Science & Technology Partners, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$382.2M
Q ending 2026-03-31
Prior quarter
$359.8M
Q ending 2025-12-31
Change
+6.2% QoQ · +51.4% YoY
Positions
43
reported holdings
Largest positions
All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lumentum Hldgs Inc | LITE | Shares | $26.5M | 38K |
| Keysight Technologies Inc | KEYS | Shares | $24.4M | 86K |
| Lam Research Corp | LRCX | Shares | $23.2M | 109K |
| Cloudflare Inc | NET | Shares | $22.0M | 107K |
| Coherent Corp | COHR | Shares | $21.0M | 88K |
| Bloom Energy Corp | BE | Shares | $20.6M | 152K |
| Natera Inc | NTRA | Shares | $19.9M | 100K |
| Taiwan Semiconductor Manufac | TSM | Shares | $18.1M | 54K |
| Planet Labs Pbc | PL | Shares | $16.2M | 578K |
| Camtek Ltd | Shares | $16.0M | 106K | |
| Genedx Holdings Corp | WGS | Shares | $15.5M | 241K |
| Rocket Lab Corp | RKLB | Shares | $15.2M | 237K |
| Nokia Corp | NOK | Shares | $11.9M | 1.5M |
| Ciena Corp | CIEN | Shares | $10.7M | 28K |
| Amprius Technologies Inc | AMPX | Shares | $10.7M | 635K |
| Tower Semiconductor Ltd | Shares | $7.9M | 45K | |
| Palantir Technologies Inc | PLTR | Shares | $7.5M | 51K |
| Applied Material Ord | AMAT | Shares | $7.4M | 22K |
| Nvidia Ord | NVDA | Shares | $6.0M | 34K |
| Digitalocean Hldgs Inc | DOCN | Shares | $5.9M | 69K |
| Sandisk Ord | SNDK | Shares | $5.9M | 9K |
| Micron Technology Ord | MU | Shares | $5.7M | 17K |
| Asml Holding Adr Rep Ord | Shares | $5.3M | 4K | |
| Analog Devices Ord | ADI | Shares | $5.1M | 16K |
| Karman Hldgs Inc | KRMN | Shares | $4.4M | 55K |
| Intuitive Machines Inc | LUNR | Shares | $4.4M | 237K |
| Fastly Inc | FSLY | Shares | $4.4M | 151K |
| Akamai Technologies Inc | AKAM | Shares | $4.2M | 37K |
| Advanced Energy Inds | AEIS | Shares | $4.2M | 13K |
| Verisign Inc | VRSN | Shares | $4.1M | 16K |
| Tesla Inc | TSLA | Shares | $3.3M | 9K |
| Apple Ord | AAPL | Shares | $3.1M | 12K |
| Motorola Solutions Ord | MSI | Shares | $3.0M | 7K |
| Seagate Technology Holdings Ord | Shares | $2.8M | 7K | |
| Broadcom Ord | AVGO | Shares | $2.8M | 9K |
| Sitime Ord | SITM | Shares | $2.6M | 7K |
| Alphabet Inc | GOOG | Shares | $2.3M | 8K |
| Corning Ord | GLW | Shares | $2.2M | 16K |
| Cisco Systems Ord | CSCO | Shares | $1.9M | 24K |
| Ge Vernova Ord | GEV | Shares | $1.7M | 2K |
| Onto Innovation Ord | ONTO | Shares | $1.6M | 8K |
| Nokia Corp | NOK | Call | $334K | 42K |
| Caretrust Reit Ord | CTRE | Shares | $73K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.