Filed: 8/14/2025ACC: 0002029433-25-000008
📋 What this filing means
SCIENCE & TECHNOLOGY PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $381.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$381.63M
Total AUM (reported)
3.62M
Total Shares
Allocation by class
COM$144.32M37.8%
COM CL A$86.82M22.7%
CL A$57.66M15.1%
SHS$34.23M9.0%
COM NEW$23.06M6.0%
SHS CL A$23.00M6.0%
URANIUM AND NUCL$5.07M1.3%
Portfolio Concentration
Top 3$82.04M21.5%
4–10$119.54M31.3%
11–25$141.69M37.1%
Rest$38.36M10.1%
Top 3 weight
21.5%
Top 10 weight
52.8%
Voting Authority Distribution
Total shares with voting rights: 3.62M
Sole
Full voting authority
3.62M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
APPLOVIN CORP
SOLEShares85K
TypeSH
Market value$29.76M
7.80%
Sole
85K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares317.28K
TypeSH
Market value$29.29M
7.67%
Sole
317.28K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares214.55K
TypeSH
Market value$23.00M
6.03%
Sole
214.55K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares52.06K
TypeSH
Market value$21.18M
5.55%
Sole
52.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares122.20K
TypeSH
Market value$19.31M
5.06%
Sole
122.20K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares61.20K
TypeSH
Market value$16.87M
4.42%
Sole
61.20K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares71.76K
TypeSH
Market value$16.06M
4.21%
Sole
71.76K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares161K
TypeSH
Market value$15.67M
4.11%
Sole
161K
Shared
0.00
None
0.00
RUBRIK INC.
SOLEShares171.14K
TypeSH
Market value$15.33M
4.02%
Sole
171.14K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares140.77K
TypeSH
Market value$15.12M
3.96%
Sole
140.77K
Shared
0.00
None
0.00
NATERA INC
SOLEShares85.19K
TypeSH
Market value$14.39M
3.77%
Sole
85.19K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares39.80K
TypeSH
Market value$13.95M
3.66%
Sole
39.80K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares16.15K
TypeSH
Market value$13.37M
3.50%
Sole
16.15K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares42.15K
TypeSH
Market value$13.24M
3.47%
Sole
42.15K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares17K
TypeSH
Market value$13.04M
3.42%
Sole
17K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares131K
TypeSH
Market value$12.27M
3.21%
Sole
131K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares156.70K
TypeSH
Market value$11.98M
3.14%
Sole
156.70K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares111.82K
TypeSH
Market value$7.65M
2.00%
Sole
111.82K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares13.60K
TypeSH
Market value$7.39M
1.94%
Sole
13.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.30K
TypeSH
Market value$6.87M
1.80%
Sole
31.30K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares2.43K
TypeSH
Market value$6.35M
1.66%
Sole
2.43K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares57.54K
TypeSH
Market value$6.05M
1.59%
Sole
57.54K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares63.13K
TypeSH
Market value$5.63M
1.48%
Sole
63.13K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares45.60K
TypeSH
Market value$5.07M
1.33%
Sole
45.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.01K
TypeSH
Market value$4.44M
1.16%
Sole
6.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 85K | SH | $29.76M 7.80% | 85K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 317.28K | SH | $29.29M 7.67% | 317.28K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 214.55K | SH | $23.00M 6.03% | 214.55K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 52.06K | SH | $21.18M 5.55% | 52.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 122.20K | SH | $19.31M 5.06% | 122.20K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 61.20K | SH | $16.87M 4.42% | 61.20K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 71.76K | SH | $16.06M 4.21% | 71.76K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 161K | SH | $15.67M 4.11% | 161K | 0.00 | 0.00 |
RUBRIK INC.SOLE | CL A | 171.14K | SH | $15.33M 4.02% | 171.14K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 140.77K | SH | $15.12M 3.96% | 140.77K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 85.19K | SH | $14.39M 3.77% | 85.19K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 39.80K | SH | $13.95M 3.66% | 39.80K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 16.15K | SH | $13.37M 3.50% | 16.15K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 42.15K | SH | $13.24M 3.47% | 42.15K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 17K | SH | $13.04M 3.42% | 17K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 131K | SH | $12.27M 3.21% | 131K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 156.70K | SH | $11.98M 3.14% | 156.70K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 111.82K | SH | $7.65M 2.00% | 111.82K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 13.60K | SH | $7.39M 1.94% | 13.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.30K | SH | $6.87M 1.80% | 31.30K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 2.43K | SH | $6.35M 1.66% | 2.43K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 57.54K | SH | $6.05M 1.59% | 57.54K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 63.13K | SH | $5.63M 1.48% | 63.13K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | URANIUM AND NUCL | 45.60K | SH | $5.07M 1.33% | 45.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.01K | SH | $4.44M 1.16% | 6.01K | 0.00 | 0.00 |
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