Science & Technology Partners, L.P.
CIK 2029433 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- NVDA5.56%
- GH5.28%
- AAPL5.12%
- NTRA5.03%
- COHR4.97%
- LRCX4.74%
- PL4.61%
- FPS4.41%
- BE4.35%
- AEHR4.03%
Share classes counted separately48.10%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LITEWeight decreased · -4.34 pp6.94% → 2.60%Shares -19.71K (-52.25%)
- AAPLWeight increased · +4.30 pp0.82% → 5.12%Shares +92.58K (+746.65%)
- NVDAWeight increased · +3.99 pp1.57% → 5.56%Shares +130.57K (+380.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $32.99M | 5.56% | 164.87K shares | 1.57% → 5.56%+3.99 pp +130.57K (+380.67%) | Added | ↗▾ |
| 02 | GHGUARDANT HEALTH INC View history and evidence | $31.33M | 5.28% | 208.82K shares | Prior unavailable +208.82K | New | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $30.38M | 5.12% | 104.98K shares | 0.82% → 5.12%+4.30 pp +92.58K (+746.65%) | Added | ↗▾ |
| 04 | NTRANATERA INC View history and evidence | $29.83M | 5.03% | 109.88K shares | 5.22% → 5.03%-0.19 pp +10.15K (+10.18%) | Added | ↗▾ |
| 05 | COHRCOHERENT CORP View history and evidence | $29.48M | 4.97% | 74.72K shares | 5.51% → 4.97%-0.54 pp -13.52K (-15.32%) | Reduced | ↗▾ |
| 06 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $28.13M | 4.74% | 64.91K shares | 6.08% → 4.74%-1.34 pp -43.79K (-40.28%) | Reduced | ↗▾ |
| 07 | PLPLANET LABS PBCCOM CL A View history and evidence | $27.32M | 4.61% | 824.73K shares | 4.23% → 4.61%+0.38 pp +246.89K (+42.73%) | Added | ↗▾ |
| 08 | FPSFORGENT POWER SOLUTIONS-CL ACOM SHS CL A View history and evidence | $26.14M | 4.41% | 468.00K shares | Prior unavailable +468.00K | New | ↗▾ |
| 09 | BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | $25.79M | 4.35% | 85.21K shares | 5.39% → 4.35%-1.04 pp -66.64K (-43.89%) | Reduced | ↗▾ |
| 10 | AEHRAEHR TEST SYSTEMS View history and evidence | $23.92M | 4.03% | 249.00K shares | Prior unavailable +249.00K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR-SP ADR | Non-derivative | -53,700 | -$18.15M | SEC filing ↗ | SEC filing ↗ |
| CAMT CAMTEK LTD | Non-derivative | -105,669 | -$16.02M | SEC filing ↗ | SEC filing ↗ |
| RKLB ROCKET LAB CORP | Non-derivative | -237,254 | -$15.24M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2029433 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 593321383
}Research all 84 reported holdings.
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