STF Management LP
- SEC CIK
- 0001965239
- 最新申報
- 2026/2/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 101
- 較 2025 年第 1 季 0
- 總值
- $2.53 億
- 較 2025 年第 1 季 +$4,512 萬 (+21.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 145,227 | $2,294 萬 | 9.1% | +4,370+3.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 44,909 | $2,234 萬 | 8.8% | +1,246+2.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 91,521 | $1,878 萬 | 7.4% | +2,560+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 63,093 | $1,384 萬 | 5.5% | +1,804+2.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 43,348 | $1,195 萬 | 4.7% | +1,426+3.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,525 | $924.5 萬 | 3.6% | +388+3.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,416 | $859.2 萬 | 3.4% | +154+2.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 22,021 | $699.5 萬 | 2.8% | +670+3.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,770 | $670.2 萬 | 2.6% | +162+2.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,073 | $618.1 萬 | 2.4% | +1,010+3.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 33,395 | $592.4 萬 | 2.3% | +940+2.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 33,249 | $453.3 萬 | 1.8% | +900+2.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 62,494 | $433.6 萬 | 1.7% | +1,550+2.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 18,191 | $433.4 萬 | 1.7% | +436+2.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 24,807 | $352.0 萬 | 1.4% | +598+2.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 7,433 | $348.7 萬 | 1.4% | +184+2.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,346 | $342.3 萬 | 1.4% | +110+2.6% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 525 | $303.9 萬 | 1.2% | +14+2.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,367 | $298.3 萬 | 1.2% | +340+2.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,426 | $294.9 萬 | 1.2% | +132+2.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,385 | $282.4 萬 | 1.1% | +520+2.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,206 | $274.0 萬 | 1.1% | +430+2.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,896 | $236.1 萬 | 0.9% | +326+2.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 10,069 | $234.5 萬 | 0.9% | +250+2.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,243 | $230.2 萬 | 0.9% | +206+2.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,365 | $214.7 萬 | 0.8% | +498+2.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 60,093 | $214.5 萬 | 0.8% | +1,468+2.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 17,049 | $210.1 萬 | 0.8% | +426+2.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,006 | $204.8 萬 | 0.8% | +256+2.6% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 778 | $203.3 萬 | 0.8% | +8+1.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 17,388 | $200.6 萬 | 0.8% | +17,388 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 20,152 | $196.2 萬 | 0.8% | +510+2.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,287 | $193.9 萬 | 0.8% | +148+2.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,076 | $186.0 萬 | 0.7% | +38+1.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,095 | $182.3 萬 | 0.7% | +96+2.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,643 | $181.9 萬 | 0.7% | +184+2.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,503 | $178.4 萬 | 0.7% | +88+2.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,382 | $169.5 萬 | 0.7% | +238+5.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 4,823 | $155.7 萬 | 0.6% | +118+2.5% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 4,296 | $150.4 萬 | 0.6% | +110+2.6% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 5,835 | $143.8 萬 | 0.6% | +140+2.5% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 20,656 | $139.3 萬 | 0.5% | +518+2.6% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 6,217 | $138.6 萬 | 0.5% | +148+2.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,159 | $128.2 萬 | 0.5% | +96+2.4% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 11,939 | $126.2 萬 | 0.5% | +294+2.5% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 3,102 | $125.4 萬 | 0.5% | +100+3.3% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 13,551 | $122.1 萬 | 0.5% | +321+2.4% | 加碼依 15 比 1 拆股換算 | 歷史 |
| SNPSSynopsys Inc | COM | 2,323 | $119.1 萬 | 0.5% | +52+2.3% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 4,341 | $118.6 萬 | 0.5% | +96+2.3% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 15,799 | $117.4 萬 | 0.5% | +380+2.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,427 | $114.4 萬 | 0.5% | +30+2.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,556 | $105.9 萬 | 0.4% | +612+5.6% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 13,316 | $103.1 萬 | 0.4% | +334+2.6% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,303 | $102.3 萬 | 0.4% | +74+2.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 44,537 | $99.8 萬 | 0.4% | +2,078+4.9% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 30,086 | $98.2 萬 | 0.4% | +744+2.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,164 | $96.4 萬 | 0.4% | +16+1.4% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 14,999 | $94.0 萬 | 0.4% | +368+2.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,650 | $93.5 萬 | 0.4% | +30+1.9% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,194 | $89.7 萬 | 0.4% | +58+2.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,708 | $88.8 萬 | 0.4% | +136+2.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,929 | $85.8 萬 | 0.3% | +96+2.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,208 | $85.2 萬 | 0.3% | +206+2.6% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 5,584 | $81.2 萬 | 0.3% | +129+2.4% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,276 | $78.6 萬 | 0.3% | +74+2.3% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 8,150 | $77.5 萬 | 0.3% | +192+2.4% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 17,721 | $74.4 萬 | 0.3% | +423+2.4% | 加碼依 2 比 1 拆股換算 | 歷史 |
| CPRTCopart Inc | COM | 14,859 | $72.9 萬 | 0.3% | +368+2.5% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,273 | $71.4 萬 | 0.3% | +48+2.2% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 6,707 | $70.2 萬 | 0.3% | +336+5.3% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 20,746 | $68.6 萬 | 0.3% | +538+2.7% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 15,560 | $67.6 萬 | 0.3% | +396+2.6% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,240 | $66.5 萬 | 0.3% | +16+1.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,119 | $66.0 萬 | 0.3% | +38+1.8% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 5,104 | $65.1 萬 | 0.3% | +108+2.2% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 6,908 | $64.1 萬 | 0.3% | +153+2.3% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,616 | $63.5 萬 | 0.3% | +46+1.8% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,944 | $63.0 萬 | 0.2% | +76+2.0% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 8,961 | $62.6 萬 | 0.2% | +234+2.7% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 4,490 | $61.7 萬 | 0.2% | +84+1.9% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,534 | $60.9 萬 | 0.2% | +104+2.3% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 8,717 | $59.4 萬 | 0.2% | +226+2.7% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 7,534 | $58.8 萬 | 0.2% | +158+2.1% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 14,987 | $57.5 萬 | 0.2% | +322+2.2% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,089 | $57.2 萬 | 0.2% | +42+4.0% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,277 | $53.2 萬 | 0.2% | +77+2.4% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 6,881 | $51.0 萬 | 0.2% | +152+2.3% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,269 | $50.4 萬 | 0.2% | +128+2.1% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,363 | $48.0 萬 | 0.2% | +52+2.3% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 6,627 | $47.7 萬 | 0.2% | +136+2.1% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 18,475 | $47.7 萬 | 0.2% | +374+2.1% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,293 | $45.4 萬 | 0.2% | +16+1.3% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,797 | $42.7 萬 | 0.2% | +24+1.4% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 36,869 | $42.3 萬 | 0.2% | +804+2.2% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,319 | $37.4 萬 | 0.1% | +281+5.6% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,057 | $36.7 萬 | 0.1% | +38+1.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 4,041 | $35.3 萬 | 0.1% | +211+5.5% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,845 | $29.8 萬 | 0.1% | +44+2.4% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 4,061 | $21.3 萬 | 0.1% | +234+6.1% | 加碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 5,241 | $20.0 萬 | 0.1% | +290+5.9% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。