13F HOLDINGS REPORT
Science & Technology Partners, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002029433-25-000002
Total Value
$329.1M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 401,000 | $30.8M | 9.36% |
| 2 | APPLOVIN CORP | APP | 94,521 | $30.6M | 9.30% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 341,086 | $25.6M | 7.77% |
| 4 | NATERA INC | NTRA | 161,022 | $25.5M | 7.74% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 56,328 | $25.2M | 7.66% |
| 6 | CYBERARK SOFTWARE LTD | M2682V108 | 70,076 | $23.3M | 7.09% |
| 7 | SAMSARA INC | IOT | 503,900 | $22.0M | 6.69% |
| 8 | NVIDIA CORPORATION | NVDA | 140,888 | $18.9M | 5.75% |
| 9 | TERAWULF INC | WULF | 3,287,212 | $18.6M | 5.65% |
| 10 | REDDIT INC | RDDT | 103,000 | $16.8M | 5.11% |
| 11 | INTUITIVE SURGICAL INC | ISRG | 31,425 | $16.4M | 4.98% |
| 12 | SOUNDHOUND AI INC | SOUNW | 781,264 | $15.5M | 4.71% |
| 13 | AXON ENTERPRISE INC | AXON | 24,254 | $14.4M | 4.38% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 39,250 | $13.4M | 4.08% |
| 15 | BROADCOM INC | AVGO | 52,604 | $12.2M | 3.71% |
| 16 | GLAUKOS CORP | GKOS | 51,750 | $7.8M | 2.36% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 19,750 | $3.9M | 1.19% |
| 18 | ARCHER AVIATION INC | ACHR-WT | 398,750 | $3.9M | 1.18% |
| 19 | SERVICETITAN INC | TTAN | 15,200 | $1.6M | 0.48% |
| 20 | NETFLIX INC | NFLX | 1,750 | $1.6M | 0.47% |
| 21 | TESLA INC | TSLA | 1,300 | $524,992 | 0.16% |
| 22 | DATADOG INC | DDOG | 2,750 | $392,948 | 0.12% |
| 23 | ROCKET LAB USA INC | RKLB | 8,000 | $203,760 | 0.06% |