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SCIENCE & TECHNOLOGY PARTNERS, L.P. 13F portfolio summary

SCIENCE & TECHNOLOGY PARTNERS, L.P. of SCIENCE & TECHNOLOGY PARTNERS, L.P. has 84 current stock holdings with a reported portfolio value of $593.3M. The portfolio 1 year return is +63.25%. Top holdings include NVDA (5.56%), GH (5.28%), AAPL (5.12%), NTRA (5.03%), COHR (4.97%).

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SCIENCE & TECHNOLOGY PARTNERS, L.P.

SCIENCE & TECHNOLOGY PARTNERS, L.P.
Latest filing: 2026-06-30

SCIENCE & TECHNOLOGY PARTNERS, L.P. runs SCIENCE & TECHNOLOGY PARTNERS, L.P. and currently holds 84 stock positions, which is fewer than the average of 230 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%.

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Top 5 Holdings
NVDA5.6%
GH5.3%
AAPL5.1%
NTRA5.0%
COHR5.0%
Top 5: 26.0%
Portfolio Returns
1 Year
+63.25%
#0/1000
3 Year
+80.12%
#0/1000
5 Year
+80.12%
#0/1000

Portfolio Value

$593.32M

Alpha Score

72.1

#0 of 1000

Holdings

84

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84 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA ORD
5.56%$197.26$214.76+8.87%
Added
+380.67%
GH
GUARDANT HEALTH INC
5.28%$150.03$170.69+13.77%
Added
+100.00%
AAPL
APPLE ORD
5.12%$285.16$309.35+8.48%
Added
+746.65%
NTRA
NATERA INC
5.03%$179.59$332.03+84.88%
Added
+10.18%
COHR
COHERENT CORP
4.97%$131.20$289.26+120.47%
Trimmed
-15.32%
LRCX
LAM RESEARCH CORP
4.74%$104.70$314.00+199.90%
Trimmed
-40.28%
PL
PLANET LABS PBC
4.61%$23.73$22.30-6.05%
Added
+42.73%
FPS
FORGENT POWER SOLUTIONS INC
4.41%$55.86$33.19-40.58%
New Buy
BE
BLOOM ENERGY CORP
4.35%$85.55$201.42+135.44%
Trimmed
-43.89%
AEHR
AEHR TEST SYS
4.03%$96.06$101.73+5.90%
New Buy

Showing 1-10 of 84