STF Management LP
- SEC CIK
- 0001965239
- Latest filing
- Feb 5, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only.
- Positions
- 82
- No filing for Q3 2022
- Portfolio value
- $69.6M
- No filing for Q3 2022
STF Management LP did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LCIDLucid Group, Inc. | COM | 11,186 | $76.4K | 0.1% | – | – | History |
| SIRISirius XM Holdings Inc. | COM | 25,896 | $151.2K | 0.2% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 16,085 | $152.5K | 0.2% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 1,478 | $209.0K | 0.3% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 737 | $209.1K | 0.3% | – | – | History |
| CSGPCostar Group, Inc. | COM | 2,707 | $209.2K | 0.3% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 5,697 | $211.0K | 0.3% | – | – | History |
| ILMNIllumina, Inc. | COM | 1,056 | $213.5K | 0.3% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 5,766 | $215.4K | 0.3% | – | – | History |
| EAElectronic Arts Inc. | COM | 1,844 | $225.3K | 0.3% | – | – | History |
| WDAYWorkday, Inc. | CL A | 1,350 | $225.9K | 0.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 554 | $226.0K | 0.3% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 2,655 | $227.0K | 0.3% | – | – | History |
| PCARPaccar Inc | COM | 2,317 | $229.3K | 0.3% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 914 | $242.2K | 0.3% | – | – | History |
| FTNTFortinet, Inc. | Stock | 5,214 | $254.9K | 0.4% | – | – | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 3,139 | $256.0K | 0.4% | – | – | History |
| XELXcel Energy Inc | Stock | 3,653 | $256.1K | 0.4% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 3,667 | $257.6K | 0.4% | – | – | History |
| LULUlululemon athletica inc. | Stock | 818 | $262.1K | 0.4% | – | – | History |
| BIIBBiogen Inc. | COM | 960 | $265.8K | 0.4% | – | – | History |
| ADSKAutodesk, Inc. | COM | 1,438 | $268.7K | 0.4% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 2,318 | $269.1K | 0.4% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 1,725 | $272.6K | 0.4% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,071 | $276.0K | 0.4% | – | – | History |
| PAYXPaychex Inc | Stock | 2,407 | $278.2K | 0.4% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2,007 | $280.1K | 0.4% | – | – | History |
| MELIMercadolibre Inc | COM | 336 | $284.3K | 0.4% | – | – | History |
| EXCExelon Corp | Stock | 6,630 | $286.6K | 0.4% | – | – | History |
| DXCMDexcom Inc | COM | 2,580 | $292.2K | 0.4% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 1,833 | $294.5K | 0.4% | – | – | History |
| CTASCintas Corp | Stock | 680 | $307.1K | 0.4% | – | – | History |
| MARMarriott International Inc | Stock | 2,112 | $314.5K | 0.5% | – | – | History |
| ASMLASML Holding NV | ADR | 591 | $322.9K | 0.5% | – | – | History |
| SNPSSynopsys Inc | COM | 1,021 | $326.0K | 0.5% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 3,455 | $328.1K | 0.5% | – | – | History |
| KHCKraft Heinz Co | Stock | 8,163 | $332.3K | 0.5% | – | – | History |
| KDPKeurig Dr Pepper Inc. | COM | 9,425 | $336.1K | 0.5% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 418 | $352.8K | 0.5% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 1,041 | $353.0K | 0.5% | – | – | History |
| MNSTMonster Beverage Corp | COM | 3,490 | $354.3K | 0.5% | – | – | History |
| KLACKLA Corp | COM NEW | 940 | $354.4K | 0.5% | – | – | History |
| MUMicron Technology Inc | Stock | 7,216 | $360.7K | 0.5% | – | – | History |
| LRCXLam Research Corp | COM | 908 | $381.6K | 0.5% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 5,216 | $399.3K | 0.6% | – | – | History |
| FISVFiserv Inc | Stock | 4,236 | $428.1K | 0.6% | – | – | History |
| CSXCSX Corp | Stock | 13,986 | $433.3K | 0.6% | – | – | History |
| MRNAModerna, Inc. | Stock | 2,560 | $459.8K | 0.7% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,713 | $494.7K | 0.7% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 715 | $515.9K | 0.7% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 262 | $528.0K | 0.8% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 7,602 | $541.4K | 0.8% | – | – | History |
| ADIAnalog Devices Inc | Stock | 3,391 | $556.2K | 0.8% | – | – | History |
| AMATApplied Materials Inc | Stock | 5,733 | $558.3K | 0.8% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 9,105 | $606.8K | 0.9% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,364 | $627.3K | 0.9% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,769 | $661.4K | 0.9% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 10,716 | $694.1K | 1.0% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 8,349 | $716.8K | 1.0% | – | – | History |
| INTCIntel Corp | Stock | 27,450 | $725.5K | 1.0% | – | – | History |
| INTUIntuit Inc. | Stock | 1,873 | $729.0K | 1.0% | – | – | History |
| SBUXStarbucks Corp | Stock | 7,659 | $759.8K | 1.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 7,477 | $822.0K | 1.2% | – | – | History |
| NFLXNetflix Inc | Stock | 2,976 | $877.6K | 1.3% | – | – | History |
| AMGNAmgen Inc | Stock | 3,555 | $933.7K | 1.3% | – | – | History |
| HONHoneywell International Inc | COM | 4,479 | $959.9K | 1.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 6,041 | $998.1K | 1.4% | – | – | History |
| CMCSAComcast Corp | Stock | 28,774 | $998.5K | 1.4% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,095 | $1.04M | 1.5% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,497 | $1.16M | 1.7% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 27,399 | $1.31M | 1.9% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,950 | $1.35M | 1.9% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,702 | $1.51M | 2.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 9,185 | $1.66M | 2.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 14,947 | $1.80M | 2.6% | – | – | History |
| TSLATesla, Inc. | Stock | 25,954 | $1.99M | 2.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 16,331 | $2.39M | 3.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 31,175 | $2.75M | 3.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 31,188 | $2.77M | 4.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 52,312 | $4.39M | 6.3% | – | – | History |
| AAPLApple Inc. | Stock | 65,802 | $8.55M | 12.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 38,149 | $9.15M | 13.1% | – | – | History |