13F HOLDINGS REPORT
Science & Technology Partners, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002029433-25-000004
Total Value
$252.4M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 276,641 | $24.5M | 9.71% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 340,758 | $22.5M | 8.91% |
| 3 | SERVICETITAN INC | TTAN | 226,985 | $21.6M | 8.55% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 59,800 | $20.2M | 8.01% |
| 5 | APPLOVIN CORP | APP | 76,125 | $20.2M | 7.99% |
| 6 | CLEARWATER ANALYTICS HLDGS I | CWAN | 681,771 | $18.3M | 7.24% |
| 7 | SEA LTD | SE | 112,800 | $14.7M | 5.83% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 26,526 | $14.6M | 5.78% |
| 9 | ALIBABA GROUP HLDG LTD | BBAAY | 97,300 | $12.9M | 5.10% |
| 10 | ARCHER AVIATION INC | ACHR-WT | 1,282,000 | $9.1M | 3.61% |
| 11 | AXON ENTERPRISE INC | AXON | 15,892 | $8.4M | 3.31% |
| 12 | TRADEWEB MKTS INC | 892672106 | 48,600 | $7.2M | 2.86% |
| 13 | NATERA INC | NTRA | 50,300 | $7.1M | 2.82% |
| 14 | MERCADOLIBRE INC | MELI | 3,600 | $7.0M | 2.78% |
| 15 | LAM RESEARCH CORP | LRCX | 96,050 | $7.0M | 2.77% |
| 16 | DOORDASH INC | DASH | 34,725 | $6.3M | 2.51% |
| 17 | BROADCOM INC | AVGO | 36,450 | $6.1M | 2.42% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 11,500 | $5.7M | 2.26% |
| 19 | INSULET CORP | PODD | 17,500 | $4.6M | 1.82% |
| 20 | TERAWULF INC | WULF | 1,402,393 | $3.8M | 1.52% |
| 21 | BOSTON SCIENTIFIC CORP | BSX | 28,600 | $2.9M | 1.14% |
| 22 | CROWDSTRIKE HLDGS INC | CRWD | 7,900 | $2.8M | 1.10% |
| 23 | BERKLEY W R CORP | WRB-PH | 28,267 | $2.0M | 0.80% |
| 24 | VERISK ANALYTICS INC | VRSK | 6,000 | $1.8M | 0.71% |
| 25 | ALIGNMENT HEALTHCARE INC | ALHC | 59,400 | $1.1M | 0.44% |