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.
Top Valuable Stocks in STF Management LP Portfolio
NVIDIA Corp
Apple Inc
Microsoft Corp
Broadcom Inc
Amazon.com Inc
Alphabet Inc
Alphabet Inc
Tesla Inc
Meta Platforms Inc
Palantir Technologies Inc
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