Investor
Science & Technology Partners, L.P.
CIK 0002029433 · filed 2026-05-15 · SEC filing
13F book
$382.2M
Positions
42
28 new · 10 sold
Largest name
6.9%
Lumentum Hldgs Inc
Est. mark
$10.6M
Price effect on 14 names still held. Flow $13.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lumentum Hldgs Inc | — | 37.7K | $26.5M | 6.9% | $5.68M | Added$20.2M |
| Keysight Technologies, Inc. | KEYS | 86.4K | $24.4M | 6.4% | — | New |
| Lam Research Corp | LRCX | 108.7K | $23.2M | 6.1% | $4.62M | Cut$3.23M |
| Cloudflare, Inc. | NET | 106.5K | $22M | 5.8% | — | New |
| Coherent Corp. | COHR | 88.2K | $21M | 5.5% | $4.73M | Cut−$2.16M |
| Bloom Energy Corp | BE | 151.8K | $20.6M | 5.4% | $7.35M | Added$7.43M |
| Natera, Inc. | NTRA | 99.7K | $19.9M | 5.2% | −$2.31M | Added$1.79M |
| Taiwan Semiconductor Mfg Ltd | — | 53.7K | $18.1M | 4.7% | $1.52M | Added$4.59M |
| Planet Labs Pbc | PL | 577.8K | $16.2M | 4.2% | $4.76M | Cut−$2.59M |
| Camtek Ltd | CAMT | 105.7K | $16M | 4.2% | — | New |
| GeneDx Holdings Corp. | WGS | 241.2K | $15.5M | 4.1% | −$13.3M | Added−$10.7M |
| Rocket Lab Corp | RKLB | 237.3K | $15.2M | 4.0% | — | New |
| Nokia Corp | — | 1.49M | $11.9M | 3.1% | — | New |
| Ciena Corp | CIEN | 27.6K | $10.7M | 2.8% | — | New |
| Amprius Technologies Inc | — | 635.1K | $10.7M | 2.8% | — | New |
| Tower Semiconductor Ltd | TSEM | 45.3K | $7.95M | 2.1% | — | New |
| Palantir Technologies Inc. | PLTR | 51.3K | $7.5M | 2.0% | −$772.6K | Added$3.14M |
| Applied Matls Inc | — | 21.6K | $7.37M | 1.9% | — | New |
| Nvidia Corp | NVDA | 34.3K | $5.98M | 1.6% | −$415K | Cut−$6.48M |
| Digitalocean Hldgs Inc | — | 69K | $5.92M | 1.5% | — | New |
| Sandisk Corp | SNDK | 9.29K | $5.91M | 1.5% | — | New |
| Micron Technology Inc | MU | 16.9K | $5.71M | 1.5% | — | New |
| Asml Holding N V | — | 4K | $5.28M | 1.4% | — | New |
| Analog Devices Inc | ADI | 15.9K | $5.06M | 1.3% | — | New |
| Karman Hldgs Inc | — | 55K | $4.4M | 1.2% | — | New |
| Intuitive Machines, Inc. | LUNR | 237K | $4.4M | 1.2% | — | New |
| Fastly, Inc. | FSLY | 151K | $4.39M | 1.1% | — | New |
| Akamai Technologies Inc | AKAM | 36.8K | $4.23M | 1.1% | — | New |
| Advanced Energy Inds | — | 12.9K | $4.18M | 1.1% | — | New |
| Verisign Inc | — | 16.3K | $4.06M | 1.1% | — | New |
| Tesla, Inc. | TSLA | 9K | $3.35M | 0.9% | −$701.7K | Cut−$21.6M |
| Apple Inc. | AAPL | 12.4K | $3.15M | 0.8% | — | New |
| Motorola Solutions, Inc. | MSI | 6.86K | $2.98M | 0.8% | — | New |
| Seagate Technology Hldngs Pl | — | 7.24K | $2.84M | 0.7% | — | New |
| Broadcom Inc. | AVGO | 9.15K | $2.83M | 0.7% | −$334.8K | Cut−$18.5M |
| Sitime Corp | SITM | 7.4K | $2.56M | 0.7% | −$58K | Cut−$12.5M |
| Alphabet Inc | — | 8K | $2.29M | 0.6% | −$215.5K | Cut−$23.6M |
| Corning Inc | — | 16.4K | $2.23M | 0.6% | — | New |
| Cisco Sys Inc | — | 24.2K | $1.88M | 0.5% | — | New |
| GE Vernova Inc. | GEV | 1.9K | $1.66M | 0.4% | — | New |
| Onto Innovation Inc. | ONTO | 7.8K | $1.6M | 0.4% | — | New |
| CareTrust REIT, Inc. | CTRE | 2K | $73.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.