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


Currently, Science & Technology Partners, L.P. holds 24 types of securities in its portfolio with a total value $357.9M. In the most recent quarter, they have increased their positions in PL (+950.2K shares, valued at $18.7M), SITM (+42.6K shares, valued at $15.0M), ESTA (+193.1K shares, valued at $14.1M); decreased their positions in N/A (-48.7K shares, valued at $16.8M), APP (-23.6K shares, valued at $15.9M), TSM (-24.0K shares, valued at $7.3M); initiated new positions in PL (+950.2K shares, valued at $18.7M), SITM (+42.6K shares, valued at $15.0M), ESTA (+193.1K shares, valued at $14.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP44.8K shares-34.51%2025-12-312026-02-17history
WGS GENEDX HOLDINGS CORP201.3K shares-10.18%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC82.5K shares-8.23%2025-12-312026-02-17history
TSLA TESLA INC55.4K shares62.39%2025-12-312026-02-17history
COHERENT CORP COHERENT CORP125.6K shares74.38%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC61.6K shares-44.11%2025-12-312026-02-17history
LAM RESEARCH CORP LAM RESEARCH CORP116.8K shares33.18%2025-12-312026-02-17history
SHOP SHOPIFY INC121.3K shares-9.30%2025-12-312026-02-17history
Sponsored
AXON AXON ENTERPRISE INC34.1K shares3.48%2025-12-312026-02-17history
PL PLANET LABS PBC950.2K sharesnew addition2025-12-312026-02-17history
NTRA NATERA INC79.3K shares-12.91%2025-12-312026-02-17history
SITM SITIME CORP42.6K sharesnew addition2025-12-312026-02-17history
ESTA ESTABLISHMENT LABS HLDGS INC193.1K sharesnew addition2025-12-312026-02-17history
AFRM AFFIRM HLDGS INC188.1K sharesnew addition2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD44.6K shares-34.99%2025-12-312026-02-17history
BE BLOOM ENERGY CORP151.3K shares53.01%2025-12-312026-02-17history
Sponsored
NVDA NVIDIA CORPORATION66.8K sharesnew addition2025-12-312026-02-17history
LITE LUMENTUM HLDGS INC17.0K sharesnew addition2025-12-312026-02-17history
SPOT SPOTIFY TECHNOLOGY S A10.5K shares-26.00%2025-12-312026-02-17history
PLTR PALANTIR TECHNOLOGIES INC24.6K shares-42.10%2025-12-312026-02-17history
GH GUARDANT HEALTH INC35.9K sharesnew addition2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC5.5K sharesnew addition2025-12-312026-02-17history
RDW REDWIRE CORPORATION406.8K sharesnew addition2025-12-312026-02-17history
CVNA CARVANA CO3.8K sharesnew addition2025-12-312026-02-17history
Sponsored

Call Option Holdings
NVDA Call CallNVIDIA CORPORATION9.8K sharesnew addition2025-12-312026-02-17history

Put Option Holdings
No put option holdings data available