Science & Technology Partners, L.P.

The portfolio is now highly concentrated, holding just 19 securities. This suggests a "high-conviction" strategy where capital is deployed into a select set of winners rather than spread across a broad benchmark. The management appears to be actively harvesting gains from the previous quarter's holdings (specifically in software and semiconductors) and redeploying capital into a mix of established mega-cap technology and high-growth industrial/infrastructure plays.

2. Key Holdings

The portfolio is top-heavy, with the five largest positions accounting for approximately 61% of total assets.