Science & Technology Partners
Science & Technology Partners reported 84 stocks worth $593M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (5.6%), GH (5.3%) and AAPL (5.1%). Compared with Q1 2026, the fund opened new positions in GH, FPS and AEHR, added to NVDA, AAPL and NTRA, trimmed COHR, LRCX and BE and sold out of TSM, CAMT and RKLB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $33M | 5.6% | 165K | +131K (+381%) | 5 of 7 | |
| 2 |  GH Guardant Health Inc | $31.3M | 5.3% | 209K | New position | 2 of 7 | |
| 3 |  AAPL Apple Inc | $30.4M | 5.1% | 105K | +93K (+747%) | 2 of 7 | |
| 4 |  NTRA Natera Inc | $29.8M | 5.0% | 110K | +10K (+10%) | 7 of 7 | |
| 5 |  COHR Coherent Corp | $29.5M | 5.0% | 75K | −14K (−15%) | 5 of 7 | |
| 6 |  LRCX Lam Research Corp | $28.1M | 4.7% | 65K | −44K (−40%) | 6 of 7 | |
| 7 |  PL Planet Labs Pbc | $27.3M | 4.6% | 825K | +247K (+43%) | 3 of 7 | |
| 8 |  FPS Forgent Power Solutions Inc | $26.1M | 4.4% | 468K | New position | 1 of 7 | |
| 9 |  BE Bloom Energy Corp | $25.8M | 4.3% | 85K | −67K (−44%) | 4 of 7 | |
| 10 |  AEHR Aehr Test Sys | $23.9M | 4.0% | 249K | New position | 1 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSM Taiwan Semiconductor Mfg Ltd | $18.1M | 54K |
 CAMT Camtek Ltd | $16M | 106K |
 RKLB Rocket Lab Corp | $15.2M | 237K |
 NOK Nokia Corp | $11.9M | 1.5M |
 AMPX Amprius Technologies Inc | $10.7M | 635K |
🔒 Free account: see all 19.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Science & Technology Partners 13F FAQ
What does Science & Technology Partners own?
Science & Technology Partners reported 84 stocks worth $593M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (5.6%), GH (5.3%) and AAPL (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Science & Technology Partners buy and sell in Q2 2026?
Compared with Q1 2026: 61 new positions, 9 added to, 14 trimmed and 19 sold out. New positions include GH, FPS and AEHR. It sold all of TSM, CAMT and RKLB.
When will Science & Technology Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Science & Technology Partners's portfolio worth?
The Q2 2026 filing reports $593M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.