Titelia

Holdings of Scientech Research LLC

348 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 13 % of the equity sleeve

Sector breakdown

  • Financials 5.5 %
  • Industrials 4.1 %
  • Technology 4.0 %
  • Consumer discretionary 3.4 %
  • Health care 1.8 %
  • Materials 1.3 %
  • Communication 0.8 %
  • Consumer staples 0.6 %
  • Utilities 0.5 %
  • Funds 0.4 %
  • Energy 0.2 %
  • Unattributed 77.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.0 %
  • GB 1.6 %
  • MX 0.8 %
  • DK 0.7 %
  • IN 0.6 %
  • NL 0.5 %
  • BR 0.4 %
  • LU 0.4 %
  • TW 0.4 %
  • AR 0.4 %
  • IE 0.3 %
  • KY 0.3 %
  • Other countries 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31989M $92.98 %
2GB71.5M $1.59 %
3MX2777.1K $0.81 %
4DK2692.5K $0.72 %
5IN2562.9K $0.59 %
6NL2488.3K $0.51 %
7BR5383.2K $0.40 %
8LU1382.7K $0.40 %
9TW1370.7K $0.39 %
10AR1354.2K $0.37 %
11IE1320.4K $0.33 %
12KY1320.4K $0.33 %

Positions

RankCompanySharesValueWeight
1Applied Digital Corp 68,8131.6M $
2EchoStar Corp 11,7381.4M $
3Scholar Rock Holding Corp 26,2881.3M $
4Viridian Therapeutics Inc 65,0801.3M $
5Figma Inc 56,9861.2M $
6Century Aluminum Co 20,4871.2M $
7Oklo Inc 23,6991.2M $
8Coinbase Global Inc 6,5161.1M $
9Five Below Inc 4,7921.1M $
10CytomX Therapeutics Inc 230,5981.1M $
11Snowflake Inc 6,7821M $
12Planet Labs PBC 36,5901M $
13Hims & Hers Health Inc 48,166999.9K $
14Grocery Outlet Holding Corp 127,501898.9K $
15Unity Software Inc 40,355885.4K $
16Globalstar Inc 13,218877.9K $
17Unusual Machines Inc /US 70,792877.8K $
18Alcoa Corp 13,006862.7K $
19Swarmer Inc 18,039851.4K $
20Nektar Therapeutics 11,032793.8K $
21Viavi Solutions Inc 23,565784.2K $
22BitMine Immersion Technologies Inc 39,080773K $
23BigBear.ai Holdings Inc 212,009746.3K $
24Meta Platforms Inc 1,288736.9K $
25Sarepta Therapeutics Inc 33,008718.3K $
26LSB Industries Inc 46,188688.2K $
27Ameriprise Financial Inc 1,489661.7K $
28SolarEdge Technologies Inc 12,853656.1K $
29UiPath Inc 58,583650.3K $
30Alumis Inc 29,405647.8K $
31AppLovin Corp 1,615642.8K $
32UnitedHealth Group Inc 2,345634.5K $
33Enliven Therapeutics Inc 15,827620.4K $
34Firefly Aerospace Inc 21,472611.3K $
35VanEck Rare Earth and Strategi 6,585579.5K $
36Vista Energy SAB de CV 7,659578K $
37Fastly Inc 19,497566.6K $
38Vital Farms Inc 38,697546.4K $
39Hut 8 Corp 11,514540.1K $
40IDEX Corp 2,687509.3K $
41Alibaba Group Holding Ltd 4,034506.1K $
42Cheesecake Factory Inc/The 9,159501.5K $
43Blue Owl Capital Inc 54,916501.4K $
44SoundHound AI Inc 72,826500.3K $
45Iovance Biotherapeutics Inc 138,148484.9K $
46Coeur Mining Inc 24,982468.9K $
47Compass Inc 63,969467.6K $
48Embraer SA 7,679455.7K $
49Ford Motor Co 39,364454.3K $
50Xometry Inc 10,546430.7K $
51Pinterest Inc 22,973421.3K $
52VanEck ETF Trust 3,477417.4K $
53ISHARES TRUST 2,350413.4K $
54Carnival PLC 15,524400.1K $
55New York Times Co/The 4,754398.1K $
56Regions Financial Corp 15,049393.1K $
57Zeta Global Holdings Corp 24,322387.2K $
58Red Cat Holdings Inc 29,496386.1K $
59Kosmos Energy Ltd 138,072383.8K $
60ArcelorMittal SA 7,362382.7K $
61Hilton Worldwide Holdings Inc 1,234375.2K $
62Delta Air Lines Inc 5,586371.4K $
63Taiwan Semiconductor Manufacturing Co Ltd 1,097370.7K $
64T1 Energy Inc 84,132369.3K $
65Dell Technologies Inc 2,247368.8K $
66SPROTT SLVR MINER & PHY S 6,205367.2K $
67Portland General Electric Co 6,846361.3K $
68Spyre Therapeutics Inc 7,088357.5K $
69Victory Capital Holdings Inc 5,425355.2K $
70YPF SA 7,664354.2K $
71Illinois Tool Works Inc 1,358353.5K $
72Oscar Health Inc 30,667351.8K $
73Genmab A/S 13,109351.7K $
74Janus Living Inc 14,827349.5K $
75Redwire Corp 40,967348.2K $
76Alkami Technology Inc 22,210348K $
77ICICI Bank Ltd 13,359346K $
78elf Beauty Inc 5,658342.9K $
79Home Depot Inc/The 1,042342.7K $
80Ocugen Inc 188,525341.2K $
81Novo Nordisk A/S 9,274340.8K $
82Bank of America Corp 6,927337.7K $
83Hycroft Mining Holding Corp 9,568336.8K $
84Structure Therapeutics Inc 6,958335.4K $
85Alaska Air Group Inc 9,021331.8K $
86TPG Inc 8,184331.5K $
87Fastenal Co 7,110329.9K $
88FNB Corp/PA 19,701329.4K $
89ATI Inc 2,215322.2K $
90Analog Devices Inc 1,011321.6K $
91Ryanair Holdings PLC 5,544320.4K $
92PDD Holdings Inc 3,136320.4K $
93El Pollo Loco Holdings Inc 22,979318.5K $
943M Co 2,174315.7K $
95Indivior Pharmaceuticals Inc 10,201310.9K $
96Sterling Infrastructure Inc 761309.9K $
97Marvell Technology Inc 3,118308.8K $
98Merit Medical Systems Inc 4,479308.7K $
99Day One Biopharmaceuticals Inc 14,342307.5K $
100Toll Brothers Inc 2,253307.5K $