Science & Technology Partners, L.P.
GREENWICH CT · SEC CIK 0002029433
$3.82亿2026Q1 申报市值
43持仓数
54.4%前十大占比 · 第一大 6.9%
27 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KEYS 新建仓+$2,440.81万
NET 重新持有+$1,696.38万
CAMT 新建仓+$1,602.05万
LITE 加仓+$1,456.12万
NOK 新建仓+$1,193.94万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$2,137.11万
AXON 清仓-$1,934.99万
TSLA 减仓-$1,723.99万
AVGO 减仓-$1,624.93万
ESTA 清仓-$1,407.10万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $2,650.81万 | 6.94% | 37,720 | 20,720 | 121.9% | $1,456.12万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,440.81万 | 6.39% | 86,440 | 86,440 | — | $2,440.81万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $2,322.48万 | 6.08% | 108,700 | -8,100 | -6.9% | -$173.06万 | 减仓 |
| NET | CLOUDFLARE INC | $2,198.04万 | 5.75% | 106,525 | 82,213 | 338.2% | $1,696.38万 | 重新持有 |
| COHR | COHERENT CORP | $2,101.97万 | 5.50% | 88,240 | -37,335 | -29.7% | -$889.36万 | 减仓 |
| BE | BLOOM ENERGY CORP | $2,057.42万 | 5.38% | 151,850 | 526 | 0.3% | $7.13万 | 加仓 |
| NTRA | NATERA INC | $1,994.54万 | 5.22% | 99,732 | 20,482 | 25.8% | $409.62万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,814.79万 | 4.75% | 53,700 | 9,100 | 20.4% | $307.53万 | 加仓 |
| PL | PLANET LABS PBC | $1,615.06万 | 4.23% | 577,840 | -372,362 | -39.2% | -$1,040.75万 | 减仓 |
| CAMT | CAMTEK LTD | $1,602.05万 | 4.19% | 105,669 | 105,669 | — | $1,602.05万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $1,548.99万 | 4.05% | 241,200 | 39,936 | 19.8% | $256.47万 | 加仓 |
| RKLB | ROCKET LAB CORP | $1,523.65万 | 3.99% | 237,254 | 123,017 | 107.7% | $790.02万 | 重新持有 |
| NOK | NOKIA CORP | $1,193.94万 | 3.12% | 1,485,000 | 1,485,000 | — | $1,193.94万 | 新建仓 |
| CIEN | CIENA CORP | $1,071.20万 | 2.80% | 27,592 | 27,592 | — | $1,071.20万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,070.79万 | 2.80% | 635,106 | 635,106 | — | $1,070.79万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $794.92万 | 2.08% | 45,300 | 45,300 | — | $794.92万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $749.90万 | 1.96% | 51,265 | 26,715 | 108.8% | $390.79万 | 加仓 |
| AMAT | APPLIED MATERIAL ORD | $736.56万 | 1.93% | 21,550 | 21,550 | — | $736.56万 | 新建仓 |
| NVDA | NVIDIA ORD | $598.19万 | 1.57% | 34,300 | -32,500 | -48.7% | -$566.80万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $591.82万 | 1.55% | 68,993 | 68,993 | — | $591.82万 | 新建仓 |
| SNDK | SANDISK ORD | $590.55万 | 1.55% | 9,295 | 9,295 | — | $590.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY ORD | $570.95万 | 1.49% | 16,900 | 16,900 | — | $570.95万 | 新建仓 |
| ASML | ASML HOLDING ADR REP ORD | $528.33万 | 1.38% | 4,000 | 4,000 | — | $528.33万 | 新建仓 |
| ADI | ANALOG DEVICES ORD | $505.94万 | 1.32% | 15,903 | 15,903 | — | $505.94万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $440.25万 | 1.15% | 54,997 | 54,997 | — | $440.25万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $439.87万 | 1.15% | 237,000 | 237,000 | — | $439.87万 | 新建仓 |
| FSLY | FASTLY INC | $438.81万 | 1.15% | 151,000 | 151,000 | — | $438.81万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $423.10万 | 1.11% | 36,839 | 36,839 | — | $423.10万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $417.91万 | 1.09% | 12,950 | 12,950 | — | $417.91万 | 新建仓 |
| VRSN | VERISIGN INC | $405.87万 | 1.06% | 16,342 | 16,342 | — | $405.87万 | 新建仓 |
| TSLA | TESLA INC | $334.57万 | 0.88% | 9,000 | -46,375 | -83.7% | -$1,723.99万 | 减仓 |
| AAPL | APPLE ORD | $314.70万 | 0.82% | 12,400 | 12,400 | — | $314.70万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS ORD | $297.70万 | 0.78% | 6,860 | 6,860 | — | $297.70万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS ORD | $283.63万 | 0.74% | 7,240 | 7,240 | — | $283.63万 | 新建仓 |
| AVGO | BROADCOM ORD | $283.20万 | 0.74% | 9,150 | -52,500 | -85.2% | -$1,624.93万 | 减仓 |
| SITM | SITIME ORD | $255.56万 | 0.67% | 7,400 | -35,156 | -82.6% | -$1,214.11万 | 减仓 |
| GOOG | ALPHABET INC | $229.49万 | 0.60% | 8,000 | -74,500 | -90.3% | -$2,137.11万 | 减仓 |
| GLW | CORNING ORD | $222.90万 | 0.58% | 16,393 | 16,393 | — | $222.90万 | 新建仓 |
| CSCO | CISCO SYSTEMS ORD | $187.77万 | 0.49% | 24,200 | 24,200 | — | $187.77万 | 新建仓 |
| GEV | GE VERNOVA ORD | $165.85万 | 0.43% | 1,900 | 1,900 | — | $165.85万 | 新建仓 |
| ONTO | ONTO INNOVATION ORD | $159.95万 | 0.42% | 7,800 | 7,800 | — | $159.95万 | 新建仓 |
| NOK | NOKIA CORP 看涨期权 | $33.37万 | 0.09% | 41,500 | 41,500 | — | $33.37万 | 新建仓 |
| CTRE | CARETRUST REIT ORD | $7.33万 | 0.02% | 2,000 | 2,000 | — | $7.33万 | 新建仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -34,071 | -100.0% | -$1,934.99万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -193,071 | -100.0% | -$1,407.10万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -188,100 | -100.0% | -$1,400.03万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -10,490 | -100.0% | -$609.16万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -5,550 | -100.0% | -$314.33万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -406,767 | -100.0% | -$309.14万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -9,800 | -100.0% | -$182.77万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -3,800 | -100.0% | -$160.37万 | 清仓 |