STF Management LP
- SEC CIK
- 0001965239
- Latest filing
- Feb 5, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 101
- 0 vs. Q3 2024
- Portfolio value
- $222.9M
- +$3.09M (+1.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,277 | $22.1M | 9.9% | +2,953+3.5% | Added | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| MRNAModerna, Inc. | Stock | 5,527 | $369.4K | 0.2% | History |
| SMCISuper Micro Computer, Inc. | COM | 8,460 | $352.3K | 0.2% | History |
| ILMNIllumina, Inc. | COM | 2,282 | $297.6K | 0.1% | History |
| DLTRDollar Tree, Inc. | COM | 3,130 | $220.1K | 0.1% | History |