account_balance
Investment manager · 13F filer · SEC CIK 2029433
Science & Technology Partners, L.P.
Reported value$593Mas of Jun 30, 2026
Positions84 61 new, 19 sold out
Top 10 weight48.1%NVDA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Ord
5.6%Added +381%
GHGuardant Health Inc
5.3%New
AAPLApple Ord
5.1%Added +747%
NTRANatera Inc
5.0%Added +10%
COHRCoherent Ord
5.0%Trimmed −15%
LRCXLam Research Corp
4.7%Trimmed −40%
PLPlanet Labs PBC
4.6%Added +43%
FPSForgent Power Solutions Inc
4.4%New
BEBloom Energy Corp
4.3%Trimmed −44%
AEHRAehr Test Sys
4.0%New
LLYEli Lilly & Co
4.0%New
SPIRSpire Global Inc
3.6%New
NVDA5.6%GH5.3%AAPL5.1%
NTRANatera Inc
5.0%Added +10%
COHRCoherent Ord
5.0%Trimmed −15%
LRCXLam Research Corp
4.7%Trimmed −40%
PL4.6%FPS4.4%BE4.3%AEHR4.0%LLY4.0%SPIR3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Ord 5.6% Added +381%GH Guardant Health Inc 5.3% NewAAPL Apple Ord 5.1% Added +747%NTRA Natera Inc 5.0% Added +10%COHR Coherent Ord 5.0% Trimmed −15%LRCX Lam Research Corp 4.7% Trimmed −40%PL Planet Labs PBC 4.6% Added +43%FPS Forgent Power Solutions Inc 4.4% NewBE Bloom Energy Corp 4.3% Trimmed −44%AEHR Aehr Test Sys 4.0% NewLLY Eli Lilly & Co 4.0% NewSPIR Spire Global Inc 3.6% New
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