Science & Technology Partners, L.P.
•CIK: 2029433•Filing: Q4 2025
**Science & Technology Partners, L.P.** manages $358M across a concentrated portfolio of 24 positions, emphasizing high-growth technology and innovation themes. The fund exhibits significant conviction in key market leaders, with top holdings including APP at $30.2M and WGS at $26.2M. Further allocations are notable in GOOG ($25.9M), TSLA ($24.9M), and COHR ($23.2M), signaling deep sector expertise. This structure suggests a focused, technology-forward mandate targeting disruptive market opportunities.
Total AUM
$357.9M
QoQ Performance
+15.6%
Positions
24
Top 10 Concentration
64.1%
Latest Filing
Q4 2025
Top Holdings Allocation
APP
WGS
GOOG
TSLA
COHR
AVGO
LRCX
SHOP
APP8.4%
WGS7.3%
GOOG7.2%
TSLA7.0%
COHR6.5%
AVGO6.0%
LRCX5.6%
SHOP5.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.1%
Technology22.3%
Consumer7.0%
Communication1.7%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW10 new positions
↑6 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024