Scientech Research LLC Top Holdings and 13F Report (2024)

About Scientech Research LLC

Investment Activity

Scientech Research LLC has $119.87 million in total holdings as of December 31, 2023.
Scientech Research LLC owns shares of 449 different stocks, but just 228 companies or ETFs make up 80% of its holdings.
Approximately 77.87% of the portfolio was purchased this quarter.
About 110.94% of the portfolio was sold this quarter.
This quarter, Scientech Research LLC has purchased 479 new stocks and bought additional shares in 66 stocks.
Scientech Research LLC sold shares of 60 stocks and completely divested from 353 stocks this quarter.

Largest Holdings

Applied Digital: $1,633,621
WAVE Life Sciences: $1,452,400
EchoStar: $1,374,168
THEMES ETF TR: $1,356,290
Scholar Rock: $1,292,318

Largest New Holdings this Quarter

038169207 - Applied Digital: $1,633,621 Holding
88340C701 - THEMES ETF TR: $1,356,290 Holding
92790C104 - Viridian Therapeutics: $1,272,965 Holding
316841105 - FIGMA INC: $1,204,684 Holding
19260Q107 - Coinbase Global: $1,137,759 Holding

Largest Purchases this Quarter

Applied Digital: 68,813 shares (about $1.63M)
THEMES ETF TR: 498,636 shares (about $1.36M)
WAVE Life Sciences: 184,758 shares (about $1.34M)
Viridian Therapeutics: 65,080 shares (about $1.27M)
FIGMA INC: 56,986 shares (about $1.20M)

Largest Sales this Quarter

Lumentum: 2,007 shares (about $1.41M)
Northrop Grumman: 1,727 shares (about $1.18M)
F5: 3,152 shares (about $911.97K)
Erasca: 54,033 shares (about $874.26K)
Newmont: 6,704 shares (about $725.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
APLD Applied Digital	$1,633,621	$1,633,621 â–²	New Holding	68,813	1.4%	Finance
WVE WAVE Life Sciences	$1,452,400	$1,339,496 â–²	1,186.4%	200,331	1.2%	Medical
SATS EchoStar	$1,374,168	$530,913 â–²	63.0%	11,738	1.1%	Computer and Technology
THEMES ETF TR	$1,356,290	$1,356,290 â–²	New Holding	498,636	1.1%	LEVERAGE SHS 2X
SRRK Scholar Rock	$1,292,318	$1,045,830 â–²	424.3%	26,288	1.1%	Medical
VRDN Viridian Therapeutics	$1,272,965	$1,272,965 â–²	New Holding	65,080	1.1%	Medical
FIGMA INC	$1,204,684	$1,204,684 â–²	New Holding	56,986	1.0%	CLASS A COM STK
CENX Century Aluminum	$1,202,382	$246,087 â–¼	-17.0%	20,487	1.0%	Industrials
ALCC AltC Acquisition	$1,175,233	$1,012,429 â–²	621.9%	23,699	1.0%	Energy
COIN Coinbase Global	$1,137,759	$1,137,759 â–²	New Holding	6,516	0.9%	Finance
FIVE Five Below	$1,094,876	$1,094,876 â–²	New Holding	4,792	0.9%	Retail/Wholesale
CTMX CytomX Therapeutics	$1,083,811	$1,083,811 â–²	New Holding	230,598	0.9%	Medical
CONL GraniteShares 2x Long COIN Daily ETF	$1,067,675	$939,113 â–²	730.5%	152,525	0.9%	ETF
SNOW Snowflake	$1,022,861	$1,022,861 â–²	New Holding	6,782	0.9%	Computer and Technology
PL Planet Labs PBC	$1,022,690	$112,303 â–²	12.3%	36,590	0.9%	Computer and Technology
HIMS Hims & Hers Health	$999,926	$604,843 â–²	153.1%	48,166	0.8%	Medical
GO Grocery Outlet	$898,882	$898,882 â–²	New Holding	127,501	0.7%	Consumer Staples
U Unity Software	$885,389	$885,389 â–²	New Holding	40,355	0.7%	Computer and Technology
GLOBALSTAR INC	$877,940	$877,940 â–²	New Holding	13,218	0.7%	COM NEW
UNUSUAL MACHS INC	$877,821	$877,821 â–²	New Holding	70,792	0.7%	COM SHS
AA Alcoa	$862,688	$120,256 â–²	16.2%	13,006	0.7%	Industrials
SWARMER INC	$851,441	$851,441 â–²	New Holding	18,039	0.7%	COM SHS
MMYT MakeMyTrip	$800,840	$800,840 â–²	New Holding	21,476	0.7%	Computer and Technology
NEKTAR THERAPEUTICS	$793,752	$793,752 â–²	New Holding	11,032	0.7%	COM NEW
VIAV Viavi Solutions	$784,243	$784,243 â–²	New Holding	23,565	0.7%	Computer and Technology
BITMINE IMMERSION TECNOLOGIE	$773,002	$773,002 â–²	New Holding	39,080	0.6%	COM NEW
BBAI BigBear.ai	$746,272	$746,272 â–²	New Holding	212,009	0.6%	Computer and Technology
META Meta Platforms	$736,903	$736,903 â–²	New Holding	1,288	0.6%	Computer and Technology
SRPT Sarepta Therapeutics	$718,254	$718,254 â–²	New Holding	33,008	0.6%	Medical
THEMES ETF TR	$708,607	$708,607 â–²	New Holding	585,626	0.6%	LEVERAGE SHS 2X
LXU Lsb Industries	$688,201	$688,201 â–²	New Holding	46,188	0.6%	Basic Materials
AMP Ameriprise Financial	$661,712	$178,649 â–²	37.0%	1,489	0.6%	Finance
SEDG SolarEdge Technologies	$656,146	$656,146 â–²	New Holding	12,853	0.5%	Energy
PATH UiPath	$650,271	$650,271 â–²	New Holding	58,583	0.5%	Computer and Technology
ALUMIS INC	$647,792	$647,792 â–²	New Holding	29,405	0.5%	COM
APPLOVIN CORP	$642,770	$88,356 â–¼	-12.1%	1,615	0.5%	COM CL A
FROG JFrog	$642,753	$642,753 â–²	New Holding	13,696	0.5%	Computer and Technology
UNH UnitedHealth Group	$634,534	$184,001 â–²	40.8%	2,345	0.5%	Medical
ELVN Enliven Therapeutics	$620,418	$620,418 â–²	New Holding	15,827	0.5%	Medical
FIREFLY AEROSPACE INC	$611,308	$611,308 â–²	New Holding	21,472	0.5%	COM
REMX VanEck Rare Earth and Strategic Metals ETF	$579,480	$579,480 â–²	New Holding	6,585	0.5%	ETF
VIST Vista Energy	$578,025	$578,025 â–²	New Holding	7,659	0.5%	Energy
FSLY Fastly	$566,583	$566,583 â–²	New Holding	19,497	0.5%	Computer and Technology
AURA MINERALS INC	$563,366	$183,355 â–²	48.2%	6,904	0.5%	SHS NEW
VITL Vital Farms	$546,402	$546,402 â–²	New Holding	38,697	0.5%	Consumer Staples
HUT 8 CORP	$540,122	$540,122 â–²	New Holding	11,514	0.5%	COM
TROX Tronox	$510,238	$155,646 â–²	43.9%	52,225	0.4%	Basic Materials
IEX IDEX	$509,321	$509,321 â–²	New Holding	2,687	0.4%	Industrials
BABA Alibaba Group	$506,106	$506,106 â–²	New Holding	4,034	0.4%	Retail/Wholesale
CAKE Cheesecake Factory	$501,455	$501,455 â–²	New Holding	9,159	0.4%	Retail/Wholesale
OWL Blue Owl Capital	$501,383	$354,472 â–²	241.3%	54,916	0.4%	Finance
SOUN SoundHound AI	$500,315	$500,315 â–²	New Holding	72,826	0.4%	Computer and Technology
PAAS Pan American Silver	$485,114	$485,114 â–²	New Holding	8,880	0.4%	Basic Materials
IOVA Iovance Biotherapeutics	$484,899	$257,385 â–¼	-34.7%	138,148	0.4%	Medical
CDE Coeur Mining	$468,912	$468,912 â–²	New Holding	24,982	0.4%	Basic Materials
COMP Compass	$467,613	$321,282 â–²	219.6%	63,969	0.4%	Computer and Technology
DGP DB Gold Double Long ETN	$465,135	$465,135 â–²	New Holding	2,542	0.4%	ETF
EMBRAER S.A.	$455,672	$269,463 â–²	144.7%	7,679	0.4%	SPONSORED ADS
F Ford Motor	$454,261	$454,261 â–²	New Holding	39,364	0.4%	Auto/Tires/Trucks
BN Brookfield	$447,558	$101,054 â–²	29.2%	11,059	0.4%	Finance
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2x Shares	$441,531	$441,531 â–²	New Holding	106,650	0.4%	ETF
XMTR Xometry	$430,699	$261,907 â–²	155.2%	10,546	0.4%	Industrials
DIREXION SHARES ETF TRUST	$426,801	$426,801 â–²	New Holding	7,472	0.4%	DLY TSM BULL 2X
PINS Pinterest	$421,325	$421,325 â–²	New Holding	22,973	0.4%	Computer and Technology
GDXJ VanEck Junior Gold Miners ETF	$417,379	$201,547 â–²	93.4%	3,477	0.3%	ETF
IYM iShares U.S. Basic Materials ETF	$413,412	$413,412 â–²	New Holding	2,350	0.3%	ETF
FUNDRISE INNOVATION FD LLC	$409,219	$409,219 â–²	New Holding	3,125	0.3%	COM SHS
JOBY Joby Aviation	$408,317	$408,317 â–²	New Holding	49,433	0.3%	Transportation
FERROVIAL SE	$405,327	$4,033 â–¼	-1.0%	6,231	0.3%	ORD SHS
CUK Carnival	$400,053	$174,540 â–²	77.4%	15,524	0.3%	Consumer Discretionary
NYT New York Times	$398,052	$398,052 â–²	New Holding	4,754	0.3%	Consumer Staples
RF Regions Financial	$393,080	$393,080 â–²	New Holding	15,049	0.3%	Finance
ZETA GLOBAL HOLDINGS CORP	$387,206	$387,206 â–²	New Holding	24,322	0.3%	CL A
RCAT Red Cat	$386,103	$96,866 â–²	33.5%	29,496	0.3%	Business Services
KOS Kosmos Energy	$383,840	$383,840 â–²	New Holding	138,072	0.3%	Energy
MT ArcelorMittal	$382,677	$96,839 â–²	33.9%	7,362	0.3%	Basic Materials
HLT Hilton Worldwide	$375,235	$375,235 â–²	New Holding	1,234	0.3%	Consumer Discretionary
DAL Delta Air Lines	$371,357	$371,357 â–²	New Holding	5,586	0.3%	Transportation
TSM Taiwan Semiconductor Manufacturing	$370,731	$673,534 â–¼	-64.5%	1,097	0.3%	Computer and Technology
T1 ENERGY INC	$369,339	$369,339 â–²	New Holding	84,132	0.3%	COM NEW
DELL Dell Technologies	$368,800	$368,800 â–²	New Holding	2,247	0.3%	Computer and Technology
SPROTT FDS TR	$367,212	$367,212 â–²	New Holding	6,205	0.3%	SILVER MINERS
MFC Manulife Financial	$366,683	$151,157 â–²	70.1%	10,647	0.3%	Finance
LOGI Logitech International	$365,209	$2,916 â–²	0.8%	4,008	0.3%	Computer and Technology
GCT GigaCloud Technology	$363,675	$363,675 â–²	New Holding	8,014	0.3%	Business Services
ALC Alcon	$362,283	$362,283 â–²	New Holding	4,808	0.3%	Medical
POR Portland General Electric	$361,263	$361,263 â–²	New Holding	6,846	0.3%	Utilities
SPYRE THERAPEUTICS INC	$357,519	$357,519 â–²	New Holding	7,088	0.3%	COM NEW
VCTR Victory Capital	$355,229	$355,229 â–²	New Holding	5,425	0.3%	Finance
YPF YPF Sociedad Anónima	$354,230	$354,230 â–²	New Holding	7,664	0.3%	Energy
ITW Illinois Tool Works	$353,474	$353,474 â–²	New Holding	1,358	0.3%	Industrials
OSCR Oscar Health	$351,750	$68,671 â–²	24.3%	30,667	0.3%	Finance
GMAB Genmab A/S	$351,714	$351,714 â–²	New Holding	13,109	0.3%	Medical
JANUS LIVING INC	$349,472	$349,472 â–²	New Holding	14,827	0.3%	CL A-1
RDW Redwire	$348,220	$132,065 â–²	61.1%	40,967	0.3%	Aerospace
ALKT Alkami Technology	$348,031	$348,031 â–²	New Holding	22,210	0.3%	Computer and Technology
IBN ICICI Bank	$345,998	$345,998 â–²	New Holding	13,359	0.3%	Finance
ELF e.l.f. Beauty	$342,931	$342,931 â–²	New Holding	5,658	0.3%	Consumer Staples
HD Home Depot	$342,703	$269,361 â–¼	-44.0%	1,042	0.3%	Retail/Wholesale
OCGN Ocugen	$341,230	$341,230 â–²	New Holding	188,525	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Scientech Research LLC Top Holdings and 13F Report (2024)

About Scientech Research LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Scientech Research LLC Top Holdings and 13F Report (2024)

About Scientech Research LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofScientech Research LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools