Q2 2026 13F · SEC CIK 2029433

Science & Technology Partners, L.P.

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $593.3M
Reported positions: 84
Holdings vs S&P 500, 3 yrs: —
Assets under management: $425.5M

Science & Technology Partners, L.P. is a hedge fund that reported 84 positions worth $593.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 5.6%), Guardant Health Inc (GH, 5.3%), Apple Inc (AAPL, 5.1%).

Science & Technology Partners, L.P. holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Science & Technology Partners, L.P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.6%	1.6%	164,870	+380.7%	$33.0M
GHGuardant Health Inc	5.3%	New	208,817	—	$31.3M
AAPLApple Inc	5.1%	0.8%	104,985	+746.7%	$30.4M
NTRANatera Inc	5.0%	5.2%	109,880	+10.2%	$29.8M
COHRCoherent Corp	5.0%	5.5%	74,725	-15.3%	$29.5M
LRCXLam Research Corp	4.7%	6.1%	64,913	-40.3%	$28.1M
PLPlanet Labs Pbc	4.6%	4.2%	824,733	+42.7%	$27.3M
FPSForgent Power Solutions Inc	4.4%	New	468,000	—	$26.1M
BEBloom Energy Corp	4.3%	5.4%	85,210	-43.9%	$25.8M
AEHRAehr Test Sys	4.0%	New	249,000	—	$23.9M
LLYEli Lilly & Co	4.0%	New	19,550	—	$23.4M
SPIRSpire Global Inc	3.6%	New	1,157,389	—	$21.5M
SITMSitime Corp	3.5%	0.7%	27,925	+277.4%	$20.8M
MSFTMicrosoft Corp	3.2%	New	50,484	—	$18.8M
AXSMAxsome Therapeutics, Inc.	3.0%	New	73,040	—	$17.9M
LITELumentum Hldgs Inc	2.6%	6.9%	18,011	-52.3%	$15.5M
WULFTerawulf Inc	2.3%	New	546,011	—	$13.5M
NBIXNeurocrine Biosciences Inc	2.3%	New	79,724	—	$13.4M
TWSTTwist Bioscience Corp	2.2%	New	129,228	—	$13.3M
BTSGBrightspring Health Services I	2.1%	New	176,135	—	$12.3M
AVGOBroadcom Inc	2.0%	0.7%	32,151	+251.4%	$12.1M
GLWCorning Inc	1.8%	0.6%	41,459	+152.9%	$10.6M
MUMicron Technology Inc	1.6%	1.5%	8,062	-52.3%	$9.3M
DPCDpc Holdings PLC	1.3%	New	158,828	—	$7.8M
GEVGe Vernova Inc	1.3%	0.4%	6,600	+247.4%	$7.8M
TET1 Energy Inc	1.2%	New	775,094	—	$7.3M
WGSGenedx Holdings Corp	1.2%	4.1%	106,387	-55.9%	$7.3M
AMDAdvanced Micro Devices Inc	1.1%	New	11,657	—	$6.8M
UNHUnitedhealth Group Inc	1.0%	New	14,600	—	$6.1M
MOHMolina Healthcare Inc	0.9%	New	22,140	—	$5.1M
INTCIntel Corp	0.7%	New	31,413	—	$4.4M
AMATApplied Matls Inc	0.7%	1.9%	5,670	-73.7%	$4.1M
SPCXSpace Exploration Techn Corp	0.6%	New	21,400	—	$3.7M
CSCOCisco Sys Inc	0.6%	0.5%	28,254	+16.8%	$3.3M
KLACKla Corp	0.5%	New	9,369	—	$2.8M
PANWPalo Alto Networks Inc	0.3%	New	5,813	—	$2.0M
TXNTexas Instrs Inc	0.3%	New	6,510	—	$1.9M
IBMInternational Business Machs	0.3%	New	6,713	—	$1.9M
PLTRPalantir Technologies Inc	0.3%	2.0%	15,578	-69.6%	$1.8M
MRVLMarvell Technology Inc	0.3%	New	6,092	—	$1.8M
ORCLOracle Corp	0.3%	New	12,291	—	$1.8M
WDCWestern Digital Corp Com	0.3%	New	2,475	—	$1.6M
APHAmphenol Corp	0.3%	New	8,791	—	$1.6M
STXSeagate Technology Hldngs Pl	0.3%	0.7%	1,544	-78.7%	$1.5M
QCOMQualcomm Inc	0.2%	New	7,630	—	$1.4M
ADIAnalog Devices Inc	0.2%	1.3%	3,484	-78.1%	$1.4M
CRWDCrowdstrike Hldgs Inc	0.2%	New	1,771	—	$1.4M
ANETArista Networks Inc	0.2%	New	7,625	—	$1.3M
SHOPShopify Inc	0.2%	New	8,780	—	$1.0M
DELLDell Technologies Inc	0.2%	New	2,155	—	$930K

What Science & Technology Partners, L.P. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$593.3M	84
Q1 2026	$381.8M	42
Q4 2025	$357.9M	24
Q3 2025	$352.2M	24
Q2 2025	$381.6M	42
Q1 2025	$252.4M	25
Q4 2024	$329.1M	23

Questions about Science & Technology Partners, L.P.'s portfolio

What stocks does Science & Technology Partners, L.P. own?

Science & Technology Partners, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 84 positions worth $593.3M. The largest are Nvidia Corporation (NVDA) at 5.6%, Guardant Health Inc (GH) at 5.3%, Apple Inc (AAPL) at 5.1%, Natera Inc (NTRA) at 5.0% and Coherent Corp (COHR) at 5.0%.

What did Science & Technology Partners, L.P. buy last quarter?

In Q2 2026, Science & Technology Partners, L.P. added a new position in Guardant Health Inc (GH), a new position in Forgent Power Solutions Inc (FPS), a new position in Aehr Test Sys (AEHR), a new position in Eli Lilly & Co (LLY), a new position in Spire Global Inc (SPIR), Apple Inc (AAPL) (+746.7% shares), Nvidia Corporation (NVDA) (+380.7% shares) and Sitime Corp (SITM) (+277.4% shares), compared with its Q1 2026 filing.

What did Science & Technology Partners, L.P. sell last quarter?

In Q2 2026, Science & Technology Partners, L.P. cut from its top 50 Keysight Technologies Inc (KEYS), cut from its top 50 Cloudflare Inc (NET), cut from its top 50 Taiwan Semiconductor Manufac (TSM), cut from its top 50 Camtek Ltd (CAMT), cut from its top 50 Rocket Lab Corp (RKLB), Seagate Technology Hldngs Pl (STX) (-78.7% shares), Analog Devices Inc (ADI) (-78.1% shares) and Applied Matls Inc (AMAT) (-73.7% shares), compared with its Q1 2026 filing.

When is Science & Technology Partners, L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Science & Technology Partners, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Science & Technology Partners, L.P. manage?

Science & Technology Partners, L.P. reported $425.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $593.3M.