Science & Technology Partners, L.P.
CIK 2029433
13F filing for Q2 2026・No. 3,538
- Holdings
- US$593.32M
- Quarter change
- +US$211.17M
- Entries
- 85
- Net bought (estimate)
- +US$157.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 61
- Sold out 19
- Cut 10
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
84 stocks worth US$593.32M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 164,870 | US$32.99M | 5.56% |
| GHGUARDANT HEALTH INCCOM | New | 208,817 | US$31.33M | 5.28% |
| AAPLAppleCOM | Added | 104,985 | US$30.38M | 5.12% |
| NTRANATERA INCCOM | Added | 109,880 | US$29.83M | 5.03% |
| COHRCOHERENT CORPCOM | Cut | 74,725 | US$29.48M | 4.97% |
| LRCXLAM RESEARCH CORPCOM NEW | AddedSplit 1:2 | 64,913 | US$28.13M | 4.74% |
| PLPLANET LABS PBCCOM CL A | Added | 824,733 | US$27.32M | 4.61% |
| FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A | New | 468,000 | US$26.14M | 4.41% |
| BEBLOOM ENERGY CORPCOM CL A | AddedSplit 1:2 | 85,210 | US$25.79M | 4.35% |
| AEHRAEHR TEST SYSCOM | New | 249,000 | US$23.92M | 4.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.