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Scientech Research LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Scientech Research LLC

报告期 2026-03-31 · CIK 0002011556

持仓数

449

前50大市值合计

$42.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

APLD APPLIED DIGITAL CORP

COM NEW

$1.6M

68,813

3.8%

— WAVE LIFE SCIENCES LTD

SHS

$1.5M

200,331

3.4%

ECHO ECHOSTAR CORP

CL A

$1.4M

11,738

3.2%

— THEMES ETF TR

LEVERAGE SHS 2X

$1.4M

498,636

3.2%

SRRK SCHOLAR ROCK HLDG CORP

COM

$1.3M

26,288

3.0%

VRDN VIRIDIAN THERAPEUTICS INC

COM

$1.3M

65,080

3.0%

FIG FIGMA INC

CLASS A COM STK

$1.2M

56,986

2.8%

CENX CENTURY ALUM CO

COM

$1.2M

20,487

2.8%

OKLO OKLO INC

COM CL A

$1.2M

23,699

2.8%

COIN COINBASE GLOBAL INC

COM CL A

$1.1M

6,516

2.7%

FIVE FIVE BELOW INC

COM

$1.1M

4,792

2.6%

CTMX CYTOMX THERAPEUTICS INC.

COM

$1.1M

230,598

2.5%

CONL GRANITESHARES ETF TR

2X LONG COIN DAI

$1.1M

152,525

2.5%

SNOW SNOWFLAKE INC

COM SHS

$1.0M

6,782

2.4%

PL PLANET LABS PBC

COM CL A

$1.0M

36,590

2.4%

HIMS HIMS & HERS HEALTH INC

COM CL A

$999.9K

48,166

2.3%

GO GROCERY OUTLET HLDG CORP

COM

$898.9K

127,501

2.1%

U UNITY SOFTWARE INC

COM

$885.4K

40,355

2.1%

GSAT GLOBALSTAR INC

COM NEW

$877.9K

13,218

2.1%

UMAC UNUSUAL MACHS INC

COM SHS

$877.8K

70,792

2.1%

AA ALCOA CORP

COM

$862.7K

13,006

2.0%

SWMR SWARMER INC

COM SHS

$851.4K

18,039

2.0%

— MAKEMYTRIP LIMITED MAURITIUS

SHS

$800.8K

21,476

1.9%

NKTR NEKTAR THERAPEUTICS

COM NEW

$793.8K

11,032

1.9%

VIAV VIAVI SOLUTIONS INC

COM

$784.2K

23,565

1.8%

BMNR BITMINE IMMERSION TECNOLOGIE

COM NEW

$773.0K

39,080

1.8%

BBAI BIGBEAR AI HLDGS INC

COM

$746.3K

212,009

1.8%

META META PLATFORMS INC

CL A

$736.9K

1,288

1.7%

SRPT SAREPTA THERAPEUTICS INC

COM

$718.3K

33,008

1.7%

— THEMES ETF TR

LEVERAGE SHS 2X

$708.6K

585,626

1.7%

LXU LSB INDS INC

COM

$688.2K

46,188

1.6%

AMP AMERIPRISE FINL INC

COM

$661.7K

1,489

1.6%

SEDG SOLAREDGE TECHNOLOGIES INC

COM

$656.1K

12,853

1.5%

PATH UIPATH INC

CL A

$650.3K

58,583

1.5%

ALMS ALUMIS INC

COM

$647.8K

29,405

1.5%

APP APPLOVIN CORP

COM CL A

$642.8K

1,615

1.5%

— JFROG LTD

ORD SHS

$642.8K

13,696

1.5%

UNH UNITEDHEALTH GROUP INC

COM

$634.5K

2,345

1.5%

ELVN ENLIVEN THERAPEUTICS INC

COM

$620.4K

15,827

1.5%

FLY FIREFLY AEROSPACE INC

COM

$611.3K

21,472

1.4%

REMX VANECK ETF TRUST

RARE EARTH AND S

$579.5K

6,585

1.4%

VIST VISTA ENERGY S.A.B. DE C.V.

SPONSORED ADS

$578.0K

7,659

1.4%

FSLY FASTLY INC

CL A

$566.6K

19,497

1.3%

— AURA MINERALS INC

SHS NEW

$563.4K

6,904

1.3%

VITL VITAL FARMS INC

COM

$546.4K

38,697

1.3%

HUT HUT 8 CORP

COM

$540.1K

11,514

1.3%

— TRONOX HOLDINGS PLC

SHS

$510.2K

52,225

1.2%

IEX IDEX CORP

COM

$509.3K

2,687

1.2%

BABA ALIBABA GROUP HLDG LTD

SPONSORED ADS

$506.1K

4,034

1.2%

CAKE CHEESECAKE FACTORY INC

COM

$501.5K

9,159

1.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

20%前 6 大占比

APLD3.8%WAVE LIFE SCIENCES LTD3.4%ECHO3.2%THEMES ETF TR3.2%SRRK3.0%VRDN3.0%