StockDriftsStockDriftsTop 50 Scientech Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MXL | MAXLINEAR INC | 1.85% | 17.8K | $2.3M | new | $72.05(+17.74%) | 2026-06-30 | |
| FCEL | FUELCELL ENERGY INC | 1.74% | 59.8K | $2.2M | new | $15.62(+43.22%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 1.71% | 4.4K | $2.1M | new | $85.64(+275.55%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.69% | 2.9K | $2.1M | new | $328.57(+54.36%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.68% | 6.1K | $2.1M | new | $213.24(+80.21%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.63% | 4.8K | $2.0M | new | $387.94(-11.77%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.59% | 2.6K | $2.0M | new | $406.73(-46.66%) | 2026-06-30 | |
| TEM | TEMPUS AI INC | 1.59% | 33.9K | $2.0M | +526.65%(+28.48K) | $48.07(+8.39%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 1.56% | 849 | $1.9M | new | $47.61(+3346.99%) | 2026-06-30 | |
| MSTR | STRATEGY INC | 1.54% | 21.9K | $1.9M | new | $125.30(-25.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +103.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +111.78% |
Scientech Research LLC reports $123.37M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are MXL (1.9%), FCEL (1.7%) and ALAB (1.7%). The top 20 holdings account for 30.55% of reported assets. Its disclosed equity book has returned +103.29% cumulatively over 10 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 Scientech Research LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011556). View Scientech Research LLC’s 13F filings on SEC