Institutions / STF Management LP
STF Management LP
CIK 1965239 · Institution · as of Dec 31, 2025
Portfolio value
$106.55M
Positions
101
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $10.44M | 9.8% |
| Apple Inc. | $9.40M | 8.8% |
| Microsoft Corp | $8.26M | 7.8% |
| Broadcom Inc. | $5.85M | 5.5% |
| Amazon.com Inc | $5.66M | 5.3% |
| Alphabet Inc. | $4.11M | 3.9% |
| Alphabet Inc. | $3.85M | 3.6% |
| Tesla Inc | $3.74M | 3.5% |
| Meta Platforms Inc | $3.20M | 3.0% |
| Palantir Technologies Inc | $2.27M | 2.1% |
| Netflix Inc | $2.24M | 2.1% |
| Advanced Micro Devices Inc | $2.07M | 1.9% |
| Costco Wholesale Corp /New | $2.04M | 1.9% |
| Micron Technology Inc | $1.89M | 1.8% |
| Cisco Systems, Inc. | $1.76M | 1.6% |
| Lam Research Corp | $1.28M | 1.2% |
| T-Mobile US, Inc.TMUS | $1.21M | 1.1% |
| AppLovin Corp | $1.20M | 1.1% |
| Applied Materials Inc /De | $1.17M | 1.1% |
| Shopify Inc | $1.14M | 1.1% |
| Linde PLC | $1.09M | 1.0% |
| Intuitive Surgical Inc | $1.09M | 1.0% |
| Kla Corp | $1.03M | 1.0% |
| Booking Holdings Inc | $990.7K | 0.9% |
| Pepsico Inc | $972.2K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.