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The Analysis of Science & Technology Partners, L.P.'s Holdings & P&L

Currently, Science & Technology Partners, L.P. holds 42 types of securities in its portfolio with a total value $381.8M. In the most recent quarter, they have increased their positions in KEYS (+86.4K shares, valued at $24.4M), NET (+106.5K shares, valued at $22.0M), CAMT (+105.7K shares, valued at $16.0M); decreased their positions in N/A (-74.5K shares, valued at $21.4M), TSLA (-46.4K shares, valued at $17.2M), N/A (-52.5K shares, valued at $16.2M); initiated new positions in KEYS (+86.4K shares, valued at $24.4M), NET (+106.5K shares, valued at $22.0M), CAMT (+105.7K shares, valued at $16.0M).

1M P&L

+23.6M+8.12%

3M P&L

+57.2M+22.29%

HY P&L

+58.8M+23.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application49.7M

18.6%

2Diagnostics & Research48.0M

17.9%

3Aerospace & Defense41.2M

15.4%

Top Industries by Stock Count

1Aerospace & Defense3 stocks

15.0%

2Diagnostics & Research3 stocks

15.0%

3Semiconductors3 stocks

15.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LITE LUMENTUM HLDGS INC37.7K shares121.88%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC86.4K sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP108.7K shares-6.93%2026-03-312026-05-15

NET CLOUDFLARE INC106.5K sharesnew addition2026-03-312026-05-15

COHERENT CORP COHERENT CORP88.2K shares-29.73%2026-03-312026-05-15

BE BLOOM ENERGY CORP151.8K shares0.35%2026-03-312026-05-15

NTRA NATERA INC99.7K shares25.84%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC53.7K shares20.40%2026-03-312026-05-15

Sponsored

PL PLANET LABS PBC577.8K shares-39.19%2026-03-312026-05-15

CAMT CAMTEK LTD105.7K sharesnew addition2026-03-312026-05-15

WGS GENEDX HOLDINGS CORP241.2K shares19.84%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP237.3K sharesnew addition2026-03-312026-05-15

NOK NOKIA CORP1.5M sharesnew addition2026-03-312026-05-15

CIEN CIENA CORP27.6K sharesnew addition2026-03-312026-05-15

AMPX AMPRIUS TECHNOLOGIES INC635.1K sharesnew addition2026-03-312026-05-15

TSEM TOWER SEMICONDUCTOR LTD45.3K sharesnew addition2026-03-312026-05-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC51.3K shares108.82%2026-03-312026-05-15

AMAT APPLIED MATERIAL ORD21.6K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA ORD34.3K shares-48.65%2026-03-312026-05-15

DOCN DIGITALOCEAN HLDGS INC69.0K sharesnew addition2026-03-312026-05-15

SNDK SANDISK ORD9.3K sharesnew addition2026-03-312026-05-15

MU MICRON TECHNOLOGY ORD16.9K sharesnew addition2026-03-312026-05-15

ASML ASML HOLDING ADR REP ORD4.0K sharesnew addition2026-03-312026-05-15

ADI ANALOG DEVICES ORD15.9K sharesnew addition2026-03-312026-05-15

Sponsored

KRMN KARMAN HLDGS INC55.0K sharesnew addition2026-03-312026-05-15

LUNR INTUITIVE MACHINES INC237.0K sharesnew addition2026-03-312026-05-15

FSLY FASTLY INC151.0K sharesnew addition2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC36.8K sharesnew addition2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS12.9K sharesnew addition2026-03-312026-05-15

VRSN VERISIGN INC16.3K sharesnew addition2026-03-312026-05-15

TSLA TESLA INC9.0K shares-83.75%2026-03-312026-05-15

AAPL APPLE ORD12.4K sharesnew addition2026-03-312026-05-15

Sponsored

MSI MOTOROLA SOLUTIONS ORD6.9K sharesnew addition2026-03-312026-05-15

SEAGATE TECHNOLOGY HOLDINGS ORD SEAGATE TECHNOLOGY HOLDINGS ORD7.2K sharesnew addition2026-03-312026-05-15

BROADCOM ORD BROADCOM ORD9.2K shares-85.16%2026-03-312026-05-15

SITM SITIME ORD7.4K shares-82.61%2026-03-312026-05-15

ALPHABET INC ALPHABET INC8.0K shares-90.30%2026-03-312026-05-15

GLW CORNING ORD16.4K sharesnew addition2026-03-312026-05-15

CSCO CISCO SYSTEMS ORD24.2K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA ORD1.9K sharesnew addition2026-03-312026-05-15

Sponsored

ONTO ONTO INNOVATION ORD7.8K sharesnew addition2026-03-312026-05-15

CTRE CARETRUST REIT ORD2.0K sharesnew addition2026-03-312026-05-15

LITE

LUMENTUM HLDGS INC

121.88%

Shares37.7K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares86.4K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-6.93%

Shares108.7K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

New

Shares106.5K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-29.73%

Shares88.2K

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP

0.35%

Shares151.8K

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

25.84%

Shares99.7K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

20.40%

Shares53.7K

Event2026-03-31

Filed2026-05-15

PLANET LABS PBC

-39.19%

Shares577.8K

Event2026-03-31

Filed2026-05-15

CAMT

CAMTEK LTD

New

Shares105.7K

Event2026-03-31

Filed2026-05-15

WGS

GENEDX HOLDINGS CORP

19.84%

Shares241.2K

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP

New

Shares237.3K

Event2026-03-31

Filed2026-05-15

NOK

NOKIA CORP

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

New

Shares27.6K

Event2026-03-31

Filed2026-05-15

AMPX

AMPRIUS TECHNOLOGIES INC

New

Shares635.1K

Event2026-03-31

Filed2026-05-15

TSEM

TOWER SEMICONDUCTOR LTD

New

Shares45.3K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

108.82%

Shares51.3K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATERIAL ORD

New

Shares21.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA ORD

-48.65%

Shares34.3K

Event2026-03-31

Filed2026-05-15

DOCN

DIGITALOCEAN HLDGS INC

New

Shares69.0K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK ORD

New

Shares9.3K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY ORD

New

Shares16.9K

Event2026-03-31

Filed2026-05-15

ASML

ASML HOLDING ADR REP ORD

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES ORD

New

Shares15.9K

Event2026-03-31

Filed2026-05-15

KRMN

KARMAN HLDGS INC

New

Shares55.0K

Event2026-03-31

Filed2026-05-15

LUNR

INTUITIVE MACHINES INC

New

Shares237.0K

Event2026-03-31

Filed2026-05-15

FSLY

FASTLY INC

New

Shares151.0K

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares36.8K

Event2026-03-31

Filed2026-05-15

AEIS

ADVANCED ENERGY INDS

New

Shares12.9K

Event2026-03-31

Filed2026-05-15

VRSN

VERISIGN INC

New

Shares16.3K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-83.75%

Shares9.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE ORD

New

Shares12.4K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS ORD

New

Shares6.9K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HOLDINGS ORD

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

BROADCOM ORD

-85.16%

Shares9.2K

Event2026-03-31

Filed2026-05-15

SITM

SITIME ORD

-82.61%

Shares7.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-90.30%

Shares8.0K

Event2026-03-31

Filed2026-05-15

GLW

CORNING ORD

New

Shares16.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYSTEMS ORD

New

Shares24.2K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA ORD

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

ONTO

ONTO INNOVATION ORD

New

Shares7.8K

Event2026-03-31

Filed2026-05-15

CTRE

CARETRUST REIT ORD

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

NOK Call CallNOKIA CORP41.5K sharesnew addition2026-03-312026-05-15

NOK Call

NOKIA CORP

New

Shares41.5K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available