Science & Technology Partners, L.P. Portfolio Holdings by Sector
Science & Technology Partners, L.P.
- $359 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP CDNS SHOP PCOR 4 stocks |
$91.8 Million
30.35% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO TSM AVGO 3 stocks |
$62 Million
20.49% of portfolio
|
  3  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG SPOT 2 stocks |
$31.8 Million
10.51% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$23.6 Million
7.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD PLTR NET 3 stocks |
$22.8 Million
7.53% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT BE 2 stocks |
$19.7 Million
6.52% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$15.2 Million
5.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NTRA 1 stocks |
$14.6 Million
4.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$14.5 Million
4.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY JOBY 2 stocks |
$6.44 Million
2.13% of portfolio
|
  2  
|
- |
  2  
|
- |
1
Calls
0
Puts
|