STF Management LP
- SEC CIK
- 0001965239
- Latest filing
- Feb 5, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 101
- 0 vs. Q2 2025
- Portfolio value
- $269.7M
- +$16.3M (+6.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 140,298 | $26.2M | 9.7% | −4,929−3.4% | Reduced | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.