Scientech Research LLC
13F holdings for Q2 2026 · JERSEY CITY, NJ · filed August 14, 2026
Scientech Research LLC reported $123M in 13F securities across 224 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were MXL (1.9%), FCEL (1.7%), ALAB (1.7%). Reported value rose 2.9% from the quarter before. It opened 186 new positions, added to 16, trimmed 22 and sold out of 411.
- 13F value Q2 2026
- $123M
- Holdings
- 224
- Change vs prior quarter
- +2.9%
- Rank by 13F value
- #7,963
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| MXL MaxLinear Inc. | $2.3M | 1.9% | 17,844 | New | New |
| FCEL FuelCell Energy Inc. | $2.2M | 1.7% | 59,756 | New | New |
| ALAB Astera Labs Inc. | $2.1M | 1.7% | 4,367 | New | New |
| SPCX Space Exploration Technologies Corp. | $2.1M | 1.7% | 12,200 | New | New |
| AMAT Applied Materials Inc. | $2.1M | 1.7% | 2,881 | New | New |
| PANW Palo Alto Networks Inc. | $2.1M | 1.7% | 6,068 | New | New |
| TSLA Tesla Inc. | $2.0M | 1.6% | 4,794 | New | New |
| CRWD CrowdStrike Holdings Inc. | $2.0M | 1.6% | 2,573 | New | New |
| TEM Tempus AI Inc. | $2.0M | 1.6% | 33,889 | +526.6% | Added |
| SNDK Sandisk Corporation | $1.9M | 1.6% | 849 | New | New |
| MSTR Strategy Inc | $1.9M | 1.5% | 21,887 | New | New |
| MRNA Moderna Inc. | $1.9M | 1.5% | 26,826 | New | New |
| Direxion Shares ETF Trust | $1.9M | 1.5% | 6,982 | New | New |
| Nebius Group N.v. | $1.9M | 1.5% | 6,718 | New | New |
| QNT Quantinuum Inc. | $1.9M | 1.5% | 22,692 | New | New |
| TER Teradyne Inc. | $1.8M | 1.5% | 3,765 | New | New |
| BLZE Backblaze Inc. | $1.8M | 1.4% | 112,471 | New | New |
| OUST Ouster Inc. | $1.8M | 1.4% | 28,282 | New | New |
| BLLN BillionToOne Inc. | $1.7M | 1.4% | 14,490 | New | New |
| CBRS Cerebras Systems Inc. | $1.7M | 1.4% | 7,735 | New | New |
| Themes ETF TR | $1.6M | 1.3% | 35,197 | New | New |
| TLN Talen Energy Corporation | $1.6M | 1.3% | 4,043 | New | New |
| INTC Intel Corporation | $1.5M | 1.2% | 10,683 | New | New |
| KYMR Kymera Therapeutics Inc. | $1.5M | 1.2% | 12,943 | New | New |
| TQQQ ProShares UltraPro QQQ | $1.5M | 1.2% | 18,276 | New | New |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $123M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- MXL MaxLinear Inc. New+$2.3M
- FCEL FuelCell Energy Inc. New+$2.2M
- ALAB Astera Labs Inc. New+$2.1M
- SPCX Space Exploration Technologies Corp. New+$2.1M
- AMAT Applied Materials Inc. New+$2.1M
- PANW Palo Alto Networks Inc. New+$2.1M
- TSLA Tesla Inc. New+$2.0M
- CRWD CrowdStrike Holdings Inc. New+$2.0M
- SNDK Sandisk Corporation New+$1.9M
- MSTR Strategy Inc New+$1.9M
Biggest sells in Q2 2026
- APLD Applied Digital Corporation Sold out-$1.6M
- Wave Life Sciences LTD SHS Sold out-$1.5M
- ECHO EchoStar Corporation Sold out-$1.4M
- Themes ETF TR Sold out-$1.4M
- VRDN Viridian Therapeutics Inc. Sold out-$1.3M
- FIG Figma Inc. Sold out-$1.2M
- CENX Century Aluminum Company Sold out-$1.2M
- UMAC Unusual Machines Inc. Trimmed-$1.2M
- OKLO Oklo Inc. Sold out-$1.2M
- COIN Coinbase Global Inc. Sold out-$1.1M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 186 new, 16 added, 22 trimmed, 411 sold out.
Sector mix
- Technology34.7%
- Not listed with us22.8%
- Health Care15.9%
- Industrials8.6%
- Consumer Discretionary4.2%
- Finance3.7%
- Energy3.5%
- Utilities1.9%
- Basic Materials1.7%
- n/a1.4%
- Funds and other0.9%
- Miscellaneous0.6%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Churchill Cap Corp XI | $1.5M | 1.2% | 84,053 | New | New |
| SEZL Sezzle Inc. | $1.5M | 1.2% | 8,512 | New | New |
| ABSI Absci Corporation | $1.4M | 1.2% | 124,434 | +373.4% | Added |
| Themes ETF TR | $1.3M | 1.1% | 87,039 | New | New |
| ASST Strive Inc. | $1.3M | 1.0% | 115,353 | +360.4% | Added |
| TENB Tenable Holdings Inc. | $1.3M | 1.0% | 34,084 | New | New |
| PTRN Pattern Group Inc. | $1.3M | 1.0% | 49,870 | New | New |
| TXN Texas Instruments Incorporated | $1.2M | 1.0% | 4,181 | New | New |
| NVTS Navitas Semiconductor Corporation | $1.2M | 1.0% | 69,340 | +353.4% | Added |
| NTLA Intellia Therapeutics Inc. | $1.2M | 1.0% | 72,533 | +345.9% | Added |
| UAL United Airlines Holdings Inc. | $1.2M | 0.9% | 8,592 | New | New |
| Bitdeer Technologies Group CL A Ord SHS | $1.2M | 0.9% | 73,428 | +282.9% | Added |
| PRAX Praxis Precision Medicines Inc. | $1.1M | 0.9% | 3,378 | +404.9% | Added |
| AMD Advanced Micro Devices Inc. | $1.1M | 0.9% | 1,929 | New | New |
| LRCX Lam Research Corporation | $1.1M | 0.9% | 2,563 | New | New |
| Direxion Shares ETF Trust | $1.1M | 0.9% | 1,391 | New | New |
| Fabrinet SHS | $1.1M | 0.9% | 1,894 | New | New |
| ETF Opportunities Trust | $1.0M | 0.8% | 618,004 | New | New |
| RKLB Rocket Lab Corporation | $998K | 0.8% | 9,814 | New | New |
| DAVE Dave Inc. | $942K | 0.8% | 2,529 | New | New |
| ON ON Semiconductor Corporation | $941K | 0.8% | 9,950 | New | New |
| AEIS Advanced Energy Industries Inc. | $896K | 0.7% | 2,402 | New | New |
| FORM FormFactor Inc. FormFactor Inc. | $851K | 0.7% | 5,324 | New | New |
| SRRK Scholar Rock Holding Corporation | $844K | 0.7% | 15,341 | -41.6% | Trimmed |
| KLAC KLA Corporation | $812K | 0.7% | 2,692 | New | New |
Showing the 50 largest of 224 share positions. The full filing on SEC EDGAR
Questions about Scientech Research LLC
- What does Scientech Research LLC own?
- In its Form 13F for Q2 2026, Scientech Research LLC reported 224 holdings worth $123M. The five largest were MXL, FCEL, ALAB, SPCX, AMAT.
- What did Scientech Research LLC buy and sell in Q2 2026?
- Scientech Research LLC opened 186 new positions, added to 16, trimmed 22 and sold out of 411 compared with the quarter before.
- When did Scientech Research LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Scientech Research LLC (SEC CIK 0002011556) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds