Science & Technology Partners, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Science & Technology Partners, L.P. held in its portfolio 24 assets valued at $359,761,531 (i.e. $359.76M).

The most valuable assets in the portfolio included: APPLOVIN CORP ($30.20M), GENEDX HOLDINGS CORP ($26.18M), and ALPHABET INC ($25.89M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Science & Technology Partners, L.P. Portfolio

APPLOVIN CORP

GENEDX HOLDINGS CORP

ALPHABET INC

TESLA INC

COHERENT CORP

BROADCOM INC

LAM RESEARCH CORP

SHOPIFY INC

AXON ENTERPRISE INC

PLANET LABS PBC

Science & Technology Partners, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
APPLOVIN CORP	44825	30203982	COM CL A
GENEDX HOLDINGS CORP	201264	26176396	COM CL A
ALPHABET INC	82500	25888500	CAP STK CL C
TESLA INC	55375	24903245	COM
COHERENT CORP	125575	23177378	COM
BROADCOM INC	61650	21337065	COM
LAM RESEARCH CORP	116800	19993824	COM NEW
SHOPIFY INC	121300	19525661	CL A SUB VTG SHS
AXON ENTERPRISE INC	34071	19349943	COM
PLANET LABS PBC	950202	18737983	COM CL A
NATERA INC	79250	18155383	COM
SITIME CORP	42556	15030354	COM
NVIDIA CORPORATION	76600	14285900	COM
ESTABLISHMENT LABS HLDGS INC	193071	14071014	COM
AFFIRM HLDGS INC	188100	14000283	COM CL A
TAIWAN SEMICONDUCTOR MFG LTD	44600	13553494	SPONSORED ADS
BLOOM ENERGY CORP	151324	13148542	COM CL A
LUMENTUM HLDGS INC	17000	6266030	COM
SPOTIFY TECHNOLOGY S A	10490	6091648	SHS
PALANTIR TECHNOLOGIES INC	24550	4363763	CL A
GUARDANT HEALTH INC	35860	3662740	COM
INTUITIVE SURGICAL INC	5550	3143298	COM NEW
REDWIRE CORPORATION	406767	3091429	COM
CARVANA CO	3800	1603676	CL A