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STF Management LP

All holdings · as of Dec 31, 2025

101 positions

CompanyClassValueShares% of portfolio
GLOBALFOUNDRIES Inc—$86.2K2,4680.1%
ARM HOLDINGS PLC /UKARMADR$92.5K8460.1%
Trade Desk, Inc.—$92.7K2,4430.1%
ON Semiconductor Corp—$108.1K1,9970.1%
CDW Corp—$109.9K8070.1%
Dexcom Inc—$122.6K1,8470.1%
BIOGEN INC.—$141.5K8040.1%
Atlassian Corporation—$146.1K9010.1%
Lululemon Athletica Inc—$152.5K7340.1%
Kraft Heinz Co—$153.0K6,3110.1%
CoStar Group Inc—$153.8K2,2870.1%
MICROCHIP TECHNOLOGY INC—$157.6K2,4740.1%
OLD DOMINION FREIGHT LINE, INC.—$181.6K1,1580.2%
Charter Communications, Inc.—$182.0K8720.2%
Keurig Dr Pepper Inc—$189.0K6,8050.2%
Verisk Analytics, Inc.—$189.9K8490.2%
Copart Inc—$196.9K5,0300.2%
GE HealthCare Technologies Inc.—$198.7K2,4230.2%
Zscaler, Inc.—$211.9K9420.2%
PAYCHEX INC—$212.4K1,8930.2%
Strategy Inc—$219.6K1,4450.2%
Cognizant Technology Solutions Corp—$222.4K2,6800.2%
Coca-Cola Europacific Partners PLC—$230.8K2,5450.2%
Diamondback Energy, Inc.—$246.5K1,6400.2%
Exelon Corp—$249.5K5,7240.2%
Thomson Reuters Corp—$250.5K1,8990.2%
Datadog, Inc.—$251.7K1,8510.2%
ROPER TECHNOLOGIES INC—$253.2K5700.2%
XCEL ENERGY INC—$257.7K3,4890.2%
Baker Hughes Co—$268.8K5,9030.3%
Workday Inc—$269.8K1,2560.3%
Fastenal Co—$281.9K7,0250.3%
Axon Enterprise Inc—$284.5K5010.3%
TAKE TWO INTERACTIVE SOFTWARE INC—$285.0K1,1130.3%
NXP Semiconductors N.V.—$296.9K1,3680.3%
PACCAR INC—$300.8K2,7470.3%
ELECTRONIC ARTS INC.—$301.6K1,4760.3%
AstraZeneca PLC—$312.0K3,3940.3%
Fortinet Inc—$332.6K4,1890.3%
Airbnb, Inc.—$336.2K2,4770.3%
PayPal Holdings, Inc.—$339.7K5,8180.3%
ROSS STORES, INC.—$348.4K1,9340.3%
AMERICAN ELECTRIC POWER CO INC—$348.8K3,0250.3%
Mondelez International, Inc.—$366.7K6,8120.3%
IDEXX LABORATORIES INC /DE—$370.7K5480.3%
PDD Holdings Inc.PDDADR$384.6K3,3920.4%
CSX CORP—$387.1K10,6780.4%
Warner Bros. Discovery, Inc.—$398.5K13,8260.4%
Autodesk, Inc.—$400.2K1,3520.4%
REGENERON PHARMACEUTICALS, INC.—$406.8K5270.4%
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