Q2 2026 13F · SEC CIK 2011556

Scientech Research LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $123.4M
Reported positions: 224
Top holdings a year, 3 yrs: +15.1%
Assets under management: $498.8M

Scientech Research LLC is a hedge fund that reported 224 positions worth $123.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Maxlinear Inc (MXL, 1.9%), FuelCell Energy Inc (FCEL, 1.7%), Astera Labs Inc (ALAB, 1.7%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 16.5% for the S&P 500.

Scientech Research LLC holdings largest 50 of 224 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Scientech Research LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MXLMaxlinear Inc	1.9%	—	17,844	—	$2.3M
FCELFuelCell Energy Inc	1.7%	—	59,756	—	$2.2M
ALABAstera Labs Inc	1.7%	—	4,367	—	$2.1M
SPCXSpace Exploration Techn Corp	1.7%	—	12,200	—	$2.1M
AMATApplied Matls Inc	1.7%	—	2,881	—	$2.1M
PANWPalo Alto Networks Inc	1.7%	—	6,068	—	$2.1M
TSLATesla Inc	1.6%	—	4,794	—	$2.0M
CRWDCrowdstrike Hldgs Inc	1.6%	—	2,573	—	$2.0M
TEMTempus Ai Inc	1.6%	—	33,889	—	$2.0M
SNDKSandisk Corp	1.6%	—	849	—	$1.9M
MSTRStrategy Inc	1.5%	—	21,887	—	$1.9M
MRNAModerna Inc	1.5%	—	26,826	—	$1.9M
SOXLDirexion Shares ETF Trust	1.5%	—	6,982	—	$1.9M
NBISNebius Group N.v.	1.5%	—	6,718	—	$1.9M
QNTQuantinuum Inc	1.5%	—	22,692	—	$1.9M
TERTeradyne Inc	1.5%	—	3,765	—	$1.8M
BLZEBackblaze Inc	1.4%	—	112,471	—	$1.8M
OUSTOuster Inc	1.4%	—	28,282	—	$1.8M
BLLNBilliontoone Inc	1.4%	—	14,490	—	$1.7M
CBRSCerebras Systems Inc	1.4%	—	7,735	—	$1.7M
GLWGThemes ETF Tr	1.3%	—	35,197	—	$1.6M
TLNTalen Energy Corp	1.3%	—	4,043	—	$1.6M
INTCIntel Corp	1.2%	—	10,683	—	$1.5M
KYMRKymera Therapeutics Inc	1.2%	—	12,943	—	$1.5M
TQQQProshares Tr	1.2%	—	18,276	—	$1.5M
CCXIChurchill Cap Corp Xi	1.2%	—	84,053	—	$1.5M
SEZLSezzle Inc.	1.2%	—	8,512	—	$1.5M
ABSIAbsci Corporation	1.2%	—	124,434	—	$1.4M
SPCHThemes ETF Tr	1.1%	—	87,039	—	$1.3M
ASSTStrive Inc	1.0%	—	115,353	—	$1.3M
TENBTenable Holdings, Inc.	1.0%	—	34,084	—	$1.3M
PTRNPattern Group Inc	1.0%	—	49,870	—	$1.3M
TXNTexas Instrs Inc	1.0%	—	4,181	—	$1.2M
NVTSNavitas Semiconductor Corp	1.0%	—	69,340	—	$1.2M
NTLAIntellia Therapeutics Inc	1.0%	—	72,533	—	$1.2M
UALUnited Airls Hldgs Inc	0.9%	—	8,592	—	$1.2M
BTDRBitdeer Technologies Group	0.9%	—	73,428	—	$1.2M
PRAXPraxis Precision Medicines I	0.9%	—	3,378	—	$1.1M
AMDAdvanced Micro Devices Inc	0.9%	—	1,929	—	$1.1M
LRCXLam Research Corp	0.9%	—	2,563	—	$1.1M
KORUDirexion Shares ETF Trust	0.9%	—	1,391	—	$1.1M
FNFabrinet	0.9%	—	1,894	—	$1.1M
26923N173ETF Opportunities Trust	0.8%	—	618,004	—	$1.0M
RKLBRocket Lab Corp	0.8%	—	9,814	—	$998K
DAVEDave Inc	0.8%	—	2,529	—	$942K
ONOn Semiconductor Corp	0.8%	—	9,950	—	$941K
AEISAdvanced Energy Inds Inc	0.7%	—	2,402	—	$896K
FORMFormFactor Inc	0.7%	—	5,324	—	$851K
SRRKScholar Rock Hldg Corp	0.7%	1.1%	15,341	-41.6%	$844K
KLACKla Corp	0.7%	—	2,692	—	$812K

What Scientech Research LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

SRRK Scholar Rock Hldg Corp-41.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -3.0% /yr; S&P 500 +11.7%
3 years: +15.1% /yr; S&P 500 +16.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$123.4M	224
Q1 2026	$119.9M	449
Q4 2025	$159.0M	479
Q3 2025	$286.9M	550
Q2 2025	$409.2M	572
Q1 2025	$377.8M	541
Q4 2024	$353.3M	550
Q3 2024	$502.2M	590
Q2 2024	$485.5M	563
Q1 2024	$188.7M	394
Q4 2023	$100.5M	310

Questions about Scientech Research LLC's portfolio

What stocks does Scientech Research LLC own?

Scientech Research LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 224 positions worth $123.4M. The largest are Maxlinear Inc (MXL) at 1.9%, FuelCell Energy Inc (FCEL) at 1.7%, Astera Labs Inc (ALAB) at 1.7%, Space Exploration Techn Corp (SPCX) at 1.7% and Applied Matls Inc (AMAT) at 1.7%.

What did Scientech Research LLC buy last quarter?

Scientech Research LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Scientech Research LLC sell last quarter?

In Q2 2026, Scientech Research LLC cut from its top 50 Applied Digital Corp (APLD), cut from its top 50 Wave Life Sciences Ltd (WVE), cut from its top 50 EchoStar Corp (ECHO), cut from its top 50 Themes ETF Tr, cut from its top 50 Viridian Therapeutics Inc (VRDN) and Scholar Rock Hldg Corp (SRRK) (-41.6% shares), compared with its Q1 2026 filing.

How has Scientech Research LLC's portfolio performed?

A portfolio copying Scientech Research LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: -3.0% against +11.7%.

When is Scientech Research LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Scientech Research LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Scientech Research LLC manage?

Scientech Research LLC reported $498.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $123.4M.