Q3 2025 · 13F-HR
Science & Technology Partners, L.P.holdings as filed
Filed 2025-11-14 · accession 0002029433-25-000009
$358.9M
Reported value
26
Positions
2025-09-30
Period end
The Brief · Science & Technology Partners, L.P. · Q3 2025
AI · grounded in 13F
Science & Technology Partners, L.P. established a new position in APP valued at $49.2M. The fund also initiated new stakes in AVGO for $42.8M and WGS for $24.1M. Additional new positions include AXON, GOOG, and CDNS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $49.2M | 13.7% | 68,450 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $36.4M | 10.1% | 110,310 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $24.1M | 6.73% | 224,073 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $23.6M | 6.58% | 32,925 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $21.9M | 6.10% | 89,902 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $20.5M | 5.70% | 58,275 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $19.9M | 5.54% | 133,739 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $19.2M | 5.34% | 68,600 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $15.2M | 4.23% | 34,100 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $14.6M | 4.08% | 91,000 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $14.5M | 4.04% | 104,600 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $11.7M | 3.27% | 87,700 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $11.4M | 3.17% | 75,370 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $9.9M | 2.76% | 14,175 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $9.8M | 2.74% | 20,050 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $8.4M | 2.33% | 98,900 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $7.8M | 2.16% | 72,011 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $7.7M | 2.16% | 42,400 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $6.4M | 1.79% | 19,500 | CALL | NONE |
| G65163100 | JOBY | JOBY AVIATION INC | $6.2M | 1.72% | 383,300 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $5.5M | 1.53% | 114,237 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $5.2M | 1.45% | 24,312 | Common | SOLE |
| 26922A420 | QTUM | ETF SER SOLUTIONS | $5.0M | 1.41% | 48,100 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $2.3M | 0.64% | 31,395 | Common | SOLE |
| 74349Y373 | TSLI | PROSHARES TR | $2.2M | 0.62% | 55,840 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $258,240 | 0.07% | 16,000 | CALL | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.