Science & Technology Partners, L.P. Portfolio Holdings by Sector

Science & Technology Partners, L.P.

$382 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP SNOW COIN PCOR SRAD CDNS SHOP RIOT 8 stocks	$69.8 Million 24.29% of portfolio	7	1	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CYBR HOOD NTNX ZS PLTR CRWD ORCL 7 stocks	$53.4 Million 18.59% of portfolio	5	2	5	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM AMD 4 stocks	$43.8 Million 15.24% of portfolio	4	-	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX PODD 2 stocks	$28.4 Million 9.87% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META 2 stocks	$17.5 Million 6.09% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA 1 stocks	$14.4 Million 5.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$13.4 Million 4.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$13.2 Million 4.6% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$7.39 Million 2.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$6.05 Million 2.11% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs NLR 1 stocks	$5.07 Million 1.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services WULF 1 stocks	$4.27 Million 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$4.06 Million 1.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$4.03 Million 1.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI 1 stocks	$2.59 Million 0.9% of portfolio	1	-	1	-	0 Calls 0 Puts

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