1y return+60.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $165 against $127 in the S&P 500.2
Science & Technology Partners, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Ord | $33.0M | 5.6% | +380.7% |
| GHGuardant Health Inc | $31.3M | 5.3% | New |
| AAPLApple Ord | $30.4M | 5.1% | +746.7% |
| NTRANatera Inc | $29.8M | 5.0% | +10.2% |
| COHRCoherent Corp | $29.5M | 5.0% | −15.3% |
| LRCXLam Research Corp | $28.1M | 4.7% | −40.3% |
| PLPlanet Labs Pbc | $27.3M | 4.6% | +42.7% |
| FPSForgent Power Solutions Inc | $26.1M | 4.4% | New |
| BEBloom Energy Corp | $25.8M | 4.3% | −43.9% |
| AEHRAehr Test Sys | $23.9M | 4.0% | New |
| LLYEli Lilly & Co | $23.4M | 4.0% | New |
| SPIRSpire Global Inc | $21.5M | 3.6% | New |
| SITMSitime Corp | $20.8M | 3.5% | +277.4% |
| MSFTMicrosoft Ord | $18.8M | 3.2% | New |
| AXSMAxsome Therapeutics Inc. | $17.9M | 3.0% | New |
| LITELumentum Hldgs Inc | $15.5M | 2.6% | −52.3% |
| WULFTerawulf Inc | $13.5M | 2.3% | New |
| NBIXNeurocrine Biosciences Inc | $13.4M | 2.3% | New |
| TWSTTwist Bioscience Corp | $13.3M | 2.2% | New |
| BTSGBrightspring Health Svcs Inc | $12.3M | 2.1% | New |
| AVGOBroadcom Ord | $12.1M | 2.0% | +251.4% |
| GLWCorning Inc | $10.6M | 1.8% | +152.9% |
| MUMicron Technology Ord | $9.3M | 1.6% | −52.3% |
| Dpc Holdings PLCCUSIP G2R11M108 | $7.8M | 1.3% | New |
| GEVGe Vernova Inc | $7.8M | 1.3% | +247.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $28.1M |
| COHRCoherent Corp | June 30, 2025 | +342.2% | $29.5M |
| BEBloom Energy Corp | September 30, 2025 | +257.9% | $25.8M |
| LITELumentum Hldgs Inc | December 31, 2025 | +132.8% | $15.5M |
| AMATApplied Material Ord | March 31, 2026 | +111.5% | $4.1M |
| SITMSitime Corp | December 31, 2025 | +111.1% | $20.8M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $10.6M |
| NTRANatera Inc | December 31, 2024 | +71.5% | $29.8M |
| PLPlanet Labs Pbc | December 31, 2025 | +68.0% | $27.3M |
| AVGOBroadcom Ord | December 31, 2024 | +62.9% | $12.1M |
Sold off last quarter
- TSMTaiwan Semiconductor Manufac was $18.1M
- Camtek LtdCUSIP M20791105 was $16.0M
- RKLBRocket Lab Corp was $15.2M
- NOKNokia Corp was $11.9M
- AMPXAmprius Technologies Inc was $10.7M
- Tower Semiconductor LtdCUSIP M87915274 was $7.9M
- DOCNDigitalocean Hldgs Inc was $5.9M
- SNDKSandisk Ord was $5.9M
- Asml Holding Adr Rep OrdCUSIP N07059210 was $5.3M
- KRMNKarman Hldgs Inc was $4.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +40.2% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
| December 31, 2025 | +4.3% | +2.4% |
| September 30, 2025 | +17.8% | +7.8% |
| June 30, 2025 | +18.2% | +10.5% |
| March 31, 2025 | −12.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Science & Technology Partners, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2029433&type=13F-HR&dateb=&owner=include&count=40CIK 2029433
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2029433/000202943326000004/Filed August 14, 2026 · accession 0002029433-26-000004