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Science & Technology Partners - Q2 2026 13F Filings

SC

Science & Technology Partners, L.P.

CIK: 0002029433
Address: Connecticut Greenwich 660 Steamboat Road 3Rd Floor
$593.32 M
Portfolio Value
84
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. GH Guardant Health
+$31.33 M
2. AAPL Apple
+$26.79 M
3. FPS Forgent Power Solutions
+$26.14 M
4. NVDA Nvidia Corporation
+$26.13 M
5. AEHR Aehr Test Systems
+$23.92 M

Top Sells

Q2 2026
1. KEYS Keysight Technologies
−$29.83 M
2. NET Cloudflare
−$25.58 M
3. BE Bloom Energy Corporation
−$20.17 M
4. LRCX Lam Research Corporation
−$18.97 M
5. TSM Taiwan Semiconductor Manufacturing Company Limited
−$18.15 M

Asset Allocation

Stocks/ETFs
+55.39%
$593.32 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Science & Technology Partners Q2 2026 Filing Summary

Science & Technology Partners, L.P. filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 593.32 M reflecting a +55.26% change from the prior quarter, spanning 84 assets. The top 10 holdings comprised 48.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 61 new positions and 19 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Science & Technology Partners’s Q2 2026 Filing

Science & Technology Partners submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Science & Technology Partners reported a managed portfolio value of 593.32 M, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Science & Technology Partners bought or sold during Q2 2026, please visit Science & Technology Partners's Portfolio Analysis page.