Science & Technology Partners, L.P.

Q1 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$382,155
Net value change ($000)
+22,393 (6.2%)
New positions
28
Sold out positions
10
Turnover %
81.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
KEYS 24,408 NEW
NET 21,980 NEW
LITE 20,242 323.0%
CAMT 16,020 NEW
RKLB 15,236 NEW
NOK 11,939 NEW
CIEN 10,712 NEW
AMPX 10,708 NEW
TSEM 7,949 NEW
BE 7,425 56.5%
Top Reduces (Value $000, Stocks/ETFs)
APP -30,204 -100.0%
GOOGL -23,594 -91.1%
TSLA -21,557 -86.6%
SHOP -19,526 -100.0%
AXON -19,350 -100.0%
AVGO -18,505 -86.7%
ESTA -14,071 -100.0%
AFRM -14,000 -100.0%
SITM -12,474 -83.0%
WGS -10,686 -40.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 334 (0.1% 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