Science & Technology Partners, L.P.

Est. AUM

$382.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LUMENTUM HLDGS INC	COM	$26.5M	37720	6.94%	SOLE
2	KEYSIGHT TECHNOLOGIES INC	COM	$24.4M	86440	6.39%	SOLE
3	LAM RESEARCH CORP	COM NEW	$23.2M	108700	6.08%	SOLE
4	CLOUDFLARE INC	CL A COM	$22.0M	106525	5.75%	SOLE
5	COHERENT CORP	COM	$21.0M	88240	5.50%	SOLE
6	BLOOM ENERGY CORP	COM CL A	$20.6M	151850	5.38%	SOLE
7	NATERA INC	COM	$19.9M	99732	5.22%	SOLE
8	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$18.1M	53700	4.75%	SOLE
9	PLANET LABS PBC	COM CL A	$16.2M	577840	4.23%	SOLE
10	CAMTEK LTD	ORD	$16.0M	105669	4.19%	SOLE
11	GENEDX HOLDINGS CORP	COM CL A	$15.5M	241200	4.05%	SOLE
12	ROCKET LAB CORP	COM	$15.2M	237254	3.99%	SOLE
13	NOKIA CORP	SPONSORED ADR	$11.9M	1485000	3.12%	SOLE
14	CIENA CORP	COM NEW	$10.7M	27592	2.80%	SOLE
15	AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$10.7M	635106	2.80%	SOLE
16	TOWER SEMICONDUCTOR LTD	SHS NEW	$7.9M	45300	2.08%	SOLE
17	PALANTIR TECHNOLOGIES INC	CL A	$7.5M	51265	1.96%	SOLE
18	APPLIED MATERIAL ORD	COM	$7.4M	21550	1.93%	SOLE
19	NVIDIA ORD	COM	$6.0M	34300	1.57%	SOLE
20	DIGITALOCEAN HLDGS INC	COM	$5.9M	68993	1.55%	SOLE
21	SANDISK ORD	COM	$5.9M	9295	1.55%	SOLE
22	MICRON TECHNOLOGY ORD	COM	$5.7M	16900	1.49%	SOLE
23	ASML HOLDING ADR REP ORD	N Y REGISTRY SHS	$5.3M	4000	1.38%	SOLE
24	ANALOG DEVICES ORD	COM	$5.1M	15903	1.32%	SOLE
25	KARMAN HLDGS INC	COMMON STOCK	$4.4M	54997	1.15%	SOLE
26	INTUITIVE MACHINES INC	CLASS A COM	$4.4M	237000	1.15%	SOLE
27	FASTLY INC	CL A	$4.4M	151000	1.15%	SOLE
28	AKAMAI TECHNOLOGIES INC	COM	$4.2M	36839	1.11%	SOLE
29	ADVANCED ENERGY INDS	COM	$4.2M	12950	1.09%	SOLE
30	VERISIGN INC	COM	$4.1M	16342	1.06%	SOLE
31	TESLA INC	COM	$3.3M	9000	0.88%	SOLE
32	APPLE ORD	COM	$3.1M	12400	0.82%	SOLE
33	MOTOROLA SOLUTIONS ORD	COM NEW	$3.0M	6860	0.78%	SOLE
34	SEAGATE TECHNOLOGY HOLDINGS ORD	COM	$2.8M	7240	0.74%	SOLE
35	BROADCOM ORD	COM	$2.8M	9150	0.74%	SOLE
36	SITIME ORD	COM	$2.6M	7400	0.67%	SOLE
37	ALPHABET INC	CAP STK CL C	$2.3M	8000	0.60%	SOLE
38	CORNING ORD	COM	$2.2M	16393	0.58%	SOLE
39	CISCO SYSTEMS ORD	COM	$1.9M	24200	0.49%	SOLE
40	GE VERNOVA ORD	COM	$1.7M	1900	0.43%	SOLE
41	ONTO INNOVATION ORD	COM	$1.6M	7800	0.42%	SOLE
42	NOKIA CORPCALL	SPONSORED ADR	$334K	41500	0.09%	SOLE
43	CARETRUST REIT ORD	COM	$73K	2000	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.