Science & Technology Partners, L.P.: 13F holdings
CIK 20294332026Q2
| Positions | 84 |
|---|
| Reported value | $593.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 84 (+42 vs prior quarter) |
|---|
| Reported value | $593.3m (+55.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA ORD | 164,870 | $33.0m | 5.6% |
| GH GUARDANT HEALTH INC | 208,817 | $31.3m | 5.3% |
| AAPL APPLE ORD | 104,985 | $30.4m | 5.1% |
| NTRA NATERA INC | 109,880 | $29.8m | 5.0% |
| COHR COHERENT CORP | 74,725 | $29.5m | 5.0% |
| LRCX LAM RESEARCH CORP | 64,913 | $28.1m | 4.7% |
| PL PLANET LABS PBC | 824,733 | $27.3m | 4.6% |
| FPS FORGENT POWER SOLUTIONS INC | 468,000 | $26.1m | 4.4% |
| BE BLOOM ENERGY CORP | 85,210 | $25.8m | 4.3% |
| AEHR AEHR TEST SYS | 249,000 | $23.9m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2029433")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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