Science & Technology Partners, L.P.
CIK: 0002029433SEC EDGAR →
Portfolio Value
$359.8B
Holdings
24
As of
Q4 2025
New Positions
7
Closed Positions
25
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | 44,825 | $30.2B | 8.40% |
| 2 | GENEDX HOLDINGS CORP | 201,264 | $26.2B | 7.28% |
| 3 | ALPHABET INC | 82,500 | $25.9B | 7.20% |
| 4 | TESLA INC | 55,375 | $24.9B | 6.92% |
| 5 | COHERENT CORP | 125,575 | $23.2B | 6.44% |
| 6 | BROADCOM INC | 61,650 | $21.3B | 5.93% |
| 7 | LAM RESEARCH CORP | 116,800 | $20.0B | 5.56% |
| 8 | SHOPIFY INC | 121,300 | $19.5B | 5.43% |
| 9 | AXON ENTERPRISE INC | 34,071 | $19.3B | 5.38% |
| 10 | PLANET LABS PBC | 950,202 | $18.7B | 5.21% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $181.7B | 50.5% |
| Healthcare | 5 | $65.2B | 18.1% |
| Industrials | 4 | $54.3B | 15.1% |
| Communication Services | 2 | $32.0B | 8.9% |
| Consumer Cyclical | 2 | $26.5B | 7.4% |