Science & Technology Partners, L.P.
GREENWICH CT · SEC CIK 0002029433
$5.93亿2026Q2 申报市值
84持仓数
48.1%前十大占比 · 第一大 5.6%
58 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$2,679.04万
FPS 新建仓+$2,614.25万
NVDA 加仓+$2,612.58万
GH 重新持有+$2,594.87万
AEHR 新建仓+$2,391.89万
2026Q2 卖出最多 按季末市值估算
KEYS 减仓-$2,982.91万
NET 减仓-$2,558.17万
APP 重新持有-$2,224.61万
BE 减仓-$2,017.19万
LRCX 减仓-$1,897.42万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA ORD | $3,298.88万 | 5.56% | 164,870 | 130,570 | 380.7% | $2,612.58万 | 加仓 |
| GH | GUARDANT HEALTH INC | $3,132.88万 | 5.28% | 208,817 | 172,957 | 482.3% | $2,594.87万 | 重新持有 |
| AAPL | APPLE ORD | $3,037.85万 | 5.12% | 104,985 | 92,585 | 746.7% | $2,679.04万 | 加仓 |
| NTRA | NATERA INC | $2,982.69万 | 5.03% | 109,880 | 10,148 | 10.2% | $275.47万 | 加仓 |
| COHR | COHERENT CORP | $2,947.68万 | 4.97% | 74,725 | -13,515 | -15.3% | -$533.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,812.88万 | 4.74% | 64,913 | -43,787 | -40.3% | -$1,897.42万 | 减仓 |
| PL | PLANET LABS PBC | $2,732.34万 | 4.61% | 824,733 | 246,893 | 42.7% | $817.96万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2,614.25万 | 4.41% | 468,000 | 468,000 | — | $2,614.25万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $2,579.31万 | 4.35% | 85,210 | -66,640 | -43.9% | -$2,017.19万 | 减仓 |
| AEHR | AEHR TEST SYS | $2,391.89万 | 4.03% | 249,000 | 249,000 | — | $2,391.89万 | 新建仓 |
| LLY | ELI LILLY & CO | $2,344.89万 | 3.95% | 19,550 | 19,550 | — | $2,344.89万 | 新建仓 |
| SPIR | SPIRE GLOBAL INC | $2,152.74万 | 3.63% | 1,157,389 | 1,157,389 | — | $2,152.74万 | 新建仓 |
| SITM | SITIME CORP | $2,081.98万 | 3.51% | 27,925 | 20,525 | 277.4% | $1,530.26万 | 加仓 |
| MSFT | MICROSOFT ORD | $1,883.15万 | 3.17% | 50,484 | 50,484 | — | $1,883.15万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,787.80万 | 3.01% | 73,040 | 73,040 | — | $1,787.80万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,545.45万 | 2.60% | 18,011 | -19,709 | -52.3% | -$1,691.15万 | 减仓 |
| WULF | TERAWULF INC | $1,348.65万 | 2.27% | 546,011 | 546,011 | — | $1,348.65万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,343.63万 | 2.26% | 79,724 | 79,724 | — | $1,343.63万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,329.50万 | 2.24% | 129,228 | 129,228 | — | $1,329.50万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,228.37万 | 2.07% | 176,135 | 176,135 | — | $1,228.37万 | 新建仓 |
| AVGO | BROADCOM ORD | $1,214.50万 | 2.05% | 32,151 | 23,001 | 251.4% | $868.86万 | 加仓 |
| GLW | CORNING INC | $1,058.99万 | 1.78% | 41,459 | 25,066 | 152.9% | $640.26万 | 加仓 |
| MU | MICRON TECHNOLOGY ORD | $930.59万 | 1.57% | 8,062 | -8,838 | -52.3% | -$1,020.16万 | 减仓 |
| DPC | DPC HOLDINGS PLC | $779.21万 | 1.31% | 158,828 | 158,828 | — | $779.21万 | 新建仓 |
| GEV | GE VERNOVA INC | $775.41万 | 1.31% | 6,600 | 4,700 | 247.4% | $552.18万 | 加仓 |
| TE | T1 ENERGY INC | $734.79万 | 1.24% | 775,094 | 775,094 | — | $734.79万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $730.35万 | 1.23% | 106,387 | -134,813 | -55.9% | -$925.49万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES ORD | $677.17万 | 1.14% | 11,657 | 11,657 | — | $677.17万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $606.82万 | 1.02% | 14,600 | 14,600 | — | $606.82万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $506.34万 | 0.85% | 22,140 | 22,140 | — | $506.34万 | 新建仓 |
| INTC | INTEL ORD | $438.62万 | 0.74% | 31,413 | 31,413 | — | $438.62万 | 新建仓 |
| AMAT | APPLIED MATERIAL ORD | $409.94万 | 0.69% | 5,670 | -15,880 | -73.7% | -$1,148.12万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $365.64万 | 0.62% | 21,400 | 21,400 | — | $365.64万 | 新建仓 |
| CSCO | CISCO SYSTEMS ORD | $331.87万 | 0.56% | 28,254 | 4,054 | 16.8% | $47.62万 | 加仓 |
| KLAC | KLA ORD | $282.67万 | 0.48% | 9,369 | 9,369 | — | $282.67万 | 新建仓 |
| PANW | PALO ALTO NETWORKS ORD | $198.23万 | 0.33% | 5,813 | 5,813 | — | $198.23万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS ORD | $194.04万 | 0.33% | 6,510 | 6,510 | — | $194.04万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES ORD | $188.78万 | 0.32% | 6,713 | 6,713 | — | $188.78万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A ORD | $181.75万 | 0.31% | 15,578 | -35,687 | -69.6% | -$416.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY ORD | $181.47万 | 0.31% | 6,092 | 6,092 | — | $181.47万 | 新建仓 |
| ORCL | ORACLE ORD | $180.12万 | 0.30% | 12,291 | 12,291 | — | $180.12万 | 新建仓 |
| WDC | WESTERN DIGITAL ORD | $158.08万 | 0.27% | 2,475 | 2,475 | — | $158.08万 | 新建仓 |
| APH | AMPHENOL CL A ORD | $155.00万 | 0.26% | 8,791 | 8,791 | — | $155.00万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS ORD | $149.00万 | 0.25% | 1,544 | -5,696 | -78.7% | -$549.66万 | 减仓 |
| QCOM | QUALCOMM ORD | $140.99万 | 0.24% | 7,630 | 7,630 | — | $140.99万 | 新建仓 |
| ADI | ANALOG DEVICES ORD | $138.37万 | 0.23% | 3,484 | -12,419 | -78.1% | -$493.25万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS CL A ORD | $135.15万 | 0.23% | 1,771 | 1,771 | — | $135.15万 | 新建仓 |
| ANET | ARISTA NETWORKS ORD | $129.53万 | 0.22% | 7,625 | 7,625 | — | $129.53万 | 新建仓 |
| SHOP | SHOPIFY CL A SUB VTG ORD | $100.42万 | 0.17% | 8,780 | -112,520 | -92.8% | -$1,286.87万 | 重新持有 |
| DELL | DELL TECHNOLOGIES CL C ORD | $92.98万 | 0.16% | 2,155 | 2,155 | — | $92.98万 | 新建仓 |
| CRM | SALESFORCE ORD | $89.22万 | 0.15% | 5,695 | 5,695 | — | $89.22万 | 新建仓 |
| APP | APPLOVIN CL A ORD | $84.91万 | 0.14% | 1,648 | -43,177 | -96.3% | -$2,224.61万 | 重新持有 |
| NOW | SERVICENOW ORD | $74.23万 | 0.13% | 7,477 | 7,477 | — | $74.23万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEMS ORD | $74.09万 | 0.12% | 1,974 | 1,974 | — | $74.09万 | 新建仓 |
| FTNT | FORTINET ORD | $69.18万 | 0.12% | 4,503 | 4,503 | — | $69.18万 | 新建仓 |
| SNOW | SNOWFLAKE ORD | $59.99万 | 0.10% | 2,357 | 2,357 | — | $59.99万 | 新建仓 |
| DDOG | DATADOG CL A ORD | $58.63万 | 0.10% | 2,252 | 2,252 | — | $58.63万 | 新建仓 |
| SNPS | SYNOPSYS ORD | $58.17万 | 0.10% | 1,304 | 1,304 | — | $58.17万 | 新建仓 |
| ADBE | ADOBE ORD | $57.61万 | 0.10% | 2,810 | 2,810 | — | $57.61万 | 新建仓 |
| NET | CLOUDFLARE CL A ORD | $54.67万 | 0.09% | 2,229 | -104,296 | -97.9% | -$2,558.17万 | 减仓 |
| TER | TERADYNE ORD | $54.24万 | 0.09% | 1,121 | 1,121 | — | $54.24万 | 新建仓 |
| ACN | ACCENTURE CL A ORD | $54.13万 | 0.09% | 4,350 | 4,350 | — | $54.13万 | 新建仓 |
| INTU | INTUIT ORD | $51.42万 | 0.09% | 1,970 | 1,970 | — | $51.42万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS ORD | $50.33万 | 0.08% | 1,791 | 1,791 | — | $50.33万 | 新建仓 |
| CIEN | CIENA ORD | $49.64万 | 0.08% | 1,012 | -26,580 | -96.3% | -$1,303.91万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS ORD | $49.54万 | 0.08% | 1,193 | -5,667 | -82.6% | -$235.34万 | 减仓 |
| ALAB | ASTERA LABS ORD | $46.56万 | 0.08% | 964 | 964 | — | $46.56万 | 新建仓 |
| MPWR | MONOLITHIC POWER SYSTEMS ORD | $45.89万 | 0.08% | 332 | 332 | — | $45.89万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES ORD | $43.09万 | 0.07% | 1,231 | -85,209 | -98.6% | -$2,982.91万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE ORD | $42.84万 | 0.07% | 9,496 | 9,496 | — | $42.84万 | 新建仓 |
| FLEX | FLEX ORD | $42.38万 | 0.07% | 2,615 | 2,615 | — | $42.38万 | 新建仓 |
| TEL | TE CONNECTIVITY ORD | $42.22万 | 0.07% | 2,094 | 2,094 | — | $42.22万 | 新建仓 |
| NBIS | NEBIUS CL A ORD | $39.88万 | 0.07% | 1,444 | 1,444 | — | $39.88万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY ORD | $34.85万 | 0.06% | 3,821 | 3,821 | — | $34.85万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORD | $32.06万 | 0.05% | 1,179 | 1,179 | — | $32.06万 | 新建仓 |
| CLS | CELESTICA ORD | $29.93万 | 0.05% | 821 | 821 | — | $29.93万 | 新建仓 |
| ADSK | AUTODESK ORD | $29.44万 | 0.05% | 1,514 | 1,514 | — | $29.44万 | 新建仓 |
| JBL | JABIL ORD | $29.22万 | 0.05% | 758 | 758 | — | $29.22万 | 新建仓 |
| ON | ON SEMICONDUCTOR ORD | $26.47万 | 0.04% | 2,800 | 2,800 | — | $26.47万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES ORD | $24.77万 | 0.04% | 732 | 732 | — | $24.77万 | 新建仓 |
| Q | QNITY ELECTRONICS ORD | $23.75万 | 0.04% | 1,454 | 1,454 | — | $23.75万 | 新建仓 |
| TDY | TELEDYNE TECH ORD | $22.01万 | 0.04% | 330 | 330 | — | $22.01万 | 新建仓 |
| NTAP | NETAPP ORD | $21.79万 | 0.04% | 1,408 | 1,408 | — | $21.79万 | 新建仓 |
| TWLO | TWILIO CL A ORD | $21.36万 | 0.04% | 1,035 | 1,035 | — | $21.36万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -53,700 | -100.0% | -$1,814.79万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -105,669 | -100.0% | -$1,602.05万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -237,254 | -100.0% | -$1,523.65万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -1,485,000 | -100.0% | -$1,193.94万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -635,106 | -100.0% | -$1,070.79万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -45,300 | -100.0% | -$794.92万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -68,993 | -100.0% | -$591.82万 | 清仓 |
| SNDK | SANDISK ORD | $0 | 0.00% | 0 | -9,295 | -100.0% | -$590.55万 | 清仓 |
| ASML | ASML HOLDING ADR REP ORD | $0 | 0.00% | 0 | -4,000 | -100.0% | -$528.33万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -54,997 | -100.0% | -$440.25万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -237,000 | -100.0% | -$439.87万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -151,000 | -100.0% | -$438.81万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -36,839 | -100.0% | -$423.10万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -12,950 | -100.0% | -$417.91万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -16,342 | -100.0% | -$405.87万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$334.57万 | 清仓 |