本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Scientech Research LLC (CIK 2011556) reported $123.4M across 224 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MXL ($2.3M, 1.85%), FCEL ($2.2M, 1.74%), ALAB ($2.1M, 1.71%), AMAT ($2.1M, 1.69%), SPCX ($2.1M, 1.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MXL | MAXLINEAR INC | $2.3M | 1.85% | 17,844 | New |
| 2 | FCEL | FUELCELL ENERGY INC | $2.2M | 1.74% | 59,756 | New |
| 3 | ALAB | ASTERA LABS INC | $2.1M | 1.71% | 4,367 | New |
| 4 | AMAT | APPLIED MATLS INC | $2.1M | 1.69% | 2,881 | New |
| 5 | SPCX | SPACE EXPLORATION TECHN CORP | $2.1M | 1.69% | 12,200 | New |
| 6 | PANW | PALO ALTO NETWORKS INC | $2.1M | 1.68% | 6,068 | New |
| 7 | TSLA | TESLA INC | $2.0M | 1.63% | 4,794 | New |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $2.0M | 1.59% | 2,573 | New |
| 9 | TEM | TEMPUS AI INC | $2.0M | 1.59% | 33,889 | Added |
| 10 | SNDK | SANDISK CORP | $1.9M | 1.56% | 849 | New |
| 11 | MSTR | STRATEGY INC | $1.9M | 1.54% | 21,887 | New |
| 12 | MRNA | MODERNA INC | $1.9M | 1.52% | 26,826 | New |
| 13 | SOXL | DIREXION SHARES ETF TRUST | $1.9M | 1.51% | 6,982 | New |
| 14 | NBIS | NEBIUS GROUP N.V. | $1.9M | 1.50% | 6,718 | New |
| 15 | QNT | QUANTINUUM INC | $1.9M | 1.50% | 22,692 | New |
| 16 | TER | TERADYNE INC | $1.8M | 1.48% | 3,765 | New |
| 17 | BLZE | BACKBLAZE INC | $1.8M | 1.45% | 112,471 | New |
| 18 | OUST | OUSTER INC | $1.8M | 1.43% | 28,282 | New |
| 19 | BLLN | BILLIONTOONE INC | $1.7M | 1.41% | 14,490 | New |
| 20 | CBRS | CEREBRAS SYSTEMS INC | $1.7M | 1.39% | 7,735 | New |
| 21 | GLWG | THEMES ETF TR | $1.6M | 1.29% | 35,197 | New |
| 22 | TLN | TALEN ENERGY CORP | $1.6M | 1.26% | 4,043 | New |
| 23 | INTC | INTEL CORP | $1.5M | 1.21% | 10,683 | New |
| 24 | KYMR | KYMERA THERAPEUTICS INC | $1.5M | 1.20% | 12,943 | New |
| 25 | TQQQ | PROSHARES TR | $1.5M | 1.20% | 18,276 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30