Investor Details
| Filer Name: | SCIENCE & TECHNOLOGY PARTNERS, L.P. |
|---|---|
| CIK: | 2029433 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 23 |
| Portfolio Value: | $0.33B |
Science & Technology Partners, L.P. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| WGS | US | GENEDX HOLDINGS CORP | 401,000 | $31M | 9.36% | - | - |
| APP | US | APPLOVIN CORP-CLASS A | 94,521 | $31M | 9.30% | - | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 341,086 | $26M | 7.77% | - | - |
| NTRA | US | NATERA INC | 161,022 | $25M | 7.74% | - | - |
| SPOT | US | SPOTIFY TECHNOLOGY SA | 56,328 | $25M | 7.66% | - | - |
| CYBR | US | CYBERARK SOFTWARE LTD/ISRAEL | 70,076 | $23M | 7.09% | - | - |
| IOT | US | SAMSARA INC-CL A | 503,900 | $22M | 6.69% | - | - |
| NVDA | US | NVIDIA CORP | 140,888 | $19M | 5.75% | - | - |
| WULF | US | TERAWULF INC | 3,287,212 | $19M | 5.65% | - | - |
| RDDT | US | REDDIT INC-CL A | 103,000 | $17M | 5.11% | - | - |
| ISRG | US | INTUITIVE SURGICAL INC | 31,425 | $16M | 4.98% | - | - |
| SOUN | US | SOUNDHOUND AI INC-A | 781,264 | $16M | 4.71% | - | - |
| AXON | US | AXON ENTERPRISE INC | 24,254 | $14M | 4.38% | - | - |
| CRWD | US | CROWDSTRIKE HOLDINGS INC - A | 39,250 | $13M | 4.08% | - | - |
| AVGO | US | BROADCOM INC | 52,604 | $12M | 3.71% | - | - |
| GKOS | US | GLAUKOS CORP | 51,750 | $8M | 2.36% | - | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 19,750 | $4M | 1.19% | - | - |
| ACHR | US | ARCHER AVIATION INC-A | 398,750 | $4M | 1.18% | - | - |
| 81764X103 | - | SERVICETITAN INC | 15,200 | $2M | 0.48% | - | - |
| NFLX | US | NETFLIX INC | 1,750 | $2M | 0.47% | - | - |