 0.00% −0.37
PGR Progressive Corp. Sold out 0.00% −0.37
TEL Te Connectivity PLC Sold out 0.00% −0.36
AME Ametek Inc. Sold out 0.00% −0.33
CASY Casey's General Stores Inc. Sold out 0.00% −0.33
DHR Danaher Corp. Sold out 0.00% −0.33
DAVE Dave Inc. Sold out 0.00% −0.32
STLD Steel Dynamics Inc. Sold out 0.00% −0.32
CRS Carpenter Technology Sold out 0.00% −0.31
PLUG Plug Power Inc. Sold out 0.00% −0.30
ACN Accenture PLC Class A Sold out 0.00% −0.30
JCI Johnson Controls Internation Sold out 0.00% −0.30
RPM RPM International Inc. Sold out 0.00% −0.30
ISRG Intuitive Surgical Inc. Reduce -58.0% 0.28% −0.29
MSTR Strategy Inc. Sold out 0.00% −0.29
WWD Woodward Inc. Reduce -68.5% 0.25% −0.29
CHKP Check Point Software Tech Sold out 0.00% −0.29
CRCL Circle Internet Group Inc. Sold out 0.00% −0.29
TBLL Invesco Short Term Treasury Sold out 0.00% −0.28

Portfolio Buys Q2 2025 → Q3 2025
NVDA Nvidia Corp. New 0.69% +0.69
LLY Eli Lilly & Co. New 0.68% +0.68
ALNY Alnylam Pharmaceuticals Inc. New 0.62% +0.62
TLRY Tilray Brands Inc. New 0.61% +0.61
QURE Uniqure NV New 0.60% +0.60
MDB Mongodb Inc. New 0.59% +0.59
ZBRA Zebra Technologies Corp. Class A New 0.53% +0.53
RIG Transocean Ltd. Add +1491.8% 0.54% +0.52
NVDL Granitesh 2X LNG Nvda ETF New 0.51% +0.51
PTC PTC Inc. New 0.49% +0.49
VRSN Verisign Inc. New 0.47% +0.47
CRWV Coreweave Inc. Class A New 0.46% +0.46
WULF Terawulf Inc. New 0.46% +0.46
BE Bloom Energy Corp. Class A New 0.46% +0.46
DASH DoorDash Inc. Class A New 0.45% +0.45
DOV Dover Corp. New 0.41% +0.41
ROP Roper Technologies Inc. Add +352.5% 0.47% +0.39
REGN Regeneron Pharmaceuticals Add +73.6% 0.63% +0.39
NNE Nano Nuclear Energy Inc. New 0.39% +0.39
UNH Unitedhealth Group Inc. New 0.38% +0.38
SBAC SBA Communications Corp. New 0.38% +0.38
NET Cloudflare Inc. Class A New 0.38% +0.38
NVO Novo-Nordisk A/S-Spons ADR New 0.38% +0.38
SFM Sprouts Farmers Market Inc. New 0.38% +0.38
AG First Majestic Silver Corp. Add +72.2% 0.50% +0.36
VRTX Vertex Pharmaceuticals Inc. New 0.35% +0.35
CHRD Chord Energy Corp. New 0.35% +0.35
AMP Ameriprise Financial Inc. New 0.35% +0.35
GRAB Grab Holdings Ltd. Class A Add +625.0% 0.37% +0.34
LNG Cheniere Energy Inc. New 0.33% +0.33
SANM Sanmina Corp. New 0.33% +0.33
CSL Carlisle Cos Inc. New 0.33% +0.33
WDC Western Digital Corp. New 0.32% +0.32
PODD Insulet Corp. Add +67.0% 0.54% +0.31
DEO Diageo PLC-Sponsored ADR New 0.31% +0.31
ALSN Allison Transmission Holding New 0.30% +0.30
CDNS Cadence Design SYS Inc. New 0.29% +0.29
MNDY Monday.com Ltd. New 0.29% +0.29
FLUT Flutter Entertainment PLC-Di New 0.29% +0.29
SWKS Skyworks Solutions Inc. New 0.29% +0.29
DLO Dlocal Ltd. New 0.29% +0.29
MMM 3M Co. New 0.29% +0.29
SFD Smithfield Foods Inc. New 0.29% +0.29
TBBK The Bancorp Inc. New 0.28% +0.28
IBKR Interactive Brokers Gro Class A New 0.28% +0.28
LNTH Lantheus Holdings Inc. New 0.28% +0.28
ADSK Autodesk Inc. New 0.28% +0.28
ILMN Illumina Inc. New 0.28% +0.28
HWM Howmet Aerospace Inc. New 0.28% +0.28
JKHY Jack Henry & Associates Inc. New 0.28% +0.28

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