Stock Taper

STF MANAGEMENT LP

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Booking Holdings Inc.BKNG185$990.74K
MercadoLibre, Inc.MELI293$590.18K
Axon Enterprise, Inc.AXON501$284.53K
Regeneron Pharmaceuticals, Inc.REGN527$406.77K
ASML Holding N.V.ASML547$585.21K
IDEXX Laboratories, Inc.IDXX548$370.74K
Roper Technologies, Inc.ROP570$253.21K
Lululemon Athletica Inc.LULU734$152.53K
Biogen Inc.BIIB804$141.5K
CDW CorporationCDW807$109.91K
Arm Holdings plc American Depositary SharesARM846$92.48K
Verisk Analytics, Inc.VRSK849$189.91K
KLA CorporationKLAC851$1.03M
Charter Communications, Inc.CHTR872$182.03K
Atlassian CorporationTEAM901$146.09K
Zscaler, Inc.ZS942$211.88K
Take-Two Interactive Software, Inc.TTWO1.11K$284.96K
Old Dominion Freight Line, Inc.ODFL1.16K$181.57K
Synopsys, Inc.SNPS1.17K$550.51K
Intuit Inc.INTU1.22K$810.8K