Scientech Research LLC Top Holdings and 13F Report (2024) About Scientech Research LLCInvestment ActivityScientech Research LLC has $409.18 million in total holdings as of December 31, 2023.Scientech Research LLC owns shares of 572 different stocks, but just 307 companies or ETFs make up 80% of its holdings.Approximately 68.83% of the portfolio was purchased this quarter.About 67.60% of the portfolio was sold this quarter.This quarter, Scientech Research LLC has purchased 541 new stocks and bought additional shares in 87 stocks.Scientech Research LLC sold shares of 109 stocks and completely divested from 345 stocks this quarter.Largest Holdings Zscaler $3,255,872Microsoft $3,230,678Yandex $3,148,332Joby Aviation $3,018,102GE VERNOVA INC $2,825,132 Largest New Holdings this Quarter 98980G102 - Zscaler $3,255,872 Holding594918104 - Microsoft $3,230,678 HoldingG65163100 - Joby Aviation $3,018,102 Holding14040H105 - Capital One Financial $2,820,559 Holding457669307 - Insmed $2,781,891 Holding Largest Purchases this Quarter Zscaler 10,371 shares (about $3.26M)Microsoft 6,495 shares (about $3.23M)Joby Aviation 286,076 shares (about $3.02M)Capital One Financial 13,257 shares (about $2.82M)Insmed 27,642 shares (about $2.78M) Largest Sales this Quarter Oracle 12,973 shares (about $2.84M)Netflix 1,816 shares (about $2.43M)Vistra 11,620 shares (about $2.25M)SPDR S&P 500 ETF Trust 3,114 shares (about $1.92M)Spotify Technology 2,352 shares (about $1.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScientech Research LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorZSZscaler$3,255,872$3,255,872 ▲New Holding10,3710.8%Computer and TechnologyMSFTMicrosoft$3,230,678$3,230,678 ▲New Holding6,4950.8%Computer and TechnologyYNDXYandex$3,148,332$870,285 ▲38.2%56,9010.8%Computer and TechnologyJOBYJoby Aviation$3,018,102$3,018,102 ▲New Holding286,0760.7%TransportationGE VERNOVA INC$2,825,132$501,634 ▲21.6%5,3390.7%COMCOFCapital One Financial$2,820,559$2,820,559 ▲New Holding13,2570.7%FinanceINSMInsmed$2,781,891$2,781,891 ▲New Holding27,6420.7%MedicalTSMTaiwan Semiconductor Manufacturing$2,685,265$2,685,265 ▲New Holding11,8560.7%Computer and TechnologyTTWOTake-Two Interactive Software$2,671,350$1,745,120 ▲188.4%11,0000.7%Consumer DiscretionaryIONQIonQ$2,661,218$646,827 ▲32.1%61,9320.7%Computer and TechnologyWINGWingstop$2,650,481$2,650,481 ▲New Holding7,8710.6%Retail/WholesaleBITMINE IMMERSION TECNOLOGIE$2,527,482$2,527,482 ▲New Holding74,5570.6%COM NEWNFLXNetflix$2,364,904$2,431,861 ▼-50.7%1,7660.6%Consumer DiscretionaryISRGIntuitive Surgical$2,358,943$487,439 ▼-17.1%4,3410.6%MedicalBBAIBigBear.ai$2,353,068$1,020,055 ▲76.5%346,5490.6%Computer and TechnologyHALOHalozyme Therapeutics$2,276,967$1,364,901 ▲149.6%43,7710.6%MedicalWWDWoodward$2,211,937$2,211,937 ▲New Holding9,0250.5%AerospaceSMHVanEck Semiconductor ETF$2,185,583$1,270,299 ▲138.8%7,8370.5%ManufacturingSPOTSpotify Technology$2,169,270$1,804,784 ▼-45.4%2,8270.5%Computer and TechnologyFICOFair Isaac$2,158,821$2,158,821 ▲New Holding1,1810.5%Computer and TechnologyMETAMeta Platforms$2,113,890$946,970 ▲81.2%2,8640.5%Computer and TechnologyAVAVAeroVironment$2,077,001$207,444 ▲11.1%7,2890.5%AerospaceZTSZoetis$2,007,544$2,007,544 ▲New Holding12,8730.5%MedicalAPPLOVIN CORP$1,977,602$1,110,804 ▼-36.0%5,6490.5%COM CL AHOODRobinhood Markets$1,962,672$1,962,672 ▲New Holding20,9620.5%FinanceEQIXEquinix$1,920,265$579,102 ▼-23.2%2,4140.5%FinanceSOFISoFi Technologies$1,824,096$1,824,096 ▲New Holding100,1700.4%FinancePANWPalo Alto Networks$1,800,627$642,160 ▲55.4%8,7990.4%Computer and TechnologyAITApplied Industrial Technologies$1,794,049$1,794,049 ▲New Holding7,7180.4%IndustrialsUTHRUnited Therapeutics$1,767,490$1,767,490 ▲New Holding6,1510.4%MedicalFERGUSON ENTERPRISES INC$1,734,379$1,734,379 ▲New Holding7,9650.4%COMMON STOCK NEWMDYSPDR S&P MidCap 400 ETF Trust$1,723,799$1,267,216 ▲277.5%3,0430.4%ETFNICENice$1,695,181$1,337,430 ▲373.8%10,0360.4%Computer and TechnologyROCKET LAB CORP$1,675,824$1,675,824 ▲New Holding46,8500.4%COMCRWDCrowdStrike$1,670,537$1,272,257 ▲319.4%3,2800.4%Computer and TechnologyBHFBrighthouse Financial$1,663,966$783,966 ▲89.1%30,9460.4%FinanceNTRANatera$1,662,370$591,628 ▲55.3%9,8400.4%MedicalHLNEHamilton Lane$1,632,106$1,632,106 ▲New Holding11,4840.4%FinanceMKTXMarketAxess$1,623,012$997,660 ▲159.5%7,2670.4%FinanceNDSNNordson$1,578,621$1,578,621 ▲New Holding7,3640.4%IndustrialsAJGArthur J. Gallagher & Co.$1,578,512$1,578,512 ▲New Holding4,9310.4%FinanceCPCanadian Pacific Kansas City$1,551,790$290,604 ▲23.0%19,5760.4%TransportationMSIMotorola Solutions$1,540,565$1,540,565 ▲New Holding3,6640.4%Computer and TechnologySOUNSoundHound AI$1,535,613$1,535,613 ▲New Holding143,1140.4%Computer and TechnologyFDXFedEx$1,527,296$1,527,296 ▲New Holding6,7190.4%TransportationPOOLPool$1,522,109$13,991 ▼-0.9%5,2220.4%Consumer DiscretionaryPGRProgressive$1,500,554$1,500,554 ▲New Holding5,6230.4%FinanceINTUIntuit$1,477,594$1,477,594 ▲New Holding1,8760.4%Computer and TechnologyTE CONNECTIVITY PLC$1,472,489$1,472,489 ▲New Holding8,7300.4%ORD SHSCVLTCommVault Systems$1,441,012$1,441,012 ▲New Holding8,2660.4%Computer and TechnologyETF OPPORTUNITIES TRUST$1,371,985$1,384,778 ▼-50.2%158,6110.3%T REX 2X LONG MSCASYCasey's General Stores$1,359,870$1,359,870 ▲New Holding2,6650.3%Retail/WholesaleAMEAMETEK$1,359,552$287,545 ▲26.8%7,5130.3%Computer and TechnologyDHRDanaher$1,332,605$765,073 ▲134.8%6,7460.3%MedicalSTRLSterling Infrastructure$1,311,469$117,211 ▲9.8%5,6840.3%ConstructionDAVEDave$1,310,378$119,979 ▲10.1%4,8820.3%Business ServicesSTLDSteel Dynamics$1,303,270$386,846 ▲42.2%10,1810.3%Basic MaterialsRSGRepublic Services$1,297,662$1,297,662 ▲New Holding5,2620.3%Business ServicesCRSCarpenter Technology$1,276,876$1,276,876 ▲New Holding4,6200.3%Basic MaterialsTALEN ENERGY CORP$1,252,928$75,309 ▲6.4%4,3090.3%COMPLUGPlug Power$1,238,540$1,238,540 ▲New Holding831,2350.3%IndustrialsSCCOSouthern Copper$1,237,613$265,065 ▲27.3%12,2330.3%Basic MaterialsACNAccenture$1,232,025$1,232,025 ▲New Holding4,1220.3%Computer and TechnologyJCIJohnson Controls International$1,224,981$1,224,981 ▲New Holding11,5980.3%ConstructionRPMRPM International$1,220,432$1,220,432 ▲New Holding11,1110.3%Basic MaterialsMSTRMicroStrategy$1,194,500$1,297,174 ▼-52.1%2,9550.3%Computer and TechnologyDRSLeonardo DRS$1,189,237$1,189,237 ▲New Holding25,5860.3%AerospaceADBEAdobe$1,182,692$123,802 ▲11.7%3,0570.3%Computer and TechnologyCHKPCheck Point Software Technologies$1,178,156$229,215 ▲24.2%5,3250.3%Computer and TechnologyCALMCal-Maine Foods$1,177,627$1,177,627 ▲New Holding11,8200.3%Basic MaterialsCIRCLE INTERNET GROUP INC$1,167,689$1,167,689 ▲New Holding6,4410.3%COM CL AEXLSExlService$1,163,369$1,163,369 ▲New Holding26,5670.3%Computer and TechnologyDUOLINGO INC$1,163,227$1,163,227 ▲New Holding2,8370.3%CL A COMTBLLInvesco Short Term Treasury ETF$1,151,441$1,151,441 ▲New Holding10,9100.3%ETFITGartner$1,147,581$377,137 ▲49.0%2,8390.3%Business ServicesESTCElastic$1,145,454$313,455 ▲37.7%13,5830.3%Computer and TechnologyGDDYGoDaddy$1,141,580$1,141,580 ▲New Holding6,3400.3%Computer and TechnologyNDAQNasdaq$1,123,026$117,587 ▲11.7%12,5590.3%FinanceCLFCleveland-Cliffs$1,120,217$385,784 ▲52.5%147,3970.3%Basic MaterialsBMRNBioMarin Pharmaceutical$1,106,711$909,589 ▲461.4%20,1330.3%MedicalSNXTD SYNNEX$1,105,412$1,105,412 ▲New Holding8,1460.3%Computer and TechnologyNKENIKE$1,102,115$1,102,115 ▲New Holding15,5140.3%Consumer DiscretionaryRHIRobert Half$1,098,867$600,151 ▲120.3%26,7690.3%Business ServicesQUBTQuantum Computing$1,094,185$1,094,185 ▲New Holding57,0780.3%Computer and TechnologyEFXEquifax$1,087,279$1,087,279 ▲New Holding4,1920.3%Business ServicesATIATI$1,082,963$1,082,963 ▲New Holding12,5430.3%Basic MaterialsENTGEntegris$1,079,178$1,079,178 ▲New Holding13,3810.3%Computer and TechnologyLSCCLattice Semiconductor$1,071,264$584,500 ▲120.1%21,8670.3%Computer and TechnologyNTESNetEase$1,064,662$1,064,662 ▲New Holding7,9110.3%Computer and TechnologyETORO GROUP LTD$1,059,780$1,059,780 ▲New Holding15,9150.3%SHS CL ATXRHTexas Roadhouse$1,053,619$248,880 ▲30.9%5,6220.3%Retail/WholesaleINODInnodata$1,052,520$653,465 ▼-38.3%20,5490.3%Computer and TechnologyCNCCentene$1,048,038$852,413 ▲435.7%19,3080.3%MedicalPEGAPegasystems$1,036,265$715,761 ▲223.3%19,1440.3%Computer and TechnologyEXELExelixis$1,031,179$55,314 ▼-5.1%23,3960.3%MedicalHSTHost Hotels & Resorts$1,030,164$499,200 ▲94.0%67,0680.3%FinanceTJXTJX Companies$1,027,931$1,027,931 ▲New Holding8,3240.3%Retail/WholesaleSNAPSnap$1,026,063$1,026,063 ▲New Holding118,0740.3%Computer and TechnologyWMWaste Management$1,025,571$1,025,571 ▲New Holding4,4820.3%Business ServicesDECKDeckers Outdoor$1,022,454$1,022,454 ▲New Holding9,9200.2%Retail/WholesaleShowing 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. 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