§ 13F · FUND PROFILE
Science & Technology Partners, L.P..
AUM · $593M (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$292M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | 165K | $33M | 5.6% | +381% |
| 2 | GH | GUARDANT HEALTH INC | 209K | $31M | 5.3% | NEW |
| 3 | AAPL | APPLE ORD | 105K | $30M | 5.1% | +747% |
| 4 | NTRA | NATERA INC | 110K | $30M | 5.0% | +10% |
| 5 | COHR | COHERENT CORP | 73K | $29M | 4.9% | −15% |
| 6 | LRCX | LAM RESEARCH CORP | 65K | $28M | 4.7% | −40% |
| 7 | PL | PLANET LABS PBC | 825K | $27M | 4.6% | +43% |
| 8 | FPS | FORGENT POWER SOLUTIONS INC | 468K | $26M | 4.4% | NEW |
| 9 | BE | BLOOM ENERGY CORP | 85K | $26M | 4.3% | −44% |
| 10 | AEHR | AEHR TEST SYS | 249K | $24M | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCIENCE SIGNAL
AC read
Science & Technology Partners, L.P. is a Other fund managing $593 million in assets. The fund runs a portfolio of 85 positions.
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