Investor
STF Management LP
CIK 0001965239 · filed 2026-02-05 · SEC filing
13F book
$106.5M
Positions
101
Largest name
9.8%
Nvidia Corp · NVDA
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 56K | $10.4M | 9.8% | — | Held |
| Apple Inc. | AAPL | 34.6K | $9.4M | 8.8% | — | Held |
| Microsoft Corp | MSFT | 17.1K | $8.26M | 7.8% | — | Held |
| Broadcom Inc. | AVGO | 16.9K | $5.85M | 5.5% | — | Held |
| Amazon Com Inc | AMZN | 24.5K | $5.66M | 5.3% | — | Held |
| Alphabet Inc | — | 13.1K | $4.11M | 3.9% | — | Held |
| Alphabet Inc | — | 12.3K | $3.85M | 3.6% | — | Held |
| Tesla, Inc. | TSLA | 8.32K | $3.74M | 3.5% | — | Held |
| Meta Platforms, Inc. | META | 4.84K | $3.2M | 3.0% | — | Held |
| Palantir Technologies Inc. | PLTR | 12.8K | $2.27M | 2.1% | — | Held |
| Netflix Inc | NFLX | 23.9K | $2.24M | 2.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 9.66K | $2.07M | 1.9% | — | Held |
| Costco Whsl Corp New | — | 2.36K | $2.04M | 1.9% | — | Held |
| Micron Technology Inc | MU | 6.63K | $1.89M | 1.8% | — | Held |
| Cisco Sys Inc | — | 22.9K | $1.76M | 1.6% | — | Held |
| Lam Research Corp | LRCX | 7.49K | $1.28M | 1.2% | — | Held |
| T-Mobile Us Inc | — | 5.98K | $1.21M | 1.1% | — | Held |
| Applovin Corp | APP | 1.78K | $1.2M | 1.1% | — | Held |
| Applied Matls Inc | — | 4.56K | $1.17M | 1.1% | — | Held |
| Shopify Inc. | SHOP | 7.11K | $1.14M | 1.1% | — | Held |
| Linde Plc | LIN | 2.57K | $1.09M | 1.0% | — | Held |
| Intuitive Surgical Inc | ISRG | 1.93K | $1.09M | 1.0% | — | Held |
| Kla Corp | KLAC | 851 | $1.03M | 1.0% | — | Held |
| Booking Holdings Inc. | BKNG | 185 | $990.7K | 0.9% | — | Held |
| Pepsico Inc | PEP | 6.77K | $972.2K | 0.9% | — | Held |
| Amgen Inc | AMGN | 2.83K | $926.6K | 0.9% | — | Held |
| Gilead Sciences, Inc. | GILD | 7.13K | $875.5K | 0.8% | — | Held |
| Texas Instrs Inc | — | 4.99K | $865K | 0.8% | — | Held |
| Intuit Inc. | INTU | 1.22K | $810.8K | 0.8% | — | Held |
| Analog Devices Inc | ADI | 2.86K | $775.9K | 0.7% | — | Held |
| Intel Corp | INTC | 20.5K | $755.6K | 0.7% | — | Held |
| Palo Alto Networks Inc | PANW | 3.96K | $728.7K | 0.7% | — | Held |
| Qualcomm Inc | — | 4.08K | $698.2K | 0.7% | — | Held |
| Crowdstrike Hldgs Inc | — | 1.48K | $695.2K | 0.7% | — | Held |
| Honeywell Intl Inc | — | 3.56K | $694.9K | 0.7% | — | Held |
| Adobe Inc. | ADBE | 1.97K | $690.5K | 0.6% | — | Held |
| Vertex Pharmaceuticals Inc | — | 1.49K | $677.3K | 0.6% | — | Held |
| Constellation Energy Corp | CEG | 1.75K | $618.9K | 0.6% | — | Held |
| Mercadolibre Inc | MELI | 293 | $590.2K | 0.6% | — | Held |
| Automatic Data Processing In | — | 2.29K | $588.3K | 0.6% | — | Held |
| Asml Holding N V | — | 547 | $585.2K | 0.5% | — | Held |
| Synopsys Inc | SNPS | 1.17K | $550.5K | 0.5% | — | Held |
| Cadence Design System Inc | — | 1.75K | $546.7K | 0.5% | — | Held |
| DoorDash, Inc. | DASH | 2.39K | $542.2K | 0.5% | — | Held |
| Marriott Intl Inc New | — | 1.62K | $501.7K | 0.5% | — | Held |
| Oreilly Automotive Inc | — | 4.89K | $446.5K | 0.4% | — | Held |
| Marvell Technology, Inc. | MRVL | 5.08K | $431.5K | 0.4% | — | Held |
| Monster Beverage Corp New | — | 5.57K | $426.7K | 0.4% | — | Held |
| Starbucks Corp | SBUX | 5.05K | $425.3K | 0.4% | — | Held |
| Comcast Corp New | — | 14.2K | $425.2K | 0.4% | — | Held |
| Cintas Corp | CTAS | 2.19K | $412.2K | 0.4% | — | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 527 | $406.8K | 0.4% | — | Held |
| Autodesk, Inc. | ADSK | 1.35K | $400.2K | 0.4% | — | Held |
| Warner Bros. Discovery, Inc. | WBD | 13.8K | $398.5K | 0.4% | — | Held |
| Csx Corp | CSX | 10.7K | $387.1K | 0.4% | — | Held |
| PDD Holdings Inc. | PDD | 3.39K | $384.6K | 0.4% | — | Held |
| Idexx Labs Inc | — | 548 | $370.7K | 0.3% | — | Held |
| Mondelez Intl Inc | — | 6.81K | $366.7K | 0.3% | — | Held |
| American Elec Pwr Co Inc | — | 3.02K | $348.8K | 0.3% | — | Held |
| Ross Stores, Inc. | ROST | 1.93K | $348.4K | 0.3% | — | Held |
| Paypal Hldgs Inc | — | 5.82K | $339.7K | 0.3% | — | Held |
| Airbnb, Inc. | ABNB | 2.48K | $336.2K | 0.3% | — | Held |
| Fortinet, Inc. | FTNT | 4.19K | $332.6K | 0.3% | — | Held |
| AstraZeneca PLC | AZN | 3.39K | $312K | 0.3% | — | Held |
| Electronic Arts Inc. | EA | 1.48K | $301.6K | 0.3% | — | Held |
| Paccar Inc | PCAR | 2.75K | $300.8K | 0.3% | — | Held |
| NXP Semiconductors N.V. | NXPI | 1.37K | $296.9K | 0.3% | — | Held |
| Take-Two Interactive Softwar | — | 1.11K | $285K | 0.3% | — | Held |
| Axon Enterprise, Inc. | AXON | 501 | $284.5K | 0.3% | — | Held |
| Fastenal Co | FAST | 7.03K | $281.9K | 0.3% | — | Held |
| Workday, Inc. | WDAY | 1.26K | $269.8K | 0.3% | — | Held |
| Baker Hughes Company | — | 5.9K | $268.8K | 0.3% | — | Held |
| Xcel Energy Inc | — | 3.49K | $257.7K | 0.2% | — | Held |
| Roper Technologies Inc | ROP | 570 | $253.2K | 0.2% | — | Held |
| Datadog, Inc. | DDOG | 1.85K | $251.7K | 0.2% | — | Held |
| Thomson Reuters Corp | — | 1.9K | $250.5K | 0.2% | — | Held |
| Exelon Corp | EXC | 5.72K | $249.5K | 0.2% | — | Held |
| Diamondback Energy, Inc. | FANG | 1.64K | $246.5K | 0.2% | — | Held |
| Coca-Cola Europacific Partne | — | 2.54K | $230.8K | 0.2% | — | Held |
| Cognizant Technology Solutio | — | 2.68K | $222.4K | 0.2% | — | Held |
| Strategy Inc | — | 1.45K | $219.6K | 0.2% | — | Held |
| Paychex Inc | PAYX | 1.89K | $212.4K | 0.2% | — | Held |
| Zscaler, Inc. | ZS | 942 | $211.9K | 0.2% | — | Held |
| Ge Healthcare Technologies I | — | 2.42K | $198.7K | 0.2% | — | Held |
| Copart Inc | CPRT | 5.03K | $196.9K | 0.2% | — | Held |
| Verisk Analytics, Inc. | VRSK | 849 | $189.9K | 0.2% | — | Held |
| Keurig Dr Pepper Inc. | KDP | 6.8K | $189K | 0.2% | — | Held |
| Charter Communications Inc N | — | 872 | $182K | 0.2% | — | Held |
| Old Dominion Freight Line In | — | 1.16K | $181.6K | 0.2% | — | Held |
| Microchip Technology Inc. | — | 2.47K | $157.6K | 0.1% | — | Held |
| Costar Group, Inc. | CSGP | 2.29K | $153.8K | 0.1% | — | Held |
| Kraft Heinz Co | KHC | 6.31K | $153K | 0.1% | — | Held |
| lululemon athletica inc. | LULU | 734 | $152.5K | 0.1% | — | Held |
| Atlassian Corp | TEAM | 901 | $146.1K | 0.1% | — | Held |
| Biogen Inc. | BIIB | 804 | $141.5K | 0.1% | — | Held |
| Dexcom Inc | DXCM | 1.85K | $122.6K | 0.1% | — | Held |
| CDW Corp | CDW | 807 | $109.9K | 0.1% | — | Held |
| On Semiconductor Corp | ON | 2K | $108.1K | 0.1% | — | Held |
| Trade Desk, Inc. | TTD | 2.44K | $92.7K | 0.1% | — | Held |
| Arm Holdings Plc | — | 846 | $92.5K | 0.1% | — | Held |
| GLOBALFOUNDRIES Inc. | GFS | 2.47K | $86.2K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.