SCIENTECH RESEARCH LLC

PrivateCIK: 2011556
Location

JERSEY CITY, NJ

๐Ÿ“‹ What this filing means

SCIENTECH RESEARCH LLC filed this quarterly 13Fโ€‘HR report disclosing 479 equity positions with a total reported market value of $158.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

479
Positions
$158.99M
Total AUM (reported)
8.83M
Total Shares

Allocation by class

TOTAL AUM$158.99M479 positions
COM$95.06M59.8%
CL A$10.83M6.8%
COM CL A$9.73M6.1%
COM NEW$7.46M4.7%
SHS$3.27M2.1%
SPONSORED ADS$2.34M1.5%
CL A COM$2.27M1.4%

Portfolio Concentration

Top 33.0%4โ€“105.2%11โ€“259.2%Rest82.7%TOP 108.1%0%100%
Top 3$4.69M3.0%
4โ€“10$8.22M5.2%
11โ€“25$14.64M9.2%
Rest$131.43M82.7%

Top 3 weight

3.0%

Top 10 weight

8.1%

Voting Authority Distribution

Total shares with voting rights: 8.83M

Sole

Full voting authority

8.83M

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)

Sole479
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings479
Rows:

ONDAS HLDGS INC

SOLE
COM NEW
Shares197.39K
TypeSH
Market value$1.93M
1.21%
Sole
197.39K
Shared
0.00
None
0.00

DOMINOS PIZZA INC

SOLE
COM
Shares3.36K
TypeSH
Market value$1.40M
0.88%
Sole
3.36K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares6.37K
TypeSH
Market value$1.36M
0.86%
Sole
6.37K
Shared
0.00
None
0.00

MEDLINE INC

SOLE
COM CL A
Shares30.35K
TypeSH
Market value$1.27M
0.80%
Sole
30.35K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares1.84K
TypeSH
Market value$1.24M
0.78%
Sole
1.84K
Shared
0.00
None
0.00

CARNIVAL CORP

SOLE
UNIT 99/99/9999
Shares39.73K
TypeSH
Market value$1.21M
0.76%
Sole
39.73K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

SOLE
COM
Shares2.04K
TypeSH
Market value$1.16M
0.73%
Sole
2.04K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares1.72K
TypeSH
Market value$1.12M
0.71%
Sole
1.72K
Shared
0.00
None
0.00

ULTRAGENYX PHARMACEUTICAL IN

SOLE
COM
Shares48.03K
TypeSH
Market value$1.10M
0.69%
Sole
48.03K
Shared
0.00
None
0.00

DYCOM INDS INC

SOLE
COM
Shares3.27K
TypeSH
Market value$1.10M
0.69%
Sole
3.27K
Shared
0.00
None
0.00

MONOLITHIC PWR SYS INC

SOLE
COM
Shares1.21K
TypeSH
Market value$1.09M
0.69%
Sole
1.21K
Shared
0.00
None
0.00

RICHTECH ROBOTICS INC

SOLE
CL B
Shares335.82K
TypeSH
Market value$1.08M
0.68%
Sole
335.82K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares1.89K
TypeSH
Market value$1.07M
0.67%
Sole
1.89K
Shared
0.00
None
0.00

F5 INC

SOLE
COM
Shares3.98K
TypeSH
Market value$1.02M
0.64%
Sole
3.98K
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares2.39K
TypeSH
Market value$1.00M
0.63%
Sole
2.39K
Shared
0.00
None
0.00

FLUENCE ENERGY INC

SOLE
COM CL A
Shares50.11K
TypeSH
Market value$991.2K
0.62%
Sole
50.11K
Shared
0.00
None
0.00

ABERCROMBIE & FITCH CO

SOLE
CL A
Shares7.76K
TypeSH
Market value$976.5K
0.61%
Sole
7.76K
Shared
0.00
None
0.00

CENTURY ALUM CO

SOLE
COM
Shares24.68K
TypeSH
Market value$967.0K
0.61%
Sole
24.68K
Shared
0.00
None
0.00

PHOTRONICS INC

SOLE
COM
Shares29.57K
TypeSH
Market value$946.4K
0.60%
Sole
29.57K
Shared
0.00
None
0.00

DUOLINGO INC

SOLE
CL A COM
Shares5.38K
TypeSH
Market value$945.1K
0.59%
Sole
5.38K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares3.09K
TypeSH
Market value$939.0K
0.59%
Sole
3.09K
Shared
0.00
None
0.00

SIDUS SPACE INC

SOLE
CL A COM NEW
Shares289.38K
TypeSH
Market value$908.7K
0.57%
Sole
289.38K
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares1.85K
TypeSH
Market value$903.8K
0.57%
Sole
1.85K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares2.44K
TypeSH
Market value$900.5K
0.57%
Sole
2.44K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares8.97K
TypeSH
Market value$895.9K
0.56%
Sole
8.97K
Shared
0.00
None
0.00
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SCIENTECH RESEARCH LLC 13F Holdings โ€” 479 Positions | Finecho