13F HOLDINGS REPORT
Science & Technology Partners, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002029433-25-000009
Total Value
$358.9M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 68,450 | $49.2M | 13.70% |
| 2 | BROADCOM INC | AVGO | 110,310 | $36.4M | 10.14% |
| 3 | GENEDX HOLDINGS CORP | WGSWW | 224,073 | $24.1M | 6.73% |
| 4 | AXON ENTERPRISE INC | AXON | 32,925 | $23.6M | 6.58% |
| 5 | ALPHABET INC | GOOG | 89,902 | $21.9M | 6.10% |
| 6 | CADENCE DESIGN SYSTEM INC | CDNS | 58,275 | $20.5M | 5.70% |
| 7 | SHOPIFY INC | SHOP | 133,739 | $19.9M | 5.54% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 68,600 | $19.2M | 5.34% |
| 9 | TESLA INC | TSLA | 34,100 | $15.2M | 4.23% |
| 10 | NATERA INC | NTRA | 91,000 | $14.6M | 4.08% |
| 11 | ROBLOX CORP | RBLX | 104,600 | $14.5M | 4.04% |
| 12 | LAM RESEARCH CORP | LRCX | 87,700 | $11.7M | 3.27% |
| 13 | VERTIV HOLDINGS CO | VRT | 75,370 | $11.4M | 3.17% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 14,175 | $9.9M | 2.76% |
| 15 | CROWDSTRIKE HLDGS INC | CRWD | 20,050 | $9.8M | 2.74% |
| 16 | BLOOM ENERGY CORP | BE | 98,900 | $8.4M | 2.33% |
| 17 | COHERENT CORP | COHR | 72,011 | $7.8M | 2.16% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 42,400 | $7.7M | 2.16% |
| 19 | BROADCOM INC | AVGO | 19,500 | $6.4M | 1.79% |
| 20 | JOBY AVIATION INC | JOBY-WT | 383,300 | $6.2M | 1.72% |
| 21 | ROCKET LAB CORP | RKLB | 114,237 | $5.5M | 1.53% |
| 22 | CLOUDFLARE INC | NET | 24,312 | $5.2M | 1.45% |
| 23 | ETF SER SOLUTIONS | 26922A420 | 48,100 | $5.0M | 1.41% |
| 24 | PROCORE TECHNOLOGIES INC | PCOR | 31,395 | $2.3M | 0.64% |
| 25 | PROSHARES TR | 74349Y373 | 55,840 | $2.2M | 0.62% |
| 26 | JOBY AVIATION INC | JOBY-WT | 16,000 | $258,240 | 0.07% |