STF Management LP
- SEC CIK
- 0001965239
- 最新申報
- 2026/2/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/9 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 101
- 較 2023 年第 3 季 0
- 總值
- $2.13 億
- 較 2023 年第 3 季 +$2,437 萬 (+12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 101,984 | $1,963 萬 | 9.2% | −17,156−14.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 48,468 | $1,823 萬 | 8.6% | −8,339−14.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 67,499 | $1,026 萬 | 4.8% | −10,814−13.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,016 | $894.8 萬 | 4.2% | +1,268+18.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,099 | $817.6 萬 | 3.8% | −441−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,179 | $801.2 萬 | 3.8% | −2,663−14.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 31,425 | $780.8 萬 | 3.7% | +7,377+30.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 38,835 | $542.5 萬 | 2.5% | −6,330−14.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,575 | $529.5 萬 | 2.5% | −6,602−14.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,407 | $488.9 萬 | 2.3% | +150+2.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,735 | $461.5 萬 | 2.2% | +319+4.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 27,470 | $404.9 萬 | 1.9% | +980+3.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 23,176 | $393.6 萬 | 1.9% | +706+3.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 72,615 | $364.9 萬 | 1.7% | +3,965+5.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,390 | $359.8 萬 | 1.7% | +129+1.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 68,558 | $346.4 萬 | 1.6% | +1,849+2.8% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 19,578 | $313.9 萬 | 1.5% | +257+1.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,717 | $294.8 萬 | 1.4% | +156+3.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 67,552 | $294.3 萬 | 1.4% | +364+0.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,775 | $271.5 萬 | 1.3% | +613+3.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 15,483 | $263.9 萬 | 1.2% | +734+5.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,035 | $260.2 萬 | 1.2% | +292+3.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 11,267 | $236.3 萬 | 1.1% | +426+3.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,319 | $232.1 萬 | 1.1% | +665+4.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 591 | $209.6 萬 | 1.0% | −4−0.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,962 | $201.1 萬 | 0.9% | +228+4.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 19,319 | $185.5 萬 | 0.9% | +586+3.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,245 | $175.8 萬 | 0.8% | +89+4.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,270 | $173.7 萬 | 0.8% | +43+1.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21,074 | $170.7 萬 | 0.8% | +686+3.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,424 | $167.3 萬 | 0.8% | +351+4.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 22,804 | $165.2 萬 | 0.8% | +647+2.9% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 11,246 | $164.5 萬 | 0.8% | +604+5.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,997 | $163.0 萬 | 0.8% | +273+4.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 18,801 | $160.4 萬 | 0.8% | +903+5.0% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,826 | $160.4 萬 | 0.8% | +72+4.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,348 | $157.7 萬 | 0.7% | +344+6.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,315 | $134.6 萬 | 0.6% | +73+3.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 854 | $134.2 萬 | 0.6% | +39+4.8% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,561 | $131.9 萬 | 0.6% | +70+2.8% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,611 | $125.6 萬 | 0.6% | +160+3.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 33,254 | $115.3 萬 | 0.5% | +472+1.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,496 | $113.2 萬 | 0.5% | +84+5.9% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 4,982 | $112.3 萬 | 0.5% | +130+2.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 18,234 | $112.0 萬 | 0.5% | +317+1.8% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,049 | $104.8 萬 | 0.5% | +71+3.6% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 1,735 | $104.6 萬 | 0.5% | +72+4.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 17,682 | $101.9 萬 | 0.5% | +530+3.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 7,429 | $101.1 萬 | 0.5% | +505+7.3% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,384 | $100.7 萬 | 0.5% | +192+4.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,796 | $97.9 萬 | 0.5% | +1,796 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,512 | $97.6 萬 | 0.5% | +96+4.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,824 | $97.6 萬 | 0.5% | +147+4.0% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,532 | $97.5 萬 | 0.5% | +154+4.6% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 990 | $94.1 萬 | 0.4% | +4+0.4% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,624 | $88.2 萬 | 0.4% | +146+4.2% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 14,584 | $88.0 萬 | 0.4% | +541+3.9% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 8,879 | $86.7 萬 | 0.4% | +366+4.3% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 9,256 | $83.5 萬 | 0.4% | +386+4.4% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 6,446 | $80.0 萬 | 0.4% | +67+1.1% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 16,229 | $79.5 萬 | 0.4% | +601+3.8% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 5,730 | $79.3 萬 | 0.4% | +147+2.6% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 23,761 | $79.2 萬 | 0.4% | +1,037+4.6% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,414 | $78.5 萬 | 0.4% | +63+4.7% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 20,820 | $77.0 萬 | 0.4% | +773+3.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 12,917 | $75.6 萬 | 0.4% | +187+1.5% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,850 | $75.0 萬 | 0.4% | +49+2.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 6,140 | $73.1 萬 | 0.3% | +229+3.9% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,900 | $72.3 萬 | 0.3% | +471+5.6% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 9,820 | $66.1 萬 | 0.3% | +325+3.4% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 6,603 | $65.7 萬 | 0.3% | +405+6.5% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 8,518 | $64.3 萬 | 0.3% | +264+3.2% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 5,484 | $64.1 萬 | 0.3% | +259+5.0% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,460 | $63.7 萬 | 0.3% | +91+3.8% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 9,701 | $62.8 萬 | 0.3% | +352+3.8% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 4,587 | $62.8 萬 | 0.3% | +166+3.8% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 6,327 | $62.6 萬 | 0.3% | +6,327 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 5,123 | $62.2 萬 | 0.3% | +289+6.0% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,966 | $60.9 萬 | 0.3% | +305+4.6% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 16,947 | $60.8 萬 | 0.3% | +682+4.2% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,551 | $60.7 萬 | 0.3% | +65+2.6% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,209 | $60.2 萬 | 0.3% | +178+2.5% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 7,778 | $60.1 萬 | 0.3% | +402+5.5% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,458 | $58.7 萬 | 0.3% | +87+3.7% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 9,352 | $57.9 萬 | 0.3% | +347+3.9% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 16,438 | $56.2 萬 | 0.3% | −92−0.6% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,510 | $55.6 萬 | 0.3% | +143+6.0% | 加碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 9,072 | $55.0 萬 | 0.3% | +140+1.6% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 7,638 | $55.0 萬 | 0.3% | +432+6.0% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,441 | $52.3 萬 | 0.2% | +24+1.7% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 7,747 | $51.7 萬 | 0.2% | +7,747 | 新進 | 歷史 |
| CDWCDW Corp | COM | 2,241 | $50.9 萬 | 0.2% | +2,241 | 新進 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 3,573 | $50.8 萬 | 0.2% | −18−0.5% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,210 | $49.5 萬 | 0.2% | +1,210 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,916 | $46.9 萬 | 0.2% | +2,916 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 40,689 | $46.3 萬 | 0.2% | +1,251+3.2% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,912 | $45.2 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 2,848 | $43.4 萬 | 0.2% | +2,848 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,644 | $36.8 萬 | 0.2% | +90+3.5% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 14,072 | $36.7 萬 | 0.2% | +78+0.6% | 加碼 | 歷史 |
2023 年第 3 季之後清倉（7 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 3,073 | $65.2 萬 | 0.3% | 歷史 |
| EBAYeBay Inc | COM | 8,692 | $38.3 萬 | 0.2% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,238 | $37.8 萬 | 0.2% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,134 | $28.9 萬 | 0.2% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,236 | $26.9 萬 | 0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 7,416 | $21.6 萬 | 0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 36,262 | $20.3 萬 | 0.1% | 歷史 |