Filed: 8/14/2025ACC: 0001653169-25-000006
📋 What this filing means
SCIENCAST MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $483.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$483.95M
Total AUM (reported)
7.43M
Total Shares
Allocation by class
A$423.34M87.5%
SHS$23.33M4.8%
ORD SHS$11.28M2.3%
B$5.48M1.1%
COM$4.64M1.0%
ORD SHS CL A$4.12M0.9%
ORD$3.99M0.8%
Portfolio Concentration
Top 3$12.48M2.6%
4–10$28.59M5.9%
11–25$60.11M12.4%
Rest$382.76M79.1%
Top 3 weight
2.6%
Top 10 weight
8.5%
Voting Authority Distribution
Total shares with voting rights: 7.43M
Sole
Full voting authority
7.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole250
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings250
Rows:
BLACKROCK INC
SOLEShares4.04K
TypeSH
Market value$4.24M
0.88%
Sole
4.04K
Shared
0.00
None
0.00
MOODY'S CORP
SOLEShares8.22K
TypeSH
Market value$4.12M
0.85%
Sole
8.22K
Shared
0.00
None
0.00
NU HOLDINGS LTD/CAYMAN ISL-A
SOLEShares299.95K
TypeSH
Market value$4.12M
0.85%
Sole
299.95K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares10.15K
TypeSH
Market value$4.11M
0.85%
Sole
10.15K
Shared
0.00
None
0.00
COLGATE-PALMOLIVE CO
SOLEShares45.05K
TypeSH
Market value$4.09M
0.85%
Sole
45.05K
Shared
0.00
None
0.00
CADENCE DESIGN SYS INC
SOLEShares13.27K
TypeSH
Market value$4.09M
0.85%
Sole
13.27K
Shared
0.00
None
0.00
AIRBNB INC-CLASS A
SOLEShares30.84K
TypeSH
Market value$4.08M
0.84%
Sole
30.84K
Shared
0.00
None
0.00
SCHWAB (CHARLES) CORP
SOLEShares44.65K
TypeSH
Market value$4.07M
0.84%
Sole
44.65K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares94.02K
TypeSH
Market value$4.07M
0.84%
Sole
94.02K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares11.45K
TypeSH
Market value$4.07M
0.84%
Sole
11.45K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares85.80K
TypeSH
Market value$4.06M
0.84%
Sole
85.80K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC
SOLEShares13.19K
TypeSH
Market value$4.04M
0.84%
Sole
13.19K
Shared
0.00
None
0.00
APPLE INC
SOLEShares19.65K
TypeSH
Market value$4.03M
0.83%
Sole
19.65K
Shared
0.00
None
0.00
COCA-COLA CO/THE
SOLEShares56.93K
TypeSH
Market value$4.03M
0.83%
Sole
56.93K
Shared
0.00
None
0.00
MARTIN MARIETTA MATERIALS
SOLEShares7.34K
TypeSH
Market value$4.03M
0.83%
Sole
7.34K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares26.30K
TypeSH
Market value$4.02M
0.83%
Sole
26.30K
Shared
0.00
None
0.00
WALMART INC
SOLEShares40.98K
TypeSH
Market value$4.01M
0.83%
Sole
40.98K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares116.14K
TypeSH
Market value$4.00M
0.83%
Sole
116.14K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares14.97K
TypeSH
Market value$4.00M
0.83%
Sole
14.97K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares57.51K
TypeSH
Market value$3.99M
0.82%
Sole
57.51K
Shared
0.00
None
0.00
ARCH CAPITAL GROUP LTD
SOLEShares43.81K
TypeSH
Market value$3.99M
0.82%
Sole
43.81K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING
SOLEShares12.93K
TypeSH
Market value$3.99M
0.82%
Sole
12.93K
Shared
0.00
None
0.00
CHUBB LTD
SOLEShares13.75K
TypeSH
Market value$3.98M
0.82%
Sole
13.75K
Shared
0.00
None
0.00
UNION PACIFIC CORP
SOLEShares17.28K
TypeSH
Market value$3.98M
0.82%
Sole
17.28K
Shared
0.00
None
0.00
BECTON DICKINSON AND CO
SOLEShares23.08K
TypeSH
Market value$3.98M
0.82%
Sole
23.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK INCSOLE | A | 4.04K | SH | $4.24M 0.88% | 4.04K | 0.00 | 0.00 |
MOODY'S CORPSOLE | A | 8.22K | SH | $4.12M 0.85% | 8.22K | 0.00 | 0.00 |
NU HOLDINGS LTD/CAYMAN ISL-ASOLE | ORD SHS CL A | 299.95K | SH | $4.12M 0.85% | 299.95K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | A | 10.15K | SH | $4.11M 0.85% | 10.15K | 0.00 | 0.00 |
COLGATE-PALMOLIVE COSOLE | A | 45.05K | SH | $4.09M 0.85% | 45.05K | 0.00 | 0.00 |
CADENCE DESIGN SYS INCSOLE | A | 13.27K | SH | $4.09M 0.85% | 13.27K | 0.00 | 0.00 |
AIRBNB INC-CLASS ASOLE | A | 30.84K | SH | $4.08M 0.84% | 30.84K | 0.00 | 0.00 |
SCHWAB (CHARLES) CORPSOLE | A | 44.65K | SH | $4.07M 0.84% | 44.65K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | A | 94.02K | SH | $4.07M 0.84% | 94.02K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | A | 11.45K | SH | $4.07M 0.84% | 11.45K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | A | 85.80K | SH | $4.06M 0.84% | 85.80K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLCSOLE | SHS | 13.19K | SH | $4.04M 0.84% | 13.19K | 0.00 | 0.00 |
APPLE INCSOLE | A | 19.65K | SH | $4.03M 0.83% | 19.65K | 0.00 | 0.00 |
COCA-COLA CO/THESOLE | A | 56.93K | SH | $4.03M 0.83% | 56.93K | 0.00 | 0.00 |
MARTIN MARIETTA MATERIALSSOLE | A | 7.34K | SH | $4.03M 0.83% | 7.34K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | A | 26.30K | SH | $4.02M 0.83% | 26.30K | 0.00 | 0.00 |
WALMART INCSOLE | A | 40.98K | SH | $4.01M 0.83% | 40.98K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 116.14K | SH | $4.00M 0.83% | 116.14K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | A | 14.97K | SH | $4.00M 0.83% | 14.97K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | A | 57.51K | SH | $3.99M 0.82% | 57.51K | 0.00 | 0.00 |
ARCH CAPITAL GROUP LTDSOLE | ORD | 43.81K | SH | $3.99M 0.82% | 43.81K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | A | 12.93K | SH | $3.99M 0.82% | 12.93K | 0.00 | 0.00 |
CHUBB LTDSOLE | A | 13.75K | SH | $3.98M 0.82% | 13.75K | 0.00 | 0.00 |
UNION PACIFIC CORPSOLE | A | 17.28K | SH | $3.98M 0.82% | 17.28K | 0.00 | 0.00 |
BECTON DICKINSON AND COSOLE | A | 23.08K | SH | $3.98M 0.82% | 23.08K | 0.00 | 0.00 |
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