Filed: 5/15/2026ACC: 0002029433-26-000003
📋 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 $382.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$382.16M
Total AUM (reported)
4.97M
Total Shares
Allocation by class
COM$177.68M46.5%
COM CL A$52.21M13.7%
COM NEW$36.91M9.7%
CL A COM$21.98M5.8%
SPONSORED ADS$18.15M4.7%
ORD$16.02M4.2%
COMMON STOCK$15.11M4.0%
Portfolio Concentration
Top 3$74.14M19.4%
4–10$133.84M35.0%
11–25$125.49M32.8%
Rest$48.68M12.7%
Top 3 weight
19.4%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 4.93M
Sole
Full voting authority
4.93M
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:
LUMENTUM HLDGS INC
SOLEShares37.72K
TypeSH
Market value$26.51M
6.94%
Sole
37.72K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares86.44K
TypeSH
Market value$24.41M
6.39%
Sole
86.44K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares108.70K
TypeSH
Market value$23.22M
6.08%
Sole
108.70K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares106.53K
TypeSH
Market value$21.98M
5.75%
Sole
106.53K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares88.24K
TypeSH
Market value$21.02M
5.50%
Sole
88.24K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares151.85K
TypeSH
Market value$20.57M
5.38%
Sole
151.85K
Shared
0.00
None
0.00
NATERA INC
SOLEShares99.73K
TypeSH
Market value$19.95M
5.22%
Sole
99.73K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares53.70K
TypeSH
Market value$18.15M
4.75%
Sole
53.70K
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares577.84K
TypeSH
Market value$16.15M
4.23%
Sole
577.84K
Shared
0.00
None
0.00
CAMTEK LTD
SOLEShares105.67K
TypeSH
Market value$16.02M
4.19%
Sole
105.67K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares241.20K
TypeSH
Market value$15.49M
4.05%
Sole
241.20K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares237.25K
TypeSH
Market value$15.24M
3.99%
Sole
237.25K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares1.53M
TypeSH
Market value$12.27M
3.21%
Sole
1.49M
Shared
0.00
None
0.00
CIENA CORP
SOLEShares27.59K
TypeSH
Market value$10.71M
2.80%
Sole
27.59K
Shared
0.00
None
0.00
AMPRIUS TECHNOLOGIES INC
SOLEShares635.11K
TypeSH
Market value$10.71M
2.80%
Sole
635.11K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares45.30K
TypeSH
Market value$7.95M
2.08%
Sole
45.30K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares51.27K
TypeSH
Market value$7.50M
1.96%
Sole
51.27K
Shared
0.00
None
0.00
APPLIED MATERIAL ORD
SOLEShares21.55K
TypeSH
Market value$7.37M
1.93%
Sole
21.55K
Shared
0.00
None
0.00
NVIDIA ORD
SOLEShares34.30K
TypeSH
Market value$5.98M
1.57%
Sole
34.30K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares68.99K
TypeSH
Market value$5.92M
1.55%
Sole
68.99K
Shared
0.00
None
0.00
SANDISK ORD
SOLEShares9.29K
TypeSH
Market value$5.91M
1.55%
Sole
9.29K
Shared
0.00
None
0.00
MICRON TECHNOLOGY ORD
SOLEShares16.90K
TypeSH
Market value$5.71M
1.49%
Sole
16.90K
Shared
0.00
None
0.00
ASML HOLDING ADR REP ORD
SOLEShares4K
TypeSH
Market value$5.28M
1.38%
Sole
4K
Shared
0.00
None
0.00
ANALOG DEVICES ORD
SOLEShares15.90K
TypeSH
Market value$5.06M
1.32%
Sole
15.90K
Shared
0.00
None
0.00
KARMAN HLDGS INC
SOLEShares55K
TypeSH
Market value$4.40M
1.15%
Sole
55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HLDGS INCSOLE | COM | 37.72K | SH | $26.51M 6.94% | 37.72K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 86.44K | SH | $24.41M 6.39% | 86.44K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 108.70K | SH | $23.22M 6.08% | 108.70K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 106.53K | SH | $21.98M 5.75% | 106.53K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 88.24K | SH | $21.02M 5.50% | 88.24K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 151.85K | SH | $20.57M 5.38% | 151.85K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 99.73K | SH | $19.95M 5.22% | 99.73K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 53.70K | SH | $18.15M 4.75% | 53.70K | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM CL A | 577.84K | SH | $16.15M 4.23% | 577.84K | 0.00 | 0.00 |
CAMTEK LTDSOLE | ORD | 105.67K | SH | $16.02M 4.19% | 105.67K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 241.20K | SH | $15.49M 4.05% | 241.20K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | COM | 237.25K | SH | $15.24M 3.99% | 237.25K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 1.53M | SH | $12.27M 3.21% | 1.49M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 27.59K | SH | $10.71M 2.80% | 27.59K | 0.00 | 0.00 |
AMPRIUS TECHNOLOGIES INCSOLE | COMMON STOCK | 635.11K | SH | $10.71M 2.80% | 635.11K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 45.30K | SH | $7.95M 2.08% | 45.30K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 51.27K | SH | $7.50M 1.96% | 51.27K | 0.00 | 0.00 |
APPLIED MATERIAL ORDSOLE | COM | 21.55K | SH | $7.37M 1.93% | 21.55K | 0.00 | 0.00 |
NVIDIA ORDSOLE | COM | 34.30K | SH | $5.98M 1.57% | 34.30K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 68.99K | SH | $5.92M 1.55% | 68.99K | 0.00 | 0.00 |
SANDISK ORDSOLE | COM | 9.29K | SH | $5.91M 1.55% | 9.29K | 0.00 | 0.00 |
MICRON TECHNOLOGY ORDSOLE | COM | 16.90K | SH | $5.71M 1.49% | 16.90K | 0.00 | 0.00 |
ASML HOLDING ADR REP ORDSOLE | N Y REGISTRY SHS | 4K | SH | $5.28M 1.38% | 4K | 0.00 | 0.00 |
ANALOG DEVICES ORDSOLE | COM | 15.90K | SH | $5.06M 1.32% | 15.90K | 0.00 | 0.00 |
KARMAN HLDGS INCSOLE | COMMON STOCK | 55K | SH | $4.40M 1.15% | 55K | 0.00 | 0.00 |
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