STF Management LP
- SEC CIK
- 0001965239
- 最新申報
- 2026/2/5
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 100
- 較 2022 年第 4 季 +18
- 總值
- $1.48 億
- 較 2022 年第 4 季 +$7,875 萬 (+113.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 64,496 | $1,859 萬 | 12.5% | +26,347+69.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 112,144 | $1,849 萬 | 12.5% | +46,342+70.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 89,530 | $924.8 萬 | 6.2% | +37,218+71.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 27,508 | $764.1 萬 | 5.1% | +11,177+68.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 26,918 | $558.4 萬 | 3.8% | +964+3.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 52,638 | $546.0 萬 | 3.7% | +21,463+68.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 51,890 | $539.7 萬 | 3.6% | +20,702+66.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24,172 | $512.3 萬 | 3.5% | +9,225+61.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,739 | $304.0 萬 | 2.0% | +2,037+75.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,936 | $290.5 萬 | 2.0% | +6,751+73.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,027 | $249.8 萬 | 1.7% | +2,077+70.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46,828 | $244.8 萬 | 1.6% | +19,429+70.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,167 | $199.1 萬 | 1.3% | +2,072+66.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 13,703 | $198.5 萬 | 1.3% | +12,206+815.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,433 | $194.1 萬 | 1.3% | +4,392+72.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 48,996 | $185.7 萬 | 1.3% | +20,222+70.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,156 | $178.1 萬 | 1.2% | +2,180+73.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,633 | $172.8 萬 | 1.2% | +6,917+64.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,788 | $163.1 萬 | 1.1% | +5,311+71.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 46,295 | $151.2 萬 | 1.0% | +18,845+68.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,231 | $150.6 萬 | 1.0% | +2,676+75.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,769 | $148.5 萬 | 1.0% | +3,290+73.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,128 | $139.5 萬 | 0.9% | +1,255+67.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,144 | $136.9 萬 | 0.9% | +5,485+71.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,391 | $119.4 萬 | 0.8% | +6,042+72.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 9,476 | $116.4 萬 | 0.8% | +3,743+65.3% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 433 | $114.8 萬 | 0.8% | +171+65.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,746 | $113.3 萬 | 0.8% | +2,355+69.4% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 15,594 | $108.7 萬 | 0.7% | +6,489+71.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,815 | $107.2 萬 | 0.7% | +2,046+73.9% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,221 | $100.3 萬 | 0.7% | +506+70.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,924 | $100.2 萬 | 0.7% | +1,560+66.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 12,946 | $98.3 萬 | 0.7% | +5,344+70.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,951 | $93.0 萬 | 0.6% | +1,238+72.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,520 | $80.6 萬 | 0.5% | +612+67.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,875 | $77.7 萬 | 0.5% | +2,639+62.3% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 8,909 | $76.3 萬 | 0.5% | +3,693+70.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,549 | $75.7 萬 | 0.5% | +5,333+73.9% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 562 | $74.1 萬 | 0.5% | +226+67.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 23,781 | $71.2 萬 | 0.5% | +9,795+70.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,521 | $70.3 萬 | 0.5% | +1,514+75.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 995 | $67.7 萬 | 0.5% | +404+68.4% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 4,362 | $67.0 萬 | 0.5% | +1,802+70.4% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,705 | $65.9 萬 | 0.4% | +684+67.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 11,903 | $64.3 萬 | 0.4% | +4,923+70.5% | 加碼依 2 比 1 拆股換算 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,047 | $64.0 萬 | 0.4% | +1,214+66.2% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,758 | $62.9 萬 | 0.4% | +717+68.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,549 | $61.8 萬 | 0.4% | +609+64.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 720 | $61.1 萬 | 0.4% | +302+72.2% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,721 | $58.7 萬 | 0.4% | +2,066+77.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 8,831 | $58.7 萬 | 0.4% | +3,617+69.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,512 | $58.3 萬 | 0.4% | +1,400+66.3% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 16,045 | $56.6 萬 | 0.4% | +6,620+70.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,956 | $55.1 萬 | 0.4% | +1,231+71.4% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 14,114 | $54.6 萬 | 0.4% | +5,951+72.9% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,881 | $53.5 萬 | 0.4% | +2,426+70.2% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 1,153 | $53.3 萬 | 0.4% | +473+69.6% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 6,225 | $52.2 萬 | 0.4% | +2,558+69.8% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,488 | $51.8 萬 | 0.3% | +1,050+73.0% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,411 | $51.4 萬 | 0.3% | +593+72.5% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 6,749 | $51.2 萬 | 0.3% | +3,610+115.0% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 4,367 | $50.7 萬 | 0.3% | +1,787+69.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,966 | $48.4 萬 | 0.3% | +2,895+71.1% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 2,340 | $48.3 萬 | 0.3% | +990+73.3% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 11,513 | $48.2 萬 | 0.3% | +4,883+73.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,183 | $47.9 萬 | 0.3% | +1,776+73.8% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 946 | $47.3 萬 | 0.3% | +392+70.8% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,653 | $46.0 萬 | 0.3% | +693+72.2% | 加碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 6,165 | $44.5 萬 | 0.3% | +6,165 | 新進 | 歷史 |
| PCARPaccar Inc | COM | 5,951 | $43.6 萬 | 0.3% | +3,634+156.8% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,269 | $43.3 萬 | 0.3% | +532+72.2% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 2,127 | $43.1 萬 | 0.3% | +2,127 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 6,335 | $42.7 萬 | 0.3% | +2,682+73.4% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 28,233 | $42.6 萬 | 0.3% | +12,148+75.5% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 1,826 | $42.5 萬 | 0.3% | +770+72.9% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 9,737 | $42.2 萬 | 0.3% | +4,040+70.9% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,972 | $42.2 萬 | 0.3% | +1,654+71.4% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 5,426 | $40.8 萬 | 0.3% | +5,426 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,129 | $37.7 萬 | 0.3% | +1,285+69.7% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 2,581 | $37.1 萬 | 0.2% | +1,103+74.6% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 5,843 | $35.6 萬 | 0.2% | +5,843 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 6,528 | $35.2 萬 | 0.2% | +6,528 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,103 | $34.9 萬 | 0.2% | +4,337+75.2% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,793 | $34.4 萬 | 0.2% | +1,793 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 11,660 | $33.7 萬 | 0.2% | +11,660 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,579 | $33.2 萬 | 0.2% | +665+72.8% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 990 | $32.9 萬 | 0.2% | +990 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,394 | $32.9 萬 | 0.2% | +2,394 | 新進 | 歷史 |
| CSGPCostar Group, Inc. | COM | 4,664 | $32.1 萬 | 0.2% | +1,957+72.3% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,723 | $29.5 萬 | 0.2% | +1,723 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 878 | $29.3 萬 | 0.2% | +878 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,736 | $29.3 萬 | 0.2% | +3,736 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,109 | $28.5 萬 | 0.2% | +2,109 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 6,220 | $27.6 萬 | 0.2% | +6,220 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,419 | $24.8 萬 | 0.2% | +3,419 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 5,282 | $23.2 萬 | 0.2% | +5,282 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 2,837 | $20.9 萬 | 0.1% | +2,837 | 新進 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 46,198 | $18.3 萬 | 0.1% | +20,302+78.4% | 加碼 | 歷史 |
| LCIDLucid Group, Inc. | COM | 21,871 | $17.6 萬 | 0.1% | +10,685+95.5% | 加碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 11,041 | $17.1 萬 | 0.1% | +11,041 | 新進 | 歷史 |