13F HOLDINGS REPORT
Science & Technology Partners, L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002029433-25-000008
Total Value
$381.6M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 85,000 | $29.8M | 7.80% |
| 2 | GENEDX HOLDINGS CORP | WGSWW | 317,276 | $29.3M | 7.67% |
| 3 | SERVICETITAN INC | TTAN | 214,550 | $23.0M | 6.03% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 52,065 | $21.2M | 5.55% |
| 5 | NVIDIA CORPORATION | NVDA | 122,200 | $19.3M | 5.06% |
| 6 | BROADCOM INC | AVGO | 61,200 | $16.9M | 4.42% |
| 7 | SNOWFLAKE INC | SNOW | 71,760 | $16.1M | 4.21% |
| 8 | LAM RESEARCH CORP | LRCX | 161,000 | $15.7M | 4.11% |
| 9 | RUBRIK INC. | RBRK | 171,140 | $15.3M | 4.02% |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 140,769 | $15.1M | 3.96% |
| 11 | NATERA INC | NTRA | 85,190 | $14.4M | 3.77% |
| 12 | COINBASE GLOBAL INC | COIN | 39,800 | $13.9M | 3.66% |
| 13 | AXON ENTERPRISE INC | AXON | 16,150 | $13.4M | 3.50% |
| 14 | INSULET CORP | PODD | 42,150 | $13.2M | 3.47% |
| 15 | SPOTIFY TECHNOLOGY S A | SPOT | 17,000 | $13.0M | 3.42% |
| 16 | ROBINHOOD MKTS INC | 770700102 | 131,000 | $12.3M | 3.21% |
| 17 | NUTANIX INC | NTNX | 156,701 | $12.0M | 3.14% |
| 18 | PROCORE TECHNOLOGIES INC | PCOR | 111,820 | $7.7M | 2.00% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 13,600 | $7.4M | 1.94% |
| 20 | AMAZON COM INC | AMZN | 31,300 | $6.9M | 1.80% |
| 21 | MERCADOLIBRE INC | MELI | 2,430 | $6.4M | 1.66% |
| 22 | ROBLOX CORP | RBLX | 57,542 | $6.1M | 1.59% |
| 23 | COHERENT CORP | COHR | 63,125 | $5.6M | 1.48% |
| 24 | VANECK ETF TRUST | 92189F601 | 45,600 | $5.1M | 1.33% |
| 25 | META PLATFORMS INC | META | 6,010 | $4.4M | 1.16% |
| 26 | TERAWULF INC | WULF | 974,100 | $4.3M | 1.12% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,000 | $4.1M | 1.07% |
| 28 | CISCO SYS INC | CSCO | 58,500 | $4.1M | 1.06% |
| 29 | TESLA INC | TSLA | 12,700 | $4.0M | 1.06% |
| 30 | ADVANCED MICRO DEVICES INC | AMD | 24,800 | $3.5M | 0.92% |
| 31 | ZSCALER INC | ZS | 11,000 | $3.5M | 0.90% |
| 32 | SOFI TECHNOLOGIES INC | SOFI | 142,000 | $2.6M | 0.68% |
| 33 | PALANTIR TECHNOLOGIES INC | PLTR | 17,400 | $2.4M | 0.62% |
| 34 | TIDAL TR II | 88636R198 | 23,932 | $2.1M | 0.55% |
| 35 | ROCKET LAB CORP | RKLB | 51,000 | $1.8M | 0.48% |
| 36 | CIRCLE INTERNET GROUP INC | CRCL | 8,600 | $1.6M | 0.41% |
| 37 | CROWDSTRIKE HLDGS INC | CRWD | 2,800 | $1.4M | 0.37% |
| 38 | SPORTRADAR GROUP AG | SRAD | 32,000 | $898,560 | 0.24% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 2,700 | $832,005 | 0.22% |
| 40 | ORACLE CORP | ORCL-PD | 3,300 | $721,479 | 0.19% |
| 41 | SHOPIFY INC | SHOP | 3,500 | $403,725 | 0.11% |
| 42 | RIOT PLATFORMS INC | RIOT | 20,000 | $226,000 | 0.06% |