Filed: 8/14/2025ACC: 0001214659-25-012230
📋 What this filing means
SCIENTECH RESEARCH LLC filed this quarterly 13F‑HR report disclosing 572 equity positions with a total reported market value of $409.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
572
Positions
$409.18M
Total AUM (reported)
12.40M
Total Shares
Allocation by class
COM$259.57M63.4%
CL A$28.97M7.1%
COM NEW$18.84M4.6%
COM CL A$12.95M3.2%
SHS$10.36M2.5%
SPONSORED ADS$6.67M1.6%
COMMON STOCK$5.73M1.4%
Portfolio Concentration
Top 3$9.63M2.4%
4–10$19.46M4.8%
11–25$33.40M8.2%
Rest$346.68M84.7%
Top 3 weight
2.4%
Top 10 weight
7.1%
Voting Authority Distribution
Total shares with voting rights: 12.40M
Sole
Full voting authority
12.40M
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)
Sole572
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings572
Rows:
ZSCALER INC
SOLEShares10.37K
TypeSH
Market value$3.26M
0.80%
Sole
10.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.50K
TypeSH
Market value$3.23M
0.79%
Sole
6.50K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares56.90K
TypeSH
Market value$3.15M
0.77%
Sole
56.90K
Shared
0.00
None
0.00
JOBY AVIATION INC
SOLEShares286.08K
TypeSH
Market value$3.02M
0.74%
Sole
286.08K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares5.34K
TypeSH
Market value$2.83M
0.69%
Sole
5.34K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares13.26K
TypeSH
Market value$2.82M
0.69%
Sole
13.26K
Shared
0.00
None
0.00
INSMED INC
SOLEShares27.64K
TypeSH
Market value$2.78M
0.68%
Sole
27.64K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.86K
TypeSH
Market value$2.69M
0.66%
Sole
11.86K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares11K
TypeSH
Market value$2.67M
0.65%
Sole
11K
Shared
0.00
None
0.00
IONQ INC
SOLEShares61.93K
TypeSH
Market value$2.66M
0.65%
Sole
61.93K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares7.87K
TypeSH
Market value$2.65M
0.65%
Sole
7.87K
Shared
0.00
None
0.00
BITMINE IMMERSION TECNOLOGIE
SOLEShares74.56K
TypeSH
Market value$2.53M
0.62%
Sole
74.56K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares1.77K
TypeSH
Market value$2.36M
0.58%
Sole
1.77K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.34K
TypeSH
Market value$2.36M
0.58%
Sole
4.34K
Shared
0.00
None
0.00
BIGBEAR AI HLDGS INC
SOLEShares346.55K
TypeSH
Market value$2.35M
0.58%
Sole
346.55K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares43.77K
TypeSH
Market value$2.28M
0.56%
Sole
43.77K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares9.03K
TypeSH
Market value$2.21M
0.54%
Sole
9.03K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares7.84K
TypeSH
Market value$2.19M
0.53%
Sole
7.84K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares2.83K
TypeSH
Market value$2.17M
0.53%
Sole
2.83K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares1.18K
TypeSH
Market value$2.16M
0.53%
Sole
1.18K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.86K
TypeSH
Market value$2.11M
0.52%
Sole
2.86K
Shared
0.00
None
0.00
AEROVIRONMENT INC
SOLEShares7.29K
TypeSH
Market value$2.08M
0.51%
Sole
7.29K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares12.87K
TypeSH
Market value$2.01M
0.49%
Sole
12.87K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares5.65K
TypeSH
Market value$1.98M
0.48%
Sole
5.65K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares20.96K
TypeSH
Market value$1.96M
0.48%
Sole
20.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ZSCALER INCSOLE | COM | 10.37K | SH | $3.26M 0.80% | 10.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.50K | SH | $3.23M 0.79% | 6.50K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 56.90K | SH | $3.15M 0.77% | 56.90K | 0.00 | 0.00 |
JOBY AVIATION INCSOLE | COMMON STOCK | 286.08K | SH | $3.02M 0.74% | 286.08K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 5.34K | SH | $2.83M 0.69% | 5.34K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 13.26K | SH | $2.82M 0.69% | 13.26K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 27.64K | SH | $2.78M 0.68% | 27.64K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.86K | SH | $2.69M 0.66% | 11.86K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 11K | SH | $2.67M 0.65% | 11K | 0.00 | 0.00 |
IONQ INCSOLE | COM | 61.93K | SH | $2.66M 0.65% | 61.93K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 7.87K | SH | $2.65M 0.65% | 7.87K | 0.00 | 0.00 |
BITMINE IMMERSION TECNOLOGIESOLE | COM NEW | 74.56K | SH | $2.53M 0.62% | 74.56K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.77K | SH | $2.36M 0.58% | 1.77K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.34K | SH | $2.36M 0.58% | 4.34K | 0.00 | 0.00 |
BIGBEAR AI HLDGS INCSOLE | COM | 346.55K | SH | $2.35M 0.58% | 346.55K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 43.77K | SH | $2.28M 0.56% | 43.77K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 9.03K | SH | $2.21M 0.54% | 9.03K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 7.84K | SH | $2.19M 0.53% | 7.84K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 2.83K | SH | $2.17M 0.53% | 2.83K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 1.18K | SH | $2.16M 0.53% | 1.18K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.86K | SH | $2.11M 0.52% | 2.86K | 0.00 | 0.00 |
AEROVIRONMENT INCSOLE | COM | 7.29K | SH | $2.08M 0.51% | 7.29K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 12.87K | SH | $2.01M 0.49% | 12.87K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 5.65K | SH | $1.98M 0.48% | 5.65K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 20.96K | SH | $1.96M 0.48% | 20.96K | 0.00 | 0.00 |
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