13F-HR filed by Science & Technology Partners, L.P.
Science & Technology Partners, L.P. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 84 holding rows worth $593,321,383.
- Accession
- 0002029433-26-000004
- Filer
- CIK 2029433
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 85 entries on the cover page, a total value of $593,321,383 stated on the cover page (in dollars after the unit check, H1), rows summing to $593,321,383 with VALUE read as dollars as filed, 13F file number 028-25195. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 164,870 | $32,988,838 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 208,817 | $31,328,815 | dollars as filed | |
| Apple Inc | 037833100 | COM | 104,985 | $30,378,460 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 109,880 | $29,826,926 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 74,725 | $29,476,771 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 64,913 | $28,128,750 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 824,733 | $27,323,404 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 468,000 | $26,142,480 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 85,210 | $25,793,067 | dollars as filed | |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 249,000 | $23,918,940 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 19,550 | $23,448,857 | dollars as filed | |
| SPIRE GLOBAL INC | 848560306 | COMMON STOCK | 1,157,389 | $21,527,435 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 27,925 | $20,819,763 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 50,484 | $18,831,542 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 73,040 | $17,878,001 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 18,011 | $15,454,519 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 546,011 | $13,486,472 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 79,724 | $13,436,284 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 129,228 | $13,294,977 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 176,135 | $12,283,655 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 32,151 | $12,145,040 | dollars as filed | |
| CORNING INC | 219350105 | COM | 41,459 | $10,589,873 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 8,062 | $9,305,886 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 158,828 | $7,792,102 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 6,600 | $7,754,076 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 775,094 | $7,347,891 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 106,387 | $7,303,468 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 11,657 | $6,771,668 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 14,600 | $6,068,198 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 22,140 | $5,063,418 | dollars as filed | |
| Intel Corp | 458140100 | COM | 31,413 | $4,386,197 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 5,670 | $4,099,410 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 21,400 | $3,656,404 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 28,254 | $3,318,715 | dollars as filed | |
| KLA CORP | 482480100 | COM | 9,369 | $2,826,721 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,813 | $1,982,349 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 6,510 | $1,940,436 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 6,713 | $1,887,763 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 15,578 | $1,817,485 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 6,092 | $1,814,746 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 12,291 | $1,801,246 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 2,475 | $1,580,832 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 8,791 | $1,550,029 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,544 | $1,489,960 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 7,630 | $1,409,948 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 3,484 | $1,383,740 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,771 | $1,351,521 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 7,625 | $1,295,335 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 8,780 | $1,004,154 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,155 | $929,796 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 5,695 | $892,179 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 1,648 | $849,099 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 7,477 | $742,317 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,974 | $740,882 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 4,503 | $691,751 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 2,357 | $599,857 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,252 | $586,331 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 1,304 | $581,675 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 2,810 | $576,106 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 2,229 | $546,729 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 1,121 | $542,385 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 4,350 | $541,314 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,970 | $514,170 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,791 | $503,325 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 1,012 | $496,447 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 1,193 | $495,441 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 964 | $465,631 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 332 | $458,944 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 1,231 | $430,936 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 9,496 | $428,365 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 2,615 | $423,813 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 2,094 | $422,171 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 1,444 | $398,789 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 3,821 | $348,475 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 1,179 | $320,629 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 821 | $299,316 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 1,514 | $294,352 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 758 | $292,194 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 2,800 | $264,712 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 732 | $247,701 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 1,454 | $237,453 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 330 | $220,077 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 1,408 | $217,902 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 1,035 | $213,552 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002029433-26-000004 | this filing | 2026-08-14 | acceptance time not in the bulk data set |