Science & Technology Partners, L.P.

Hedge Fund • Long/Short

Science & Technology Partners, L.P. is a Long/Short Hedge Fund based in New York, NY led by Erika Leigh Klauer, reporting $356.6M in AUM as of Q3 2025 with 58% Technology concentration, 69% concentrated in top 10 holdings, and 58% technology allocation.

CEOErika Leigh Klauer

Portfolio Value: $352.2M
Positions: 24
Top Holding: APP at 13.96%
Last Reported: Q3 2025

Address640 Fifth Avenue, 15th Floor, New York, NY, 10019, United States

Top Holdings

Largest long holdings in Science & Technology Partners, L.P.'s portfolio (69.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Applovin Corporation APP	Software - Application Technology	$49.2M	13.96%	-$11.9M Sold	0.02% 68.5K shares	Q4 2024 Held for 11 months
2 Broadcom Inc. AVGO	Semiconductors Technology	$36.4M	10.33%	+$16.2M Bought	0.00% 110.3K shares	Q4 2024 Held for 11 months
3 GeneDx Holdings WGS	Medical - Healthcare Information Services Healthcare	$24.1M	6.85%	-$10.0M Sold	0.78% 224.1K shares	Q4 2024 Held for 11 months
4 Axon Enterprise, Inc. AXON	Aerospace & Defense Industrials	$23.6M	6.71%	+$12.0M Bought	0.04% 32.9K shares	Q4 2024 Held for 11 months
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$21.9M	6.22%	+$21.9M New	0.00% 89.9K shares	Q3 2025 Held for 2 months
6 Cadence Design Systems CDNS	Software - Application Technology	$20.5M	5.81%	+$19.5M Bought	0.02% 58.3K shares	Q2 2025 Held for 5 months
7 Shopify SHOP	Software - Application Technology	$19.9M	5.64%	+$19.4M Bought	0.01% 133.7K shares	Q2 2025 Held for 5 months
8 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$19.2M	5.44%	+$14.1M Bought	— 68.6K shares	Q4 2024 Held for 11 months
9 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$15.2M	4.31%	+$9.5M Bought	0.00% 34.1K shares	Q4 2024 Held for 11 months
10 Natera, Inc. NTRA	Medical - Diagnostics & Research Healthcare	$14.6M	4.16%	+$935.2K Bought	0.07% 91.0K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Science & Technology Partners, L.P.'s latest filing

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Market Value

$352.2M

Prior: $379.5M

Q/Q Change

-7.2%

-$27.3M

Net Flows % of MV

-21.83%

Turnover Ratio

60.76%

New Purchases

7 stocks

$60.3M

Added To

12 stocks

+$115.2M

Sold Out Of

24 stocks

$212.8M

Reduced Holdings

5 stocks

-$39.6M

Increased Positions

Position	Shares Δ	Change
1 Alphabet Inc. GOOG	New	0 → 89.9K +$21.9M
2 Vertiv Holdings Co VRT	New	0 → 75.4K +$11.4M
3 Bloom Energy BE	New	0 → 98.9K +$8.4M
4 Joby Aviation JOBY	New	0 → 383.3K +$6.2M
5 Cloudflare, Inc. NET	New	0 → 24.3K +$5.2M

Decreased Positions

Position	Shares Δ	Change
1 ServiceTitan, Inc. TTAN	Sold	214.6K → 0 −$23.0M
2 CyberArk Software CYBR	Sold	52.1K → 0 −$21.2M
3 Nvidia NVDA	Sold	122.2K → 0 −$19.3M
4 Snowflake SNOW	Sold	71.8K → 0 −$16.1M
5 Rubrik RBRK	Sold	171.1K → 0 −$15.3M