Science & Technology Partners, L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
ST Science & Technology Partners, L.P. | Institutional Filer | ▲ 7.06% | $369.9M | 41 |
Current Portfolio Holdings
Showing all 41 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc. | Technology | 38K | $26.5M | 7.17% |
| 2 | KEYS | Keysight Technologies, Inc. | Technology | 86K | $24.4M | 6.60% |
| 3 | LRCX | Lam Research Corporation | Technology | 109K | $23.2M | 6.28% |
| 4 | NET | Cloudflare, Inc. | Technology | 107K | $22.0M | 5.94% |
| 5 | COHR | Coherent, Inc. | Technology | 88K | $21.0M | 5.68% |
| 6 | BE | Bloom Energy Corporation | Industrials | 152K | $20.6M | 5.56% |
| 7 | NTRA | Natera, Inc. | Healthcare | 100K | $19.9M | 5.39% |
| 8 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 54K | $18.1M | 4.91% |
| 9 | PL | Planet Labs PBC | Industrials | 578K | $16.2M | 4.37% |
| 10 | CAMT | Camtek Ltd. | Technology | 106K | $16.0M | 4.33% |
| 11 | WGS | GeneDx Holdings Corp. | Healthcare | 241K | $15.5M | 4.19% |
| 12 | RKLB | Rocket Lab USA, Inc. | Industrials | 237K | $15.2M | 4.12% |
| 13 | CIEN | Ciena Corporation | Technology | 28K | $10.7M | 2.90% |
| 14 | AMPX | Amprius Technologies, Inc. | Industrials | 635K | $10.7M | 2.89% |
| 15 | TSEM | Tower Semiconductor Ltd. | Technology | 45K | $7.9M | 2.15% |
Showing 1 to 15 of 41 holdings