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STF Management LP

All holdings · as of Dec 31, 2025

101 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$10.44M55,9929.8%
Apple Inc.—$9.40M34,5708.8%
MICROSOFT CORP—$8.26M17,0857.8%
Broadcom Inc.—$5.85M16,8985.5%
Amazon.com Inc—$5.66M24,5225.3%
Alphabet Inc.—$4.11M13,1363.9%
Alphabet Inc.—$3.85M12,2763.6%
Tesla Inc—$3.74M8,3193.5%
Meta Platforms Inc—$3.20M4,8453.0%
Palantir Technologies Inc—$2.27M12,7742.1%
Netflix Inc—$2.24M23,9402.1%
ADVANCED MICRO DEVICES INC—$2.07M9,6561.9%
COSTCO WHOLESALE CORP /NEW—$2.04M2,3611.9%
MICRON TECHNOLOGY INC—$1.89M6,6281.8%
CISCO SYSTEMS, INC.—$1.76M22,9361.6%
LAM RESEARCH CORP—$1.28M7,4851.2%
T-Mobile US, Inc.TMUSCommon Stock$1.21M5,9831.1%
AppLovin Corp—$1.20M1,7811.1%
APPLIED MATERIALS INC /DE—$1.17M4,5611.1%
Shopify Inc—$1.14M7,1091.1%
LINDE PLC—$1.09M2,5681.0%
Intuitive Surgical Inc—$1.09M1,9291.0%
KLA CORP—$1.03M8511.0%
Booking Holdings Inc—$990.7K1850.9%
PEPSICO INC—$972.2K6,7740.9%
AMGEN INC—$926.6K2,8310.9%
GILEAD SCIENCES, INC.—$875.5K7,1330.8%
TEXAS INSTRUMENTS INC—$865.0K4,9860.8%
INTUIT INC.—$810.8K1,2240.8%
ANALOG DEVICES INC—$775.9K2,8610.7%
INTEL CORP—$755.6K20,4780.7%
Palo Alto Networks Inc—$728.7K3,9560.7%
QUALCOMM INC/DE—$698.2K4,0820.7%
CrowdStrike Holdings, Inc.—$695.2K1,4830.7%
HONEYWELL INTERNATIONAL INC—$694.9K3,5620.7%
ADOBE INC.—$690.5K1,9730.6%
VERTEX PHARMACEUTICALS INC / MA—$677.3K1,4940.6%
Constellation Energy Corp—$618.9K1,7520.6%
MercadoLibre, Inc.—$590.2K2930.6%
AUTOMATIC DATA PROCESSING INC—$588.3K2,2870.6%
ASML Holding NV—$585.2K5470.5%
SYNOPSYS INC—$550.5K1,1720.5%
CADENCE DESIGN SYSTEMS INC—$546.7K1,7490.5%
DoorDash, Inc.—$542.2K2,3940.5%
Marriott International Inc/MD—$501.7K1,6170.5%
O REILLY AUTOMOTIVE INC—$446.5K4,8950.4%
Marvell Technology, Inc.—$431.5K5,0780.4%
Monster Beverage Corp—$426.7K5,5660.4%
STARBUCKS CORP—$425.3K5,0500.4%
Comcast Corp.—$425.2K14,2250.4%
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