STF MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 56K | $10.44M |
 | AAPL | 35K | $9.40M |
 | AMZN | 25K | $5.66M |
 | NFLX | 24K | $2.24M |
 | CSCO | 23K | $1.76M |
 | INTC | 20K | $755.64K |
 | MSFT | 17K | $8.26M |
 | AVGO | 17K | $5.85M |
 | CMCSA | 14K | $425.19K |
 | WBD | 14K | $398.46K |
 | GOOGL | 13K | $4.11M |
 | PLTR | 13K | $2.27M |
 | GOOG | 12K | $3.85M |
 | CSX | 11K | $387.08K |
 | AMD | 10K | $2.07M |
 | TSLA | 8K | $3.74M |
 | LRCX | 7K | $1.28M |
 | GILD | 7K | $875.50K |
 | SHOP | 7K | $1.14M |
 | FAST | 7K | $281.91K |
NVIDIA Corporation
NVDA
Shares Held
56K
Value
$10.44M
Apple Inc.
AAPL
Shares Held
35K
Value
$9.40M
Amazon.com, Inc.
AMZN
Shares Held
25K
Value
$5.66M
Netflix, Inc.
NFLX
Shares Held
24K
Value
$2.24M
Cisco Systems, Inc.
CSCO
Shares Held
23K
Value
$1.76M
Intel Corporation
INTC
Shares Held
20K
Value
$755.64K
Microsoft Corporation
MSFT
Shares Held
17K
Value
$8.26M
Broadcom Inc.
AVGO
Shares Held
17K
Value
$5.85M
Comcast Corporation
CMCSA
Shares Held
14K
Value
$425.19K
Warner Bros. Discovery, Inc.
WBD
Shares Held
14K
Value
$398.46K
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$4.11M
Palantir Technologies Inc.
PLTR
Shares Held
13K
Value
$2.27M
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.85M
CSX Corporation
CSX
Shares Held
11K
Value
$387.08K
Advanced Micro Devices, Inc.
AMD
Shares Held
10K
Value
$2.07M
Tesla, Inc.
TSLA
Shares Held
8K
Value
$3.74M
Lam Research Corporation
LRCX
Shares Held
7K
Value
$1.28M
Gilead Sciences, Inc.
GILD
Shares Held
7K
Value
$875.50K
Shopify Inc.
SHOP
Shares Held
7K
Value
$1.14M
Fastenal Company
FAST
Shares Held
7K
Value
$281.91K