StockDrifts LogoStockDrifts

Sciencast Management LP

Portfolio Manager
Sciencast Management LP
Performance
+12.34% (2026 Q1)
AUM (13F)
$785.12M
# of Holdings
243
Performance Rank
Allocation (Top 20)
16.22%

Sciencast Management LP Holdings Map

Top 50 Sciencast Management LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TPG
TPG INC
0.82%159.3K$6.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 159.3K shares
$52.17(-20.59%)
2026-03-31
NET
CLOUDFLARE INC - CLASS A
0.82%31.0K$6.4M
+324.04%(+23.72K)
2025-Q1: 25.8K shares2025-Q2: 0 shares2025-Q3: 4.6K shares2025-Q4: 7.3K shares2026-Q1: 31.0K shares
$188.66(+28.49%)
2026-03-31
WMB
WILLIAMS COS INC
0.81%87.9K$6.4M
-11.79%(-11.74K)
2025-Q1: 59.7K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 99.7K shares2026-Q1: 87.9K shares
$52.63(+38.98%)
2026-03-31
COF
CAPITAL ONE FINANCIAL CORP
0.81%35.1K$6.4M
+124.87%(+19.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.6K shares2026-Q1: 35.1K shares
$219.10(-6.38%)
2026-03-31
LRCX
LAM RESEARCH CORP
0.81%29.9K$6.4M
+2174.39%(+28.61K)
2025-Q1: 6.1K shares2025-Q2: 0 shares2025-Q3: 33.8K shares2025-Q4: 1.3K shares2026-Q1: 29.9K shares
$188.74(+86.19%)
2026-03-31
LULU
LULULEMON ATHLETICA INC
0.81%41.7K$6.4M
+391.29%(+33.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 8.9K shares2025-Q4: 8.5K shares2026-Q1: 41.7K shares
$186.01(-36.33%)
2026-03-31
WFC
WELLS FARGO & CO
0.81%80.0K$6.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 80.0K shares
$81.13(+5.40%)
2026-03-31
IP
INTERNATIONAL PAPER CO
0.81%178.4K$6.4M
+338.02%(+137.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 40.7K shares2026-Q1: 178.4K shares
$38.77(+0.06%)
2026-03-31
MS
MORGAN STANLEY
0.81%38.6K$6.4M
+17.40%(+5.73K)
2025-Q1: 31.0K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 32.9K shares2026-Q1: 38.6K shares
$120.23(+77.93%)
2026-03-31
TSCO
TRACTOR SUPPLY COMPANY
0.81%140.4K$6.4Mnew2025-Q1: 0 shares2025-Q2: 57.4K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 140.4K shares
$49.89(-36.34%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Sciencast Management LP, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all