SCIENCE & TECHNOLOGY PARTNERS, L.P.
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%.
84 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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