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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002011556

Scientech Research LLC

JERSEY CITY, NJ · File #028-23825

Latest AUM
$159.0M
Positions
479
Top-10 Concentration
27.5%
Filings
8

Sector Allocation

Healthcare
16.2%$25.7M
Technology
14.7%$23.3M
Industrials
12.4%$19.8M
Financials
4.3%$6.8M
Energy
2.6%$4.2M
Materials
2.6%$4.2M
Utilities
1.5%$2.4M
Real Estate
1.1%$1.7M
Consumer Staples
0.3%$499,881

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ONDAS HLDGS INCONDS197,387$1.9M4.11%
2DOMINOS PIZZA INCDPZ3,364$1.4M2.99%
3ADVANCED MICRO DEVICES INCAMD6,371$1.4M2.91%
4MEDLINE INCMDLN30,352$1.3M2.72%
5APPLOVIN CORPAPP1,837$1.2M2.64%
6CARNIVAL CORPCUKPF39,725$1.2M2.59%
7NORTHROP GRUMMAN CORPNOC2,040$1.2M2.48%
8GE VERNOVA INCGEV1,719$1.1M2.39%
9ULTRAGENYX PHARMACEUTICAL INRARE48,032$1.1M2.35%
10DYCOM INDS INC2674751013,265$1.1M2.35%
11MONOLITHIC PWR SYS INC6098391051,208$1.1M2.33%
12RICHTECH ROBOTICS INCRR335,819$1.1M2.31%
13INTUITIVE SURGICAL INCISRG1,886$1.1M2.28%
14F5 INCFFIV3,984$1.0M2.17%
15MONGODB INCMDB2,390$1.0M2.14%
16FLUENCE ENERGY INCFLNC50,112$991,2152.11%
17ABERCROMBIE & FITCH COANF7,758$976,4992.08%
18CENTURY ALUM COCENX24,680$966,9622.06%
19PHOTRONICS INCPLAB29,575$946,4002.02%
20DUOLINGO INCDUOL5,385$945,0682.01%