Institutional Fund
Science & Technology Partners, L.P.
Greenwich, CTCIK 20294335 filings on record
Portfolio Value
$381.82M
Q1 2026
Holdings
42
Reported positions
New Buys
28
Opened this quarter
QoQ Change
+6.7%
from $357.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lumentum Hldgs Inc6.9%
- Keysight Technologies Inc6.4%
- Lam Research Corp6.1%
- Cloudflare Inc5.8%
- Coherent Corp5.5%
- Bloom Energy Corp5.4%
- Other63.9%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 37.7K | $26.51M | 6.9% | +20.7K | Added |
| 2 | Keysight Technologies Inc | 86.4K | $24.41M | 6.4% | +86.4K | New |
| 3 | Lam Research Corp | 108.7K | $23.22M | 6.1% | −8.1K | Reduced |
| 4 | Cloudflare Inc | 106.5K | $21.98M | 5.8% | +106.5K | New |
| 5 | Coherent Corp | 88.2K | $21.02M | 5.5% | −37.3K | Reduced |
| 6 | Bloom Energy Corp | 151.8K | $20.57M | 5.4% | +526 | Added |
| 7 | Natera Inc | 99.7K | $19.95M | 5.2% | +20.5K | Added |
| 8 | Taiwan Semiconductor Mfg Ltd | 53.7K | $18.15M | 4.8% | +9.1K | Added |
| 9 | Planet Labs Pbc | 577.8K | $16.15M | 4.2% | −372.4K | Reduced |
| 10 | Camtek Ltd | 105.7K | $16.02M | 4.2% | +105.7K | New |
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