Science & Technology Partners, L.P.

Q3 2025 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
26
Total value ($000)
$358,890
Net value change ($000)
-22,744 (-6.0%)
New positions
7
Sold out positions
25
Turnover %
78.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 21,896 NEW
CDNS 19,638 2360.3%
AVGO 19,522 115.7%
SHOP 19,471 4819.6%
APP 19,427 65.3%
TSM 15,082 369.9%
VRT 11,370 NEW
TSLA 11,131 275.9%
AXON 10,257 76.7%
RBLX 8,436 139.4%
Top Reduces (Value $000, Stocks/ETFs)
TTAN -22,995 -100.0%
CYBR -21,184 -100.0%
NVDA -19,306 -100.0%
SNOW -16,058 -100.0%
RBRK -15,332 -100.0%
BSX -15,120 -100.0%
COIN -13,950 -100.0%
PODD -13,243 -100.0%
HOOD -12,266 -100.0%
NTNX -11,978 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,691 (1.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type