§ 13F · FUND PROFILE
Science & Technology Partners, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $359M (13F)Positions · 26Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$196M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 38K | $27M | 6.9% | +122% |
| 2 | KEYS | KEYSIGHT TECHNOLOGIES INC | 86K | $24M | 6.4% | NEW |
| 3 | LRCX | LAM RESEARCH CORP | 109K | $23M | 6.1% | −7% |
| 4 | NET | CLOUDFLARE INC | 107K | $22M | 5.8% | NEW |
| 5 | COHR | COHERENT CORP | 88K | $21M | 5.5% | −30% |
| 6 | BE | BLOOM ENERGY CORP | 152K | $21M | 5.4% | ±0% |
| 7 | NTRA | NATERA INC | 100K | $20M | 5.2% | +26% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 54K | $18M | 4.7% | +20% |
| 9 | PL | PLANET LABS PBC | 578K | $16M | 4.2% | −39% |
| 10 | CAMT | CAMTEK LTD | 106K | $16M | 4.2% | 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 $359 million in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed