STF Management LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, STF Management LP held in its portfolio 101 assets valued at $106,548,368 (i.e. $106.55M).
The most valuable assets in the portfolio included: NVIDIA Corp ($10.44M), Apple Inc ($9.40M), and Microsoft Corp ($8.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 101 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
STF Management LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA Corp | 55992 | 10442508 | COM |
| Apple Inc | 34570 | 9398200 | COM |
| Microsoft Corp | 17085 | 8262648 | COM |
| Broadcom Inc | 16898 | 5848398 | COM |
| Amazon.com Inc | 24522 | 5660168 | COM |
| Alphabet Inc | 13136 | 4111568 | CAP STK CL A |
| Alphabet Inc | 12276 | 3852209 | CAP STK CL C |
| Tesla Inc | 8319 | 3741221 | COM |
| Meta Platforms Inc | 4845 | 3198136 | CL A |
| Palantir Technologies Inc | 12774 | 2270579 | CL A |
| Netflix Inc | 23940 | 2244614 | COM |
| Advanced Micro Devices Inc | 9656 | 2067929 | COM |
| Costco Wholesale Corp | 2361 | 2035985 | COM |
| Micron Technology Inc | 6628 | 1891697 | COM |
| Cisco Systems Inc | 22936 | 1757356 | COM |
| Lam Research Corp | 7485 | 1281282 | COM |
| T-Mobile US Inc | 5983 | 1214788 | COM |
| AppLovin Corp | 1781 | 1200073 | COM CL A |
| Applied Materials Inc | 4561 | 1172131 | COM |
| Shopify Inc | 7109 | 1144336 | CL A SUB VTG SHS |
| Linde PLC | 2568 | 1094970 | SHS |
| Intuitive Surgical Inc | 1929 | 1092508 | COM NEW |
| KLA CORP | 851 | 1034033 | COM NEW |
| Booking Holdings Inc | 185 | 990736 | COM |
| PepsiCo Inc | 6774 | 972204 | COM |
| Amgen Inc | 2831 | 926615 | COM |
| Gilead Sciences Inc | 7133 | 875504 | COM |
| Texas Instruments Inc | 4986 | 865021 | COM |
| Intuit Inc | 1224 | 810802 | COM |
| Analog Devices Inc | 2861 | 775903 | COM |
| Intel Corp | 20478 | 755638 | COM |
| Palo Alto Networks Inc | 3956 | 728695 | COM |
| QUALCOMM Inc | 4082 | 698226 | COM |
| Crowdstrike Holdings Inc | 1483 | 695171 | CL A |
| Honeywell International Inc | 3562 | 694911 | COM |
| Adobe Inc | 1973 | 690530 | COM |
| Vertex Pharmaceuticals Inc | 1494 | 677320 | COM |
| Constellation Energy Corp | 1752 | 618929 | COM |
| MercadoLibre Inc | 293 | 590178 | COM |
| Automatic Data Processing Inc | 2287 | 588285 | COM |
| ASML Holding NV | 547 | 585213 | N Y REGISTRY SHS |
| Synopsys Inc | 1172 | 550512 | COM |
| Cadence Design Systems Inc | 1749 | 546702 | COM |
| DoorDash Inc | 2394 | 542193 | CL A |
| Marriott International Inc/MD | 1617 | 501658 | CL A |
| O'Reilly Automotive Inc | 4895 | 446473 | COM |
| MARVELL TECHNOLOGY INC | 5078 | 431528 | COM |
| Monster Beverage Corp | 5566 | 426745 | COM |
| Starbucks Corp | 5050 | 425261 | COM |
| Comcast Corp | 14225 | 425185 | CL A |
| Cintas Corp | 2192 | 412249 | COM |
| Regeneron Pharmaceuticals Inc | 527 | 406775 | COM |
| Autodesk Inc | 1352 | 400206 | COM |
| Warner Bros Discovery Inc | 13826 | 398465 | COM SER A |
| CSX Corp | 10678 | 387078 | COM |
| PDD Holdings Inc | 3392 | 384619 | SPONSORED ADS |
| IDEXX Laboratories Inc | 548 | 370738 | COM |
| Mondelez International Inc | 6812 | 366690 | CL A |
| American Electric Power Co Inc | 3025 | 348813 | COM |
| Ross Stores Inc | 1934 | 348391 | COM |
| PayPal Holdings Inc | 5818 | 339655 | COM |
| Airbnb Inc | 2477 | 336178 | COM CL A |
| Fortinet Inc | 4189 | 332648 | COM |
| AstraZeneca PLC | 3394 | 312010 | SPONSORED ADR |
| Electronic Arts Inc | 1476 | 301591 | COM |
| PACCAR Inc | 2747 | 300824 | COM |
| NXP Semiconductors NV | 1368 | 296938 | COM |
| Take-Two Interactive Software Inc | 1113 | 284961 | COM |
| Axon Enterprise Inc | 501 | 284533 | COM |
| Fastenal Co | 7025 | 281913 | COM |
| Workday Inc | 1256 | 269764 | CL A |
| Baker Hughes Co | 5903 | 268823 | COM |
| Xcel Energy Inc | 3489 | 257698 | COM |
| Roper Technologies Inc | 570 | 253205 | COM |
| Datadog Inc | 1851 | 251717 | CL A COM |
| Thomson Reuters Corp | 1899 | 250459 | COM |
| Exelon Corp | 5724 | 249509 | COM |
| Diamondback Energy Inc | 1640 | 246541 | COM |
| Coca-Cola Europacific Partners PLC | 2545 | 230832 | SHS |
| Cognizant Technology Solutions Corp | 2680 | 222440 | CL A |
| Strategy Inc | 1445 | 219568 | CL A NEW |
| Paychex Inc | 1893 | 212357 | COM |
| Zscaler Inc | 942 | 211875 | COM |
| GE HealthCare Technologies Inc | 2423 | 198734 | COMMON STOCK |
| Copart Inc | 5030 | 196925 | COM |
| Verisk Analytics Inc | 849 | 189913 | COM |
| Keurig Dr Pepper Inc | 6805 | 189043 | COM |
| Charter Communications Inc | 872 | 182030 | CL A |
| Old Dominion Freight Line Inc | 1158 | 181574 | COM |
| Microchip Technology Inc | 2474 | 157643 | COM |
| CoStar Group Inc | 2287 | 153778 | COM |
| Kraft Heinz Co/The | 6311 | 153042 | COM |
| Lululemon Athletica Inc | 734 | 152533 | COM |
| Atlassian Corp | 901 | 146088 | CL A |
| Biogen Inc | 804 | 141496 | COM |
| Dexcom Inc | 1847 | 122585 | COM |
| CDW Corp/DE | 807 | 109913 | COM |
| ON Semiconductor Corp | 1997 | 108138 | COM |
| Trade Desk Inc/The | 2443 | 92736 | COM CL A |
| ARM Holdings PLC | 846 | 92476 | SPONSORED ADS |
| GLOBALFOUNDRIES Inc | 2468 | 86183 | ORDINARY SHARES |