Science & Technology Partners, L.P.

Q2 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$593,321
Net value change ($000)
+211,166 (55.3%)
New positions
61
Sold out positions
19
Turnover %
71.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GH 31,329 NEW
AAPL 27,231 865.3%
NVDA 27,007 451.5%
FPS 26,142 NEW
AEHR 23,919 NEW
LLY 23,449 NEW
SPIR 21,527 NEW
MSFT 18,832 NEW
SITM 18,264 714.6%
AXSM 17,878 NEW
Top Reduces (Value $000, Stocks/ETFs)
KEYS -23,977 -98.2%
NET -21,433 -97.5%
COHR -20,497 -97.5%
TSM -18,148 -100.0%
CAMT -16,020 -100.0%
RKLB -15,236 -100.0%
NOK -11,939 -100.0%
LITE -11,053 -41.7%
AMPX -10,708 -100.0%
CIEN -10,216 -95.4%
Instrument mix + QoQ Δ (ex-options)
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