1y return+21.8%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, 2023: $151 against $157 in the S&P 500.2
Scientech Research LLCS&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 |
|---|---|---|---|
| MXLMaxlinear Inc | $2.3M | 1.9% | New |
| FCELFuelcell Energy Inc | $2.2M | 1.7% | New |
| ALABAstera Labs Inc | $2.1M | 1.7% | New |
| SPCXSpace Exploration Techn Corp | $2.1M | 1.7% | New |
| AMATApplied Matls Inc | $2.1M | 1.7% | New |
| PANWPalo Alto Networks Inc | $2.1M | 1.7% | New |
| TSLATesla Inc | $2.0M | 1.6% | New |
| CRWDCrowdstrike Hldgs Inc | $2.0M | 1.6% | New |
| TEMTempus Ai Inc | $2.0M | 1.6% | +526.6% |
| SNDKSandisk Corp | $1.9M | 1.6% | New |
| MSTRStrategy Inc | $1.9M | 1.5% | New |
| MRNAModerna Inc | $1.9M | 1.5% | New |
| SOXLDirexion Shares Etf Trust | $1.9M | 1.5% | New |
| Nebius Group N.v.CUSIP N97284108 | $1.9M | 1.5% | New |
| QNTQuantinuum Inc | $1.9M | 1.5% | New |
| TERTeradyne Inc | $1.8M | 1.5% | New |
| BLZEBackblaze Inc | $1.8M | 1.4% | New |
| OUSTOuster Inc | $1.8M | 1.4% | New |
| BLLNBilliontoone Inc | $1.7M | 1.4% | New |
| CBRSCerebras Systems Inc | $1.7M | 1.4% | New |
| GLWGThemes Etf Tr | $1.6M | 1.3% | New |
| TLNTalen Energy Corp | $1.6M | 1.3% | New |
| INTCIntel Corp | $1.5M | 1.2% | New |
| KYMRKymera Therapeutics Inc | $1.5M | 1.2% | New |
| TQQQProshares Tr | $1.5M | 1.2% | New |
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 |
|---|---|---|---|
| NVTSNavitas Semiconductor Corp | December 31, 2025 | +151.0% | $1.2M |
| TEMTempus Ai Inc | March 31, 2026 | +28.1% | $2.0M |
| ASSTStrive Inc | March 31, 2026 | +8.9% | $1.3M |
| PRAXPraxis Precision Medicines I | March 31, 2026 | +3.9% | $1.1M |
| NTLAIntellia Therapeutics Inc | September 30, 2025 | −2.0% | $1.2M |
| Bitdeer Technologies GroupCUSIP G11448100 | September 30, 2025 | −7.1% | $1.2M |
Sold off last quarter
- APLDApplied Digital Corp was $1.6M
- Wave Life Sciences LtdCUSIP Y95308105 was $1.5M
- ECHOEchostar Corp was $1.4M
- Themes Etf TrCUSIP 88340C701 was $1.4M
- VRDNViridian Therapeutics Inc was $1.3M
- FIGFigma Inc was $1.2M
- CENXCentury Alum Co was $1.2M
- OKLOOklo Inc was $1.2M
- COINCoinbase Global Inc was $1.1M
- FIVEFive Below Inc was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.4% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +14.6% | +10.5% |
| March 31, 2025 | −5.6% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | −2.8% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Scientech Research LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011556&type=13F-HR&dateb=&owner=include&count=40CIK 2011556
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011556/000121465926010385/Filed August 14, 2026 · accession 0001214659-26-010385