Scientech Research LLC reported 174 positions worth $103.29M for the quarter ended Jun 30, 2026, down 3.5% on the prior quarter. It opened 137 new positions, added to 16, trimmed 21 and exited 361. Its largest holding is Maxlinear, Inc at 2.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MXL Maxlinear, Inc | +17.8K | – | $2.28M | 2.21% |
| FCEL Fuelcell Energy Inc | +59.8K | – | $2.15M | 2.08% |
| ALAB Astera Labs, Inc. | +4,367 | – | $2.11M | 2.04% |
| SPCX Space Exploration Technologies Corp | +12.2K | – | $2.08M | 2.02% |
| AMAT Applied Materials Inc | +2,881 | – | $2.08M | 2.02% |
| PANW Palo Alto Networks Inc | +6,068 | – | $2.07M | 2% |
| TSLA Tesla, Inc. | +4,794 | – | $2.02M | 1.95% |
| CRWD CrowdStrike Holdings, Inc. | +10.3K | – | $1.96M | 1.9% |
| SNDK Sandisk Corp | +849 | – | $1.93M | 1.87% |
| MSTR Strategy Inc | +21.9K | – | $1.90M | 1.84% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APLD Applied Digital Corp. | -68.8K | -100.0% | $1.63M | Exited |
| WVE Wave Life Sciences, Inc. | -200.3K | -100.0% | $1.45M | Exited |
| VRDN Viridian Therapeutics, Inc.\DE | -65.1K | -100.0% | $1.27M | Exited |
| FIG Figma, Inc. | -57.0K | -100.0% | $1.20M | Exited |
| CENX Century Aluminum Co | -20.5K | -100.0% | $1.20M | Exited |
| UMAC Unusual Machines, Inc. | -53.6K | -75.7% | $1.19M | 0.372% |
| OKLO Oklo Inc. | -23.7K | -100.0% | $1.18M | Exited |
| COIN Coinbase Global, Inc. | -6,516 | -100.0% | $1.14M | Exited |
| FIVE Five Below, Inc | -4,792 | -100.0% | $1.09M | Exited |
| CTMX CytomX Therapeutics, Inc. | -230.6K | -100.0% | $1.08M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MXL Maxlinear, Inc | +17.8K | $2.28M | 2.21% |
| FCEL Fuelcell Energy Inc | +59.8K | $2.15M | 2.08% |
| ALAB Astera Labs, Inc. | +4,367 | $2.11M | 2.04% |
| SPCX Space Exploration Technologies Corp | +12.2K | $2.08M | 2.02% |
| AMAT Applied Materials Inc | +2,881 | $2.08M | 2.02% |
| PANW Palo Alto Networks Inc | +6,068 | $2.07M | 2% |
| TSLA Tesla, Inc. | +4,794 | $2.02M | 1.95% |
| CRWD CrowdStrike Holdings, Inc. | +10.3K | $1.96M | 1.9% |
| SNDK Sandisk Corp | +849 | $1.93M | 1.87% |
| MSTR Strategy Inc | +21.9K | $1.90M | 1.84% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| APLD Applied Digital Corp. | -68.8K | $1.63M | 1.53% |
| WVE Wave Life Sciences, Inc. | -200.3K | $1.45M | 1.36% |
| VRDN Viridian Therapeutics, Inc.\DE | -65.1K | $1.27M | 1.19% |
| FIG Figma, Inc. | -57.0K | $1.20M | 1.13% |
| CENX Century Aluminum Co | -20.5K | $1.20M | 1.12% |
| OKLO Oklo Inc. | -23.7K | $1.18M | 1.1% |
| COIN Coinbase Global, Inc. | -6,516 | $1.14M | 1.06% |
| FIVE Five Below, Inc | -4,792 | $1.09M | 1.02% |
| CTMX CytomX Therapeutics, Inc. | -230.6K | $1.08M | 1.01% |
| SNOW Snowflake Inc. | -6,782 | $1.02M | 0.956% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MXL Maxlinear, Inc | Technology | 17.8K | $2.28M | 2.21% | +17.8K | – | New | 0.02% |
| 2 | FCEL Fuelcell Energy Inc | Industrials | 59.8K | $2.15M | 2.08% | +59.8K | – | New | 0.09% |
| 3 | ALAB Astera Labs, Inc. | Technology | 4,367 | $2.11M | 2.04% | +4,367 | – | New | 0% |
| 4 | SPCX Space Exploration Technologies Corp | Industrials | 12.2K | $2.08M | 2.02% | +12.2K | – | New | 0% |
| 5 | AMAT Applied Materials Inc | Technology | 2,881 | $2.08M | 2.02% | +2,881 | – | New | 0% |
| 6 | PANW Palo Alto Networks Inc | Technology | 6,068 | $2.07M | 2% | +6,068 | – | New | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 4,794 | $2.02M | 1.95% | +4,794 | – | New | 0% |
| 8 | CRWD CrowdStrike Holdings, Inc. | Technology | 10.3K | $1.96M | 1.9% | +10.3K | – | New | 0% |
| 9 | TEM Tempus AI, Inc. | Healthcare | 33.9K | $1.96M | 1.9% | +28.5K | +526.6% | Added | 0.02% |
| 10 | SNDK Sandisk Corp | Technology | 849 | $1.93M | 1.87% | +849 | – | New | 0% |
| 11 | MSTR Strategy Inc | Technology | 21.9K | $1.90M | 1.84% | +21.9K | – | New | 0.01% |
| 12 | MRNA Moderna, Inc. | Healthcare | 26.8K | $1.88M | 1.82% | +26.8K | – | New | 0.01% |
| 13 | NBIS Nebius Group N.V. | Technology | 6,718 | $1.86M | 1.8% | +6,718 | – | New | 0% |
| 14 | QNT Quantinuum Inc. | Technology | 22.7K | $1.85M | 1.8% | +22.7K | – | New | 0.01% |
| 15 | TER Teradyne, Inc | Technology | 3,765 | $1.82M | 1.76% | +3,765 | – | New | 0% |
Tip. Select a row to see that position’s full history at Scientech Research.
As of its Q2 2026 13F filing, Scientech Research LLC’s five largest positions were Maxlinear, Inc (MXL) at 2.2%, Fuelcell Energy Inc (FCEL) at 2.1%, Astera Labs, Inc. (ALAB) at 2.0%, Space Exploration Technologies Corp (SPCX) at 2.0%, Applied Materials Inc (AMAT) at 2.0% of the reported portfolio.
Scientech Research LLC reported a 13F portfolio worth $103.29M across 174 positions for Q2 2026. That is down 3.5% from the previous quarter.
Its largest purchases by value were Maxlinear, Inc ($2.28M), Fuelcell Energy Inc ($2.15M), Astera Labs, Inc. ($2.11M). It opened 137 new positions.
Its largest sales by value were Applied Digital Corp. ($1.63M), Wave Life Sciences, Inc. ($1.45M), Viridian Therapeutics, Inc.\DE ($1.27M). It exited 361 positions entirely.
From the Form 13F-HR reports Scientech Research LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.