Filed: 11/12/2025ACC: 0001653169-25-000010
📋 What this filing means
SCIENCAST MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $534.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$534.50M
Total AUM (reported)
8.06M
Total Shares
Allocation by class
A$469.48M87.8%
COM NEW$29.60M5.5%
SHS$10.97M2.1%
ORD$8.11M1.5%
ORD SHS$7.53M1.4%
COM$5.68M1.1%
B$2.67M0.5%
Portfolio Concentration
Top 3$13.72M2.6%
4–10$31.36M5.9%
11–25$66.26M12.4%
Rest$423.16M79.2%
Top 3 weight
2.6%
Top 10 weight
8.4%
Voting Authority Distribution
Total shares with voting rights: 8.06M
Sole
Full voting authority
8.06M
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)
Sole251
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings251
Rows:
MICRON TECHNOLOGY INC
SOLEShares27.83K
TypeSH
Market value$4.66M
0.87%
Sole
27.83K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares5.95K
TypeSH
Market value$4.54M
0.85%
Sole
5.95K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares33.79K
TypeSH
Market value$4.52M
0.85%
Sole
33.79K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares68.09K
TypeSH
Market value$4.50M
0.84%
Sole
68.09K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares40.26K
TypeSH
Market value$4.50M
0.84%
Sole
40.26K
Shared
0.00
None
0.00
TRUIST FINANCIAL CORP
SOLEShares98.11K
TypeSH
Market value$4.49M
0.84%
Sole
98.11K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares47.34K
TypeSH
Market value$4.48M
0.84%
Sole
47.34K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares30.56K
TypeSH
Market value$4.47M
0.84%
Sole
30.56K
Shared
0.00
None
0.00
ACCENTURE PLC-CL A
SOLEShares18.12K
TypeSH
Market value$4.47M
0.84%
Sole
18.12K
Shared
0.00
None
0.00
CHUBB LTD
SOLEShares15.79K
TypeSH
Market value$4.46M
0.83%
Sole
15.79K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares3.82K
TypeSH
Market value$4.45M
0.83%
Sole
3.82K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
SOLEShares27.47K
TypeSH
Market value$4.44M
0.83%
Sole
27.47K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS
SOLEShares22.04K
TypeSH
Market value$4.44M
0.83%
Sole
22.04K
Shared
0.00
None
0.00
TJX COMPANIES INC
SOLEShares30.73K
TypeSH
Market value$4.44M
0.83%
Sole
30.73K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares34.09K
TypeSH
Market value$4.43M
0.83%
Sole
34.09K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares20.17K
TypeSH
Market value$4.43M
0.83%
Sole
20.17K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE
SOLEShares180.19K
TypeSH
Market value$4.43M
0.83%
Sole
180.19K
Shared
0.00
None
0.00
NU HOLDINGS LTD/CAYMAN ISL-A
SOLEShares275.81K
TypeSH
Market value$4.42M
0.83%
Sole
275.81K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares11.94K
TypeSH
Market value$4.42M
0.83%
Sole
11.94K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares49.87K
TypeSH
Market value$4.41M
0.83%
Sole
49.87K
Shared
0.00
None
0.00
REGIONS FINANCIAL CORP
SOLEShares166.73K
TypeSH
Market value$4.40M
0.82%
Sole
166.73K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares113.17K
TypeSH
Market value$4.39M
0.82%
Sole
113.17K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares23.68K
TypeSH
Market value$4.39M
0.82%
Sole
23.68K
Shared
0.00
None
0.00
COTERRA ENERGY INC
SOLEShares185.62K
TypeSH
Market value$4.39M
0.82%
Sole
185.62K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares64.88K
TypeSH
Market value$4.39M
0.82%
Sole
64.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | A | 27.83K | SH | $4.66M 0.87% | 27.83K | 0.00 | 0.00 |
ELI LILLY & COSOLE | A | 5.95K | SH | $4.54M 0.85% | 5.95K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 33.79K | SH | $4.52M 0.85% | 33.79K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | A | 68.09K | SH | $4.50M 0.84% | 68.09K | 0.00 | 0.00 |
AFLAC INCSOLE | A | 40.26K | SH | $4.50M 0.84% | 40.26K | 0.00 | 0.00 |
TRUIST FINANCIAL CORPSOLE | A | 98.11K | SH | $4.49M 0.84% | 98.11K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | A | 47.34K | SH | $4.48M 0.84% | 47.34K | 0.00 | 0.00 |
ZOETIS INCSOLE | A | 30.56K | SH | $4.47M 0.84% | 30.56K | 0.00 | 0.00 |
ACCENTURE PLC-CL ASOLE | A | 18.12K | SH | $4.47M 0.84% | 18.12K | 0.00 | 0.00 |
CHUBB LTDSOLE | COM | 15.79K | SH | $4.46M 0.83% | 15.79K | 0.00 | 0.00 |
BLACKROCK INCSOLE | A | 3.82K | SH | $4.45M 0.83% | 3.82K | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | A | 27.47K | SH | $4.44M 0.83% | 27.47K | 0.00 | 0.00 |
MARSH & MCLENNAN COSSOLE | A | 22.04K | SH | $4.44M 0.83% | 22.04K | 0.00 | 0.00 |
TJX COMPANIES INCSOLE | A | 30.73K | SH | $4.44M 0.83% | 30.73K | 0.00 | 0.00 |
KKR & CO INCSOLE | A | 34.09K | SH | $4.43M 0.83% | 34.09K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 20.17K | SH | $4.43M 0.83% | 20.17K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISESOLE | A | 180.19K | SH | $4.43M 0.83% | 180.19K | 0.00 | 0.00 |
NU HOLDINGS LTD/CAYMAN ISL-ASOLE | A | 275.81K | SH | $4.42M 0.83% | 275.81K | 0.00 | 0.00 |
STRYKER CORPSOLE | A | 11.94K | SH | $4.42M 0.83% | 11.94K | 0.00 | 0.00 |
NASDAQ INCSOLE | A | 49.87K | SH | $4.41M 0.83% | 49.87K | 0.00 | 0.00 |
REGIONS FINANCIAL CORPSOLE | A | 166.73K | SH | $4.40M 0.82% | 166.73K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | A | 113.17K | SH | $4.39M 0.82% | 113.17K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | A | 23.68K | SH | $4.39M 0.82% | 23.68K | 0.00 | 0.00 |
COTERRA ENERGY INCSOLE | A | 185.62K | SH | $4.39M 0.82% | 185.62K | 0.00 | 0.00 |
CORTEVA INCSOLE | A | 64.88K | SH | $4.39M 0.82% | 64.88K | 0.00 | 0.00 |
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