Stock Taper 
STF MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Honeywell International Inc. | HON | 3.56K | $694.91K |
 Palo Alto Networks, Inc. | PANW | 3.96K | $728.7K |
 QUALCOMM Incorporated | QCOM | 4.08K | $698.23K |
 Fortinet, Inc. | FTNT | 4.19K | $332.65K |
 Applied Materials, Inc. | AMAT | 4.56K | $1.17M |
 Meta Platforms, Inc. | META | 4.84K | $3.2M |
 O'Reilly Automotive, Inc. | ORLY | 4.89K | $446.47K |
 Texas Instruments Incorporated | TXN | 4.99K | $865.02K |
 Copart, Inc. | CPRT | 5.03K | $196.93K |
 Starbucks Corporation | SBUX | 5.05K | $425.26K |
 Marvell Technology, Inc. | MRVL | 5.08K | $431.53K |
 Monster Beverage Corporation | MNST | 5.57K | $426.75K |
 Exelon Corporation | EXC | 5.72K | $249.51K |
 PayPal Holdings, Inc. | PYPL | 5.82K | $339.65K |
 Baker Hughes Company | BKR | 5.9K | $268.82K |
 T-Mobile US, Inc. | TMUS | 5.98K | $1.21M |
 The Kraft Heinz Company | KHC | 6.31K | $153.04K |
 Micron Technology, Inc. | MU | 6.63K | $1.89M |
 PepsiCo, Inc. | PEP | 6.77K | $972.2K |
 Keurig Dr Pepper Inc. | KDP | 6.8K | $189.04K |