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Science & Technology Partners, L.P.

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13F filer, CIK 2029433, GREENWICH, CT

Science & Technology Partners, L.P. reported $359,761,531 across 25 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 64.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002029433-26-000002

Period
2025-12-31
Reported value
$360M
Holdings
25
Top 10 weight
64.06%
New
11
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PLnew+950,202$18.7M
SITMnew+42,556$15M
ESTAnew+193,071$14.1M
AFRMnew+188,100$14M
NVDAnew+66,800$12.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CDNSexited-58,275-$20.5M
AVGOreduced-48,660-$16.8M
APPreduced-23,625-$15.9M
RBLXexited-104,600-$14.5M
VRTexited-75,370-$11.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002029433-26-000002, largest first. % of portfolio is the value over $357,933,831, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,521 shares; 2025Q1: 76,125 shares; 2025Q2: 85,000 shares; 2025Q3: 68,450 shares; 2025Q4: 44,825 shares 44,825$30.2M8.44%-23,625Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401,000 shares; 2025Q1: 276,641 shares; 2025Q2: 317,276 shares; 2025Q3: 224,073 shares; 2025Q4: 201,264 shares 201,264$26.2M7.31%-22,809Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,902 shares; 2025Q4: 82,500 shares 82,500$25.9M7.23%-7,402Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 12,700 shares; 2025Q3: 34,100 shares; 2025Q4: 55,375 shares 55,375$24.9M6.96%+21,275Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,125 shares; 2025Q3: 72,011 shares; 2025Q4: 125,575 shares 125,575$23.2M6.48%+53,564Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,604 shares; 2025Q1: 36,450 shares; 2025Q2: 61,200 shares; 2025Q3: 110,310 shares; 2025Q4: 61,650 shares 61,650$21.3M5.96%-48,660Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 96,050 shares; 2025Q2: 161,000 shares; 2025Q3: 87,700 shares; 2025Q4: 116,800 shares 116,800$20M5.59%+29,100Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 133,739 shares; 2025Q4: 121,300 shares 121,300$19.5M5.46%-12,439Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,254 shares; 2025Q1: 15,892 shares; 2025Q2: 16,150 shares; 2025Q3: 32,925 shares; 2025Q4: 34,071 shares 34,071$19.3M5.41%+1,146Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950,202 shares 950,202$18.7M5.24%newTimeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,022 shares; 2025Q1: 50,300 shares; 2025Q2: 85,190 shares; 2025Q3: 91,000 shares; 2025Q4: 79,250 shares 79,250$18.2M5.07%-11,750Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,556 shares 42,556$15M4.2%newTimeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,071 shares 193,071$14.1M3.93%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188,100 shares 188,100$14M3.91%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,750 shares; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 68,600 shares; 2025Q4: 44,600 shares 44,600$13.6M3.79%-24,000Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,900 shares; 2025Q4: 151,324 shares 151,324$13.1M3.67%+52,424Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,888 shares; 2025Q1: not reported; 2025Q2: 122,200 shares; 2025Q3: not reported; 2025Q4: 66,800 shares 66,800$12.5M3.48%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares 17,000$6.27M1.75%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,328 shares; 2025Q1: 26,526 shares; 2025Q2: 17,000 shares; 2025Q3: 14,175 shares; 2025Q4: 10,490 shares 10,490$6.09M1.7%-3,685Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,400 shares; 2025Q3: 42,400 shares; 2025Q4: 24,550 shares 24,550$4.36M1.22%-17,850Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,860 shares 35,860$3.66M1.02%newTimeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,425 shares; 2025Q1: 11,500 shares; 2025Q2: 13,600 shares; 2025Q3: not reported; 2025Q4: 5,550 shares 5,550$3.14M0.88%newTimeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,767 shares 406,767$3.09M0.86%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares 3,800$1.6M0.45%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
NVDANVIDIA CORPORATION COMcall9,800$1.83Mnew

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CDNSCADENCE DESIGN SYSTEM INC58,275$20.5Mshares
RBLXROBLOX CORP104,600$14.5Mshares
VRTVERTIV HOLDINGS CO75,370$11.4Mshares
CRWDCROWDSTRIKE HLDGS INC20,050$9.83Mshares
AVGOBROADCOM INC19,500$6.43Mcall
JOBYJOBY AVIATION INC383,300$6.19Mshares
RKLBROCKET LAB CORP114,237$5.47Mshares
NETCLOUDFLARE INC24,312$5.22Mshares
QTUMETF SER SOLUTIONS48,100$5.05Mshares
PCORPROCORE TECHNOLOGIES INC31,395$2.29Mshares
TSLIPROSHARES TR55,840$2.24Mshares
JOBYJOBY AVIATION INC16,000$258Kcall

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002029433-26-000002 base2026-02-17acceptance time not in the bulk data set