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Science & Technology Partners, L.P.

CIK:0002029433
Investment Adviser
$0 AUM
42 holdings
New York, NY, US
Latest filing:Jun 30, 2025

Science & Technology Partners, L.P. is a Delaware limited partnership headquartered in New York, US. It offers discretionary investment management services to qualified investors, focusing on portfolio management related to science and technology sectors. While the partnership's precise founding year and employee count are not publicly disclosed, it is registered with the SEC as an investment adviser and is structured to serve institutional and high-net-worth investors with specialized strategies in technology-related equities and ventures.

Investment Strategy

Science & Technology Partners, L.P. employs a discretionary investment management approach with a focus on allocations within the science and technology sectors. The firm builds positions in emerging technology-driven companies, such as leading software, cloud, healthcare technology, and cyber security firms. Its strategy centers on identifying growth opportunities and technological innovation across public and private markets, supporting qualified investors seeking exposure to transformation in these industries.

Latest 13F Filing Activity

Science & Technology Partners, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $382M. The fund increased holdings in Nvidia Corporation, Snowflake Inc., Rubrik Inc. among other positions. Science & Technology Partners, L.P. reduced exposure to Clearwater Analytics HLDGS I, Procore Technologies Inc., Sea LTD among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$19.3M
S
SNOWSNOWFLAKE INC
+$16.1M
R
RBRKRUBRIK INC.
+$15.3M
C
COINCOINBASE GLOBAL INC
+$13.9M
H
HOODROBINHOOD MKTS INC
+$12.3M
Top Sells
C
CWANCLEARWATER ANALYTICS HLDGS I
-$18.3M
P
PCORPROCORE TECHNOLOGIES INC
-$14.8M
S
SESEA LTD
-$14.7M
B
BABAALIBABA GROUP HLDG LTD
-$12.9M
A
ACHRARCHER AVIATION INC
-$9.1M

Top Holdings

A
APPAPPLOVIN CORP
+7.8%$29.8M
W
WGSGENEDX HOLDINGS CORP
+7.7%$29.3M
T
TTANSERVICETITAN INC
+6.0%$23.0M
C
CYBRCYBERARK SOFTWARE LTD
+5.6%$21.2M
N
NVDANVIDIA CORPORATION
+5.1%$19.3M

Equity Positions (41)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
APPLOVIN CORP7.80%$29.8M85,000$326.57$350.08+$9.6M
GENEDX HOLDINGS CORP7.67%$29.3M317,276$78.84$92.31+$4.8M
SERVICETITAN INC6.03%$23.0M214,550$95.63$107.18+$1.4M
CYBERARK SOFTWARE LTD5.55%$21.2M52,065$333.15$406.88+$971.8K
NVIDIA CORPORATION5.06%$19.3M122,200$157.99$157.99+$19.3M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+25.9%
SERVICES-PREPACKAGED SOFTWARE
+22.3%
SEMICONDUCTORS & RELATED DEVICES
+17.3%
SERVICES-HEALTH SERVICES
+6.7%
ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES)
+6.6%