Science & Technology Partners, L.P.

GREENWICH, CT · CIK 2029433 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$425.5m
Staff9 · 6 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $425.5m gross assets
Websitesandtpartners.com
Form ADV · 2026-05-29SEC adviser record

Kindhedge funds
Others nearbyGreenwich, CT

As an employer

Offices in1 country
Private fundshedge 1

$593.3m reported value +55.4% vs Q1 2026

84positions

48.1%in top 10

61 new 9 added 14 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	164,870	$33.0m5.56%	5.56%	Added +130.6k	+130,570 380.7%
2	GUARDANT HEALTH INC COM GH	GH	208,817	$31.3m5.28%	5.28%	New
3	APPLE INC COM AAPL	AAPL	104,985	$30.4m5.12%	5.12%	Added +92.6k	+92,585 746.6%
4	NATERA INC COM NTRA	NTRA	109,880	$29.8m5.03%	5.03%	Added +10.1k	+10,148 10.2%
5	COHERENT CORP COM COHR	COHR	74,725	$29.5m4.97%	4.97%	Reduced -13.5k	-13,515 -15.3%
6	LAM RESEARCH CORP COM NEW LRCX	LRCX	64,913	$28.1m4.74%	4.74%	Reduced -43.8k	-43,787 -40.3%
7	PLANET LABS PBC COM CL A PL	PL	824,733	$27.3m4.61%	4.61%	Added +246.9k	+246,893 42.7%
8	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	468,000	$26.1m4.41%	4.41%	New
9	BLOOM ENERGY CORP COM CL A BE	BE	85,210	$25.8m4.35%	4.35%	Reduced -66.6k	-66,640 -43.9%
10	AEHR TEST SYS COM AEHR	AEHR	249,000	$23.9m4.03%	4.03%	New
11	ELI LILLY & CO COM LLY	LLY	19,550	$23.4m3.95%	3.95%	New
12	SPIRE GLOBAL INC COM CL A NEW SPIR	SPIR	1,157,389	$21.5m3.63%	3.63%	New
13	SITIME CORP COM SITM	SITM	27,925	$20.8m3.51%	3.51%	Added +20.5k	+20,525 277.4%
14	MICROSOFT CORP COM MSFT	MSFT	50,484	$18.8m3.17%	3.17%	New
15	AXSOME THERAPEUTICS INC COM AXSM	AXSM	73,040	$17.9m3.01%	3.01%	New
16	LUMENTUM HLDGS INC COM LITE	LITE	18,011	$15.5m2.60%	2.60%	Reduced -19.7k	-19,709 -52.2%
17	TERAWULF INC COM WULF	WULF	546,011	$13.5m2.27%	2.27%	New
18	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	79,724	$13.4m2.26%	2.26%	New
19	TWIST BIOSCIENCE CORP COM TWST	TWST	129,228	$13.3m2.24%	2.24%	New
20	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	176,135	$12.3m2.07%	2.07%	New
21	BROADCOM INC COM AVGO	AVGO	32,151	$12.1m2.05%	2.05%	Added +23.0k	+23,001 251.4%
22	CORNING INC COM GLW	GLW	41,459	$10.6m1.78%	1.78%	Added +25.1k	+25,066 152.9%
23	MICRON TECHNOLOGY INC COM MU	MU	8,062	$9.3m1.57%	1.57%	Reduced -8.8k	-8,838 -52.3%
24	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	158,828	$7.8m1.31%	1.31%	New
25	GE VERNOVA INC COM GEV	GEV	6,600	$7.8m1.31%	1.31%	Added +4.7k	+4,700 247.4%
26	T1 ENERGY INC COM NEW TE	TE	775,094	$7.3m1.24%	1.24%	New
27	GENEDX HOLDINGS CORP COM CL A WGS	WGS	106,387	$7.3m1.23%	1.23%	Reduced -134.8k	-134,813 -55.9%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	11,657	$6.8m1.14%	1.14%	New
29	UNITEDHEALTH GROUP INC COM UNH	UNH	14,600	$6.1m1.02%	1.02%	New
30	MOLINA HEALTHCARE INC COM MOH	MOH	22,140	$5.1m0.85%	0.85%	New
31	INTEL CORP COM INTC	INTC	31,413	$4.4m0.74%	0.74%	New
32	APPLIED MATLS INC COM AMAT	AMAT	5,670	$4.1m0.69%	0.69%	Reduced -15.9k	-15,880 -73.7%
33	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	21,400	$3.7m0.62%	0.62%	New
34	CISCO SYS INC COM CSCO	CSCO	28,254	$3.3m0.56%	0.56%	Added +4.1k	+4,054 16.8%
35	KLA CORP COM NEW KLAC	KLAC	9,369	$2.8m0.48%	0.48%	New
36	PALO ALTO NETWORKS INC COM PANW	PANW	5,813	$2.0m0.33%	0.33%	New
37	TEXAS INSTRS INC COM TXN	TXN	6,510	$1.9m0.33%	0.33%	New
38	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,713	$1.9m0.32%	0.32%	New
39	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	15,578	$1.8m0.31%	0.31%	Reduced -35.7k	-35,687 -69.6%
40	MARVELL TECHNOLOGY INC COM MRVL	MRVL	6,092	$1.8m0.31%	0.31%	New
41	ORACLE CORP COM ORCL	ORCL	12,291	$1.8m0.30%	0.30%	New
42	WESTERN DIGITAL CORP COM WDC	WDC	2,475	$1.6m0.27%	0.27%	New
43	AMPHENOL CORP CL A APH	APH	8,791	$1.6m0.26%	0.26%	New
44	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,544	$1.5m0.25%	0.25%	Reduced -5.7k	-5,696 -78.7%
45	QUALCOMM INC COM QCOM	QCOM	7,630	$1.4m0.24%	0.24%	New
46	ANALOG DEVICES INC COM ADI	ADI	3,484	$1.4m0.23%	0.23%	Reduced -12.4k	-12,419 -78.1%
47	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,771	$1.4m0.23%	0.23%	New
48	ARISTA NETWORKS INC COM SHS ANET	ANET	7,625	$1.3m0.22%	0.22%	New
49	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	8,780	$1.0m0.17%	0.17%	New
50	DELL TECHNOLOGIES INC CL C DELL	DELL	2,155	$929.8k0.16%	0.16%	New
51	SALESFORCE INC COM CRM	CRM	5,695	$892.2k0.15%	0.15%	New
52	APPLOVIN CORP COM CL A APP	APP	1,648	$849.1k0.14%	0.14%	New
53	SERVICENOW INC COM NOW	NOW	7,477	$742.3k0.13%	0.13%	New
54	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,974	$740.9k0.12%	0.12%	New
55	FORTINET INC COM FTNT	FTNT	4,503	$691.8k0.12%	0.12%	New
56	SNOWFLAKE INC CL A SNOW	SNOW	2,357	$599.9k0.10%	0.10%	New
57	DATADOG INC CL A COM DDOG	DDOG	2,252	$586.3k0.10%	0.10%	New
58	SYNOPSYS INC COM SNPS	SNPS	1,304	$581.7k0.10%	0.10%	New
59	ADOBE INC COM ADBE	ADBE	2,810	$576.1k0.10%	0.10%	New
60	CLOUDFLARE INC CL A COM NET	NET	2,229	$546.7k0.09%	0.09%	Reduced -104.3k	-104,296 -97.9%
61	TERADYNE INC COM TER	TER	1,121	$542.4k0.09%	0.09%	New
62	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	4,350	$541.3k0.09%	0.09%	New
63	INTUIT COM INTU	INTU	1,970	$514.2k0.09%	0.09%	New
64	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,791	$503.3k0.08%	0.08%	New
65	CIENA CORP COM NEW CIEN	CIEN	1,012	$496.4k0.08%	0.08%	Reduced -26.6k	-26,580 -96.3%
66	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,193	$495.4k0.08%	0.08%	Reduced -5.7k	-5,667 -82.6%
67	ASTERA LABS INC COM ALAB	ALAB	964	$465.6k0.08%	0.08%	New
68	MONOLITHIC PWR SYS INC COM MPWR	MPWR	332	$458.9k0.08%	0.08%	New
69	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	1,231	$430.9k0.07%	0.07%	Reduced -85.2k	-85,209 -98.6%
70	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	9,496	$428.4k0.07%	0.07%	New
71	FLEX LTD ORD FLEX	FLEX	2,615	$423.8k0.07%	0.07%	New
72	TE CONNECTIVITY PLC ORD SHS TEL	TEL	2,094	$422.2k0.07%	0.07%	New
73	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	1,444	$398.8k0.07%	0.07%	New
74	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	3,821	$348.5k0.06%	0.06%	New
75	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,179	$320.6k0.05%	0.05%	New
76	CELESTICA INC COM CLS	CLS	821	$299.3k0.05%	0.05%	New
77	AUTODESK INC COM ADSK	ADSK	1,514	$294.4k0.05%	0.05%	New
78	JABIL INC COM JBL	JBL	758	$292.2k0.05%	0.05%	New
79	ON SEMICONDUCTOR CORP COM ON	ON	2,800	$264.7k0.04%	0.04%	New
80	ROPER TECHNOLOGIES INC COM ROP	ROP	732	$247.7k0.04%	0.04%	New
81	QNITY ELECTRONICS INC COMMON STOCK Q	Q	1,454	$237.5k0.04%	0.04%	New
82	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	330	$220.1k0.04%	0.04%	New
83	NETAPP INC COM NTAP	NTAP	1,408	$217.9k0.04%	0.04%	New
84	TWILIO INC CL A TWLO	TWLO	1,035	$213.6k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	53,700	$18.1m53.7k shares
CAMTEK LTD CAMT	CAMT	105,669	$16.0m105.7k shares
ROCKET LAB CORP RKLB	RKLB	237,254	$15.2m237.3k shares
NOKIA CORP NOK	NOK	1,485,000	$11.9m1.5m shares
AMPRIUS TECHNOLOGIES INC AMPX	AMPX	635,106	$10.7m635.1k shares
TOWER SEMICONDUCTOR LTD TSEM	TSEM	45,300	$7.9m45.3k shares
DIGITALOCEAN HLDGS INC DOCN	DOCN	68,993	$5.9m69.0k shares
SANDISK CORP SNDK	SNDK	9,295	$5.9m9.3k shares
ASML HOLDING N V ASML	ASML	4,000	$5.3m4.0k shares
KARMAN HLDGS INC KRMN	KRMN	54,997	$4.4m55.0k shares
INTUITIVE MACHINES INC LUNR	LUNR	237,000	$4.4m237.0k shares
FASTLY INC FSLY	FSLY	151,000	$4.4m151.0k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	36,839	$4.2m36.8k shares
ADVANCED ENERGY INDS AEIS	AEIS	12,950	$4.2m12.9k shares
VERISIGN INC VRSN	VRSN	16,342	$4.1m16.3k shares
TESLA INC TSLA	TSLA	9,000	$3.3m9.0k shares
ALPHABET INC GOOG	GOOG	8,000	$2.3m8.0k shares
ONTO INNOVATION INC ONTO	ONTO	7,800	$1.6m7.8k shares
CARETRUST REIT INC CTRE	CTRE	2,000	$73.3k2.0k shares