Filed: 2/17/2026ACC: 0001214659-26-001982
๐ What this filing means
SCIENTECH RESEARCH LLC filed this quarterly 13FโHR 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
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 3$4.69M3.0%
4โ10$8.22M5.2%
11โ25$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
SOLEShares197.39K
TypeSH
Market value$1.93M
1.21%
Sole
197.39K
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares3.36K
TypeSH
Market value$1.40M
0.88%
Sole
3.36K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares6.37K
TypeSH
Market value$1.36M
0.86%
Sole
6.37K
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares30.35K
TypeSH
Market value$1.27M
0.80%
Sole
30.35K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares1.84K
TypeSH
Market value$1.24M
0.78%
Sole
1.84K
Shared
0.00
None
0.00
CARNIVAL CORP
SOLEShares39.73K
TypeSH
Market value$1.21M
0.76%
Sole
39.73K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares2.04K
TypeSH
Market value$1.16M
0.73%
Sole
2.04K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares1.72K
TypeSH
Market value$1.12M
0.71%
Sole
1.72K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares48.03K
TypeSH
Market value$1.10M
0.69%
Sole
48.03K
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares3.27K
TypeSH
Market value$1.10M
0.69%
Sole
3.27K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares1.21K
TypeSH
Market value$1.09M
0.69%
Sole
1.21K
Shared
0.00
None
0.00
RICHTECH ROBOTICS INC
SOLEShares335.82K
TypeSH
Market value$1.08M
0.68%
Sole
335.82K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares1.89K
TypeSH
Market value$1.07M
0.67%
Sole
1.89K
Shared
0.00
None
0.00
F5 INC
SOLEShares3.98K
TypeSH
Market value$1.02M
0.64%
Sole
3.98K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares2.39K
TypeSH
Market value$1.00M
0.63%
Sole
2.39K
Shared
0.00
None
0.00
FLUENCE ENERGY INC
SOLEShares50.11K
TypeSH
Market value$991.2K
0.62%
Sole
50.11K
Shared
0.00
None
0.00
ABERCROMBIE & FITCH CO
SOLEShares7.76K
TypeSH
Market value$976.5K
0.61%
Sole
7.76K
Shared
0.00
None
0.00
CENTURY ALUM CO
SOLEShares24.68K
TypeSH
Market value$967.0K
0.61%
Sole
24.68K
Shared
0.00
None
0.00
PHOTRONICS INC
SOLEShares29.57K
TypeSH
Market value$946.4K
0.60%
Sole
29.57K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares5.38K
TypeSH
Market value$945.1K
0.59%
Sole
5.38K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares3.09K
TypeSH
Market value$939.0K
0.59%
Sole
3.09K
Shared
0.00
None
0.00
SIDUS SPACE INC
SOLEShares289.38K
TypeSH
Market value$908.7K
0.57%
Sole
289.38K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares1.85K
TypeSH
Market value$903.8K
0.57%
Sole
1.85K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares2.44K
TypeSH
Market value$900.5K
0.57%
Sole
2.44K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares8.97K
TypeSH
Market value$895.9K
0.56%
Sole
8.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ONDAS HLDGS INCSOLE | COM NEW | 197.39K | SH | $1.93M 1.21% | 197.39K | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 3.36K | SH | $1.40M 0.88% | 3.36K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 6.37K | SH | $1.36M 0.86% | 6.37K | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 30.35K | SH | $1.27M 0.80% | 30.35K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 1.84K | SH | $1.24M 0.78% | 1.84K | 0.00 | 0.00 |
CARNIVAL CORPSOLE | UNIT 99/99/9999 | 39.73K | SH | $1.21M 0.76% | 39.73K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 2.04K | SH | $1.16M 0.73% | 2.04K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 1.72K | SH | $1.12M 0.71% | 1.72K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 48.03K | SH | $1.10M 0.69% | 48.03K | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 3.27K | SH | $1.10M 0.69% | 3.27K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 1.21K | SH | $1.09M 0.69% | 1.21K | 0.00 | 0.00 |
RICHTECH ROBOTICS INCSOLE | CL B | 335.82K | SH | $1.08M 0.68% | 335.82K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.89K | SH | $1.07M 0.67% | 1.89K | 0.00 | 0.00 |
F5 INCSOLE | COM | 3.98K | SH | $1.02M 0.64% | 3.98K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 2.39K | SH | $1.00M 0.63% | 2.39K | 0.00 | 0.00 |
FLUENCE ENERGY INCSOLE | COM CL A | 50.11K | SH | $991.2K 0.62% | 50.11K | 0.00 | 0.00 |
ABERCROMBIE & FITCH COSOLE | CL A | 7.76K | SH | $976.5K 0.61% | 7.76K | 0.00 | 0.00 |
CENTURY ALUM COSOLE | COM | 24.68K | SH | $967.0K 0.61% | 24.68K | 0.00 | 0.00 |
PHOTRONICS INCSOLE | COM | 29.57K | SH | $946.4K 0.60% | 29.57K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 5.38K | SH | $945.1K 0.59% | 5.38K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 3.09K | SH | $939.0K 0.59% | 3.09K | 0.00 | 0.00 |
SIDUS SPACE INCSOLE | CL A COM NEW | 289.38K | SH | $908.7K 0.57% | 289.38K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 1.85K | SH | $903.8K 0.57% | 1.85K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 2.44K | SH | $900.5K 0.57% | 2.44K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 8.97K | SH | $895.9K 0.56% | 8.97K | 0.00 | 0.00 |
Page 1 of 20
โฆ