STF MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 140K | $26.18M |
 | AAPL | 88K | $22.45M |
 | AMZN | 62K | $13.54M |
 | CSCO | 61K | $4.16M |
 | CMCSA | 58K | $1.82M |
 | INTC | 46K | $1.53M |
 | MSFT | 44K | $22.71M |
 | AVGO | 43K | $14.03M |
 | WBD | 36K | $698.92K |
 | GOOGL | 34K | $8.33M |
 | PLTR | 33K | $5.94M |
 | GOOG | 32K | $7.88M |
 | CSX | 29K | $1.04M |
 | AMD | 24K | $3.94M |
 | TSLA | 21K | $9.50M |
 | PEP | 21K | $2.92M |
 | KDP | 20K | $515.79K |
 | MDLZ | 20K | $1.26M |
 | LRCX | 20K | $2.63M |
 | GILD | 19K | $2.10M |
NVIDIA Corporation
NVDA
Shares Held
140K
Value
$26.18M
Apple Inc.
AAPL
Shares Held
88K
Value
$22.45M
Amazon.com, Inc.
AMZN
Shares Held
62K
Value
$13.54M
Cisco Systems, Inc.
CSCO
Shares Held
61K
Value
$4.16M
Comcast Corporation
CMCSA
Shares Held
58K
Value
$1.82M
Intel Corporation
INTC
Shares Held
46K
Value
$1.53M
Microsoft Corporation
MSFT
Shares Held
44K
Value
$22.71M
Broadcom Inc.
AVGO
Shares Held
43K
Value
$14.03M
Warner Bros. Discovery, Inc.
WBD
Shares Held
36K
Value
$698.92K
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$8.33M
Palantir Technologies Inc.
PLTR
Shares Held
33K
Value
$5.94M
Alphabet Inc.
GOOG
Shares Held
32K
Value
$7.88M
CSX Corporation
CSX
Shares Held
29K
Value
$1.04M
Advanced Micro Devices, Inc.
AMD
Shares Held
24K
Value
$3.94M
Tesla, Inc.
TSLA
Shares Held
21K
Value
$9.50M
PepsiCo, Inc.
PEP
Shares Held
21K
Value
$2.92M
Keurig Dr Pepper Inc.
KDP
Shares Held
20K
Value
$515.79K
Mondelez International, Inc.
MDLZ
Shares Held
20K
Value
$1.26M
Lam Research Corporation
LRCX
Shares Held
20K
Value
$2.63M
Gilead Sciences, Inc.
GILD
Shares Held
19K
Value
$2.10M