Scientech Research LLC 13F holdings
Scientech Research LLC reported 207 positions with a total reported value of $123.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: DIREXION SHARES ETF TRUST (3.2%), THEMES ETF TR (2.4%), MXL MAXLINEAR INC (1.9%), FCEL FUELCELL ENERGY INC (1.7%), ALAB ASTERA LABS INC (1.7%). Against 2026-03-31 it opened 163 new positions and exited 389. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 207 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DIREXION SHARES ETF TRUST | 15,208 | $4.0M | 3.2% |
| THEMES ETF TR | 122,236 | $2.9M | 2.4% |
| MXL MAXLINEAR INC | 17,844 | $2.3M | 1.9% |
| FCEL FUELCELL ENERGY INC | 59,756 | $2.2M | 1.7% |
| ALAB ASTERA LABS INC | 4,367 | $2.1M | 1.7% |
| SPCX SPACE EXPLORATION TECHN CORP | 12,200 | $2.1M | 1.7% |
| APPLIED MATLS INC | 2,881 | $2.1M | 1.7% |
| PANW PALO ALTO NETWORKS INC | 6,068 | $2.1M | 1.7% |
| TSLA TESLA INC | 4,794 | $2.0M | 1.6% |
| ETF OPPORTUNITIES TRUST | 661,135 | $2.0M | 1.6% |
| PROSHARES TR | 25,689 | $2.0M | 1.6% |
| CRWD CROWDSTRIKE HLDGS INC | 2,573 | $2.0M | 1.6% |
| TEM TEMPUS AI INC | 33,889 | $2.0M | 1.6% |
| SNDK SANDISK CORP | 849 | $1.9M | 1.6% |
| MSTR STRATEGY INC | 21,887 | $1.9M | 1.5% |
| MRNA MODERNA INC | 26,826 | $1.9M | 1.5% |
| NBIS NEBIUS GROUP N.V. | 6,718 | $1.9M | 1.5% |
| QNT QUANTINUUM INC | 22,692 | $1.9M | 1.5% |
| TER TERADYNE INC | 3,765 | $1.8M | 1.5% |
| BLZE BACKBLAZE INC | 112,471 | $1.8M | 1.4% |
| OUST OUSTER INC | 28,282 | $1.8M | 1.4% |
| BLLN BILLIONTOONE INC | 14,490 | $1.7M | 1.4% |
| GRANITESHARES ETF TR | 63,490 | $1.7M | 1.4% |
| CBRS CEREBRAS SYSTEMS INC | 7,735 | $1.7M | 1.4% |
| TLN TALEN ENERGY CORP | 4,043 | $1.6M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 163 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MXL MAXLINEAR INC | 17,844 | $2.3M | 1.9% |
| FCEL FUELCELL ENERGY INC | 59,756 | $2.2M | 1.7% |
| ALAB ASTERA LABS INC | 4,367 | $2.1M | 1.7% |
| SPCX SPACE EXPLORATION TECHN CORP | 12,200 | $2.1M | 1.7% |
| APPLIED MATLS INC | 2,881 | $2.1M | 1.7% |
| PANW PALO ALTO NETWORKS INC | 6,068 | $2.1M | 1.7% |
| TSLA TESLA INC | 4,794 | $2.0M | 1.6% |
| PROSHARES TR | 25,689 | $2.0M | 1.6% |
| CRWD CROWDSTRIKE HLDGS INC | 2,573 | $2.0M | 1.6% |
| SNDK SANDISK CORP | 849 | $1.9M | 1.6% |
| MSTR STRATEGY INC | 21,887 | $1.9M | 1.5% |
| MRNA MODERNA INC | 26,826 | $1.9M | 1.5% |
| NBIS NEBIUS GROUP N.V. | 6,718 | $1.9M | 1.5% |
| QNT QUANTINUUM INC | 22,692 | $1.9M | 1.5% |
| TER TERADYNE INC | 3,765 | $1.8M | 1.5% |
| BLZE BACKBLAZE INC | 112,471 | $1.8M | 1.4% |
| OUST OUSTER INC | 28,282 | $1.8M | 1.4% |
| BLLN BILLIONTOONE INC | 14,490 | $1.7M | 1.4% |
| CBRS CEREBRAS SYSTEMS INC | 7,735 | $1.7M | 1.4% |
| TLN TALEN ENERGY CORP | 4,043 | $1.6M | 1.3% |
| INTC INTEL CORP | 10,683 | $1.5M | 1.2% |
| KYMR KYMERA THERAPEUTICS INC | 12,943 | $1.5M | 1.2% |
| CHURCHILL CAP CORP XI | 84,053 | $1.5M | 1.2% |
| SEZL SEZZLE INC | 8,512 | $1.5M | 1.2% |
| TENB TENABLE HLDGS INC | 34,084 | $1.3M | 1.0% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 389 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| APLD APPLIED DIGITAL CORP | 68,813 | $1.6M | 1.4% |
| WVE WAVE LIFE SCIENCES LTD | 200,331 | $1.5M | 1.2% |
| ECHO ECHOSTAR CORP | 11,738 | $1.4M | 1.1% |
| VIRIDIAN THERAPEUTICS INC | 65,080 | $1.3M | 1.1% |
| FIG FIGMA INC | 56,986 | $1.2M | 1.0% |
| CENX CENTURY ALUM CO | 20,487 | $1.2M | 1.0% |
| OKLO OKLO INC | 23,699 | $1.2M | 1.0% |
| COIN COINBASE GLOBAL INC | 6,516 | $1.1M | 0.9% |
| FIVE FIVE BELOW INC | 4,792 | $1.1M | 0.9% |
| CTMX CYTOMX THERAPEUTICS INC. | 230,598 | $1.1M | 0.9% |
| SNOW SNOWFLAKE INC | 6,782 | $1.0M | 0.9% |
| PL PLANET LABS PBC | 36,590 | $1.0M | 0.9% |
| HIMS HIMS & HERS HEALTH INC | 48,166 | $999.9K | 0.8% |
| VANECK ETF TRUST | 10,062 | $996.9K | 0.8% |
| GO GROCERY OUTLET HLDG CORP | 127,501 | $898.9K | 0.7% |
| U UNITY SOFTWARE INC | 40,355 | $885.4K | 0.7% |
| GSAT GLOBALSTAR INC | 13,218 | $877.9K | 0.7% |
| AA ALCOA CORP | 13,006 | $862.7K | 0.7% |
| SWMR SWARMER INC | 18,039 | $851.4K | 0.7% |
| MMYT MAKEMYTRIP LIMITED MAURITIUS | 21,476 | $800.8K | 0.7% |
| NKTR NEKTAR THERAPEUTICS | 11,032 | $793.8K | 0.7% |
| VIAV VIAVI SOLUTIONS INC | 23,565 | $784.2K | 0.7% |
| BMNR BITMINE IMMERSION TECNOLOGIE | 39,080 | $773.0K | 0.6% |
| BBAI BIGBEAR AI HLDGS INC | 212,009 | $746.3K | 0.6% |
| META META PLATFORMS INC | 1,288 | $736.9K | 0.6% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ETF OPPORTUNITIES TRUST | 26,022 | 661,135 | +2,440.7% | $2.0M |
| TEM TEMPUS AI INC | 5,408 | 33,889 | +526.6% | $2.0M |
| ABSI ABSCI CORPORATION | 26,285 | 124,434 | +373.4% | $1.4M |
| ASST STRIVE INC | 25,056 | 115,353 | +360.4% | $1.3M |
| NVTS NAVITAS SEMICONDUCTOR CORP | 15,295 | 69,340 | +353.4% | $1.2M |
| NTLA INTELLIA THERAPEUTICS INC | 16,265 | 72,533 | +345.9% | $1.2M |
| PRAX PRAXIS PRECISION MEDICINES I | 669 | 3,378 | +404.9% | $1.1M |
| BTDR BITDEER TECHNOLOGIES GROUP | 19,175 | 73,428 | +282.9% | $1.2M |
| ISHARES TR | 2,350 | 6,628 | +182.0% | $1.0M |
| PCT PURECYCLE TECHNOLOGIES INC | 35,528 | 80,896 | +127.7% | $656.1K |
| BB BLACKBERRY LTD | 27,632 | 55,400 | +100.5% | $700.8K |
| TIDAL TRUST II | 33,569 | 77,707 | +131.5% | $561.9K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DIREXION SHARES ETF TRUST | 142,693 | 15,208 | -89.3% | $4.0M |
| THEMES ETF TR | 1,192,022 | 122,236 | -89.7% | $2.9M |
| GRANITESHARES ETF TR | 229,664 | 63,490 | -72.4% | $1.7M |
| INVESTMENT MANAGERS SER TR I | 39,606 | 5,429 | -86.3% | $324.7K |
| UNUSUAL MACHS INC | 70,792 | 17,225 | -75.7% | $384.1K |
| XMTR XOMETRY INC | 10,546 | 4,098 | -61.1% | $395.5K |
| SRRK SCHOLAR ROCK HLDG CORP | 26,288 | 15,341 | -41.6% | $843.8K |
| IOVA IOVANCE BIOTHERAPEUTICS INC | 138,148 | 65,757 | -52.4% | $273.5K |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,097 | 474 | -56.8% | $226.4K |
| HNGE HINGE HEALTH INC | 5,306 | 2,938 | -44.6% | $243.9K |
| PAAS PAN AMERN SILVER CORP | 8,880 | 4,776 | -46.2% | $213.9K |
| FFIV F5 INC | 832 | 514 | -38.2% | $213.8K |
CIK 2011556 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
