Filed: 5/15/2025ACC: 0001214659-25-007836
📋 What this filing means
SCIENTECH RESEARCH LLC filed this quarterly 13F‑HR report disclosing 541 equity positions with a total reported market value of $377.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
541
Positions
$377.78M
Total AUM (reported)
9.43M
Total Shares
Allocation by class
COM$235.84M62.4%
CL A$26.88M7.1%
COM CL A$19.94M5.3%
COM NEW$14.98M4.0%
SHS$14.89M3.9%
SPONSORED ADS$6.67M1.8%
ORD$4.66M1.2%
Portfolio Concentration
Top 3$9.48M2.5%
4–10$16.94M4.5%
11–25$27.92M7.4%
Rest$323.44M85.6%
Top 3 weight
2.5%
Top 10 weight
7.0%
Voting Authority Distribution
Total shares with voting rights: 9.43M
Sole
Full voting authority
9.43M
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)
Sole541
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings541
Rows:
NETFLIX INC
SOLEShares3.58K
TypeSH
Market value$3.34M
0.88%
Sole
3.58K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.69K
TypeSH
Market value$3.29M
0.87%
Sole
1.69K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares5.18K
TypeSH
Market value$2.85M
0.75%
Sole
5.18K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares5.24K
TypeSH
Market value$2.59M
0.69%
Sole
5.24K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares3.14K
TypeSH
Market value$2.56M
0.68%
Sole
3.14K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares5.12K
TypeSH
Market value$2.55M
0.67%
Sole
5.12K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares17.63K
TypeSH
Market value$2.46M
0.65%
Sole
17.63K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares8.82K
TypeSH
Market value$2.34M
0.62%
Sole
8.82K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares8.39K
TypeSH
Market value$2.23M
0.59%
Sole
8.39K
Shared
0.00
None
0.00
DIREXION SHS ETF TR
SOLEShares232.27K
TypeSH
Market value$2.21M
0.59%
Sole
232.27K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares6.73K
TypeSH
Market value$2.11M
0.56%
Sole
6.73K
Shared
0.00
None
0.00
YUM BRANDS INC
SOLEShares13.27K
TypeSH
Market value$2.09M
0.55%
Sole
13.27K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares12.40K
TypeSH
Market value$2.05M
0.54%
Sole
12.40K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares55.35K
TypeSH
Market value$2.05M
0.54%
Sole
55.35K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares3.66K
TypeSH
Market value$2.05M
0.54%
Sole
3.66K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares12.44K
TypeSH
Market value$2.03M
0.54%
Sole
12.44K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares7.03K
TypeSH
Market value$1.89M
0.50%
Sole
7.03K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares14.44K
TypeSH
Market value$1.84M
0.49%
Sole
14.44K
Shared
0.00
None
0.00
MICROSTRATEGY INC
SOLEShares6.16K
TypeSH
Market value$1.78M
0.47%
Sole
6.16K
Shared
0.00
None
0.00
ETF OPPORTUNITIES TRUST
SOLEShares318.70K
TypeSH
Market value$1.74M
0.46%
Sole
318.70K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares7.66K
TypeSH
Market value$1.70M
0.45%
Sole
7.66K
Shared
0.00
None
0.00
POOL CORP
SOLEShares5.27K
TypeSH
Market value$1.68M
0.44%
Sole
5.27K
Shared
0.00
None
0.00
CRH PLC
SOLEShares19.05K
TypeSH
Market value$1.68M
0.44%
Sole
19.05K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares13.80K
TypeSH
Market value$1.62M
0.43%
Sole
13.80K
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares14.18K
TypeSH
Market value$1.62M
0.43%
Sole
14.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 3.58K | SH | $3.34M 0.88% | 3.58K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1.69K | SH | $3.29M 0.87% | 1.69K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 5.18K | SH | $2.85M 0.75% | 5.18K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.24K | SH | $2.59M 0.69% | 5.24K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 3.14K | SH | $2.56M 0.68% | 3.14K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 5.12K | SH | $2.55M 0.67% | 5.12K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 17.63K | SH | $2.46M 0.65% | 17.63K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 8.82K | SH | $2.34M 0.62% | 8.82K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 8.39K | SH | $2.23M 0.59% | 8.39K | 0.00 | 0.00 |
DIREXION SHS ETF TRSOLE | DAILY TSLA 2X SH | 232.27K | SH | $2.21M 0.59% | 232.27K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 6.73K | SH | $2.11M 0.56% | 6.73K | 0.00 | 0.00 |
YUM BRANDS INCSOLE | COM | 13.27K | SH | $2.09M 0.55% | 13.27K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 12.40K | SH | $2.05M 0.54% | 12.40K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 55.35K | SH | $2.05M 0.54% | 55.35K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.66K | SH | $2.05M 0.54% | 3.66K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 12.44K | SH | $2.03M 0.54% | 12.44K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 7.03K | SH | $1.89M 0.50% | 7.03K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 14.44K | SH | $1.84M 0.49% | 14.44K | 0.00 | 0.00 |
MICROSTRATEGY INCSOLE | CL A NEW | 6.16K | SH | $1.78M 0.47% | 6.16K | 0.00 | 0.00 |
ETF OPPORTUNITIES TRUSTSOLE | T REX 2X LONG MS | 318.70K | SH | $1.74M 0.46% | 318.70K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 7.66K | SH | $1.70M 0.45% | 7.66K | 0.00 | 0.00 |
POOL CORPSOLE | COM | 5.27K | SH | $1.68M 0.44% | 5.27K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 19.05K | SH | $1.68M 0.44% | 19.05K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 13.80K | SH | $1.62M 0.43% | 13.80K | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 14.18K | SH | $1.62M 0.43% | 14.18K | 0.00 | 0.00 |
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