Filed: 5/14/2026ACC: 0001653169-26-000003
📋 What this filing means
SCIENCAST MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 243 equity positions with a total reported market value of $785.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
243
Positions
$785.12M
Total AUM (reported)
11.75M
Total Shares
Allocation by class
A$773.90M98.6%
C$6.81M0.9%
B$4.41M0.6%
Portfolio Concentration
Top 3$19.26M2.5%
4–10$44.63M5.7%
11–25$95.11M12.1%
Rest$626.12M79.7%
Top 3 weight
2.5%
Top 10 weight
8.1%
Voting Authority Distribution
Total shares with voting rights: 11.75M
Sole
Full voting authority
11.75M
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)
Sole243
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings243
Rows:
TPG INC
SOLEShares159.32K
TypeSH
Market value$6.45M
0.82%
Sole
159.32K
Shared
0.00
None
0.00
CLOUDFLARE INC - CLASS A
SOLEShares31.04K
TypeSH
Market value$6.41M
0.82%
Sole
31.04K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares87.91K
TypeSH
Market value$6.40M
0.81%
Sole
87.91K
Shared
0.00
None
0.00
CAPITAL ONE FINANCIAL CORP
SOLEShares35.06K
TypeSH
Market value$6.40M
0.81%
Sole
35.06K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares29.93K
TypeSH
Market value$6.40M
0.81%
Sole
29.93K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares41.68K
TypeSH
Market value$6.38M
0.81%
Sole
41.68K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares80.04K
TypeSH
Market value$6.37M
0.81%
Sole
80.04K
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares178.37K
TypeSH
Market value$6.37M
0.81%
Sole
178.37K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares38.65K
TypeSH
Market value$6.36M
0.81%
Sole
38.65K
Shared
0.00
None
0.00
TRACTOR SUPPLY COMPANY
SOLEShares140.38K
TypeSH
Market value$6.36M
0.81%
Sole
140.38K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares126.64K
TypeSH
Market value$6.36M
0.81%
Sole
126.64K
Shared
0.00
None
0.00
P G & E CORP
SOLEShares361.48K
TypeSH
Market value$6.35M
0.81%
Sole
361.48K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares56.11K
TypeSH
Market value$6.35M
0.81%
Sole
56.11K
Shared
0.00
None
0.00
PAN AMERICAN SILVER CORP
SOLEShares116.24K
TypeSH
Market value$6.35M
0.81%
Sole
116.24K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares6.37K
TypeSH
Market value$6.35M
0.81%
Sole
6.37K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares30.67K
TypeSH
Market value$6.35M
0.81%
Sole
30.67K
Shared
0.00
None
0.00
DUKE ENERGY CORP
SOLEShares48.42K
TypeSH
Market value$6.34M
0.81%
Sole
48.42K
Shared
0.00
None
0.00
SEMPRA
SOLEShares65.22K
TypeSH
Market value$6.34M
0.81%
Sole
65.22K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares39.01K
TypeSH
Market value$6.34M
0.81%
Sole
39.01K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares33.41K
TypeSH
Market value$6.33M
0.81%
Sole
33.41K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares95.98K
TypeSH
Market value$6.33M
0.81%
Sole
95.98K
Shared
0.00
None
0.00
SHOPIFY INC - CLASS A
SOLEShares53.40K
TypeSH
Market value$6.33M
0.81%
Sole
53.40K
Shared
0.00
None
0.00
PARKER HANNIFIN CORP
SOLEShares7.07K
TypeSH
Market value$6.33M
0.81%
Sole
7.07K
Shared
0.00
None
0.00
METLIFE INC
SOLEShares89.52K
TypeSH
Market value$6.33M
0.81%
Sole
89.52K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares20.15K
TypeSH
Market value$6.33M
0.81%
Sole
20.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TPG INCSOLE | A | 159.32K | SH | $6.45M 0.82% | 159.32K | 0.00 | 0.00 |
CLOUDFLARE INC - CLASS ASOLE | A | 31.04K | SH | $6.41M 0.82% | 31.04K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | A | 87.91K | SH | $6.40M 0.81% | 87.91K | 0.00 | 0.00 |
CAPITAL ONE FINANCIAL CORPSOLE | A | 35.06K | SH | $6.40M 0.81% | 35.06K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | A | 29.93K | SH | $6.40M 0.81% | 29.93K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | A | 41.68K | SH | $6.38M 0.81% | 41.68K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | A | 80.04K | SH | $6.37M 0.81% | 80.04K | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | A | 178.37K | SH | $6.37M 0.81% | 178.37K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | A | 38.65K | SH | $6.36M 0.81% | 38.65K | 0.00 | 0.00 |
TRACTOR SUPPLY COMPANYSOLE | A | 140.38K | SH | $6.36M 0.81% | 140.38K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | A | 126.64K | SH | $6.36M 0.81% | 126.64K | 0.00 | 0.00 |
P G & E CORPSOLE | A | 361.48K | SH | $6.35M 0.81% | 361.48K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | A | 56.11K | SH | $6.35M 0.81% | 56.11K | 0.00 | 0.00 |
PAN AMERICAN SILVER CORPSOLE | A | 116.24K | SH | $6.35M 0.81% | 116.24K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | A | 6.37K | SH | $6.35M 0.81% | 6.37K | 0.00 | 0.00 |
CHEVRON CORPSOLE | A | 30.67K | SH | $6.35M 0.81% | 30.67K | 0.00 | 0.00 |
DUKE ENERGY CORPSOLE | A | 48.42K | SH | $6.34M 0.81% | 48.42K | 0.00 | 0.00 |
SEMPRASOLE | A | 65.22K | SH | $6.34M 0.81% | 65.22K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | A | 39.01K | SH | $6.34M 0.81% | 39.01K | 0.00 | 0.00 |
DANAHER CORPSOLE | A | 33.41K | SH | $6.33M 0.81% | 33.41K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | A | 95.98K | SH | $6.33M 0.81% | 95.98K | 0.00 | 0.00 |
SHOPIFY INC - CLASS ASOLE | A | 53.40K | SH | $6.33M 0.81% | 53.40K | 0.00 | 0.00 |
PARKER HANNIFIN CORPSOLE | A | 7.07K | SH | $6.33M 0.81% | 7.07K | 0.00 | 0.00 |
METLIFE INCSOLE | A | 89.52K | SH | $6.33M 0.81% | 89.52K | 0.00 | 0.00 |
CENCORA INCSOLE | A | 20.15K | SH | $6.33M 0.81% | 20.15K | 0.00 | 0.00 |
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