Science & Technology Partners, L.P.
85 holdingsFiling period: 2026-06-30Current AUM: $513.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Ord | 164.9K | $33.0M | $35.7M | 6.96% | +130.6K | 2026-06-30 |
| 2 | GH | Guardant Health Inc | 208.8K | $31.3M | $34.0M | 6.62% | -- | 2026-06-30 |
| 3 | AAPL | Apple Ord | 105.0K | $30.4M | $35.6M | 6.95% | +92.6K | 2026-06-30 |
| 4 | NTRA | Natera Inc | 109.9K | $29.8M | $44.6M | 8.69% | +10.1K | 2026-06-30 |
| 5 | COHR | Coherent Corp | 74.7K | $29.5M | $17.3M | 3.38% | -13,515 | 2026-06-30 |
| 6 | LRCX | Lam Research Corp | 64.9K | $28.1M | $17.1M | 3.33% | -43,787 | 2026-06-30 |
| 7 | PL | Planet Labs Pbc | 824.7K | $27.3M | $11.1M | 2.15% | +246.9K | 2026-06-30 |
| 8 | FPS | Forgent Power Solutions Inc | 468.0K | $26.1M | $14.1M | 2.76% | -- | 2026-06-30 |
| 9 | BE | Bloom Energy Corp | 85.2K | $25.8M | $19.0M | 3.70% | -66,640 | 2026-06-30 |
| 10 | AEHR | Aehr Test Sys | 249.0K | $23.9M | $15.4M | 3.01% | -- | 2026-06-30 |
| 11 | LLY | Eli Lilly & Co | 19.6K | $23.4M | $25.1M | 4.89% | -- | 2026-06-30 |
| 12 | SPIR | Spire Global Inc | 1.16M | $21.5M | $10.2M | 1.98% | -- | 2026-06-30 |
| 13 | SITM | Sitime Corp | 27.9K | $20.8M | $13.9M | 2.71% | +20.5K | 2026-06-30 |
| 14 | MSFT | Microsoft Ord | 50.5K | $18.8M | $26.9M | 5.23% | -- | 2026-06-30 |
| 15 | AXSM | Axsome Therapeutics Inc. | 73.0K | $17.9M | $11.7M | 2.27% | -- | 2026-06-30 |
| 16 | LITE | Lumentum Hldgs Inc | 18.0K | $15.5M | $14.8M | 2.89% | -19,709 | 2026-06-30 |
| 17 | WULF | Terawulf Inc | 546.0K | $13.5M | $6.6M | 1.28% | -- | 2026-06-30 |
| 18 | NBIX | Neurocrine Biosciences Inc | 79.7K | $13.4M | $11.3M | 2.21% | -- | 2026-06-30 |
| 19 | TWST | Twist Bioscience Corp | 129.2K | $13.3M | $18.4M | 3.59% | -- | 2026-06-30 |
| 20 | BTSG | Brightspring Health Svcs Inc | 176.1K | $12.3M | $11.0M | 2.14% | -- | 2026-06-30 |
| 21 | AVGO | Broadcom Ord | 32.2K | $12.1M | $10.8M | 2.10% | +23.0K | 2026-06-30 |
| 22 | GLW | Corning Inc | 41.5K | $10.6M | $5.5M | 1.07% | +25.1K | 2026-06-30 |
| 23 | MU | Micron Technology Ord | 8.1K | $9.3M | $7.2M | 1.41% | -8,838 | 2026-06-30 |
| 24 | — | Dpc Holdings PLC | 158.8K | $7.8M | $7.8M | 1.52% | -- | 2026-06-30 |
| 25 | GEV | GE Vernova Inc | 6.6K | $7.8M | $5.9M | 1.15% | +4.7K | 2026-06-30 |
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