Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sciencast Management LP (CIK 1653169) reported $785.1M across 242 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NET ($6.4M, 0.82%), TPG ($6.5M, 0.82%), SRE ($6.3M, 0.81%), COF ($6.4M, 0.81%), ADBE ($6.3M, 0.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NET | CLOUDFLARE INC - CLASS A | $6.4M | 0.82% | 31,044 | Added |
| 2 | TPG | TPG INC | $6.5M | 0.82% | 159,323 | New |
| 3 | SRE | SEMPRA | $6.3M | 0.81% | 65,224 | New |
| 4 | COF | CAPITAL ONE FINANCIAL CORP | $6.4M | 0.81% | 35,057 | Added |
| 5 | ADBE | ADOBE INC | $6.3M | 0.81% | 26,029 | Added |
| 6 | TSLA | TESLA INC | $6.3M | 0.81% | 17,026 | Added |
| 7 | LULU | LULULEMON ATHLETICA INC | $6.4M | 0.81% | 41,681 | Added |
| 8 | SHOP | SHOPIFY INC - CLASS A | $6.3M | 0.81% | 53,395 | Added |
| 9 | SNOW | SNOWFLAKE INC | $6.3M | 0.81% | 41,937 | New |
| 10 | MO | ALTRIA GROUP INC | $6.3M | 0.81% | 95,982 | New |
| 11 | LRCX | LAM RESEARCH CORP | $6.4M | 0.81% | 29,931 | Added |
| 12 | IP | INTERNATIONAL PAPER CO | $6.4M | 0.81% | 178,366 | Added |
| 13 | ABC | CENCORA INC | $6.3M | 0.81% | 20,150 | Added |
| 14 | ITW | ILLINOIS TOOL WORKS | $6.3M | 0.81% | 24,287 | Added |
| 15 | TSCO | TRACTOR SUPPLY COMPANY | $6.4M | 0.81% | 140,377 | New |
| 16 | HWM | HOWMET AEROSPACE INC | $6.3M | 0.81% | 27,448 | New |
| 17 | RSG | REPUBLIC SERVICES INC | $6.3M | 0.81% | 28,879 | Added |
| 18 | PH | PARKER HANNIFIN CORP | $6.3M | 0.81% | 7,073 | New |
| 19 | MCK | MCKESSON CORP | $6.3M | 0.81% | 7,311 | New |
| 20 | MET | METLIFE INC | $6.3M | 0.81% | 89,515 | New |
| 21 | DUK | DUKE ENERGY CORP | $6.3M | 0.81% | 48,421 | Trimmed |
| 22 | TSN | TYSON FOODS INC-CL A | $6.3M | 0.81% | 98,686 | Trimmed |
| 23 | PAAS | PAN AMERICAN SILVER CORP | $6.4M | 0.81% | 116,239 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $6.4M | 0.81% | 126,643 | Trimmed |
| 25 | MS | MORGAN STANLEY | $6.4M | 0.81% | 38,646 | Added |
Source: SEC Form 13F filings · as of 2026-03-31