StockDriftsStockDriftsTop 50 Science & Technology Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA ORD | 5.56% | 164.9K | $33.0M | +380.67%(+130.57K) | $171.24(+31.49%) | 2026-06-30 | |
| GH | GUARDANT HEALTH INC | 5.28% | 208.8K | $31.3M | new | $111.97(+40.41%) | 2026-06-30 | |
| AAPL | APPLE ORD | 5.12% | 105.0K | $30.4M | +746.65%(+92.58K) | $267.38(+14.42%) | 2026-06-30 | |
| NTRA | NATERA INC | 5.03% | 109.9K | $29.8M | +10.18%(+10.15K) | $168.87(+83.53%) | 2026-06-30 | |
| COHR | COHERENT ORD | 4.97% | 74.7K | $29.5M | -15.32%(-13.52K) | $108.25(+201.00%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 4.74% | 64.9K | $28.1M | -40.28%(-43.79K) | $96.20(+245.47%) | 2026-06-30 | |
| PL | PLANET LABS PBC | 4.61% | 824.7K | $27.3M | +42.73%(+246.89K) | $20.59(+19.92%) | 2026-06-30 | |
| FPS | FORGENT POWER SOLUTIONS INC | 4.41% | 468.0K | $26.1M | new | $41.91(-5.38%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 4.35% | 85.2K | $25.8M | -43.89%(-66.64K) | $65.31(+252.06%) | 2026-06-30 | |
| AEHR | AEHR TEST SYS | 4.03% | 249.0K | $23.9M | new | $63.09(+112.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +67.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +68.84% |
Science & Technology Partners L P reports $593.32M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.6%), GH (5.3%) and AAPL (5.1%). The top 20 holdings account for 76.81% of reported assets. Its disclosed equity book has returned +67.46% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Science & Technology Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2029433). View Science & Technology Partners L P’s 13F filings on SEC