SEC 13F Intelligence

Managers / Q1 2026

Science & Technology Partners, L.P.

CIK 0002029433 · 660 STEAMBOAT ROAD, 3RD FLOOR, GREENWICH, CT, 06830 · 212-306-2600

Reported Value
$382M
Q1 2026
Positions
43
Filings on Record
6
2019–present window
Filed
May 15, 2026
original filing

Summary

Science & Technology Partners, L.P. reported $382M in U.S.-listed holdings across 43 positions for Q1 2026.

Its largest position, LITE, represents 6.9% of the portfolio.

Compared with Q4 2025, the fund opened 28 new positions and exited 10.

Portfolio Metrics

Turnover
+57.9%
vs prior filed quarter
Top-10 Concentration
+54.4%
share of reported value
Largest Position
+6.9%
Lumentum
New / Exited
28 / 10
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 ’24: $329MQ4 ’24Q1 ’25: $252MQ1 ’25Q2 ’25: $382MQ2 ’25Q3 ’25: $359MQ3 ’25Q4 ’25: $360MQ4 ’25Q1 ’26: $382MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 83.6%Other: 8.4%ADR: 8.0%REIT: 0.0%
  • Common Stock · 83.6% · $320M
  • Other · 8.4% · $32M
  • ADR · 8.0% · $30M
  • REIT · 0.0% · $73,300

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KEYSKEYSIGHT TECHNOLOGIES INCNEW+86.4K86.4K+$24M$24M
NETCLOUDFLARE INCNEW+106.5K106.5K+$22M$22M
CAMTEK LTDNEW+105.7K105.7K+$16M$16M
6RJ0ROCKET LAB CORPNEW+237.3K237.3K+$15M$15M
NOKNOKIA CORPNEW+1.53M1.53M+$12M$12M
CIENCIENA CORPNEW+27.6K27.6K+$11M$11M
AMPXAMPRIUS TECHNOLOGIES INCNEW+635.1K635.1K+$11M$11M
TOWER SEMICONDUCTOR LTDNEW+45.3K45.3K+$8M$8M

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

Holdings — Q1 2026

42 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1LITELUMENTUM HLDGS INChistory →COM6.94%$27M37.7K
2KEYSKEYSIGHT TECHNOLOGIES INChistory →COM6.39%$24M86.4K
3LRCXLAM RESEARCH CORPhistory →COM NEW6.08%$23M108.7K
4NETCLOUDFLARE INChistory →CL A COM5.75%$22M106.5K
5COHRCOHERENT CORPhistory →COM5.50%$21M88.2K
6BEBLOOM ENERGY CORPhistory →COM CL A5.38%$21M151.8K
7NTRANATERA INChistory →COM5.22%$20M99.7K
8TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS4.75%$18M53.7K
9PLPLANET LABS PBChistory →COM CL A4.23%$16M577.8K
10CAMTEK LTDORD4.19%$16M105.7K
11WGSGENEDX HOLDINGS CORPhistory →COM CL A4.05%$15M241.2K
126RJ0ROCKET LAB CORPhistory →COM3.99%$15M237.3K
13NOKNOKIA CORPhistory →SPONSORED ADR3.12%$12M1.49M
14CIENCIENA CORPhistory →COM NEW2.80%$11M27.6K
15AMPXAMPRIUS TECHNOLOGIES INChistory →COMMON STOCK2.80%$11M635.1K
16TOWER SEMICONDUCTOR LTDSHS NEW2.08%$8M45.3K
17PLTRPALANTIR TECHNOLOGIES INChistory →CL A1.96%$7M51.3K
18AMATAPPLIED MATERIAL ORDhistory →COM1.93%$7M21.6K
19NVDANVIDIA ORDhistory →COM1.57%$6M34.3K
20DOCNDIGITALOCEAN HLDGS INChistory →COM1.55%$6M69.0K
21SNDKSANDISK ORDhistory →COM1.55%$6M9.3K
22MUMICRON TECHNOLOGY ORDhistory →COM1.49%$6M16.9K
23ASML HOLDING ADR REP ORDN Y REGISTRY SHS1.38%$5M4.0K
24ADIANALOG DEVICES ORDhistory →COM1.32%$5M15.9K
25KRMNKARMAN HLDGS INChistory →COMMON STOCK1.15%$4M55.0K
26LUNRINTUITIVE MACHINES INChistory →CLASS A COM1.15%$4M237.0K
27FSLYFASTLY INChistory →CL A1.15%$4M151.0K
28AKAMAKAMAI TECHNOLOGIES INChistory →COM1.11%$4M36.8K
29AEISADVANCED ENERGY INDShistory →COM1.09%$4M12.9K
30VRSNVERISIGN INChistory →COM1.06%$4M16.3K
31TSLATESLA INCCOM0.88%$3M9.0K
32AAPLAPPLE ORDCOM0.82%$3M12.4K
33MSIMOTOROLA SOLUTIONS ORDCOM NEW0.78%$3M6.9K
34SEAGATE TECHNOLOGY HOLDINGS ORDCOM0.74%$3M7.2K
35AVGOBROADCOM ORDCOM0.74%$3M9.2K
36SITMSITIME ORDCOM0.67%$3M7.4K
37GOOGALPHABET INCCAP STK CL C0.60%$2M8.0K
38GLWCORNING ORDCOM0.58%$2M16.4K
39CSCOCISCO SYSTEMS ORDCOM0.49%$2M24.2K
40GEVGE VERNOVA ORDCOM0.43%$2M1.9K
41ONTOONTO INNOVATION ORDCOM0.42%$2M7.8K
42CTRECARETRUST REIT ORDCOM0.02%$73,3002.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$382M43May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$360M25Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$359M26Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$382M42Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$252M25May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$329M23Feb 14, 202513F-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 ↗.