Science & Technology Partners, L.P. Top Holdings and 13F Report (2025) About Science & Technology Partners, L.P.Investment ActivityScience & Technology Partners, L.P. has $252.37 million in total holdings as of March 31, 2025.Science & Technology Partners, L.P. owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 44.47% of the portfolio was purchased this quarter.About 68.24% of the portfolio was sold this quarter.This quarter, Science & Technology Partners, L.P. has purchased 23 new stocks and bought additional shares in 2 stocks.Science & Technology Partners, L.P. sold shares of 11 stocks and completely divested from 10 stocks this quarter.Largest Holdings GeneDx $24,500,710Procore Technologies $22,496,843SERVICETITAN INC $21,588,543CyberArk Software $20,212,400APPLOVIN CORP $20,170,841 Largest New Holdings this Quarter 185123106 - Clearwater Analytics $18,271,463 Holding81141R100 - SEA $14,719,272 Holding01609W102 - Alibaba Group $12,865,979 Holding892672106 - Tradeweb Markets $7,215,156 Holding58733R102 - MercadoLibre $7,023,132 Holding Largest Purchases this Quarter SERVICETITAN INC 211,785 shares (about $20.14M)Clearwater Analytics 681,771 shares (about $18.27M)SEA 112,800 shares (about $14.72M)Alibaba Group 97,300 shares (about $12.87M)Tradeweb Markets 48,600 shares (about $7.22M) Largest Sales this Quarter Spotify Technology 29,802 shares (about $16.39M)Natera 110,722 shares (about $15.66M)CrowdStrike 31,350 shares (about $11.05M)GeneDx 124,359 shares (about $11.01M)Intuitive Surgical 19,925 shares (about $9.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScience & Technology Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWGSGeneDx$24,500,710$11,013,855 ▼-31.0%276,6419.7%MedicalPCORProcore Technologies$22,496,843$21,655 ▼-0.1%340,7588.9%Computer and TechnologySERVICETITAN INC$21,588,543$20,142,871 ▲1,393.3%226,9858.6%SHS CL ACYBRCyberArk Software$20,212,400$3,473,288 ▼-14.7%59,8008.0%Computer and TechnologyAPPLOVIN CORP$20,170,841$4,874,388 ▼-19.5%76,1258.0%COM CL ACWANClearwater Analytics$18,271,463$18,271,463 ▲New Holding681,7717.2%Computer and TechnologySESEA$14,719,272$14,719,272 ▲New Holding112,8005.8%Computer and TechnologySPOTSpotify Technology$14,590,096$16,391,994 ▼-52.9%26,5265.8%Business ServicesBABAAlibaba Group$12,865,979$12,865,979 ▲New Holding97,3005.1%Retail/WholesaleACHRArcher Aviation$9,115,020$6,279,908 ▲221.5%1,282,0003.6%AerospaceAXONAxon Enterprise$8,358,397$4,397,994 ▼-34.5%15,8923.3%AerospaceTWTradeweb Markets$7,215,156$7,215,156 ▲New Holding48,6002.9%FinanceNTRANatera$7,112,923$15,657,198 ▼-68.8%50,3002.8%MedicalMELIMercadoLibre$7,023,132$7,023,132 ▲New Holding3,6002.8%Retail/WholesaleLAM RESEARCH CORP$6,982,835$6,982,835 ▲New Holding96,0502.8%COM NEWDOORDASH INC$6,346,688$6,346,688 ▲New Holding34,7252.5%CL AAVGOBroadcom$6,102,824$2,704,664 ▼-30.7%36,4502.4%Computer and TechnologyISRGIntuitive Surgical$5,695,605$9,868,255 ▼-63.4%11,5002.3%MedicalPODDInsulet$4,595,675$4,595,675 ▲New Holding17,5001.8%MedicalWULFTeraWulf$3,828,533$5,145,556 ▼-57.3%1,402,3931.5%FinanceBSXBoston Scientific$2,885,168$2,885,168 ▲New Holding28,6001.1%MedicalCRWDCrowdStrike$2,785,382$11,053,383 ▼-79.9%7,9001.1%Computer and TechnologyWRBW. R. Berkley$2,011,480$2,011,480 ▲New Holding28,2670.8%FinanceVRSKVerisk Analytics$1,785,720$1,785,720 ▲New Holding6,0000.7%Business ServicesALHCAlignment Healthcare$1,106,028$1,106,028 ▲New Holding59,4000.4%MedicalIOTSamsara$0$22,015,391 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$18,919,850 ▼-100.0%00.0%Computer and TechnologyREDDIT INC$0$16,834,320 ▼-100.0%00.0%CL ASOUNSoundHound AI$0$15,500,278 ▼-100.0%00.0%Computer and TechnologyGKOSGlaukos$0$7,759,395 ▼-100.0%00.0%MedicalTSMTaiwan Semiconductor Manufacturing$0$3,900,428 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$1,559,810 ▼-100.0%00.0%Consumer DiscretionaryTSLATesla$0$524,992 ▼-100.0%00.0%Auto/Tires/TrucksDDOGDatadog$0$392,948 ▼-100.0%00.0%Computer and TechnologyRKLBRocket Lab USA$0$203,760 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
