Filed: 8/14/2026ACC: 0002029433-26-000004
📋 What this filing means
SCIENCE & TECHNOLOGY PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $593.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$593.32M
Total AUM (reported)
6.08M
Total Shares
Allocation by class
COM$419.91M70.8%
COM CL A$61.27M10.3%
COM NEW$39.30M6.6%
COM SHS CL A$26.14M4.4%
COM CL A NEW$21.53M3.6%
ORDINARY SHARES$8.11M1.4%
CL A$4.93M0.8%
Portfolio Concentration
Top 3$94.70M16.0%
4–10$190.61M32.1%
11–25$218.05M36.8%
Rest$89.97M15.2%
Top 3 weight
16.0%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 6.08M
Sole
Full voting authority
6.08M
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)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
NVIDIA ORD
SOLEShares164.87K
TypeSH
Market value$32.99M
5.56%
Sole
164.87K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares208.82K
TypeSH
Market value$31.33M
5.28%
Sole
208.82K
Shared
0.00
None
0.00
APPLE ORD
SOLEShares104.98K
TypeSH
Market value$30.38M
5.12%
Sole
104.98K
Shared
0.00
None
0.00
NATERA INC
SOLEShares109.88K
TypeSH
Market value$29.83M
5.03%
Sole
109.88K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares74.72K
TypeSH
Market value$29.48M
4.97%
Sole
74.72K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares64.91K
TypeSH
Market value$28.13M
4.74%
Sole
64.91K
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares824.73K
TypeSH
Market value$27.32M
4.61%
Sole
824.73K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares468K
TypeSH
Market value$26.14M
4.41%
Sole
468K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares85.21K
TypeSH
Market value$25.79M
4.35%
Sole
85.21K
Shared
0.00
None
0.00
AEHR TEST SYS
SOLEShares249K
TypeSH
Market value$23.92M
4.03%
Sole
249K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares19.55K
TypeSH
Market value$23.45M
3.95%
Sole
19.55K
Shared
0.00
None
0.00
SPIRE GLOBAL INC
SOLEShares1.16M
TypeSH
Market value$21.53M
3.63%
Sole
1.16M
Shared
0.00
None
0.00
SITIME CORP
SOLEShares27.93K
TypeSH
Market value$20.82M
3.51%
Sole
27.93K
Shared
0.00
None
0.00
MICROSOFT ORD
SOLEShares50.48K
TypeSH
Market value$18.83M
3.17%
Sole
50.48K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC.
SOLEShares73.04K
TypeSH
Market value$17.88M
3.01%
Sole
73.04K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares18.01K
TypeSH
Market value$15.45M
2.60%
Sole
18.01K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares546.01K
TypeSH
Market value$13.49M
2.27%
Sole
546.01K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares79.72K
TypeSH
Market value$13.44M
2.26%
Sole
79.72K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares129.23K
TypeSH
Market value$13.29M
2.24%
Sole
129.23K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares176.13K
TypeSH
Market value$12.28M
2.07%
Sole
176.13K
Shared
0.00
None
0.00
BROADCOM ORD
SOLEShares32.15K
TypeSH
Market value$12.15M
2.05%
Sole
32.15K
Shared
0.00
None
0.00
CORNING INC
SOLEShares41.46K
TypeSH
Market value$10.59M
1.78%
Sole
41.46K
Shared
0.00
None
0.00
MICRON TECHNOLOGY ORD
SOLEShares8.06K
TypeSH
Market value$9.31M
1.57%
Sole
8.06K
Shared
0.00
None
0.00
DPC HOLDINGS PLC
SOLEShares158.83K
TypeSH
Market value$7.79M
1.31%
Sole
158.83K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares6.60K
TypeSH
Market value$7.75M
1.31%
Sole
6.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA ORDSOLE | COM | 164.87K | SH | $32.99M 5.56% | 164.87K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 208.82K | SH | $31.33M 5.28% | 208.82K | 0.00 | 0.00 |
APPLE ORDSOLE | COM | 104.98K | SH | $30.38M 5.12% | 104.98K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 109.88K | SH | $29.83M 5.03% | 109.88K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 74.72K | SH | $29.48M 4.97% | 74.72K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 64.91K | SH | $28.13M 4.74% | 64.91K | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM CL A | 824.73K | SH | $27.32M 4.61% | 824.73K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 468K | SH | $26.14M 4.41% | 468K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 85.21K | SH | $25.79M 4.35% | 85.21K | 0.00 | 0.00 |
AEHR TEST SYSSOLE | COM | 249K | SH | $23.92M 4.03% | 249K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 19.55K | SH | $23.45M 3.95% | 19.55K | 0.00 | 0.00 |
SPIRE GLOBAL INCSOLE | COM CL A NEW | 1.16M | SH | $21.53M 3.63% | 1.16M | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 27.93K | SH | $20.82M 3.51% | 27.93K | 0.00 | 0.00 |
MICROSOFT ORDSOLE | COM | 50.48K | SH | $18.83M 3.17% | 50.48K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 73.04K | SH | $17.88M 3.01% | 73.04K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 18.01K | SH | $15.45M 2.60% | 18.01K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 546.01K | SH | $13.49M 2.27% | 546.01K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 79.72K | SH | $13.44M 2.26% | 79.72K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 129.23K | SH | $13.29M 2.24% | 129.23K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 176.13K | SH | $12.28M 2.07% | 176.13K | 0.00 | 0.00 |
BROADCOM ORDSOLE | COM | 32.15K | SH | $12.15M 2.05% | 32.15K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 41.46K | SH | $10.59M 1.78% | 41.46K | 0.00 | 0.00 |
MICRON TECHNOLOGY ORDSOLE | COM | 8.06K | SH | $9.31M 1.57% | 8.06K | 0.00 | 0.00 |
DPC HOLDINGS PLCSOLE | ORDINARY SHARES | 158.83K | SH | $7.79M 1.31% | 158.83K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 6.60K | SH | $7.75M 1.31% | 6.60K | 0.00 | 0.00 |
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