Stf Management Lp Top Holdings and 13F Report (2025) About Stf Management LpInvestment ActivityStf Management Lp has $222.87 million in total holdings as of December 31, 2024.Stf Management Lp owns shares of 101 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 6.55% of the portfolio was purchased this quarter.About 9.86% of the portfolio was sold this quarter.This quarter, Stf Management Lp has purchased 101 new stocks and bought additional shares in 80 stocks.Stf Management Lp sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $22,106,326NVIDIA $18,664,430Microsoft $18,250,950Amazon.com $13,307,978Tesla $8,330,412 Largest New Holdings this Quarter Palantir Technologies Inc $2,437,857 HoldingLam Research Corp $1,419,103 HoldingAppLovin Corp $1,367,534 HoldingMicroStrategy $839,319 HoldingAxon Enterprise $694,166 Holding Largest Purchases this Quarter Palantir Technologies Inc 32,234 shares (about $2.44M)Lam Research Corp 19,647 shares (about $1.42M)AppLovin Corp 4,223 shares (about $1.37M)Palo Alto Networks 4,941 shares (about $899.06K)MicroStrategy 2,898 shares (about $839.32K) Largest Sales this Quarter Broadcom 32,447 shares (about $7.52M)Meta Platforms 9,086 shares (about $5.32M)Tesla 6,116 shares (about $2.47M)Adobe 2,693 shares (about $1.20M)Starbucks 6,254 shares (about $570.68K) 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$22,106,326$739,490 ▲3.5%88,2779.9%Computer and TechnologyNVDANVIDIA$18,664,430$403,004 ▲2.2%138,9868.4%Computer and TechnologyMSFTMicrosoft$18,250,950$619,605 ▲3.5%43,3008.2%Computer and TechnologyAMZNAmazon.com$13,307,978$503,719 ▲3.9%60,6596.0%Retail/WholesaleTSLATesla$8,330,412$2,469,886 ▼-22.9%20,6283.7%Auto/Tires/TrucksAVGOBroadcom$8,107,677$7,522,513 ▼-48.1%34,9713.6%Computer and TechnologyGOOGLAlphabet$6,380,924$234,732 ▲3.8%33,7082.9%Computer and TechnologyMETAMeta Platforms$6,295,404$5,319,944 ▼-45.8%10,7522.8%Computer and TechnologyGOOGAlphabet$6,124,741$208,341 ▲3.5%32,1612.7%Computer and TechnologyCOSTCostco Wholesale$6,073,038$156,682 ▲2.6%6,6282.7%Retail/WholesaleNFLXNetflix$5,629,577$170,242 ▲3.1%6,3162.5%Consumer DiscretionaryTMUST-Mobile US$3,934,512$217,640 ▲5.9%17,8251.8%Computer and TechnologyCSCOCisco Systems$3,619,902$241,536 ▲7.1%61,1471.6%Computer and TechnologyPEPPepsiCo$3,185,201$161,336 ▲5.3%20,9471.4%Consumer StaplesLinde PLC$3,042,894$127,694 ▲4.4%7,2681.4%SHSAMDAdvanced Micro Devices$2,942,444$140,841 ▲5.0%24,3601.3%Computer and TechnologyISRGIntuitive Surgical$2,768,476$80,904 ▲3.0%5,3041.2%MedicalINTUIntuit$2,663,583$125,072 ▲4.9%4,2381.2%Computer and TechnologyTXNTexas Instruments$2,638,641$145,133 ▲5.8%14,0721.2%Computer and TechnologyQCOMQUALCOMM$2,579,433$81,265 ▲3.3%16,7911.2%Computer and TechnologyBKNGBooking$2,533,894$44,716 ▲1.8%5101.1%Retail/WholesalePalantir Technologies Inc$2,437,857$2,437,857 ▲New Holding32,2341.1%CL AHONHoneywell International$2,219,143$92,841 ▲4.4%9,8241.0%Multi-Sector ConglomeratesCMCSAComcast$2,210,517$95,101 ▲4.5%58,9001.0%Consumer DiscretionaryAMGNAmgen$2,098,413$56,298 ▲2.8%8,0510.9%MedicalAMATApplied Materials$2,042,633$49,277 ▲2.5%12,5600.9%Computer and TechnologyADPAutomatic Data Processing$1,802,631$70,255 ▲4.1%6,1580.8%Business ServicesPANWPalo Alto Networks$1,773,746$899,064 ▲102.8%9,7480.8%Computer and TechnologyGILDGilead Sciences$1,743,114$60,595 ▲3.6%18,8710.8%MedicalADBEAdobe$1,696,899$1,197,523 ▼-41.4%3,8160.8%Computer and TechnologyVRTXVertex Pharmaceuticals$1,619,257$128,864 ▲8.6%4,0210.7%MedicalADIAnalog Devices$1,587,926$60,551 ▲4.0%7,4740.7%Computer and TechnologyMRVLMarvell Technology$1,437,949$52,685 ▲3.8%13,0190.6%Computer and TechnologyLam Research Corp$1,419,103$1,419,103 ▲New Holding19,6470.6%COMMUMicron Technology$1,403,705$68,338 ▲5.1%16,6790.6%Computer and TechnologyAppLovin Corp$1,367,534$1,367,534 ▲New Holding4,2230.6%COM CL APYPLPayPal$1,323,864$34,055 ▲2.6%15,5110.6%Computer and TechnologyMELIMercadoLibre$1,305,938$56,115 ▲4.5%7680.6%Retail/WholesaleKLACKLA$1,284,185$26,465 ▲2.1%2,0380.6%Computer and TechnologyCDNSCadence Design Systems$1,226,478$48,675 ▲4.1%4,0820.6%Computer and TechnologyMDLZMondelez International$1,205,590$45,275 ▲3.9%20,1840.5%Consumer StaplesMARMarriott International$1,190,237$28,452 ▲2.4%4,2670.5%Consumer DiscretionaryCRWDCrowdStrike$1,173,609$34,558 ▲3.0%3,4300.5%Computer and TechnologyCTASCintas$1,110,633$30,694 ▲2.8%6,0790.5%Business ServicesSNPSSynopsys$1,105,650$32,519 ▲3.0%2,2780.5%Computer and TechnologyFTNTFortinet$1,101,164$72,372 ▲7.0%11,6550.5%Computer and TechnologyCEGConstellation Energy$1,055,016$29,082 ▲2.8%4,7160.5%Oils/EnergyORLYO'Reilly Automotive$1,045,876$39,131 ▲3.9%8820.5%Retail/WholesaleASMLASML$985,560$58,912 ▲6.4%1,4220.4%Computer and TechnologyDoorDash Inc$958,524$28,182 ▲3.0%5,7140.4%CL AADSKAutodesk$958,238$25,419 ▲2.7%3,2420.4%Computer and TechnologyCSXCSX$949,964$33,174 ▲3.6%29,4380.4%TransportationSBUXStarbucks$923,176$570,677 ▼-38.2%10,1170.4%Retail/WholesaleABNBAirbnb$879,396$23,785 ▲2.8%6,6920.4%Consumer DiscretionaryROPRoper Technologies$842,157$40,028 ▲5.0%1,6200.4%Computer and TechnologyMSTRMicroStrategy$839,319$839,319 ▲New Holding2,8980.4%Computer and TechnologyCPRTCopart$833,934$31,392 ▲3.9%14,5310.4%Business ServicesPCARPACCAR$831,016$36,407 ▲4.6%7,9890.4%Auto/Tires/TrucksWDAYWorkday$829,050$38,188 ▲4.8%3,2130.4%Computer and TechnologyINTCIntel$802,762$425,060 ▼-34.6%40,0380.4%Computer and TechnologyNXPINXP Semiconductors$798,352$35,127 ▲4.6%3,8410.4%Computer and TechnologyTTDTrade Desk$776,403$23,271 ▲3.1%6,6060.3%Computer and TechnologyMNSTMonster Beverage$772,790$23,337 ▼-2.9%14,7030.3%Consumer StaplesROSTRoss Stores$769,359$32,523 ▲4.4%5,0860.3%Retail/WholesalePAYXPaychex$766,583$32,952 ▲4.5%5,4670.3%Business ServicesAEPAmerican Electric Power$738,670$37,630 ▲5.4%8,0090.3%UtilitiesFANGDiamondback Energy$734,941$304,724 ▲70.8%4,4860.3%Oils/EnergyCHTRCharter Communications$731,128$14,396 ▲2.0%2,1330.3%Consumer DiscretionaryAXONAxon Enterprise$694,166$694,166 ▲New Holding1,1680.3%AerospaceREGNRegeneron Pharmaceuticals$689,535$419,562 ▼-37.8%9680.3%MedicalLULULululemon Athletica$689,485$23,709 ▲3.6%1,8030.3%Consumer DiscretionaryKDPKeurig Dr Pepper$649,884$19,272 ▲3.1%20,2330.3%Consumer StaplesDDOGDatadog$644,434$286 ▼0.0%4,5100.3%Computer and TechnologyFASTFastenal$623,028$35,667 ▲6.1%8,6640.3%Retail/WholesaleBKRBaker Hughes$612,634$17,023 ▲2.9%14,9350.3%Oils/EnergyVRSKVerisk Analytics$582,810$13,772 ▲2.4%2,1160.3%Business ServicesPDDPDD$578,836$329,475 ▼-36.3%5,9680.3%Retail/WholesaleCTSHCognizant Technology Solutions$577,596$24,685 ▲4.5%7,5110.3%Computer and TechnologyEAElectronic Arts$576,129$16,678 ▲3.0%3,9380.3%Consumer DiscretionaryODFLOld Dominion Freight Line$574,182$26,284 ▲4.8%3,2550.3%TransportationTEAMAtlassian$572,186$38,697 ▲7.3%2,3510.3%Computer and TechnologyAZNAstraZeneca$571,465$15,463 ▲2.8%8,7220.3%MedicalEXCExelon$570,999$28,531 ▲5.3%15,1700.3%UtilitiesXELXcel Energy$570,882$38,892 ▲7.3%8,4550.3%UtilitiesKHCKraft Heinz$566,170$33,750 ▲6.3%18,4360.3%Consumer StaplesGEHCGE HealthCare Technologies$535,455$15,089 ▲2.9%6,8490.2%MedicalCoca-Cola Europacific Partners PLC$528,453$15,055 ▲2.9%6,8800.2%SHSIDXXIDEXX Laboratories$514,319$24,806 ▲5.1%1,2440.2%MedicalTTWOTake-Two Interactive Software$481,369$36,080 ▲8.1%2,6150.2%Consumer DiscretionaryCSGPCoStar Group$447,509$19,258 ▲4.5%6,2510.2%Computer and TechnologyANSSANSYS$437,517$8,433 ▲2.0%1,2970.2%Computer and TechnologyZSZscaler$408,629$22,371 ▲5.8%2,2650.2%Computer and TechnologyWBDWarner Bros. Discovery$388,236$19,333 ▲5.2%36,7300.2%Consumer DiscretionaryCDWCDW$357,478$19,144 ▲5.7%2,0540.2%Computer and TechnologyDXCMDexCom$276,317$158,495 ▼-36.5%3,5530.1%MedicalMCHPMicrochip Technology$266,333$181,742 ▼-40.6%4,6440.1%Computer and TechnologyARM Holdings PLC$225,872$15,173 ▲7.2%1,8310.1%SPONSORED ADSONOnsemi$221,558$171,055 ▼-43.6%3,5140.1%Computer and TechnologyBIIBBiogen$203,995$115,913 ▼-36.2%1,3340.1%MedicalGFSGlobalFoundries$196,528$143,062 ▼-42.1%4,5800.1%Computer and TechnologyShowing 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. 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