Stf Management Lp Top Holdings and 13F Report (2024) About Stf Management LpInvestment ActivityStf Management Lp has $219.78 million in total holdings as of September 30, 2024.Stf Management Lp owns shares of 101 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 5.27% of the portfolio was purchased this quarter.About 9.78% of the portfolio was sold this quarter.This quarter, Stf Management Lp has purchased 101 new stocks and bought additional shares in 2 stocks.Stf Management Lp sold shares of 98 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $19,880,492Microsoft $17,999,449NVIDIA $16,514,018Broadcom $11,629,605Meta Platforms $11,356,065 Largest New Holdings this Quarter Super Micro Computer $352,274 Holding Largest Purchases this Quarter Broadcom 60,002 shares (about $10.35M)Cintas 4,296 shares (about $884.46K)Super Micro Computer 8,460 shares (about $352.27K) Largest Sales this Quarter Apple 9,300 shares (about $2.17M)NVIDIA 16,260 shares (about $1.97M)Microsoft 3,938 shares (about $1.69M)Meta Platforms 1,762 shares (about $1.01M)Amazon.com 5,395 shares (about $1.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStf Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$19,880,492$2,166,900 ▼-9.8%85,3249.0%Computer and TechnologyMSFTMicrosoft$17,999,449$1,694,521 ▼-8.6%41,8308.2%Computer and TechnologyNVDANVIDIA$16,514,018$1,974,614 ▼-10.7%135,9857.5%Computer and TechnologyAVGOBroadcom$11,629,605$10,350,345 ▲809.1%67,4185.3%Computer and TechnologyMETAMeta Platforms$11,356,065$1,008,639 ▼-8.2%19,8385.2%Computer and TechnologyAMZNAmazon.com$10,874,778$1,005,250 ▼-8.5%58,3634.9%Retail/WholesaleTSLATesla$6,997,033$784,367 ▼-10.1%26,7443.2%Auto/Tires/TrucksCOSTCostco Wholesale$5,724,260$526,593 ▼-8.4%6,4572.6%Retail/WholesaleGOOGLAlphabet$5,384,818$611,489 ▼-10.2%32,4682.5%Computer and TechnologyGOOGAlphabet$5,194,092$627,966 ▼-10.8%31,0672.4%Computer and TechnologyNFLXNetflix$4,344,279$568,125 ▼-11.6%6,1252.0%Consumer DiscretionaryAMDAdvanced Micro Devices$3,805,672$401,012 ▼-9.5%23,1941.7%Computer and TechnologyTMUST-Mobile US$3,474,896$423,244 ▼-10.9%16,8391.6%Computer and TechnologyPEPPepsiCo$3,381,614$320,544 ▼-8.7%19,8861.5%Consumer StaplesADBEAdobe$3,370,230$352,090 ▼-9.5%6,5091.5%Computer and TechnologyLinde PLC$3,320,376$340,001 ▼-9.3%6,9631.5%SHSCSCOCisco Systems$3,037,106$398,884 ▼-11.6%57,0671.4%Computer and TechnologyQCOMQUALCOMM$2,765,353$250,144 ▼-8.3%16,2621.3%Computer and TechnologyTXNTexas Instruments$2,746,968$215,246 ▼-7.3%13,2981.2%Computer and TechnologyISRGIntuitive Surgical$2,529,549$216,159 ▼-7.9%5,1491.2%MedicalAMGNAmgen$2,524,515$230,702 ▼-8.4%7,8351.1%MedicalINTUIntuit$2,508,219$285,660 ▼-10.2%4,0391.1%Computer and TechnologyAMATApplied Materials$2,476,527$198,615 ▼-7.4%12,2571.1%Computer and TechnologyCMCSAComcast$2,354,408$274,304 ▼-10.4%56,3661.1%Consumer DiscretionaryBKNGBooking$2,110,272$248,515 ▼-10.5%5011.0%Retail/WholesaleHONHoneywell International$1,945,761$196,581 ▼-9.2%9,4130.9%Multi-Sector ConglomeratesVRTXVertex Pharmaceuticals$1,721,261$195,334 ▼-10.2%3,7010.8%MedicalADIAnalog Devices$1,654,692$142,245 ▼-7.9%7,1890.8%Computer and TechnologyMUMicron Technology$1,645,567$172,573 ▼-9.5%15,8670.7%Computer and TechnologyPANWPalo Alto Networks$1,643,033$100,831 ▼-5.8%4,8070.7%Computer and TechnologyADPAutomatic Data Processing$1,637,688$170,466 ▼-9.4%5,9180.7%Business ServicesREGNRegeneron Pharmaceuticals$1,636,781$165,045 ▼-9.2%1,5570.7%MedicalSBUXStarbucks$1,596,009$169,340 ▼-9.6%16,3710.7%Retail/WholesaleLRCXLam Research$1,579,931$133,021 ▼-7.8%1,9360.7%Computer and TechnologyKLACKLA$1,545,722$121,582 ▼-7.3%1,9960.7%Computer and TechnologyGILDGilead Sciences$1,527,146$134,396 ▼-8.1%18,2150.7%MedicalMELIMercadoLibre$1,508,191$176,469 ▼-10.5%7350.7%Retail/WholesaleINTCIntel$1,436,643$136,842 ▼-8.7%61,2380.7%Computer and TechnologyMDLZMondelez International$1,431,113$136,510 ▼-8.7%19,4260.7%Consumer StaplesPDDPDD$1,262,496$171,074 ▼-11.9%9,3650.6%Multi-Sector ConglomeratesCTASCintas$1,216,957$884,461 ▲266.0%5,9110.6%Industrial ProductsCEGConstellation Energy$1,192,452$110,249 ▼-8.5%4,5860.5%Oils/EnergyPYPLPayPal$1,179,189$158,401 ▼-11.8%15,1120.5%Computer and TechnologySNPSSynopsys$1,119,628$109,380 ▼-8.9%2,2110.5%Computer and TechnologyASMLASML$1,114,055$43,329 ▼-3.7%1,3370.5%Computer and TechnologyCDNSCadence Design Systems$1,062,438$111,393 ▼-9.5%3,9200.5%Computer and TechnologyMARMarriott International$1,035,419$118,831 ▼-10.3%4,1650.5%Consumer DiscretionaryCSXCSX$980,997$96,684 ▼-9.0%28,4100.4%TransportationORLYO'Reilly Automotive$977,708$123,221 ▼-11.2%8490.4%Retail/WholesaleCRWDCrowdStrike$933,685$90,311 ▼-8.8%3,3290.4%Computer and TechnologyMRVLMarvell Technology$904,529$89,285 ▼-9.0%12,5420.4%Computer and TechnologyNXPINXP Semiconductors$881,317$102,244 ▼-10.4%3,6720.4%Computer and TechnologyADSKAutodesk$869,415$70,247 ▼-7.5%3,1560.4%Computer and TechnologyROPRoper Technologies$858,587$87,361 ▼-9.2%1,5430.4%Computer and TechnologyFTNTFortinet$844,442$106,631 ▼-11.2%10,8890.4%Computer and TechnologyABNBAirbnb$825,660$67,336 ▼-7.5%6,5110.4%Consumer DiscretionaryDoorDash Inc$791,581$72,221 ▼-8.4%5,5460.4%CL AMNSTMonster Beverage$790,219$68,030 ▼-7.9%15,1470.4%Consumer StaplesAEPAmerican Electric Power$779,863$77,668 ▼-9.1%7,6010.4%UtilitiesPCARPACCAR$753,817$61,675 ▼-7.6%7,6390.3%Auto/Tires/TrucksWDAYWorkday$749,117$67,213 ▼-8.2%3,0650.3%Computer and TechnologyKDPKeurig Dr Pepper$735,845$92,651 ▼-11.2%19,6330.3%Consumer StaplesROSTRoss Stores$733,134$79,921 ▼-9.8%4,8710.3%Retail/WholesaleCPRTCopart$732,762$68,120 ▼-8.5%13,9840.3%Business ServicesTTDTrade Desk$702,637$74,233 ▼-9.6%6,4080.3%Computer and TechnologyPAYXPaychex$702,082$71,121 ▼-9.2%5,2320.3%Business ServicesCHTRCharter Communications$677,651$79,724 ▼-10.5%2,0910.3%Consumer DiscretionaryAZNAstraZeneca$661,144$59,835 ▼-8.3%8,4860.3%MedicalMCHPMicrochip Technology$627,306$59,174 ▼-8.6%7,8130.3%Computer and TechnologyGEHCGE HealthCare Technologies$624,666$59,032 ▼-8.6%6,6560.3%MedicalODFLOld Dominion Freight Line$616,976$73,695 ▼-10.7%3,1060.3%TransportationKHCKraft Heinz$608,702$67,797 ▼-10.0%17,3370.3%Consumer StaplesIDXXIDEXX Laboratories$598,180$84,877 ▼-12.4%1,1840.3%MedicalEXCExelon$584,407$71,409 ▼-10.9%14,4120.3%UtilitiesFASTFastenal$583,359$70,134 ▼-10.7%8,1680.3%Retail/WholesaleCTSHCognizant Technology Solutions$554,924$59,660 ▼-9.7%7,1900.3%Computer and TechnologyVRSKVerisk Analytics$553,605$57,075 ▼-9.3%2,0660.3%Business ServicesEAElectronic Arts$548,515$60,388 ▼-9.9%3,8240.2%Consumer DiscretionaryCoca-Cola Europacific Partners PLC$526,365$44,100 ▼-7.7%6,6840.2%SHSBKRBaker Hughes$524,898$41,030 ▼-7.3%14,5200.2%Oils/EnergyDDOGDatadog$519,151$40,846 ▼-7.3%4,5120.2%Computer and TechnologyXELXcel Energy$514,499$64,190 ▼-11.1%7,8790.2%UtilitiesLULULululemon Athletica$472,420$52,913 ▼-10.1%1,7410.2%Consumer DiscretionaryFANGDiamondback Energy$452,722$43,445 ▼-8.8%2,6260.2%Oils/EnergyONOnsemi$452,142$41,896 ▼-8.5%6,2270.2%Computer and TechnologyCSGPCoStar Group$451,282$30,251 ▼-6.3%5,9820.2%Computer and TechnologyCDWCDW$439,927$48,881 ▼-10.0%1,9440.2%Computer and TechnologyBIIBBiogen$405,513$41,676 ▼-9.3%2,0920.2%MedicalANSSANSYS$405,297$36,961 ▼-8.4%1,2720.2%Computer and TechnologyDXCMDexCom$374,821$40,224 ▼-9.7%5,5910.2%MedicalTTWOTake-Two Interactive Software$371,824$43,807 ▼-10.5%2,4190.2%Consumer DiscretionaryMRNAModerna$369,369$32,747 ▼-8.1%5,5270.2%MedicalZSZscaler$365,983$36,581 ▼-9.1%2,1410.2%Computer and TechnologySMCISuper Micro Computer$352,274$352,274 ▲New Holding8,4600.2%Computer and TechnologyTEAMAtlassian$348,112$52,884 ▼-13.2%2,1920.2%Computer and TechnologyGFSGlobalFoundries$318,539$24,110 ▼-7.0%7,9140.1%Computer and TechnologyILMNIllumina$297,596$30,646 ▼-9.3%2,2820.1%MedicalWBDWarner Bros. Discovery$287,933$32,752 ▼-10.2%34,9010.1%Consumer DiscretionaryMDBMongoDB$284,679$28,657 ▼-9.1%1,0530.1%Computer and TechnologyARM Holdings PLC$244,261$26,600 ▼-9.8%1,7080.1%SPONSORED ADSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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