Filed: 5/15/2025ACC: 0002029433-25-000004
📋 What this filing means
SCIENCE & TECHNOLOGY PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $252.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$252.37M
Total AUM (reported)
5.03M
Total Shares
Allocation by class
COM$67.31M26.7%
COM CL A$53.79M21.3%
SHS$34.80M13.8%
CL A$34.62M13.7%
SHS CL A$21.59M8.6%
SPONSORD ADS$14.72M5.8%
SPONSORED ADS$12.87M5.1%
Portfolio Concentration
Top 3$68.59M27.2%
4–10$109.95M43.6%
11–25$73.84M29.3%
Top 3 weight
27.2%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 5.03M
Sole
Full voting authority
5.03M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
GENEDX HOLDINGS CORP
SOLEShares276.64K
TypeSH
Market value$24.50M
9.71%
Sole
276.64K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares340.76K
TypeSH
Market value$22.50M
8.91%
Sole
340.76K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares226.99K
TypeSH
Market value$21.59M
8.55%
Sole
226.99K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares59.80K
TypeSH
Market value$20.21M
8.01%
Sole
59.80K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares76.13K
TypeSH
Market value$20.17M
7.99%
Sole
76.13K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares681.77K
TypeSH
Market value$18.27M
7.24%
Sole
681.77K
Shared
0.00
None
0.00
SEA LTD
SOLEShares112.80K
TypeSH
Market value$14.72M
5.83%
Sole
112.80K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares26.53K
TypeSH
Market value$14.59M
5.78%
Sole
26.53K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares97.30K
TypeSH
Market value$12.87M
5.10%
Sole
97.30K
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares1.28M
TypeSH
Market value$9.12M
3.61%
Sole
1.28M
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares15.89K
TypeSH
Market value$8.36M
3.31%
Sole
15.89K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares48.60K
TypeSH
Market value$7.22M
2.86%
Sole
48.60K
Shared
0.00
None
0.00
NATERA INC
SOLEShares50.30K
TypeSH
Market value$7.11M
2.82%
Sole
50.30K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares3.60K
TypeSH
Market value$7.02M
2.78%
Sole
3.60K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares96.05K
TypeSH
Market value$6.98M
2.77%
Sole
96.05K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares34.73K
TypeSH
Market value$6.35M
2.51%
Sole
34.73K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares36.45K
TypeSH
Market value$6.10M
2.42%
Sole
36.45K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares11.50K
TypeSH
Market value$5.70M
2.26%
Sole
11.50K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares17.50K
TypeSH
Market value$4.60M
1.82%
Sole
17.50K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares1.40M
TypeSH
Market value$3.83M
1.52%
Sole
1.40M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares28.60K
TypeSH
Market value$2.89M
1.14%
Sole
28.60K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.90K
TypeSH
Market value$2.79M
1.10%
Sole
7.90K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares28.27K
TypeSH
Market value$2.01M
0.80%
Sole
28.27K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares6K
TypeSH
Market value$1.79M
0.71%
Sole
6K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares59.40K
TypeSH
Market value$1.11M
0.44%
Sole
59.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GENEDX HOLDINGS CORPSOLE | COM CL A | 276.64K | SH | $24.50M 9.71% | 276.64K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 340.76K | SH | $22.50M 8.91% | 340.76K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 226.99K | SH | $21.59M 8.55% | 226.99K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 59.80K | SH | $20.21M 8.01% | 59.80K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 76.13K | SH | $20.17M 7.99% | 76.13K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 681.77K | SH | $18.27M 7.24% | 681.77K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 112.80K | SH | $14.72M 5.83% | 112.80K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 26.53K | SH | $14.59M 5.78% | 26.53K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 97.30K | SH | $12.87M 5.10% | 97.30K | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | COM CL A | 1.28M | SH | $9.12M 3.61% | 1.28M | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 15.89K | SH | $8.36M 3.31% | 15.89K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 48.60K | SH | $7.22M 2.86% | 48.60K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 50.30K | SH | $7.11M 2.82% | 50.30K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.60K | SH | $7.02M 2.78% | 3.60K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 96.05K | SH | $6.98M 2.77% | 96.05K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 34.73K | SH | $6.35M 2.51% | 34.73K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.45K | SH | $6.10M 2.42% | 36.45K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 11.50K | SH | $5.70M 2.26% | 11.50K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 17.50K | SH | $4.60M 1.82% | 17.50K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 1.40M | SH | $3.83M 1.52% | 1.40M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 28.60K | SH | $2.89M 1.14% | 28.60K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.90K | SH | $2.79M 1.10% | 7.90K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 28.27K | SH | $2.01M 0.80% | 28.27K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 6K | SH | $1.79M 0.71% | 6K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 59.40K | SH | $1.11M 0.44% | 59.40K | 0.00 | 0.00 |