SR

Scientech Research LLC

13F
Scientech Research LLC
Last update 2024-11-14 591 Stocks (333 new)
Value $502.00 Mil Turnover 62 %
Countries:
Top Holdings: META(0.83%)MSTR(0.78%)DUOL(0.71%)ENSG(0.71%)CEG(0.70%)
Summary Stock Picks Current Portfolio
Scientech Research LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META 		Meta Platforms Inc
7,266
4,159.4
+25.77%
0.830
+0.17%
0.000
+18.36%
+75.79%
1,566,066.5
Interactive Media
MSTR 		MicroStrategy Inc
23,099
3,894.5
+109.42%
0.780
+0.41%
0.010
+188.87%
+547.02%
97,936.6
Software
DUOL 		Duolingo Inc
12,649
3,567.3
+35.54%
0.710
+0.19%
0.030
+47.80%
+49.03%
14,869.9
Software
ENSG 		Ensign Group Inc
24,750
3,559.6
New Holding
0.710
+0.71%
0.040
-6.71%
+27.10%
8,160.1
Healthcare Providers & Services
CEG 		Constellation Energy Corp
13,568
3,527.9
-31.39%
0.700
-0.26%
0.000
+22.18%
+105.94%
74,773.1
Utilities - Independent Power Producers
V 		Visa Inc
11,577
3,183.1
+135.93%
0.630
+0.36%
0.000
+9.74%
+21.82%
609,484.0
Credit Services
APP 		AppLovin Corp
21,805
2,846.6
New Holding
0.570
+0.57%
0.010
+188.21%
+714.23%
108,889.5
Software
SHW 		Sherwin-Williams Co
7,438
2,838.9
New Holding
0.570
+0.57%
0.000
-2.72%
+17.84%
91,800.5
Chemicals
RKLB 		Rocket Lab USA Inc
291,026
2,831.7
+59.45%
0.560
+0.21%
0.060
+227.35%
+341.59%
12,207.8
Aerospace & Defense
ULTA 		Ulta Beauty Inc
7,237
2,816.1
+713.15%
0.560
+0.49%
0.020
+12.10%
-13.45%
19,667.1
Retail - Cyclical

Scientech Research LLC's Historical Top Holdings Breakdowns

Scientech Research LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PANW 		Palo Alto Networks Inc2024-03-31Sold Out
-1.79%
●
261.97 ($315.49) 376.9
$196.56
-37.70%
Sold Out
0
-6,077
ABG 		Asbury Automotive Group Inc2024-03-31Sold Out
-1.17%
●
202.23 ($212.3) 235.78
$253.72
19.51%
Sold Out
0
-5,217
REGN 		Regeneron Pharmaceuticals Inc2024-03-31New Buy
+1.09%
●
902.69 ($950.88) 993.35
$731.30
-23.09%
New holding
2,146
2,146
LLY 		Eli Lilly and Co2024-03-31New Buy
+1.04%
●
592.2 ($711.67) 792.28
$789.12
10.88%
New holding
2,520
2,520
ANET 		Arista Networks Inc2024-03-31Reduce
-1.04%
●
57.35 ($67.3) 76.61
$112.37
66.97%
Reduce -74.73%
5,964
-4,410
CCI 		Crown Castle Inc2024-03-31Reduce
-1.03%
●
101.93 ($108.78) 116.62
$97.11
-10.73%
Reduce -64.52%
4,929
-8,965
SNPS 		Synopsys Inc2024-03-31Reduce
-0.98%
●
484.81 ($550.38) 602.01
$508.28
-7.65%
Reduce -46.89%
2,157
-1,904
HAE 		Haemonetics Corp2024-03-31Sold Out
-0.97%
●
71.24 ($78.48) 85.35
$81.19
3.45%
Sold Out
0
-11,357
TDY 		Teledyne Technologies Inc2024-03-31Sold Out
-0.94%
●
414.68 ($428.77) 441.98
$475.05
10.79%
Sold Out
0
-2,108
COST 		Costco Wholesale Corp2024-03-31New Buy
+0.88%
●
644.69 ($713.88) 785.59
$989.35
38.59%
New holding
2,274
2,274

Scientech Research LLC Total Holding History ($B)

To

Scientech Research LLC's Asset Allocation

To

Scientech Research LLC Past Portfolios

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

Top Ranked Articles

  • 1

Scientech Research LLC's Hypothetical Growth since 2024-09-30

Scientech Research LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Scientech Research LLC's Holdings Heat Map

Size field:

Scientech Research LLC's Holdings Bubble Chart

Scientech Research LLC News

  • 1

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