Science & Technology Partners, L.P.
42 holdingsFiling period: 2026-03-31Current AUM: $438.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 37.7K | $26.5M | $26.9M | 6.14% | +20.7K | 2026-03-31 |
| 2 | KEYS | KEYSIGHT TECHNOLOGIES INC | 86.4K | $24.4M | $27.6M | 6.29% | -- | 2026-03-31 |
| 3 | LRCX | LAM RESEARCH CORP | 108.7K | $23.2M | $31.9M | 7.26% | -8,100 | 2026-03-31 |
| 4 | NET | CLOUDFLARE INC | 106.5K | $22.0M | $29.7M | 6.78% | -- | 2026-03-31 |
| 5 | COHR | COHERENT CORP | 88.2K | $21.0M | $23.2M | 5.29% | -37,335 | 2026-03-31 |
| 6 | BE | BLOOM ENERGY CORP | 151.8K | $20.6M | $31.3M | 7.13% | +526 | 2026-03-31 |
| 7 | NTRA | NATERA INC | 99.7K | $19.9M | $26.7M | 6.09% | +20.5K | 2026-03-31 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 53.7K | $18.1M | $21.7M | 4.95% | +9.1K | 2026-03-31 |
| 9 | PL | PLANET LABS PBC | 577.8K | $16.1M | $11.8M | 2.70% | -372,362 | 2026-03-31 |
| 10 | — | CAMTEK LTD | 105.7K | $16.0M | $16.0M | 3.65% | -- | 2026-03-31 |
| 11 | WGS | GENEDX HOLDINGS CORP | 241.2K | $15.5M | $15.7M | 3.58% | +39.9K | 2026-03-31 |
| 12 | RKLB | ROCKET LAB CORP | 237.3K | $15.2M | $15.4M | 3.51% | -- | 2026-03-31 |
| 13 | NOK | NOKIA CORP | 1.53M | $12.3M | $14.0M | 3.18% | -- | 2026-03-31 |
| 14 | CIEN | CIENA CORP | 27.6K | $10.7M | $10.4M | 2.37% | -- | 2026-03-31 |
| 15 | AMPX | AMPRIUS TECHNOLOGIES INC | 635.1K | $10.7M | $6.1M | 1.39% | -- | 2026-03-31 |
| 16 | — | TOWER SEMICONDUCTOR LTD | 45.3K | $7.9M | $7.9M | 1.81% | -- | 2026-03-31 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | 51.3K | $7.5M | $6.3M | 1.44% | +26.7K | 2026-03-31 |
| 18 | AMAT | APPLIED MATERIAL ORD | 21.6K | $7.4M | $10.9M | 2.49% | -- | 2026-03-31 |
| 19 | NVDA | NVIDIA ORD | 34.3K | $6.0M | $6.9M | 1.57% | -42,300 | 2026-03-31 |
| 20 | DOCN | DIGITALOCEAN HLDGS INC | 69.0K | $5.9M | $8.1M | 1.85% | -- | 2026-03-31 |
| 21 | SNDK | SANDISK ORD | 9.3K | $5.9M | $11.3M | 2.58% | -- | 2026-03-31 |
| 22 | MU | MICRON TECHNOLOGY ORD | 16.9K | $5.7M | $13.9M | 3.17% | -- | 2026-03-31 |
| 23 | — | ASML HOLDING ADR REP ORD | 4.0K | $5.3M | $5.3M | 1.20% | -- | 2026-03-31 |
| 24 | ADI | ANALOG DEVICES ORD | 15.9K | $5.1M | $5.8M | 1.33% | -- | 2026-03-31 |
| 25 | KRMN | KARMAN HLDGS INC | 55.0K | $4.4M | $2.6M | 0.60% | -- | 2026-03-31 |
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