Scientech Research LLC

Scientech Research LLC reported 224 holdings worth US$123M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Scientech Research LLC reported 224 holdings worth US$123M as of Jun 30, 2026. Largest: Maxlinear, Inc, Fuelcell Energy, Inc. and Astera Labs, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
224
Value as reported
US$123M

The filing in full

CompanySharesValue as reported% of portfolio
Maxlinear, Inc17,844US$2.28M1.9%
Fuelcell Energy, Inc.59,756US$2.15M1.7%
Astera Labs, Inc.4,367US$2.11M1.7%
Space Exploration Technologies Corp12,200US$2.08M1.7%
Applied Materials, Inc.2,881US$2.08M1.7%
Palo Alto Networks, Inc.6,068US$2.07M1.7%
Tesla, Inc.4,794US$2.02M1.6%
Crowdstrike Holdings, Inc.2,573US$1.96M1.6%
Tempus Ai, Inc.33,889US$1.96M1.6%
Sandisk Corporation849US$1.93M1.6%
Strategy Inc21,887US$1.9M1.5%
Moderna, Inc.26,826US$1.88M1.5%
Quantinuum Inc.22,692US$1.85M1.5%
Teradyne, Inc.3,765US$1.82M1.5%
Backblaze, Inc.112KUS$1.78M1.4%
Ouster, Inc.28,282US$1.77M1.4%
Billiontoone, Inc.14,490US$1.74M1.4%
Cerebras Systems Inc.7,735US$1.71M1.4%
Talen Energy Corporation4,043US$1.55M1.3%
Intel Corporation10,683US$1.49M1.2%
Kymera Therapeutics, Inc.12,943US$1.48M1.2%
Chemocentryx Inc.84,053US$1.47M1.2%
Sezzle Inc.8,512US$1.46M1.2%
Absci Corporation124KUS$1.44M1.2%
Strive, Inc.115KUS$1.26M1.0%
Tenable Holdings, Inc.34,084US$1.26M1.0%
Pattern Group Inc. - Series A49,870US$1.26M1.0%
Texas Instruments Incorporated4,181US$1.25M1.0%
Navitas Semiconductor Corporation69,340US$1.24M1.0%
Intellia Therapeutics, Inc.72,533US$1.23M0.99%
United Airlines Holdings, Inc.8,592US$1.17M0.95%
Bitdeer Technologies Group73,428US$1.17M0.94%
Praxis Precision Medicines, Inc.3,378US$1.13M0.92%
Advanced Micro Devices Inc1,929US$1.12M0.91%
Lam Research Corporation2,563US$1.11M0.90%
Fabrinet1,894US$1.06M0.86%
Rocket Lab Corporation9,814US$998K0.81%
Dave Inc.2,529US$942K0.76%
On Semiconductor Corporation9,950US$941K0.76%
Advanced Energy Industries, Inc.2,402US$896K0.73%
Formfactor, Inc.5,324US$851K0.69%
Scholar Rock Holding Corporation15,341US$844K0.68%
Kla Corporation2,692US$812K0.66%
Arteris, Inc.16,690US$811K0.66%
Atlassian Corporation10,419US$810K0.66%
Axon Enterprise, Inc.1,412US$792K0.64%
Eli Lilly And Company638US$765K0.62%
Woodward, Inc.1,798US$765K0.62%
National Energy Services Reunited Corp25,177US$754K0.61%
Vistra Corp.4,668US$740K0.60%
Hertz Global Holdings, Inc316KUS$716K0.58%
Okta, Inc.5,165US$705K0.57%
Blackberry Limited55,400US$701K0.57%
Datadog, Inc.2,641US$688K0.56%
Encompass Health Corporation6,709US$678K0.55%
Purecycle Technologies, Inc.80,896US$656K0.53%
Poet Technologies Inc.63,166US$649K0.53%
Viking Therapeutics, Inc.14,456US$564K0.46%
Qualys, Inc.3,715US$511K0.41%
Cogent Biosciences, Inc.13,183US$510K0.41%
Twist Bioscience Corporation4,835US$497K0.40%
Natera, Inc.1,827US$496K0.40%
Cameco Corporation4,635US$472K0.38%
Primoris Services Corporation4,756US$471K0.38%
Sable Offshore Corp.148KUS$455K0.37%
Wheaton Precious Metals Corp4,006US$450K0.36%
Realloys Inc.28,610US$413K0.34%
Atlantic Union Bankshares Corporation9,664US$409K0.33%
Corning Incorporated1,593US$407K0.33%
Viasat, Inc.4,464US$401K0.32%
Leslie's, Inc.39,420US$400K0.32%
Xometry, Inc.4,098US$396K0.32%
Take-two Interactive Software, Inc.1,576US$394K0.32%
Whitefiber, Inc.9,981US$388K0.31%
Unusual Machines, Inc.17,225US$384K0.31%
Penguin Solutions, Inc.5,020US$382K0.31%
Kardigan, Inc.15,030US$358K0.29%
New Era Energy & Digital, Inc.55,125US$352K0.29%
Westlake Corporation4,813US$351K0.28%
Unicycive Therapeutics, Inc.74,490US$349K0.28%
Vor Biopharma Inc.18,828US$347K0.28%
Liftoff Mobile, Inc.14,378US$345K0.28%
Vishay Intertechnology, Inc.6,340US$341K0.28%
Neovolta Inc.108KUS$339K0.27%
Texas Roadhouse, Inc.1,696US$328K0.27%
Madrigal Pharmaceuticals, Inc.592US$318K0.26%
Wipro Limited130KUS$293K0.24%
Hycroft Mining Holding Corporation12,474US$292K0.24%
Cohu, Inc.3,767US$278K0.23%
Bloom Energy Corporation918US$278K0.23%
Newell Brands Inc.45,012US$276K0.22%
Pbf Energy Inc.6,016US$274K0.22%
Iovance Biotherapeutics, Inc.65,757US$274K0.22%
Concentrix Corporation12,170US$273K0.22%
Ies Holdings, Inc.366US$269K0.22%
Brightspring Health Services, Inc.3,795US$265K0.21%
Parabilis Medicines, Inc.9,564US$262K0.21%
Credo Technology Group Holding Ltd937US$255K0.21%
Johnson & Johnson999US$254K0.21%
Digital Turbine, Inc.19,383US$250K0.20%

Every holding of Scientech Research LLC

Source

View original at SEC

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