STF Management LP
- SEC CIK
- 0001965239
- Latest filing
- Feb 5, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 101
- 0 vs. Q3 2023
- Portfolio value
- $212.7M
- +$24.4M (+12.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 101,984 | $19.6M | 9.2% | −17,156−14.4% | Reduced | History |
Sold out since Q3 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 3,073 | $651.9K | 0.3% | History |
| EBAYeBay Inc | COM | 8,692 | $383.2K | 0.2% | History |
| ALGNAlign Technology Inc | COM | 1,238 | $378.0K | 0.2% | History |
| ZMZoom Communications, Inc. | Stock | 4,134 | $289.1K | 0.2% | History |
| ENPHEnphase Energy, Inc. | Stock | 2,236 | $268.7K | 0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 7,416 | $216.0K | 0.1% | History |
| LCIDLucid Group, Inc. | COM | 36,262 | $202.7K | 0.1% | History |