2026 Q1 Portfolio Activity
In 2026 Q1, Science & Technology Partners, L.P. maintained a portfolio of 54 distinct positions. The most significant new addition was KEYSIGHT TECHNOLOGIES INC, now representing 6.39% of the total fund value. They heavily accumulated shares in LUMENTUM HLDGS INC, increasing the position by 121.9%. Conversely, Science & Technology Partners, L.P. completely exited their position in APPLOVIN CORP.
Position History
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Total Positions
54
Quarter
2026 Q1
Top Holding
LITE (6.9%)
Top 10 Concentration
54.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
Science & Technology Partners, L.P. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LITE
LUMENTUM HLDGS ...
|
Technology | 6.94% | 1.74% |
#1
17
Prev: #18
|
7.8 |
—
|
20,720 | 121.9% |
P
S
|
37,720 | $26,508,107 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 6.39% | — |
#2
Prev: #—
|
7.6 |
—
|
86,440 | — |
NEW
|
86,440 | $24,408,063 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 6.08% | 5.56% |
#3
4
Prev: #7
|
3.9 |
—
|
-8,100 | -6.9% |
P
S
|
108,700 | $23,224,842 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NET
CLOUDFLARE INC
|
Technology | 5.75% | — |
#4
Prev: #—
|
6.3 |
—
|
106,525 | — |
NEW
|
106,525 | $21,980,369 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COHR
COHERENT CORP
|
Technology | 5.50% | 6.44% |
#5
Prev: #5
|
2.7 |
—
|
-37,335 | -29.7% |
P
S
|
88,240 | $21,019,650 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 5.38% | 3.65% |
#6
10
Prev: #16
|
2.7 |
—
|
526 | 0.3% |
P
S
|
151,850 | $20,574,157 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTRA
NATERA INC
|
Healthcare | 5.22% | 5.05% |
#7
4
Prev: #11
|
4.6 |
—
|
20,482 | 25.8% |
P
S
|
99,732 | $19,945,403 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.75% | 3.77% |
#8
7
Prev: #15
|
4.4 |
—
|
9,100 | 20.4% |
P
S
|
53,700 | $18,147,915 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PL
PLANET LABS PBC
|
Industrials | 4.23% | 5.21% |
#9
1
Prev: #10
|
1.7 |
—
|
-372,362 | -39.2% |
P
S
|
577,840 | $16,150,628 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAMT
CAMTEK LTD
|
Technology | 4.19% | — |
#10
Prev: #—
|
5.2 |
—
|
105,669 | — |
NEW
|
105,669 | $16,020,477 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 4.05% | 7.28% |
#11
9
Prev: #2
|
3.6 |
—
|
39,936 | 19.8% |
P
S
|
241,200 | $15,489,864 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 3.99% | — |
#12
Prev: #—
|
5.1 |
—
|
237,254 | — |
NEW
|
237,254 | $15,236,452 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOK
NOKIA CORP
|
Technology | 3.12% | — |
#13
Prev: #—
|
4.7 |
—
|
1,485,000 | — |
NEW
|
1,485,000 | $11,939,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CIEN
CIENA CORP
|
Technology | 2.80% | — |
#14
Prev: #—
|
4.6 |
—
|
27,592 | — |
NEW
|
27,592 | $10,712,042 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMPX
AMPRIUS TECHNOL...
|
Industrials | 2.80% | — |
#15
Prev: #—
|
4.6 |
—
|
635,106 | — |
NEW
|
635,106 | $10,707,888 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 2.08% | — |
#16
Prev: #—
|
4.3 |
—
|
45,300 | — |
NEW
|
45,300 | $7,949,244 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.96% | 1.21% |
#17
3
Prev: #20
|
3.8 |
—
|
26,715 | 108.8% |
P
S
|
51,265 | $7,499,044 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 1.93% | — |
#18
Prev: #—
|
4.3 |
—
|
21,550 | — |
NEW
|
21,550 | $7,365,575 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA ORD
|
Technology | 1.57% | 3.46% |
#19
2
Prev: #17
|
0.6 |
—
|
-32,500 | -48.7% |
P
S
|
34,300 | $5,981,920 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DOCN
DIGITALOCEAN HL...
|
Technology | 1.55% | — |
#20
Prev: #—
|
4.1 |
—
|
68,993 | — |
NEW
|
68,993 | $5,918,220 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNDK
SANDISK ORD
|
Technology | 1.55% | — |
#21
Prev: #—
|
4.1 |
—
|
9,295 | — |
NEW
|
9,295 | $5,905,485 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.49% | — |
#22
Prev: #—
|
4.1 |
—
|
16,900 | — |
NEW
|
16,900 | $5,709,496 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASML
ASML HOLDING AD...
|
Technology | 1.38% | — |
#23
Prev: #—
|
4.1 |
—
|
4,000 | — |
NEW
|
4,000 | $5,283,320 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 1.32% | — |
#24
Prev: #—
|
4.0 |
—
|
15,903 | — |
NEW
|
15,903 | $5,059,380 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRMN
KARMAN HLDGS IN...
|
Industrials | 1.15% | — |
#25
Prev: #—
|
4.0 |
—
|
54,997 | — |
NEW
|
54,997 | $4,402,510 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LUNR
INTUITIVE MACHI...
|
Industrials | 1.15% | — |
#26
Prev: #—
|
4.0 |
—
|
237,000 | — |
NEW
|
237,000 | $4,398,720 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FSLY
FASTLY INC
|
Technology | 1.15% | — |
#27
Prev: #—
|
4.0 |
—
|
151,000 | — |
NEW
|
151,000 | $4,388,060 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 1.11% | — |
#28
Prev: #—
|
3.9 |
—
|
36,839 | — |
NEW
|
36,839 | $4,230,959 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AEIS
ADVANCED ENERGY...
|
Industrials | 1.09% | — |
#29
Prev: #—
|
3.9 |
—
|
12,950 | — |
NEW
|
12,950 | $4,179,095 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRSN
VERISIGN INC
|
Technology | 1.06% | — |
#30
Prev: #—
|
3.9 |
—
|
16,342 | — |
NEW
|
16,342 | $4,058,699 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.88% | 6.92% |
#31
27
Prev: #4
|
0.4 |
—
|
-46,375 | -83.7% |
P
S
|
9,000 | $3,345,750 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE ORD
|
Technology | 0.82% | — |
#32
Prev: #—
|
3.8 |
—
|
12,400 | — |
NEW
|
12,400 | $3,146,996 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.78% | — |
#33
Prev: #—
|
3.8 |
—
|
6,860 | — |
NEW
|
6,860 | $2,977,034 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.74% | — |
#34
Prev: #—
|
3.8 |
—
|
7,240 | — |
NEW
|
7,240 | $2,836,342 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM ORD
|
Technology | 0.74% | 5.93% |
#35
29
Prev: #6
|
0.3 |
—
|
-52,500 | -85.2% |
P
S
|
9,150 | $2,832,017 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SITM
SITIME ORD
|
Technology | 0.67% | 4.18% |
#36
24
Prev: #12
|
0.3 |
—
|
-35,156 | -82.6% |
P
S
|
7,400 | $2,555,590 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.60% | 7.20% |
#37
34
Prev: #3
|
0.2 |
—
|
-74,500 | -90.3% |
P
S
|
8,000 | $2,294,880 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLW
CORNING ORD
|
Technology | 0.58% | — |
#38
Prev: #—
|
3.7 |
—
|
16,393 | — |
NEW
|
16,393 | $2,228,956 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSCO
CISCO SYSTEMS O...
|
Technology | 0.49% | — |
#39
Prev: #—
|
3.7 |
—
|
24,200 | — |
NEW
|
24,200 | $1,877,678 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEV
GE VERNOVA ORD
|
Industrials | 0.43% | — |
#40
Prev: #—
|
3.7 |
—
|
1,900 | — |
NEW
|
1,900 | $1,658,510 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 0.42% | — |
#41
Prev: #—
|
3.7 |
—
|
7,800 | — |
NEW
|
7,800 | $1,599,546 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOK
CALL
NOKIA CORP
|
CALL Option | 0.09% | — |
#42
Prev: #—
|
3.5 |
—
|
41,500 | — |
NEW
|
41,500 | $333,660 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTRE
CARETRUST REIT ...
|
Real Estate | 0.02% | — |
#43
Prev: #—
|
3.5 |
—
|
2,000 | — |
NEW
|
2,000 | $73,300 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 0.00% | 0.45% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-3,800 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
CALL
NVIDIA CORPORAT...
|
CALL Option | 0.00% | 0.51% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-9,800 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RDW
REDWIRE CORPORA...
|
Industrials | 0.00% | 0.86% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-406,767 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.00% | 0.87% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-5,550 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 0.00% | 1.02% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-35,860 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.00% | 1.69% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-10,490 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 0.00% | 3.89% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-188,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 54 holdings