SCIENCE & TECHNOLOGY PARTNERS, L.P. 13F Portfolio
SCIENCE & TECHNOLOGY PARTNERS, L.P. runs SCIENCE & TECHNOLOGY PARTNERS, L.P. and currently holds 84 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $593.32M. Their top holdings are NVDA, GH, AAPL, NTRA, COHR. The top five represent 26.0% of reported portfolio weight. SCIENCE & TECHNOLOGY PARTNERS, L.P. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SCIENCE & TECHNOLOGY PARTNERS, L.P. initiated 56 new positions. They added to 12 existing positions. They trimmed 14 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$593.32M
Alpha Score
72.1
#0 of 1000
Holdings
84
SCIENCE & TECHNOLOGY PARTNERS, L.P. Current 13F Holdings
Reported holdings from SCIENCE & TECHNOLOGY PARTNERS, L.P.'s latest SEC 13F filing, ranked by portfolio weight.
84 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA ORD | 5.56% | $197.26 | $229.28 | +16.23% | Added +380.67% |
 GH GUARDANT HEALTH INC | 5.28% | $150.03 | $167.47 | +11.62% | Added +100.00% |
 AAPL APPLE ORD | 5.12% | $285.16 | $336.68 | +18.07% | Added +746.65% |
 NTRA NATERA INC | 5.03% | $179.59 | $400.71 | +123.12% | Added +10.18% |
 COHR COHERENT CORP | 4.97% | $131.20 | $312.66 | +138.30% | Trimmed -15.32% |
 LRCX LAM RESEARCH CORP | 4.74% | $104.70 | $318.84 | +204.53% | Trimmed -40.28% |
 PL PLANET LABS PBC | 4.61% | $23.73 | $17.19 | -27.56% | Added +42.73% |
 FPS FORGENT POWER SOLUTIONS INC | 4.41% | $55.86 | $40.06 | -28.28% | New Buy |
 BE BLOOM ENERGY CORP | 4.35% | $85.55 | $280.18 | +227.50% | Trimmed -43.89% |
 AEHR AEHR TEST SYS | 4.03% | $96.06 | $84.64 | -11.89% | New Buy |
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