13F HOLDINGS REPORT
Science & Technology Partners, L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002029433-26-000002
Total Value
$359.8M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 44,825 | $30.2M | 8.40% |
| 2 | GENEDX HOLDINGS CORP | WGSWW | 201,264 | $26.2M | 7.28% |
| 3 | ALPHABET INC | GOOG | 82,500 | $25.9M | 7.20% |
| 4 | TESLA INC | TSLA | 55,375 | $24.9M | 6.92% |
| 5 | COHERENT CORP | COHR | 125,575 | $23.2M | 6.44% |
| 6 | BROADCOM INC | AVGO | 61,650 | $21.3M | 5.93% |
| 7 | LAM RESEARCH CORP | LRCX | 116,800 | $20.0M | 5.56% |
| 8 | SHOPIFY INC | SHOP | 121,300 | $19.5M | 5.43% |
| 9 | AXON ENTERPRISE INC | AXON | 34,071 | $19.3M | 5.38% |
| 10 | PLANET LABS PBC | PL-WT | 950,202 | $18.7M | 5.21% |
| 11 | NATERA INC | NTRA | 79,250 | $18.2M | 5.05% |
| 12 | SITIME CORP | SITM | 42,556 | $15.0M | 4.18% |
| 13 | ESTABLISHMENT LABS HLDGS INC | ESTA | 193,071 | $14.1M | 3.91% |
| 14 | AFFIRM HLDGS INC | AFRM | 188,100 | $14.0M | 3.89% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,600 | $13.6M | 3.77% |
| 16 | BLOOM ENERGY CORP | BE | 151,324 | $13.1M | 3.65% |
| 17 | NVIDIA CORPORATION | NVDA | 66,800 | $12.5M | 3.46% |
| 18 | LUMENTUM HLDGS INC | LITE | 17,000 | $6.3M | 1.74% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 10,490 | $6.1M | 1.69% |
| 20 | PALANTIR TECHNOLOGIES INC | PLTR | 24,550 | $4.4M | 1.21% |
| 21 | GUARDANT HEALTH INC | GH | 35,860 | $3.7M | 1.02% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 5,550 | $3.1M | 0.87% |
| 23 | REDWIRE CORPORATION | RDW | 406,767 | $3.1M | 0.86% |
| 24 | NVIDIA CORPORATION | NVDA | 9,800 | $1.8M | 0.51% |
| 25 | CARVANA CO | CVNA | 3,800 | $1.6M | 0.45% |