Filed: 2/17/2026ACC: 0002029433-26-000002
📋 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 $359.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$359.76M
Total AUM (reported)
3.07M
Total Shares
Allocation by class
COM$163.33M45.4%
COM CL A$102.27M28.4%
CAP STK CL C$25.89M7.2%
COM NEW$23.14M6.4%
CL A SUB VTG SHS$19.53M5.4%
SPONSORED ADS$13.55M3.8%
SHS$6.09M1.7%
Portfolio Concentration
Top 3$82.27M22.9%
4–10$147.03M40.9%
11–25$130.47M36.3%
Top 3 weight
22.9%
Top 10 weight
63.7%
Voting Authority Distribution
Total shares with voting rights: 3.06M
Sole
Full voting authority
3.06M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
APPLOVIN CORP
SOLEShares44.83K
TypeSH
Market value$30.20M
8.40%
Sole
44.83K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares201.26K
TypeSH
Market value$26.18M
7.28%
Sole
201.26K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares82.50K
TypeSH
Market value$25.89M
7.20%
Sole
82.50K
Shared
0.00
None
0.00
TESLA INC
SOLEShares55.38K
TypeSH
Market value$24.90M
6.92%
Sole
55.38K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares125.58K
TypeSH
Market value$23.18M
6.44%
Sole
125.58K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares61.65K
TypeSH
Market value$21.34M
5.93%
Sole
61.65K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares116.80K
TypeSH
Market value$19.99M
5.56%
Sole
116.80K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares121.30K
TypeSH
Market value$19.53M
5.43%
Sole
121.30K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares34.07K
TypeSH
Market value$19.35M
5.38%
Sole
34.07K
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares950.20K
TypeSH
Market value$18.74M
5.21%
Sole
950.20K
Shared
0.00
None
0.00
NATERA INC
SOLEShares79.25K
TypeSH
Market value$18.16M
5.05%
Sole
79.25K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares42.56K
TypeSH
Market value$15.03M
4.18%
Sole
42.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares76.60K
TypeSH
Market value$14.29M
3.97%
Sole
66.80K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares193.07K
TypeSH
Market value$14.07M
3.91%
Sole
193.07K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares188.10K
TypeSH
Market value$14.00M
3.89%
Sole
188.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares44.60K
TypeSH
Market value$13.55M
3.77%
Sole
44.60K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares151.32K
TypeSH
Market value$13.15M
3.65%
Sole
151.32K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares17K
TypeSH
Market value$6.27M
1.74%
Sole
17K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares10.49K
TypeSH
Market value$6.09M
1.69%
Sole
10.49K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares24.55K
TypeSH
Market value$4.36M
1.21%
Sole
24.55K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares35.86K
TypeSH
Market value$3.66M
1.02%
Sole
35.86K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares5.55K
TypeSH
Market value$3.14M
0.87%
Sole
5.55K
Shared
0.00
None
0.00
REDWIRE CORPORATION
SOLEShares406.77K
TypeSH
Market value$3.09M
0.86%
Sole
406.77K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares3.80K
TypeSH
Market value$1.60M
0.45%
Sole
3.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 44.83K | SH | $30.20M 8.40% | 44.83K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 201.26K | SH | $26.18M 7.28% | 201.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 82.50K | SH | $25.89M 7.20% | 82.50K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 55.38K | SH | $24.90M 6.92% | 55.38K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 125.58K | SH | $23.18M 6.44% | 125.58K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 61.65K | SH | $21.34M 5.93% | 61.65K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 116.80K | SH | $19.99M 5.56% | 116.80K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 121.30K | SH | $19.53M 5.43% | 121.30K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 34.07K | SH | $19.35M 5.38% | 34.07K | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM CL A | 950.20K | SH | $18.74M 5.21% | 950.20K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 79.25K | SH | $18.16M 5.05% | 79.25K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 42.56K | SH | $15.03M 4.18% | 42.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 76.60K | SH | $14.29M 3.97% | 66.80K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 193.07K | SH | $14.07M 3.91% | 193.07K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 188.10K | SH | $14.00M 3.89% | 188.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 44.60K | SH | $13.55M 3.77% | 44.60K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 151.32K | SH | $13.15M 3.65% | 151.32K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 17K | SH | $6.27M 1.74% | 17K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 10.49K | SH | $6.09M 1.69% | 10.49K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 24.55K | SH | $4.36M 1.21% | 24.55K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 35.86K | SH | $3.66M 1.02% | 35.86K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.55K | SH | $3.14M 0.87% | 5.55K | 0.00 | 0.00 |
REDWIRE CORPORATIONSOLE | COM | 406.77K | SH | $3.09M 0.86% | 406.77K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 3.80K | SH | $1.60M 0.45% | 3.80K | 0.00 | 0.00 |