Arkolith/Funds/Scientech Research LLC

Scientech Research LLC

CIK 2011556
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Scientech Research LLC holds a diversified book of 449 stocks worth $119.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened APPLIED DIGITAL CORP and trimmed CENTURY ALUM CO. Their largest long position is APPLIED DIGITAL CORP at 1% of the equity book.

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Use Arkolith to show Scientech Research LLC's latest
holdings, largest changes, and filing provenance.
Opened
323
new positions
Added to
66
existing
Trimmed
60
reduced
Sold out
348
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
6%
Top 10 holdings
11%
Top 20 holdings
19%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Information Technology
0%
Consumer Discretionary
0%
Financials
0%
Health Care
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • APPLIED DIGITAL CORP
    New$1.6M
  • THEMES ETF TR
    New$1.4M
  • WAVE LIFE SCIENCES LTD
    13×$1.3M
  • VIRIDIAN THERAPEUTICS INC
    New$1.3M
  • FIGMA INC
    New$1.2M
  • COINBASE GLOBAL INC
    New$1.1M
Trimmed / exited
  • LUMENTUM HLDGS INC
    −82%$1.4M
  • NORTHROP GRUMMAN CORP
    −85%$1.2M
  • F5 INC
    −79%$912K
  • ERASCA INC
    −75%$874K
  • NEWMONT CORP
    −75%$726K
  • TAIWAN SEMICONDUCTOR MANUFAC
    −64%$674K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

449 positions
#SecurityValueShares% PortLast moveHistory
1Applied Digital Corp
COM NEW
$1.6M68.8K
1.4%
New
New position
2Wave Life Sciences Ltd
SHS
$1.5M200.3K
1.2%
13×
Added · +185K sh
3Echostar Corp
CL A
$1.4M11.7K
1.1%
+63%
Added · +5K sh
4Themes ETF TR
LEVERAGE SHS 2X
$1.4M498.6K
1.1%
New
New position
5Scholar Rock Hldg Corp
COM
$1.3M26.3K
1.1%
+424%
Added · +21K sh
6Viridian Therapeutics Inc
COM
$1.3M65.1K
1.1%
New
New position
7Figma Inc
CLASS A COM STK
$1.2M57.0K
1.0%
New
New position
8Century Alum Co
COM
$1.2M20.5K
1.0%
−17%
Reduced · −4K sh
9Oklo Inc
COM CL A
$1.2M23.7K
1.0%
+622%
Added · +20K sh
10Coinbase Global Inc
COM CL A
$1.1M6.5K
0.9%
New
New position
11Five Below Inc
COM
$1.1M4.8K
0.9%
New
New position
12Cytomx Therapeutics Inc.
COM
$1.1M230.6K
0.9%
New
New position
13Graniteshares ETF TR
2X LONG COIN DAI
$1.1M152.5K
0.9%
+730%
Added · +134K sh
14Snowflake Inc
COM SHS
$1.0M6.8K
0.9%
New
New position
15Planet Labs PBC
COM CL A
$1.0M36.6K
0.9%
+12%
Added · +4K sh
16Hims & Hers Health Inc
COM CL A
$1000K48.2K
0.8%
+153%
Added · +29K sh
17Grocery Outlet Hldg Corp
COM
$899K127.5K
0.7%
New
New position
18Unity Software Inc
COM
$885K40.4K
0.7%
New
New position
19Globalstar Inc
COM NEW
$878K13.2K
0.7%
New
New position
20Unusual Machs Inc
COM SHS
$878K70.8K
0.7%
New
New position
21Alcoa Corp
COM
$863K13.0K
0.7%
+16%
Added · +2K sh
22Swarmer Inc
COM SHS
$851K18.0K
0.7%
New
New position
23Makemytrip Limited Mauritius
SHS
$801K21.5K
0.7%
New
New position
24Nektar Therapeutics
COM NEW
$794K11.0K
0.7%
New
New position
25Viavi Solutions Inc
COM
$784K23.6K
0.7%
New
New position
26Bitmine Immersion Tecnologie
COM NEW
$773K39.1K
0.6%
New
New position
27Bigbear AI Hldgs Inc
COM
$746K212.0K
0.6%
New
New position
28Meta Platforms Inc
CL A
$737K1.3K
0.6%
New
New position
29Sarepta Therapeutics Inc
COM
$718K33.0K
0.6%
New
New position
30Themes ETF TR
LEVERAGE SHS 2X
$709K585.6K
0.6%
New
New position
31LSB Inds Inc
COM
$688K46.2K
0.6%
New
New position
32Ameriprise Finl Inc
COM
$662K1.5K
0.6%
+37%
Added · +402 sh
33Solaredge Technologies Inc
COM
$656K12.9K
0.5%
New
New position
34Uipath Inc
CL A
$650K58.6K
0.5%
New
New position
35Alumis Inc
COM
$648K29.4K
0.5%
New
New position
36Applovin Corp
COM CL A
$643K1.6K
0.5%
−12%
Reduced · −222 sh
37Jfrog Ltd
ORD SHS
$643K13.7K
0.5%
New
New position
38Unitedhealth Group Inc
COM
$635K2.3K
0.5%
+41%
Added · +680 sh
39Enliven Therapeutics Inc
COM
$620K15.8K
0.5%
New
New position
40Firefly Aerospace Inc
COM
$611K21.5K
0.5%
New
New position
41Vaneck ETF Trust
RARE EARTH AND S
$579K6.6K
0.5%
New
New position
42Vista Energy S.A.B. De C.V.
SPONSORED ADS
$578K7.7K
0.5%
New
New position
43Fastly Inc
CL A
$567K19.5K
0.5%
New
New position
44Aura Minerals Inc
SHS NEW
$563K6.9K
0.5%
+48%
Added · +2K sh
45Vital Farms Inc
COM
$546K38.7K
0.5%
New
New position
46Hut 8 Corp
COM
$540K11.5K
0.5%
New
New position
47Tronox Holdings PLC
SHS
$510K52.2K
0.4%
+44%
Added · +16K sh
48Idex Corp
COM
$509K2.7K
0.4%
New
New position
49Alibaba Group Hldg Ltd
SPONSORED ADS
$506K4.0K
0.4%
New
New position
50Cheesecake Factory Inc
COM
$501K9.2K
0.4%
New
New position
Showing 50 of 449 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026449$119.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026479$159.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025550$286.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025572$409.2M13F-HR

Data source

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.