Science & Technology Partners, L.P. holds a focused book of 42 stocks worth $381.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Keysight Technologies In and trimmed Lam Research Corp. Their largest long position is Lumentum Holdings Inc at 7% of the equity book. They also disclosed $334K in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2029433/holdings"
Use Arkolith to show Science & Technology Partners, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Science & Technology Partners, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 52 / 42 | $1.2T |
| FMR LLC | 52 / 42 | $469.7B |
| JPMORGAN CHASE & CO | 52 / 42 | $272.8B |
| MORGAN STANLEY | 52 / 42 | $250.4B |
| BANK OF AMERICA CORP /DE/ | 52 / 42 | $139.2B |
| GOLDMAN SACHS GROUP INC | 52 / 42 | $127.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 52 / 42 | $118.2B |
| Legal & General Group Plc | 52 / 42 | $106.6B |
Ranked by how many of Science & Technology Partners, L.P.'s top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc COM | $26.5M | 37.7K | 6.9% | ▲+122% Added · +21K sh | |
| 2 | Keysight Technologies Inc COM | $24.4M | 86.4K | 6.4% | ▲New New position | |
| 3 | Lam Research Corp COM NEW | $23.2M | 108.7K | 6.1% | ▼−6.9% Reduced · −8K sh | |
| 4 | Cloudflare Inc CL A COM | $22.0M | 106.5K | 5.8% | ▲New New position | |
| 5 | Coherent Corp COM | $21.0M | 88.2K | 5.5% | ▼−30% Reduced · −37K sh | |
| 6 | Bloom Energy Corp COM CL A | $20.6M | 151.8K | 5.4% | ▲+0.3% Added · +526 sh | |
| 7 | Natera Inc COM | $19.9M | 99.7K | 5.2% | ▲+26% Added · +20K sh | |
| 8 | Taiwan Semiconductor Manufac SPONSORED ADS | $18.1M | 53.7K | 4.8% | ▲+20% Added · +9K sh | |
| 9 | Planet Labs PBC COM CL A | $16.2M | 577.8K | 4.2% | ▼−39% Reduced · −372K sh | |
| 10 | Camtek Ltd ORD | $16.0M | 105.7K | 4.2% | ▲New New position | |
| 11 | Genedx Holdings Corp COM CL A | $15.5M | 241.2K | 4.1% | ▲+20% Added · +40K sh | |
| 12 | Rocket Lab Corp COM | $15.2M | 237.3K | 4.0% | ▲New New position | |
| 13 | Nokia Corp SPONSORED ADR | $11.9M | 1.49M | 3.1% | ▲New New position | |
| 14 | Ciena Corp COM NEW | $10.7M | 27.6K | 2.8% | ▲New New position | |
| 15 | Amprius Technologies Inc COMMON STOCK | $10.7M | 635.1K | 2.8% | ▲New New position | |
| 16 | Tower Semiconductor Ltd SHS NEW | $7.9M | 45.3K | 2.1% | ▲New New position | |
| 17 | Palantir Technologies Inc CL A | $7.5M | 51.3K | 2.0% | ▲+109% Added · +27K sh | |
| 18 | Applied Material Ord COM | $7.4M | 21.6K | 1.9% | ▲New New position | |
| 19 | Nvidia Ord COM | $6.0M | 34.3K | 1.6% | ▼−49% Reduced · −33K sh | |
| 20 | Digitalocean Hldgs Inc COM | $5.9M | 69.0K | 1.5% | ▲New New position | |
| 21 | Sandisk Ord COM | $5.9M | 9.3K | 1.5% | ▲New New position | |
| 22 | Micron Technology Ord COM | $5.7M | 16.9K | 1.5% | ▲New New position | |
| 23 | ASML Holding ADR Rep Ord N Y REGISTRY SHS | $5.3M | 4.0K | 1.4% | ▲New New position | |
| 24 | Analog Devices Ord COM | $5.1M | 15.9K | 1.3% | ▲New New position | |
| 25 | Karman Hldgs Inc COMMON STOCK | $4.4M | 55.0K | 1.2% | ▲New New position | |
| 26 | Intuitive Machines Inc CLASS A COM | $4.4M | 237.0K | 1.2% | ▲New New position | |
| 27 | Fastly Inc CL A | $4.4M | 151.0K | 1.1% | ▲New New position | |
| 28 | Akamai Technologies Inc COM | $4.2M | 36.8K | 1.1% | ▲New New position | |
| 29 | Advanced Energy Inds COM | $4.2M | 12.9K | 1.1% | ▲New New position | |
| 30 | Verisign Inc COM | $4.1M | 16.3K | 1.1% | ▲New New position | |
| 31 | Tesla Inc COM | $3.3M | 9.0K | 0.9% | ▼−84% Reduced · −46K sh | |
| 32 | Apple Ord COM | $3.1M | 12.4K | 0.8% | ▲New New position | |
| 33 | Motorola Solutions Ord COM NEW | $3.0M | 6.9K | 0.8% | ▲New New position | |
| 34 | Seagate Technology Holdings Ord COM | $2.8M | 7.2K | 0.7% | ▲New New position | |
| 35 | Broadcom Ord COM | $2.8M | 9.2K | 0.7% | ▼−85% Reduced · −53K sh | |
| 36 | Sitime Ord COM | $2.6M | 7.4K | 0.7% | ▼−83% Reduced · −35K sh | |
| 37 | Alphabet Inc CAP STK CL C | $2.3M | 8.0K | 0.6% | ▼−90% Reduced · −75K sh | |
| 38 | Corning Ord COM | $2.2M | 16.4K | 0.6% | ▲New New position | |
| 39 | Cisco Systems Ord COM | $1.9M | 24.2K | 0.5% | ▲New New position | |
| 40 | Ge Vernova Ord COM | $1.7M | 1.9K | 0.4% | ▲New New position | |
| 41 | Onto Innovation Ord COM | $1.6M | 7.8K | 0.4% | ▲New New position | |
| 42 | Caretrust REIT Ord COM | $73K | 2.0K | 0.0% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NOKIA CORP-SPON ADRNOK | $334K | 42K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.