Institutions / Science & Technology Partners, L.P.
Science & Technology Partners, L.P.
CIK 2029433 · Institution · as of Dec 31, 2025
Portfolio value
$357.93M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $30.20M | 8.4% |
| GeneDx Holdings Corp. | $26.18M | 7.3% |
| Alphabet Inc. | $25.89M | 7.2% |
| Tesla Inc | $24.90M | 7.0% |
| Coherent Corp | $23.18M | 6.5% |
| Broadcom Inc. | $21.34M | 6.0% |
| Lam Research Corp | $19.99M | 5.6% |
| Shopify Inc | $19.53M | 5.5% |
| Axon Enterprise Inc | $19.35M | 5.4% |
| Planet Labs PBC | $18.74M | 5.2% |
| Natera, Inc. | $18.16M | 5.1% |
| SITIME Corp | $15.03M | 4.2% |
| Establishment Labs Holdings Inc. | $14.07M | 3.9% |
| Affirm Holdings Inc Class a | $14.00M | 3.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $13.55M | 3.8% |
| Bloom Energy Corp | $13.15M | 3.7% |
| NVIDIA Corp | $12.46M | 3.5% |
| Lumentum Hldgs Inc | $6.27M | 1.8% |
| Spotify Technology S a | $6.09M | 1.7% |
| Palantir Technologies Inc | $4.36M | 1.2% |
| Guardant Health, Inc. | $3.66M | 1.0% |
| Intuitive Surgical Inc | $3.14M | 0.9% |
| Redwire Corp | $3.09M | 0.9% |
| Carvana Co. | $1.60M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.