Fund HoldingsScientech Research LLC

Total Portfolio Value
$502.18M
Total Bought
$318.36M
Total Sold
$300.24M
Net Transaction
+$18.12M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ENSIGN GROUP INC(ENSG)024,750+24,75003,5600.71%+3,560
APPLOVIN CORP(APP)021,805+21,80502,8470.57%+2,847
SHERWIN WILLIAMS CO(SHW)07,438+7,43802,8390.57%+2,839
INTUIT(INTU)03,992+3,99202,4790.49%+2,479
ULTA BEAUTY INC(ULTA)07,237+7,23702,8160.56%+2,816
SUN CMNTYS INC(SUI)018,152+18,15202,4530.49%+2,453
TALEN ENERGY CORP(TLN)013,741+13,74102,4490.49%+2,449
MICROSTRATEGY INC(MSTR)023,099+23,09903,8940.78%+3,894
CHARTER COMMUNICATIONS INC N(CHTR)07,114+7,11402,3060.46%+2,306
LINDE PLC(LIN)04,734+4,73402,2570.45%+2,257
NETFLIX INC(NFLX)03,463+3,46302,4560.49%+2,456
ROCKET LAB USA INC0291,026+291,02602,8320.56%+2,832
EDWARDS LIFESCIENCES CORP029,375+29,37501,9380.39%+1,938
APPLIED DIGITAL CORP0234,605+234,60501,9350.39%+1,935
WEST PHARMACEUTICAL SVSC INC(WST)06,434+6,43401,9310.38%+1,931
DOLLAR TREE INC(DLTR)027,057+27,05701,9030.38%+1,903
VISA INC(V)011,577+11,57703,1830.63%+3,183
DUKE ENERGY CORP NEW(DUK)016,097+16,09701,8560.37%+1,856
MARSH & MCLENNAN COS INC(MRSH)08,310+8,31001,8540.37%+1,854
ON HLDG AG(ONON)036,621+36,62101,8370.37%+1,837
TEXAS ROADHOUSE INC(TXRH)010,334+10,33401,8250.36%+1,825
BROADCOM INC(AVGO)010,570+10,57001,8230.36%+1,823
CAMPBELL SOUP CO(CPB)037,089+37,08901,8140.36%+1,814
CHIPOTLE MEXICAN GRILL INC(CMG)030,905+30,90501,7810.35%+1,781
DOLLAR GEN CORP NEW(DG)020,994+20,99401,7750.35%+1,775
MOSAIC CO NEW(MOS)066,220+66,22001,7730.35%+1,773
LYONDELLBASELL INDUSTRIES N
SHS - A -
018,258+18,25801,7510.35%+1,751
AERCAP HOLDINGS NV(AER)018,472+18,47201,7500.35%+1,750
KEYCORP(KEY)0104,101+104,10101,7440.35%+1,744
LOWES COS INC(LOW)06,429+6,42901,7410.35%+1,741
FAIR ISAAC CORP(FICO)0858+85801,6680.33%+1,668
EQUIFAX INC(EFX)06,355+6,35501,8670.37%+1,867
JOHNSON & JOHNSON(JNJ)010,147+10,14701,6440.33%+1,644
REGENCY CTRS CORP(REG)022,719+22,71901,6410.33%+1,641
RESMED INC(RMD)06,718+6,71801,6400.33%+1,640
COMERICA INC027,293+27,29301,6350.33%+1,635
UNION PAC CORP(UNP)06,625+6,62501,6330.33%+1,633
CITIZENS FINL GROUP INC(CFG)039,584+39,58401,6260.32%+1,626
CHENIERE ENERGY INC(LNG)09,024+9,02401,6230.32%+1,623
VULCAN MATLS CO(VMC)06,477+6,47701,6220.32%+1,622
ARCHER DANIELS MIDLAND CO027,142+27,14201,6210.32%+1,621
DUOLINGO INC(DUOL)012,649+12,64903,5670.71%+3,567
LKQ CORP(LKQ)046,619+46,61901,8610.37%+1,861
NEWS CORP NEW(NWS)060,046+60,04601,5990.32%+1,599
FOOT LOCKER INC061,015+61,01501,5770.31%+1,577
DEXCOM INC(DXCM)022,953+22,95301,5390.31%+1,539
THE TRADE DESK INC(TTD)014,007+14,00701,5360.31%+1,536
MASTEC INC(MTZ)012,450+12,45001,5330.31%+1,533
SOFI TECHNOLOGIES INC(SOFI)0192,921+192,92101,5160.30%+1,516
GILEAD SCIENCES INC(GILD)017,942+17,94201,5040.30%+1,504
STATE STR CORP(STT)016,788+16,78801,4850.30%+1,485
VAXCYTE INC(PCVX)012,888+12,88801,4730.29%+1,473
EQUITY RESIDENTIAL(EQR)019,592+19,59201,4590.29%+1,459
HOST HOTELS & RESORTS INC(HST)0102,501+102,50101,8040.36%+1,804
OVINTIV INC(OVV)037,772+37,77201,4470.29%+1,447
CIRRUS LOGIC INC(CRUS)011,419+11,41901,4180.28%+1,418
NU HLDGS LTD(NU)0103,717+103,71701,4160.28%+1,416
CAVA GROUP INC(CAVA)014,938+14,93801,8500.37%+1,850
STMICROELECTRONICS N V(STM)059,177+59,17701,7590.35%+1,759
WAYFAIR INC(W)024,484+24,48401,3760.27%+1,376
APTIV PLC(APTV)018,881+18,88101,3600.27%+1,360
TORONTO DOMINION BK ONT(TD)021,434+21,43401,3560.27%+1,356
RH(RH)04,043+4,04301,3520.27%+1,352
SERVICENOW INC(NOW)01,491+1,49101,3340.27%+1,334
PATTERSON-UTI ENERGY INC(PTEN)0166,217+166,21701,2720.25%+1,272
ALTRIA GROUP INC(MO)024,817+24,81701,2670.25%+1,267
MKS INSTRS INC(MKSI)011,548+11,54801,2550.25%+1,255
META PLATFORMS INC(META)5,7777,266+1,4892,9134,1590.83%+1,246
VALERO ENERGY CORP(VLO)09,172+9,17201,2380.25%+1,238
GRAINGER W W INC(GWW)01,173+1,17301,2190.24%+1,219
STELLANTIS N.V(STLA)085,047+85,04701,1950.24%+1,195
NUVALENT INC(NUVL)011,640+11,64001,1910.24%+1,191
ALEXANDRIA REAL ESTATE EQ IN010,009+10,00901,1890.24%+1,189
INTEL CORP(INTC)050,207+50,20701,1780.23%+1,178
RAMBUS INC DEL(RMBS)027,881+27,88101,1770.23%+1,177
PAYPAL HLDGS INC(PYPL)015,078+15,07801,1770.23%+1,177
MAKEMYTRIP LIMITED MAURITIUS
SHS
012,604+12,60401,1720.23%+1,172
COSTAR GROUP INC(CSGP)015,425+15,42501,1640.23%+1,164
WYNN RESORTS LTD(WYNN)012,070+12,07001,1570.23%+1,157
NIKE INC(NKE)013,062+13,06201,1550.23%+1,155
MOODYS CORP(MCO)02,432+2,43201,1540.23%+1,154
NASDAQ INC(NDAQ)015,798+15,79801,1530.23%+1,153
EXTRA SPACE STORAGE INC(EXR)07,920+7,92001,4270.28%+1,427
AGNC INVT CORP(AGNC)0172,860+172,86001,8080.36%+1,808
GLOBE LIFE INC010,660+10,66001,1290.22%+1,129
AMERICAN EXPRESS CO(AXP)04,150+4,15001,1250.22%+1,125
PALANTIR TECHNOLOGIES INC(PLTR)063,495+63,49502,3620.47%+2,362
ANTERO RESOURCES CORP(AR)038,949+38,94901,1160.22%+1,116
SYNCHRONY FINANCIAL(SYF)022,090+22,09001,1020.22%+1,102
ICICI BANK LIMITED(IBN)036,815+36,81501,0990.22%+1,099
INFOSYS LTD(INFY)049,037+49,03701,0920.22%+1,092
CLEVELAND-CLIFFS INC NEW(CLF)085,416+85,41601,0910.22%+1,091
NATERA INC(NTRA)08,565+8,56501,0870.22%+1,087
LUCID GROUP INC(LCID)0307,547+307,54701,0860.22%+1,086
NICE LTD(NICE)06,172+6,17201,0720.21%+1,072
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
079,709+79,70901,0510.21%+1,051
ROBLOX CORP(RBLX)033,521+33,52101,4840.30%+1,484
MERCADOLIBRE INC(MELI)0509+50901,0440.21%+1,044
BRINKER INTL INC(EAT)013,576+13,57601,0390.21%+1,039
TRUMP MEDIA & TECHNOLOGY GRO(DJT)064,480+64,48001,0360.21%+1,036
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