Science & Technology Partners, L.P. holds a diversified book of 84 reported positions worth $593.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter DPC Holdings PLC first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Guardant Health Inc and trimmed Coherent Corp. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +35% (+32.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +40.7%, a 5.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Science & Technology Partners, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified 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
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Science & Technology Partners, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 27 / 80 | $2.4B |
| M & L Capital Management Ltd | 12 / 80 | $300.1M |
| Q Fund Management (Hong Kong) Ltd | 10 / 80 | $88.1M |
| Anther Capital Ltd | 13 / 80 | $3.1B |
| Telligent Fund, LP | 15 / 80 | $105.3M |
| Tensor Edge Capital, LLC | 9 / 80 | $1.2B |
| Integrated Financial Solutions, Inc. | 15 / 80 | $142.0M |
| Robocap Asset Management Ltd | 15 / 80 | $92.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Science & Technology Partners, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Ord COM | $33.0M | 164.9K | 5.6% | ▲+381% Added · +131K sh | |
| 2 | Guardant Health Inc COM | $31.3M | 208.8K | 5.3% | ▲New New position | |
| 3 | Apple Ord COM | $30.4M | 105.0K | 5.1% | ▲+747% Added · +93K sh | |
| 4 | Natera Inc COM | $29.8M | 109.9K | 5.0% | ▲+10% Added · +10K sh | |
| 5 | Coherent Corp COM | $29.5M | 74.7K | 5.0% | ▼−15% Reduced · −14K sh | |
| 6 | Lam Research Corp COM NEW | $28.1M | 64.9K | 4.7% | ▼−40% Reduced · −44K sh | |
| 7 | Planet Labs PBC COM CL A | $27.3M | 824.7K | 4.6% | ▲+43% Added · +247K sh | |
| 8 | Forgent Power Solutions Inc COM SHS CL A | $26.1M | 468.0K | 4.4% | ▲New New position | |
| 9 | Bloom Energy Corp COM CL A | $25.8M | 85.2K | 4.3% | ▼−44% Reduced · −67K sh | |
| 10 | Aehr Test Sys COM | $23.9M | 249.0K | 4.0% | ▲New New position | |
| 11 | Eli Lilly & Co COM | $23.4M | 19.6K | 4.0% | ▲New New position | |
| 12 | Spire Global Inc COM CL A NEW | $21.5M | 1.16M | 3.6% | ▲New New position | |
| 13 | Sitime Corp COM | $20.8M | 27.9K | 3.5% | ▲+277% Added · +21K sh | |
| 14 | Microsoft Ord COM | $18.8M | 50.5K | 3.2% | ▲New New position | |
| 15 | Axsome Therapeutics Inc. COM | $17.9M | 73.0K | 3.0% | ▲New New position | |
| 16 | Lumentum Hldgs Inc COM | $15.5M | 18.0K | 2.6% | ▼−52% Reduced · −20K sh | |
| 17 | Terawulf Inc COM | $13.5M | 546.0K | 2.3% | ▲New New position | |
| 18 | Neurocrine Biosciences Inc COM | $13.4M | 79.7K | 2.3% | ▲New New position | |
| 19 | Twist Bioscience Corp COM | $13.3M | 129.2K | 2.2% | ▲New New position | |
| 20 | Brightspring Health Svcs Inc COM | $12.3M | 176.1K | 2.1% | ▲New New position | |
| 21 | Broadcom Ord COM | $12.1M | 32.2K | 2.0% | ▲+251% Added · +23K sh | |
| 22 | Corning Inc COM | $10.6M | 41.5K | 1.8% | ▲+153% Added · +25K sh | |
| 23 | Micron Technology Ord COM | $9.3M | 8.1K | 1.6% | ▼−52% Reduced · −9K sh | |
| 24 | DPC Holdings PLC ORDINARY SHARES | $7.8M | 158.8K | 1.3% | →Listed Newly reportable | |
| 25 | Ge Vernova Inc COM | $7.8M | 6.6K | 1.3% | ▲+247% Added · +5K sh | |
| 26 | T1 Energy Inc COM NEW | $7.3M | 775.1K | 1.2% | ▲New New position | |
| 27 | Genedx Holdings Corp COM CL A | $7.3M | 106.4K | 1.2% | ▼−56% Reduced · −135K sh | |
| 28 | Advanced Micro Devices Ord COM | $6.8M | 11.7K | 1.1% | ▲New New position | |
| 29 | Unitedhealth Group Inc COM | $6.1M | 14.6K | 1.0% | ▲New New position | |
| 30 | Molina Healthcare Inc COM | $5.1M | 22.1K | 0.9% | ▲New New position | |
| 31 | Intel Ord COM | $4.4M | 31.4K | 0.7% | ▲New New position | |
| 32 | Applied Material Ord COM | $4.1M | 5.7K | 0.7% | ▼−74% Reduced · −16K sh | |
| 33 | Space Exploration Techn Corp CLASS A COM STK | $3.7M | 21.4K | 0.6% | →Listed Newly reportable | |
| 34 | Cisco Systems Ord COM | $3.3M | 28.3K | 0.6% | ▲+17% Added · +4K sh | |
| 35 | Kla Ord COM NEW | $2.8M | 9.4K | 0.5% | ▲New New position | |
| 36 | Palo Alto Networks Ord COM | $2.0M | 5.8K | 0.3% | ▲New New position | |
| 37 | Texas Instruments Ord COM | $1.9M | 6.5K | 0.3% | ▲New New position | |
| 38 | International Business Machines Ord COM | $1.9M | 6.7K | 0.3% | ▲New New position | |
| 39 | Palantir Technologies CL A Ord CL A | $1.8M | 15.6K | 0.3% | ▼−70% Reduced · −36K sh | |
| 40 | Marvell Technology Ord COM | $1.8M | 6.1K | 0.3% | ▲New New position | |
| 41 | Oracle Ord COM | $1.8M | 12.3K | 0.3% | ▲New New position | |
| 42 | Western Digital Ord COM | $1.6M | 2.5K | 0.3% | ▲New New position | |
| 43 | Amphenol CL A Ord CL A | $1.6M | 8.8K | 0.3% | ▲New New position | |
| 44 | Seagate Technology Holdings Ord ORD SHS | $1.5M | 1.5K | 0.3% | ▼−79% Reduced · −6K sh | |
| 45 | Qualcomm Ord COM | $1.4M | 7.6K | 0.2% | ▲New New position | |
| 46 | Analog Devices Ord COM | $1.4M | 3.5K | 0.2% | ▼−78% Reduced · −12K sh | |
| 47 | Crowdstrike Holdings CL A Ord CL A | $1.4M | 1.8K | 0.2% | ▲New New position | |
| 48 | Arista Networks Ord COM SHS | $1.3M | 7.6K | 0.2% | ▲New New position | |
| 49 | Shopify CL A Sub VTG Ord CL A SUB VTG SHS | $1.0M | 8.8K | 0.2% | ▲New New position | |
| 50 | Dell Technologies CL C Ord CL C | $930K | 2.2K | 0.2% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.