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.
Science & Technology Partners, L.P. (CIK 2029433) reported $382.2M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($26.5M, 6.94%), KEYS ($24.4M, 6.39%), LRCX ($23.2M, 6.08%), NET ($22.0M, 5.75%), COHR ($21.0M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $26.5M | 6.94% | 37,720 | Added |
| 2 | KEYS | KEYSIGHT TECHNOLOGIES INC | $24.4M | 6.39% | 86,440 | New |
| 3 | LRCX | LAM RESEARCH CORP | $23.2M | 6.08% | 108,700 | Trimmed |
| 4 | NET | CLOUDFLARE INC | $22.0M | 5.75% | 106,525 | New |
| 5 | COHR | COHERENT CORP | $21.0M | 5.50% | 88,240 | Trimmed |
| 6 | BE | BLOOM ENERGY CORP | $20.6M | 5.38% | 151,850 | Added |
| 7 | NTRA | NATERA INC | $19.9M | 5.22% | 99,732 | Added |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.1M | 4.75% | 53,700 | Added |
| 9 | PL | PLANET LABS PBC | $16.2M | 4.23% | 577,840 | Trimmed |
| 10 | CAMT | CAMTEK LTD | $16.0M | 4.19% | 105,669 | New |
| 11 | WGS | GENEDX HOLDINGS CORP | $15.5M | 4.05% | 241,200 | Added |
| 12 | RKLB | ROCKET LAB CORP | $15.2M | 3.99% | 237,254 | New |
| 13 | NOK | NOKIA CORP | $12.3M | 3.21% | 1.5M | New |
| 14 | AMPX | AMPRIUS TECHNOLOGIES INC | $10.7M | 2.80% | 635,106 | New |
| 15 | CIEN | CIENA CORP | $10.7M | 2.80% | 27,592 | New |
| 16 | TSEM | TOWER SEMICONDUCTOR LTD | $7.9M | 2.08% | 45,300 | New |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $7.5M | 1.96% | 51,265 | Added |
| 18 | AMAT | APPLIED MATERIAL ORD | $7.4M | 1.93% | 21,550 | New |
| 19 | NVDA | NVIDIA ORD | $6.0M | 1.57% | 34,300 | Trimmed |
| 20 | SNDK | SANDISK ORD | $5.9M | 1.55% | 9,295 | New |
| 21 | DOCN | DIGITALOCEAN HLDGS INC | $5.9M | 1.55% | 68,993 | New |
| 22 | MU | MICRON TECHNOLOGY ORD | $5.7M | 1.49% | 16,900 | New |
| 23 | ASML | ASML HOLDING ADR REP ORD | $5.3M | 1.38% | 4,000 | New |
| 24 | ADI | ANALOG DEVICES ORD | $5.1M | 1.32% | 15,903 | New |
| 25 | KRMN | KARMAN HLDGS INC | $4.4M | 1.15% | 54,997 | New |
Source: SEC Form 13F filings · as of 2026-03-31