ST

Science & Technology Partners, L.P.

13F
Science & Technology Partners, L.P.
Last update 2025-05-15 25 Stocks (12 new)
Value $252.00 Mil Turnover 44 %
Countries:
Top Holdings: WGS(9.71%)PCOR(8.91%)TTAN(8.55%)CYBR(8.01%)APP(7.99%)
Summary Stock Picks Current Portfolio
Science & Technology Partners,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WGS
GeneDx Holdings Corp
276,641
24,500.7
-31.01%
9.710
-2.90%
0.970
-3.35%
+18.63%
2,601.7
Medical Diagnostics & Research
PCOR
Procore Technologies Inc
340,758
22,496.8
-0.10%
8.910
-0.01%
0.230
-2.05%
-9.44%
10,122.6
Software
TTAN
ServiceTitan Inc
226,985
21,588.5
+1,393.32%
8.550
+7.98%
0.250
+13.45%
+4.93%
9,787.0
Software
CYBR
CyberArk Software Ltd
59,800
20,212.4
-14.66%
8.010
-1.04%
0.120
+16.58%
+19.40%
20,005.8
Software
APP
AppLovin Corp
76,125
20,170.8
-19.46%
7.990
-1.81%
0.020
+27.41%
+2.96%
112,828.3
Media - Diversified
CWAN
Clearwater Analytics Holdings Inc
681,771
18,271.5
New Holding
7.240
+7.24%
0.250
-18.61%
-20.06%
5,956.3
Software
SE
Sea Ltd
112,800
14,719.3
New Holding
5.830
+5.83%
0.020
+19.27%
+50.15%
94,314.7
Retail - Cyclical
SPOT
Spotify Technology SA
26,526
14,590.1
-52.91%
5.780
-4.05%
0.010
+33.16%
+72.69%
158,426.5
Interactive Media
BABA
Alibaba Group Holding Ltd
97,300
12,866.0
New Holding
5.100
+5.10%
0.000
-14.47%
+36.82%
272,134.4
Retail - Cyclical
ACHR
Archer Aviation Inc
1,282,000
9,115.0
+221.50%
3.610
+2.49%
0.230
+33.21%
+7.38%
5,748.1
Aerospace & Defense

Science & Technology Partners, L.P.'s Historical Top Holdings Breakdowns

Science & Technology Partners, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TTAN
ServiceTitan Inc
2025-03-31
Add
Add
+7.98%
●
82.34 ($97) 105.79
$107.94
11.28%
Add 1393.32%
226,985
211,785
CWAN
Clearwater Analytics Holdings Inc
2025-03-31
New Buy
New Buy
+7.24%
●
25.9 ($28.07) 31.26
$22.00
-21.62%
New holding
681,771
681,771
IOT
Samsara Inc
2025-03-31
Sold Out
Sold Out
-6.69%
●
34.06 ($46.57) 60.96
$39.60
-14.97%
Sold Out
0
-503,900
SE
Sea Ltd
2025-03-31
New Buy
New Buy
+5.83%
●
104.87 ($124.01) 146.31
$159.31
28.47%
New holding
112,800
112,800
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-5.75%
●
106.98 ($126.74) 149.43
$157.75
24.47%
Sold Out
0
-140,888
NTRA
Natera Inc
2025-03-31
Reduce
Reduce
-5.32%
●
132.63 ($160.74) 177
$167.96
4.49%
Reduce -68.76%
50,300
-110,722
RDDT
Reddit Inc
2025-03-31
Sold Out
Sold Out
-5.11%
●
104.9 ($165.28) 225.23
$143.01
-13.47%
Sold Out
0
-103,000
BABA
Alibaba Group Holding Ltd
2025-03-31
New Buy
New Buy
+5.10%
●
80.53 ($115.31) 147.57
$114.08
-1.07%
New holding
97,300
97,300
SOUN
SoundHound AI Inc
2025-03-31
Sold Out
Sold Out
-4.71%
●
8.12 ($12.46) 20.62
$9.84
-21.07%
Sold Out
0
-781,264
SPOT
Spotify Technology SA
2025-03-31
Reduce
Reduce
-4.05%
●
457.79 ($558.87) 648.32
$772.60
38.24%
Reduce -52.91%
26,526
-29,802

Science & Technology Partners, L.P. Total Holding History ($B)

To

Science & Technology Partners, L.P.'s Asset Allocation

To

Science & Technology Partners, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Science & Technology Partners, L.P.'s Hypothetical Growth since 2025-03-31

Science & Technology Partners, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Science & Technology Partners, L.P.'s Holdings Heat Map

Size field:

Science & Technology Partners, L.P.'s Holdings Bubble Chart

Science & Technology Partners, L.P. News

  • 1

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