STF Management LP
- SEC CIK
- 0001965239
- Latest filing
- Feb 5, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 101
- 0 vs. Q1 2025
- Portfolio value
- $253.4M
- +$45.1M (+21.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 145,227 | $22.9M | 9.1% | +4,370+3.1% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.