Institutional Manager · CIK 0002029433
Science & Technology Partners, L.P.
GREENWICH, CT · File #028-25195
Latest AUM
$359.8M
Positions
25
Top-10 Concentration
63.7%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | CADENCE DESIGN SYSTEM INC | 127387108 | -58,275 | -$20.5M | $0 |
| NEW | PLANET LABS PBC | PL-WT | +950,202 | +$18.7M | $0 |
| REDUCE | BROADCOM INC | AVGO | -48,660 | -$16.8M | +$1.8M |
| REDUCE | APPLOVIN CORP | APP | -23,625 | -$15.9M | -$3.1M |
| NEW | SITIME CORP | SITM | +42,556 | +$15.0M | $0 |
| EXITED | ROBLOX CORP | 771049103 | -104,600 | -$14.5M | $0 |
| NEW | ESTABLISHMENT LABS HLDGS INC | ESTA | +193,071 | +$14.1M | $0 |
| NEW | AFFIRM HLDGS INC | AFRM | +188,100 | +$14.0M | $0 |
| NEW | NVIDIA CORPORATION | NVDA | +66,800 | +$12.5M | $0 |
| EXITED | VERTIV HOLDINGS CO | 92537N108 | -75,370 | -$11.4M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202525 pos · $359.8M
- 13F HOLDINGS REPORTQ/E Sep 202526 pos · $358.9M
- 13F HOLDINGS REPORTQ/E Jun 202542 pos · $381.6M
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $252.4M
- 13F HOLDINGS REPORTQ/E Dec 202423 pos · $329.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |