SCIENTECH RESEARCH LLC

PrivateCIK: 2011556
Location

JERSEY CITY, NJ

๐Ÿ“‹ What this filing means

SCIENTECH RESEARCH LLC filed this quarterly 13Fโ€‘HR report disclosing 550 equity positions with a total reported market value of $286.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

550
Positions
$286.92M
Total AUM (reported)
10.61M
Total Shares

Allocation by class

TOTAL AUM$286.92M550 positions
COM$178.36M62.2%
CL A$19.74M6.9%
COM NEW$16.26M5.7%
COM CL A$12.93M4.5%
SHS$8.94M3.1%
SPONSORED ADS$4.05M1.4%
SPONSORED ADR$3.82M1.3%

Portfolio Concentration

Top 32.1%4โ€“104.3%11โ€“257.3%Rest86.3%TOP 106.4%0%100%
Top 3$6.14M2.1%
4โ€“10$12.21M4.3%
11โ€“25$21.05M7.3%
Rest$247.52M86.3%

Top 3 weight

2.1%

Top 10 weight

6.4%

Voting Authority Distribution

Total shares with voting rights: 10.61M

Sole

Full voting authority

10.61M

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)

Sole550
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings550
Rows:

MICROSOFT CORP

SOLE
COM
Shares4.23K
TypeSH
Market value$2.19M
0.76%
Sole
4.23K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares10.65K
TypeSH
Market value$1.99M
0.69%
Sole
10.65K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares2.73K
TypeSH
Market value$1.96M
0.68%
Sole
2.73K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares2.54K
TypeSH
Market value$1.94M
0.68%
Sole
2.54K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares3.20K
TypeSH
Market value$1.80M
0.63%
Sole
3.20K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares3.87K
TypeSH
Market value$1.77M
0.62%
Sole
3.87K
Shared
0.00
None
0.00

TILRAY BRANDS INC

SOLE
COM
Shares1.01M
TypeSH
Market value$1.75M
0.61%
Sole
1.01M
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares29.30K
TypeSH
Market value$1.71M
0.60%
Sole
29.30K
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares5.46K
TypeSH
Market value$1.70M
0.59%
Sole
5.46K
Shared
0.00
None
0.00

INSULET CORP

SOLE
COM
Shares5.02K
TypeSH
Market value$1.55M
0.54%
Sole
5.02K
Shared
0.00
None
0.00

TRANSOCEAN LTD

SOLE
REGISTERED SHS
Shares493.74K
TypeSH
Market value$1.54M
0.54%
Sole
493.74K
Shared
0.00
None
0.00

ZEBRA TECHNOLOGIES CORPORATI

SOLE
CL A
Shares5.09K
TypeSH
Market value$1.51M
0.53%
Sole
5.09K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares10.55K
TypeSH
Market value$1.51M
0.53%
Sole
10.55K
Shared
0.00
None
0.00

GRANITESHARES ETF TR

SOLE
2X LONG NVDA DAI
Shares15.58K
TypeSH
Market value$1.46M
0.51%
Sole
15.58K
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares4.13K
TypeSH
Market value$1.46M
0.51%
Sole
4.13K
Shared
0.00
None
0.00

FIRST MAJESTIC SILVER CORP

SOLE
COM
Shares116.88K
TypeSH
Market value$1.44M
0.50%
Sole
116.88K
Shared
0.00
None
0.00

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares4.17K
TypeSH
Market value$1.42M
0.49%
Sole
4.17K
Shared
0.00
None
0.00

PTC INC

SOLE
COM
Shares6.91K
TypeSH
Market value$1.40M
0.49%
Sole
6.91K
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares2.73K
TypeSH
Market value$1.36M
0.48%
Sole
2.73K
Shared
0.00
None
0.00

VERISIGN INC

SOLE
COM
Shares4.78K
TypeSH
Market value$1.34M
0.47%
Sole
4.78K
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares9.74K
TypeSH
Market value$1.33M
0.46%
Sole
9.74K
Shared
0.00
None
0.00

NATERA INC

SOLE
COM
Shares8.27K
TypeSH
Market value$1.33M
0.46%
Sole
8.27K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares116.32K
TypeSH
Market value$1.33M
0.46%
Sole
116.32K
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares3.15K
TypeSH
Market value$1.32M
0.46%
Sole
3.15K
Shared
0.00
None
0.00

LULULEMON ATHLETICA INC

SOLE
COM
Shares7.37K
TypeSH
Market value$1.31M
0.46%
Sole
7.37K
Shared
0.00
None
0.00
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SCIENTECH RESEARCH LLC 13F Holdings โ€” 550 Positions | Finecho