STF Management LP
- SEC CIK
- 0001965239
- 最新申報
- 2026/2/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 101
- 較 2024 年第 3 季 0
- 總值
- $2.23 億
- 較 2024 年第 3 季 +$308.9 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,277 | $2,211 萬 | 9.9% | +2,953+3.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 138,986 | $1,866 萬 | 8.4% | +3,001+2.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 43,300 | $1,825 萬 | 8.2% | +1,470+3.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,659 | $1,331 萬 | 6.0% | +2,296+3.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,628 | $833.0 萬 | 3.7% | −6,116−22.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 34,971 | $810.8 萬 | 3.6% | −32,447−48.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,708 | $638.1 萬 | 2.9% | +1,240+3.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,752 | $629.5 萬 | 2.8% | −9,086−45.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 32,161 | $612.5 萬 | 2.7% | +1,094+3.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,628 | $607.3 萬 | 2.7% | +171+2.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,316 | $563.0 萬 | 2.5% | +191+3.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 17,825 | $393.5 萬 | 1.8% | +986+5.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 61,147 | $362.0 萬 | 1.6% | +4,080+7.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 20,947 | $318.5 萬 | 1.4% | +1,061+5.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 7,268 | $304.3 萬 | 1.4% | +305+4.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 24,360 | $294.2 萬 | 1.3% | +1,166+5.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,304 | $276.8 萬 | 1.2% | +155+3.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,238 | $266.4 萬 | 1.2% | +199+4.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,072 | $263.9 萬 | 1.2% | +774+5.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 16,791 | $257.9 萬 | 1.2% | +529+3.3% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 510 | $253.4 萬 | 1.1% | +9+1.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 32,234 | $243.8 萬 | 1.1% | +32,234 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 9,824 | $221.9 萬 | 1.0% | +411+4.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 58,900 | $221.1 萬 | 1.0% | +2,534+4.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,051 | $209.8 萬 | 0.9% | +216+2.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,560 | $204.3 萬 | 0.9% | +303+2.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,158 | $180.3 萬 | 0.8% | +240+4.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,748 | $177.4 萬 | 0.8% | +134+1.4% | 加碼依 2 比 1 拆股換算 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 18,871 | $174.3 萬 | 0.8% | +656+3.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,816 | $169.7 萬 | 0.8% | −2,693−41.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,021 | $161.9 萬 | 0.7% | +320+8.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,474 | $158.8 萬 | 0.7% | +285+4.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 13,019 | $143.8 萬 | 0.6% | +477+3.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 19,647 | $141.9 萬 | 0.6% | +287+1.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| MUMicron Technology Inc | Stock | 16,679 | $140.4 萬 | 0.6% | +812+5.1% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 4,223 | $136.8 萬 | 0.6% | +4,223 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 15,511 | $132.4 萬 | 0.6% | +399+2.6% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 768 | $130.6 萬 | 0.6% | +33+4.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,038 | $128.4 萬 | 0.6% | +42+2.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,082 | $122.6 萬 | 0.6% | +162+4.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 20,184 | $120.6 萬 | 0.5% | +758+3.9% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 4,267 | $119.0 萬 | 0.5% | +102+2.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,430 | $117.4 萬 | 0.5% | +101+3.0% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 6,079 | $111.1 萬 | 0.5% | +168+2.8% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,278 | $110.6 萬 | 0.5% | +67+3.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 11,655 | $110.1 萬 | 0.5% | +766+7.0% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 4,716 | $105.5 萬 | 0.5% | +130+2.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 882 | $104.6 萬 | 0.5% | +33+3.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,422 | $98.6 萬 | 0.4% | +85+6.4% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 5,714 | $95.9 萬 | 0.4% | +168+3.0% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,242 | $95.8 萬 | 0.4% | +86+2.7% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 29,438 | $95.0 萬 | 0.4% | +1,028+3.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,117 | $92.3 萬 | 0.4% | −6,254−38.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,692 | $87.9 萬 | 0.4% | +181+2.8% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,620 | $84.2 萬 | 0.4% | +77+5.0% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 2,898 | $83.9 萬 | 0.4% | +2,898 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 14,531 | $83.4 萬 | 0.4% | +547+3.9% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 7,989 | $83.1 萬 | 0.4% | +350+4.6% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,213 | $82.9 萬 | 0.4% | +148+4.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 40,038 | $80.3 萬 | 0.4% | −21,200−34.6% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,841 | $79.8 萬 | 0.4% | +169+4.6% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 6,606 | $77.6 萬 | 0.3% | +198+3.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 14,703 | $77.3 萬 | 0.3% | −444−2.9% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 5,086 | $76.9 萬 | 0.3% | +215+4.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 5,467 | $76.7 萬 | 0.3% | +235+4.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,009 | $73.9 萬 | 0.3% | +408+5.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 4,486 | $73.5 萬 | 0.3% | +1,860+70.8% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,133 | $73.1 萬 | 0.3% | +42+2.0% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,168 | $69.4 萬 | 0.3% | +1,168 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 968 | $69.0 萬 | 0.3% | −589−37.8% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,803 | $68.9 萬 | 0.3% | +62+3.6% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 20,233 | $65.0 萬 | 0.3% | +600+3.1% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,510 | $64.4 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 8,664 | $62.3 萬 | 0.3% | +496+6.1% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 14,935 | $61.3 萬 | 0.3% | +415+2.9% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,116 | $58.3 萬 | 0.3% | +50+2.4% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,968 | $57.9 萬 | 0.3% | −3,397−36.3% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 7,511 | $57.8 萬 | 0.3% | +321+4.5% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,938 | $57.6 萬 | 0.3% | +114+3.0% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,255 | $57.4 萬 | 0.3% | +149+4.8% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,351 | $57.2 萬 | 0.3% | +159+7.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 8,722 | $57.1 萬 | 0.3% | +236+2.8% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 15,170 | $57.1 萬 | 0.3% | +758+5.3% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 8,455 | $57.1 萬 | 0.3% | +576+7.3% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 18,436 | $56.6 萬 | 0.3% | +1,099+6.3% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 6,849 | $53.5 萬 | 0.2% | +193+2.9% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 6,880 | $52.8 萬 | 0.2% | +196+2.9% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,244 | $51.4 萬 | 0.2% | +60+5.1% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,615 | $48.1 萬 | 0.2% | +196+8.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,251 | $44.8 萬 | 0.2% | +269+4.5% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,297 | $43.8 萬 | 0.2% | +25+2.0% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,265 | $40.9 萬 | 0.2% | +124+5.8% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 36,730 | $38.8 萬 | 0.2% | +1,829+5.2% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,054 | $35.7 萬 | 0.2% | +110+5.7% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,553 | $27.6 萬 | 0.1% | −2,038−36.5% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 4,644 | $26.6 萬 | 0.1% | −3,169−40.6% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,831 | $22.6 萬 | 0.1% | +123+7.2% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,514 | $22.2 萬 | 0.1% | −2,713−43.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,334 | $20.4 萬 | 0.1% | −758−36.2% | 減碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 4,580 | $19.7 萬 | 0.1% | −3,334−42.1% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。