SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Scientech Research LLC

CIK 0002011556 · 30 MONTGOMERY ST, SUITE 310, JERSEY CITY, NJ, 07302 · 201-253-5141

Reported Value
$485M
Q2 2024
Positions
563
Filings on Record
10
2019–present window
Filed
Aug 14, 2024
original filing

Summary

Scientech Research LLC reported $485M in U.S.-listed holdings across 563 positions for Q2 2024.

Compared with Q1 2024, the fund opened 392 new positions and exited 223.

Portfolio Metrics

Turnover
+31.7%
vs prior filed quarter
Top-10 Concentration
+7.6%
share of reported value
Largest Position
+0.9%
Crowdstrike
New / Exited
392 / 223
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $100MQ4 ’23Q1 ’24: $189MQ2 ’24: $485MQ2 ’24Q3 ’24: $502MQ4 ’24: $353MQ4 ’24Q1 ’25: $378MQ2 ’25: $409MQ2 ’25Q3 ’25: $287MQ4 ’25: $159MQ4 ’25Q1 ’26: $120Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 84.0%Other: 7.6%ADR: 4.2%REIT: 1.9%ETP: 1.9%Other: 0.3%
  • Common Stock · 84.0% · $408M
  • Other · 7.6% · $37M
  • ADR · 4.2% · $20M
  • REIT · 1.9% · $9M
  • ETP · 1.9% · $9M
  • Other · 0.3% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VRTXVERTEX PHARMACEUTICALS INCNEW+8.9K8.9K+$4M$4M
AG8AGILENT TECHNOLOGIES INCNEW+31.6K31.6K+$4M$4M
MDBMONGODB INCNEW+14.4K14.4K+$4M$4M
CVNACARVANA CONEW+23.7K23.7K+$3M$3M
CMICUMMINS INCNEW+10.9K10.9K+$3M$3M
CITCINTAS CORPNEW+3.9K3.9K+$3M$3M
NXP SEMICONDUCTORS N VNEW+9.9K9.9K+$3M$3M
A4SAMERIPRISE FINL INCNEW+6.0K6.0K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1CRWDCROWDSTRIKE HLDGS INCCL A0.95%$5M12.0K
2GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.90%$4M23.8K
3VRTXVERTEX PHARMACEUTICALS INCCOM0.86%$4M8.9K
4AG8AGILENT TECHNOLOGIES INCCOM0.84%$4M31.6K
5CEGCONSTELLATION ENERGY CORPCOM0.82%$4M19.8K
6ASML HOLDING N VN Y REGISTRY SHS0.80%$4M3.8K
7MDBMONGODB INCCL A0.74%$4M14.4K
8MSFTMICROSOFT CORPCOM0.70%$3M7.6K
9DKSDICKS SPORTING GOODS INCCOM0.65%$3M14.6K
10ICON PLCSHS0.63%$3M9.8K
11CVNACARVANA COCL A0.63%$3M23.7K
12CMICUMMINS INCCOM0.62%$3M10.9K
13METAMETA PLATFORMS INCCL A0.60%$3M5.8K
14CITCINTAS CORPCOM0.56%$3M3.9K
15NXP SEMICONDUCTORS N VCOM0.55%$3M9.9K
16A4SAMERIPRISE FINL INCCOM0.53%$3M6.0K
17VRSNVERISIGN INCCOM0.52%$3M14.1K
18MOHMOLINA HEALTHCARE INCCOM0.50%$2M8.2K
19TRVTRAVELERS COMPANIES INCCOM0.50%$2M12.0K
20GSGOLDMAN SACHS GROUP INCCOM0.50%$2M5.4K
21ITCIEURINTRA-CELLULAR THERAPIES INCCOM0.50%$2M35.3K
22AMZNAMAZON COM INCCOM0.50%$2M12.5K
23AAPLAPPLE INCCOM0.49%$2M11.4K
24PHPARKER-HANNIFIN CORPCOM0.49%$2M4.7K
25PANWPALO ALTO NETWORKS INCCOM0.49%$2M7.0K
26ADIANALOG DEVICES INCCOM0.48%$2M10.2K
27HUBBHUBBELL INCCOM0.48%$2M6.3K
28NVDANVIDIA CORPORATIONCOM0.47%$2M18.5K
29CDNSCADENCE DESIGN SYSTEM INCCOM0.47%$2M7.4K
30MAMASTERCARD INCORPORATEDCL A0.47%$2M5.2K
31WINGWINGSTOP INCCOM0.46%$2M5.3K
32TTWOTAKE-TWO INTERACTIVE SOFTWARCOM0.46%$2M14.3K
33VEEVVEEVA SYS INCCL A COM0.45%$2M11.9K
34ANETEURARISTA NETWORKS INCCOM0.44%$2M6.1K
35WSMWILLIAMS SONOMA INCCOM0.44%$2M7.6K
36SJMSMUCKER J M COCOM NEW0.44%$2M19.6K
37EAELECTRONIC ARTS INCCOM0.44%$2M15.2K
38KEYSKEYSIGHT TECHNOLOGIES INCCOM0.43%$2M15.4K
39ARMARM HOLDINGS PLCSPONSORED ADS0.43%$2M12.9K
40KLACKLA CORPCOM NEW0.43%$2M2.6K
41ISRGINTUITIVE SURGICAL INCCOM NEW0.42%$2M4.5K
42AMKRAMKOR TECHNOLOGY INCCOM0.41%$2M50.2K
43POOLPOOL CORPCOM0.40%$2M6.4K
44TROWPRICE T ROWE GROUP INCCOM0.40%$2M16.9K
45DUOLDUOLINGO INCCL A COM0.40%$2M9.3K
46HSICHENRY SCHEIN INCCOM0.40%$2M30.3K
47TMDXTRANSMEDICS GROUP INCCOM0.40%$2M12.8K
48NXTNEXTRACKER INCCLASS A COM0.40%$2M40.9K
49MPWRMONOLITHIC PWR SYS INCCOM0.39%$2M2.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$120M449May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$159M479Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$287M550Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$409M572Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$378M541May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$353M550Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$502M590Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$485M563Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$189M394May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$100M310Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.