STF Management LP
- SEC CIK
- 0001965239
- 最新申報
- 2026/2/5
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/3 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 101
- 較 2023 年第 2 季 +14
- 總值
- $1.88 億
- 較 2023 年第 2 季 +$9,552 萬 (+102.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 119,140 | $2,040 萬 | 10.8% | +57,742+94.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56,807 | $1,794 萬 | 9.5% | +20,515+56.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 78,313 | $995.5 萬 | 5.3% | +28,872+58.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,842 | $819.6 萬 | 4.4% | +3,666+24.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,540 | $706.7 萬 | 3.8% | +9,524+68.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 24,048 | $601.7 萬 | 3.2% | +9,178+61.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 45,165 | $591.0 萬 | 3.1% | +15,228+50.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,177 | $582.5 萬 | 3.1% | +14,763+50.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,748 | $560.5 萬 | 3.0% | +4,127+157.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,257 | $410.0 萬 | 2.2% | +4,457+159.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 22,470 | $380.7 萬 | 2.0% | +13,653+154.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,416 | $378.1 萬 | 2.0% | +4,566+160.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 66,709 | $358.6 萬 | 1.9% | +41,013+159.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 67,188 | $297.9 萬 | 1.6% | +40,330+150.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,261 | $274.2 萬 | 1.5% | +4,537+166.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 26,490 | $272.4 萬 | 1.4% | +16,182+157.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 19,321 | $270.6 萬 | 1.4% | +11,614+150.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 68,650 | $244.1 萬 | 1.3% | +43,132+169.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,743 | $235.0 萬 | 1.2% | +5,395+161.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,749 | $234.5 萬 | 1.2% | +9,026+157.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,561 | $233.0 萬 | 1.2% | +2,761+153.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,162 | $201.7 萬 | 1.1% | +11,400+168.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 10,841 | $200.3 萬 | 1.1% | +6,631+157.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,654 | $189.0 萬 | 1.0% | +8,329+156.4% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 595 | $183.5 萬 | 1.0% | +370+164.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 18,733 | $171.0 萬 | 0.9% | +11,397+155.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,734 | $167.6 萬 | 0.9% | +3,540+161.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,724 | $161.8 萬 | 0.9% | +4,080+154.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 22,157 | $153.8 萬 | 0.8% | +13,263+149.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,388 | $152.8 萬 | 0.8% | +12,438+156.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,227 | $147.0 萬 | 0.8% | +2,562+153.9% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,754 | $144.3 萬 | 0.8% | +1,077+159.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,073 | $141.4 萬 | 0.8% | +4,898+154.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,156 | $135.1 萬 | 0.7% | +1,316+156.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 17,898 | $121.8 萬 | 0.6% | +10,828+153.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,004 | $117.3 萬 | 0.6% | +3,109+164.1% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,491 | $114.3 萬 | 0.6% | +1,578+172.8% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,416 | $106.3 萬 | 0.6% | +1,478+157.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 17,917 | $104.7 萬 | 0.6% | +10,936+156.7% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 10,642 | $104.4 萬 | 0.6% | +6,622+164.7% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,451 | $104.3 萬 | 0.6% | +2,765+164.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 815 | $103.3 萬 | 0.5% | +490+150.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,242 | $102.8 萬 | 0.5% | +1,373+158.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 32,782 | $100.8 萬 | 0.5% | +19,823+153.0% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 4,852 | $95.4 萬 | 0.5% | +2,877+145.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,924 | $95.0 萬 | 0.5% | +4,348+168.8% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 17,152 | $90.8 萬 | 0.5% | +10,558+160.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 986 | $89.6 萬 | 0.5% | +601+156.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,192 | $83.8 萬 | 0.4% | +2,560+156.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,412 | $83.1 萬 | 0.4% | +862+156.7% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 1,663 | $80.0 萬 | 0.4% | +1,043+168.2% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,978 | $76.3 萬 | 0.4% | +1,208+156.9% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 14,043 | $76.0 萬 | 0.4% | +8,378+147.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 12,730 | $74.7 萬 | 0.4% | +7,823+159.4% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,801 | $73.7 萬 | 0.4% | +1,117+163.3% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,378 | $72.6 萬 | 0.4% | +2,061+156.5% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 8,513 | $72.4 萬 | 0.4% | +5,193+156.4% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,478 | $72.0 萬 | 0.4% | +2,091+150.8% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 22,724 | $71.7 萬 | 0.4% | +13,721+152.4% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 8,870 | $69.2 萬 | 0.4% | +5,339+151.2% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 5,911 | $68.2 萬 | 0.4% | +3,607+156.6% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 20,047 | $67.4 萬 | 0.4% | +12,187+155.1% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 15,628 | $67.3 萬 | 0.4% | +9,642+161.1% | 加碼依 2 比 1 拆股換算 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,031 | $65.4 萬 | 0.3% | +4,287+156.2% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 3,073 | $65.2 萬 | 0.3% | +1,912+164.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 9,495 | $64.3 萬 | 0.3% | +5,633+145.9% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 6,198 | $64.0 萬 | 0.3% | +3,805+159.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,429 | $63.4 萬 | 0.3% | +5,160+157.8% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 5,583 | $63.1 萬 | 0.3% | +3,405+156.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,677 | $61.5 萬 | 0.3% | +3,677 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 16,265 | $61.5 萬 | 0.3% | +9,983+158.9% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,369 | $60.9 萬 | 0.3% | +1,468+162.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 6,379 | $59.5 萬 | 0.3% | +3,920+159.4% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,351 | $59.1 萬 | 0.3% | +840+164.4% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 16,530 | $58.4 萬 | 0.3% | +10,090+156.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 5,225 | $57.0 萬 | 0.3% | +5,225 | 新進 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 7,206 | $56.3 萬 | 0.3% | +7,206 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,371 | $56.0 萬 | 0.3% | +1,421+149.6% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 8,254 | $55.9 萬 | 0.3% | +5,024+155.5% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 4,421 | $53.2 萬 | 0.3% | +2,691+155.5% | 加碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 8,932 | $52.0 萬 | 0.3% | +5,531+162.6% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 9,005 | $51.5 萬 | 0.3% | +5,532+159.3% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,661 | $51.2 萬 | 0.3% | +4,110+161.1% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 9,349 | $51.1 萬 | 0.3% | +5,729+158.3% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 7,376 | $50.2 萬 | 0.3% | +1,657+29.0% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,486 | $50.1 萬 | 0.3% | +2,486 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,915 | $45.1 萬 | 0.2% | +2,915 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,834 | $44.0 萬 | 0.2% | +4,834 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 39,438 | $42.8 萬 | 0.2% | +23,745+151.3% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,417 | $42.2 萬 | 0.2% | +1,417 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 8,692 | $38.3 萬 | 0.2% | +8,692 | 新進 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 3,591 | $38.2 萬 | 0.2% | +2,160+150.9% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,238 | $37.8 萬 | 0.2% | +1,238 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,367 | $36.8 萬 | 0.2% | +2,367 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,554 | $35.1 萬 | 0.2% | +2,554 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 13,994 | $31.1 萬 | 0.2% | +13,994 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,134 | $28.9 萬 | 0.2% | +4,134 | 新進 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 63,182 | $28.6 萬 | 0.2% | +38,766+158.8% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,236 | $26.9 萬 | 0.1% | +2,236 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 7,416 | $21.6 萬 | 0.1% | +7,416 | 新進 | 歷史 |
2023 年第 2 季之後清倉（1 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。