Scientech Research LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Scientech Research LLC reported 449 stock positions worth $119.9 million. Its top holding was Applied Digital (APLD) at 1.4% of the portfolio, followed by Wave Life Sciences (WVE, 1.2%) and Echostar Class A (ECHO, 1.1%). Compared with Q4 2025, it opened 322 new positions, sold out of 352, added to 67 and reduced 60. The biggest buy was a new position in Applied Digital (APLD) and the biggest sale an exit from Ondas (ONDS).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $119.9M (Q1 2026)
- SEC Filing
- 0001214659-26-006470 ↗ filed May 15, 2026
Holdings Value
Holdings 449 stocks · $119.9M
| APLD Applied Digital Corp. | 1.36% | 68,813 | $1.6M | New |
| WVE Wave Life Sciences Ltd. | 1.21% | 200,331 | $1.5M | Add +1186.4% |
| ECHO Echostar Corp. Class A | 1.15% | 11,738 | $1.4M | Add +63.0% |
| THEMES ETF TR | 1.13% | 498,636 | $1.4M | New |
| SRRK Scholar Rock Holding Corp. | 1.08% | 26,288 | $1.3M | Add +424.3% |
| VRDN Viridian Therapeutics Inc. | 1.06% | 65,080 | $1.3M | New |
| FIG Figma Inc. Class A | 1.00% | 56,986 | $1.2M | New |
| CENX Century Aluminum Company | 1.00% | 20,487 | $1.2M | Reduce -17.0% |
| OKLO Oklo Inc. | 0.98% | 23,699 | $1.2M | Add +621.9% |
| COIN Coinbase Global Inc. Class A | 0.95% | 6,516 | $1.1M | New |
| FIVE Five Below | 0.91% | 4,792 | $1.1M | New |
| CTMX Cytomx Therapeutics Inc. | 0.90% | 230,598 | $1.1M | New |
| CONL Granitesh 2X LNG Coin ETF-US | 0.89% | 152,525 | $1.1M | Add +730.5% |
| SNOW Snowflake Inc. | 0.85% | 6,782 | $1.0M | New |
| PL Planet Labs PBC | 0.85% | 36,590 | $1.0M | Add +12.3% |
| HIMS Hims & Hers Health Inc. | 0.83% | 48,166 | $1000K | Add +153.1% |
| GO Grocery Outlet Holding Corp. | 0.75% | 127,501 | $899K | New |
| U Unity Software Inc. | 0.74% | 40,355 | $885K | New |
| GSAT Globalstar Inc. | 0.73% | 13,218 | $878K | New |
| UMAC Unusual Machines Inc. | 0.73% | 70,792 | $878K | New |
| AA Alcoa Corp. | 0.72% | 13,006 | $863K | Add +16.2% |
| SWMR Swarmer Inc. | 0.71% | 18,039 | $851K | New |
| MMYT Makemytrip Ltd. | 0.67% | 21,476 | $801K | New |
| NKTR Nektar Therapeutics | 0.66% | 11,032 | $794K | New |
| VIAV Viavi Solutions Inc. | 0.65% | 23,565 | $784K | New |
| BMNR Bitmine Immersion Technologi | 0.64% | 39,080 | $773K | New |
| BBAI Bigbear.ai Holdings Inc. | 0.62% | 212,009 | $746K | New |
| META Meta Platforms Inc. Class A | 0.61% | 1,288 | $737K | New |
| SRPT Sarepta Therapeutics Inc. | 0.60% | 33,008 | $718K | New |
| THEMES ETF TR | 0.59% | 585,626 | $709K | New |
| LXU LSB Industries Inc. | 0.57% | 46,188 | $688K | New |
| AMP Ameriprise Financial Inc. | 0.55% | 1,489 | $662K | Add +37.0% |
| SEDG Solaredge Technologies Inc. | 0.55% | 12,853 | $656K | New |
| PATH Uipath Inc. Class A | 0.54% | 58,583 | $650K | New |
| ALMS Alumis Inc. | 0.54% | 29,405 | $648K | New |
| APP AppLovin Corp. Class A | 0.54% | 1,615 | $643K | Reduce -12.1% |
| FROG Jfrog Ltd. | 0.54% | 13,696 | $643K | New |
| UNH Unitedhealth Group Inc. | 0.53% | 2,345 | $635K | Add +40.8% |
| ELVN Enliven Therapeutics Inc. | 0.52% | 15,827 | $620K | New |
| FLY Firefly Aerospace Inc. | 0.51% | 21,472 | $611K | New |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.48% | 6,585 | $579K | New |
| VIST Vista Energy Sab DE CV | 0.48% | 7,659 | $578K | New |
| FSLY Fastly Inc. Class A | 0.47% | 19,497 | $567K | New |
| AUGO Aura Minerals Inc. | 0.47% | 6,904 | $563K | Add +48.3% |
| VITL Vital Farms Inc. | 0.46% | 38,697 | $546K | New |
| HUT Hut 8 Corp. | 0.45% | 11,514 | $540K | New |
| TROX Tronox Holdings PLC | 0.43% | 52,225 | $510K | Add +43.9% |
| IEX Idex Corp. | 0.42% | 2,687 | $509K | New |
| BABA Alibaba Group Holding-SP ADR | 0.42% | 4,034 | $506K | New |
| CAKE The Cheesecake Factory Inc. | 0.42% | 9,159 | $501K | New |
| OWL Blue Owl Capital Inc. | 0.42% | 54,916 | $501K | Add +241.3% |
| SOUN Soundhound AI Inc. Class A | 0.42% | 72,826 | $500K | New |
| PAAS Pan American Silver Corp. | 0.40% | 8,880 | $485K | New |
| IOVA Iovance Biotherapeutics Inc. | 0.40% | 138,148 | $485K | Reduce -34.7% |
| CDE Coeur Mining Inc. | 0.39% | 24,982 | $469K | New |
| COMP Compass Inc. Class A | 0.39% | 63,969 | $468K | Add +219.6% |
| DGP DB Gold Double Long ETN filed as DEUTSCHE BK AG LONDON BRH | 0.39% | 2,542 | $465K | New |
| EMBJ Embraer SA-Spon ADR | 0.38% | 7,679 | $456K | Add +144.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.38% | 39,364 | $454K | New |
| BN Brookfield Corp. | 0.37% | 11,059 | $448K | Add +29.2% |
| DIREXION DAILY S&P OIL & GAS | 0.37% | 106,650 | $442K | New |
| XMTR Xometry Inc. Class A | 0.36% | 10,546 | $431K | Add +155.2% |
| TSMX Dirxn DLY TSM Bull 2X ETF-Ui | 0.36% | 7,472 | $427K | New |
| PINS Pinterest Inc. Class A | 0.35% | 22,973 | $421K | New |
| GDXJ Vaneck Junior Gold Miners | 0.35% | 3,477 | $417K | Add +93.4% |
| IYM iShares U.S. Basic Materials | 0.34% | 2,350 | $413K | New |
| VCX Fundrise Innovation Fund LLC | 0.34% | 3,125 | $409K | New |
| JOBY Joby Aviation Inc. | 0.34% | 49,433 | $408K | New |
| FER Ferrovial NV | 0.34% | 6,231 | $405K | Reduce -1.0% |
| CUK Carnival PLC-ADR | 0.33% | 15,524 | $400K | Add +77.4% |
| NYT New York Times Co. Class A | 0.33% | 4,754 | $398K | New |
| RF Regions Financial Corp. | 0.33% | 15,049 | $393K | New |
| ZETA Zeta Global Holdings Corp. Class A | 0.32% | 24,322 | $387K | New |
| RCAT Red Cat Holdings Inc. | 0.32% | 29,496 | $386K | Add +33.5% |
| KOS Kosmos Energy Ltd. | 0.32% | 138,072 | $384K | New |
| MT Arcelormittal-NY Registered | 0.32% | 7,362 | $383K | Add +33.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.31% | 1,234 | $375K | New |
| DAL Delta Air Lines Inc. | 0.31% | 5,586 | $371K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 1,097 | $371K | Reduce -64.5% |
| TE T1 Energy Inc. | 0.31% | 84,132 | $369K | New |
| DELL Dell Technologies -C | 0.31% | 2,247 | $369K | New |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.31% | 6,205 | $367K | New |
| MFC Manulife Financial Corp. | 0.31% | 10,647 | $367K | Add +70.1% |
| LOGI Logitech International-Reg | 0.30% | 4,008 | $365K | Add +0.8% |
| GCT Gigacloud Technology Inc. Class A | 0.30% | 8,014 | $364K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.30% | 4,808 | $362K | New |
| POR Portland General Electric Co. | 0.30% | 6,846 | $361K | New |
| SYRE Spyre Therapeutics Inc. | 0.30% | 7,088 | $358K | New |
| VCTR Victory Capital Holding - A | 0.30% | 5,425 | $355K | New |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.30% | 7,664 | $354K | New |
| ITW Illinois Tool Works | 0.29% | 1,358 | $353K | New |
| OSCR Oscar Health Inc. Class A | 0.29% | 30,667 | $352K | Add +24.3% |
| GMAB Genmab A/S -SP ADR | 0.29% | 13,109 | $352K | New |
| JAN Janus Living Inc. Class-A-1 | 0.29% | 14,827 | $349K | New |
| RDW Redwire Corp. | 0.29% | 40,967 | $348K | Add +61.1% |
| ALKT Alkami Technology Inc. | 0.29% | 22,210 | $348K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.29% | 13,359 | $346K | New |
| ELF Elf Beauty Inc. | 0.29% | 5,658 | $343K | New |
| HD Home Depot Inc. | 0.29% | 1,042 | $343K | Reduce -44.0% |
| OCGN Ocugen Inc. | 0.28% | 188,525 | $341K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ONDS Ondas Inc. | Sold out | 0.00% | −1.21 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.88 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.86 |
| MDLN Medline Inc. Class A | Sold out | 0.00% | −0.80 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.76 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.71 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.69 |
| DY Dycom Industries Inc. | Sold out | 0.00% | −0.69 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.69 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.67 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.63 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.62 |
| RR Richtech Robotics Inc. Class B | Reduce -85.5% | 0.08% | −0.60 |
| PLAB Photronics Inc. | Sold out | 0.00% | −0.60 |
| DUOL Duolingo | Sold out | 0.00% | −0.59 |
| SIDU Sidus Space Inc. Class A | Sold out | 0.00% | −0.57 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.57 |
| NOC Northrop Grumman Corp. | Reduce -84.7% | 0.18% | −0.55 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.55 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.55 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.54 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.54 |
| PSA Public Storage | Sold out | 0.00% | −0.53 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.53 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.52 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.50 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.50 |
| CEG Constellation Energy | Sold out | 0.00% | −0.50 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.49 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.49 |
| SILJ Amplify Junior Silver Miners | Sold out | 0.00% | −0.48 |
| AXTI Axt Inc. | Sold out | 0.00% | −0.47 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.47 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.46 |
| AGX Argan Inc. | Sold out | 0.00% | −0.46 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.45 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.45 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.44 |
| RACE Ferrari NV | Sold out | 0.00% | −0.44 |
| FFIV F5 Inc. | Reduce -79.1% | 0.20% | −0.44 |
| CVCO Cavco Industries Inc. | Sold out | 0.00% | −0.43 |
| GPI Group 1 Automotive Inc. | Sold out | 0.00% | −0.43 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.43 |
| ANF Abercrombie & Fitch Co. Class A | Reduce -69.0% | 0.18% | −0.43 |
| AXSM Axsome Therapeutics Inc. | Sold out | 0.00% | −0.41 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.41 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.40 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.38 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.36 |
| SPXC SPX Technologies Inc. | Sold out | 0.00% | −0.36 |
Portfolio Buys Q4 2025 → Q1 2026
| APLD Applied Digital Corp. | New | 1.36% | +1.36 |
| THEMES ETF TR | New | 1.13% | +1.13 |
| VRDN Viridian Therapeutics Inc. | New | 1.06% | +1.06 |
| WVE Wave Life Sciences Ltd. | Add +1186.4% | 1.21% | +1.05 |
| FIG Figma Inc. Class A | New | 1.00% | +1.00 |
| COIN Coinbase Global Inc. Class A | New | 0.95% | +0.95 |
| SRRK Scholar Rock Holding Corp. | Add +424.3% | 1.08% | +0.94 |
| FIVE Five Below | New | 0.91% | +0.91 |
| CTMX Cytomx Therapeutics Inc. | New | 0.90% | +0.90 |
| SNOW Snowflake Inc. | New | 0.85% | +0.85 |
| OKLO Oklo Inc. | Add +621.9% | 0.98% | +0.83 |
| GO Grocery Outlet Holding Corp. | New | 0.75% | +0.75 |
| U Unity Software Inc. | New | 0.74% | +0.74 |
| GSAT Globalstar Inc. | New | 0.73% | +0.73 |
| UMAC Unusual Machines Inc. | New | 0.73% | +0.73 |
| CONL Granitesh 2X LNG Coin ETF-US | Add +730.5% | 0.89% | +0.72 |
| SWMR Swarmer Inc. | New | 0.71% | +0.71 |
| MMYT Makemytrip Ltd. | New | 0.67% | +0.67 |
| NKTR Nektar Therapeutics | New | 0.66% | +0.66 |
| VIAV Viavi Solutions Inc. | New | 0.65% | +0.65 |
| ECHO Echostar Corp. Class A | Add +63.0% | 1.15% | +0.65 |
| BMNR Bitmine Immersion Technologi | New | 0.64% | +0.64 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.62% | +0.62 |
| META Meta Platforms Inc. Class A | New | 0.61% | +0.61 |
| SRPT Sarepta Therapeutics Inc. | New | 0.60% | +0.60 |
| THEMES ETF TR | New | 0.59% | +0.59 |
| LXU LSB Industries Inc. | New | 0.57% | +0.57 |
| SEDG Solaredge Technologies Inc. | New | 0.55% | +0.55 |
| PATH Uipath Inc. Class A | New | 0.54% | +0.54 |
| ALMS Alumis Inc. | New | 0.54% | +0.54 |
| FROG Jfrog Ltd. | New | 0.54% | +0.54 |
| ELVN Enliven Therapeutics Inc. | New | 0.52% | +0.52 |
| FLY Firefly Aerospace Inc. | New | 0.51% | +0.51 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.48% | +0.48 |
| VIST Vista Energy Sab DE CV | New | 0.48% | +0.48 |
| FSLY Fastly Inc. Class A | New | 0.47% | +0.47 |
| VITL Vital Farms Inc. | New | 0.46% | +0.46 |
| HUT Hut 8 Corp. | New | 0.45% | +0.45 |
| PL Planet Labs PBC | Add +12.3% | 0.85% | +0.45 |
| HIMS Hims & Hers Health Inc. | Add +153.1% | 0.83% | +0.45 |
| IEX Idex Corp. | New | 0.42% | +0.42 |
| BABA Alibaba Group Holding-SP ADR | New | 0.42% | +0.42 |
| CAKE The Cheesecake Factory Inc. | New | 0.42% | +0.42 |
| SOUN Soundhound AI Inc. Class A | New | 0.42% | +0.42 |
| PAAS Pan American Silver Corp. | New | 0.40% | +0.40 |
| CDE Coeur Mining Inc. | New | 0.39% | +0.39 |
| DGP DB Gold Double Long ETN | New | 0.39% | +0.39 |
| F Ford Motor Co. | New | 0.38% | +0.38 |
| DIREXION DAILY S&P OIL & GAS | New | 0.37% | +0.37 |
| TSMX Dirxn DLY TSM Bull 2X ETF-Ui | New | 0.36% | +0.36 |
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 |