Filed: 11/14/2025ACC: 0002029433-25-000009
📋 What this filing means
SCIENCE & TECHNOLOGY PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $358.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$358.89M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$132.26M36.9%
COM CL A$93.06M25.9%
CL A$32.06M8.9%
CAP STK CL C$21.90M6.1%
CL A SUB VTG SHS$19.87M5.5%
SPONSORED ADS$19.16M5.3%
COM NEW$11.74M3.3%
Portfolio Concentration
Top 3$116.15M32.4%
4–10$134.84M37.6%
11–25$107.90M30.1%
Top 3 weight
32.4%
Top 10 weight
69.9%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Sole
Full voting authority
2.08M
shares
% of voting shares98.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.50K
shares
% of voting shares1.7%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings24
Rows:
APPLOVIN CORP
SOLEShares68.45K
TypeSH
Market value$49.18M
13.70%
Sole
68.45K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares129.81K
TypeSH
Market value$42.83M
11.93%
Sole
110.31K
Shared
0.00
None
19.50K
GENEDX HOLDINGS CORP
SOLEShares224.07K
TypeSH
Market value$24.14M
6.73%
Sole
224.07K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares32.92K
TypeSH
Market value$23.63M
6.58%
Sole
32.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares89.90K
TypeSH
Market value$21.90M
6.10%
Sole
89.90K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares58.27K
TypeSH
Market value$20.47M
5.70%
Sole
58.27K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares133.74K
TypeSH
Market value$19.87M
5.54%
Sole
133.74K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares68.60K
TypeSH
Market value$19.16M
5.34%
Sole
68.60K
Shared
0.00
None
0.00
TESLA INC
SOLEShares34.10K
TypeSH
Market value$15.16M
4.23%
Sole
34.10K
Shared
0.00
None
0.00
NATERA INC
SOLEShares91K
TypeSH
Market value$14.65M
4.08%
Sole
91K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares104.60K
TypeSH
Market value$14.49M
4.04%
Sole
104.60K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares87.70K
TypeSH
Market value$11.74M
3.27%
Sole
87.70K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares75.37K
TypeSH
Market value$11.37M
3.17%
Sole
75.37K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares14.18K
TypeSH
Market value$9.89M
2.76%
Sole
14.18K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares20.05K
TypeSH
Market value$9.83M
2.74%
Sole
20.05K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares98.90K
TypeSH
Market value$8.36M
2.33%
Sole
98.90K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares72.01K
TypeSH
Market value$7.76M
2.16%
Sole
72.01K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares42.40K
TypeSH
Market value$7.73M
2.16%
Sole
42.40K
Shared
0.00
None
0.00
JOBY AVIATION INC
SOLEShares399.30K
TypeSH
Market value$6.44M
1.80%
Sole
383.30K
Shared
0.00
None
16K
ROCKET LAB CORP
SOLEShares114.24K
TypeSH
Market value$5.47M
1.53%
Sole
114.24K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares24.31K
TypeSH
Market value$5.22M
1.45%
Sole
24.31K
Shared
0.00
None
0.00
ETF SER SOLUTIONS
SOLEShares48.10K
TypeSH
Market value$5.05M
1.41%
Sole
48.10K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares31.39K
TypeSH
Market value$2.29M
0.64%
Sole
31.39K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares55.84K
TypeSH
Market value$2.24M
0.62%
Sole
55.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 68.45K | SH | $49.18M 13.70% | 68.45K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 129.81K | SH | $42.83M 11.93% | 110.31K | 0.00 | 19.50K |
GENEDX HOLDINGS CORPSOLE | COM CL A | 224.07K | SH | $24.14M 6.73% | 224.07K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 32.92K | SH | $23.63M 6.58% | 32.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 89.90K | SH | $21.90M 6.10% | 89.90K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 58.27K | SH | $20.47M 5.70% | 58.27K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 133.74K | SH | $19.87M 5.54% | 133.74K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 68.60K | SH | $19.16M 5.34% | 68.60K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 34.10K | SH | $15.16M 4.23% | 34.10K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 91K | SH | $14.65M 4.08% | 91K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 104.60K | SH | $14.49M 4.04% | 104.60K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 87.70K | SH | $11.74M 3.27% | 87.70K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 75.37K | SH | $11.37M 3.17% | 75.37K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 14.18K | SH | $9.89M 2.76% | 14.18K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 20.05K | SH | $9.83M 2.74% | 20.05K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 98.90K | SH | $8.36M 2.33% | 98.90K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 72.01K | SH | $7.76M 2.16% | 72.01K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 42.40K | SH | $7.73M 2.16% | 42.40K | 0.00 | 0.00 |
JOBY AVIATION INCSOLE | COMMON STOCK | 399.30K | SH | $6.44M 1.80% | 383.30K | 0.00 | 16K |
ROCKET LAB CORPSOLE | COM | 114.24K | SH | $5.47M 1.53% | 114.24K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 24.31K | SH | $5.22M 1.45% | 24.31K | 0.00 | 0.00 |
ETF SER SOLUTIONSSOLE | DEFIANCE QUANTUM | 48.10K | SH | $5.05M 1.41% | 48.10K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 31.39K | SH | $2.29M 0.64% | 31.39K | 0.00 | 0.00 |
PROSHARES TRSOLE | ULTRA TSLA | 55.84K | SH | $2.24M 0.62% | 55.84K | 0.00 | 0.00 |