Stock Taper

STF MANAGEMENT LP

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mondelez International, Inc.MDLZ6.81K$366.69K
Fastenal CompanyFAST7.03K$281.91K
Shopify Inc.SHOP7.11K$1.14M
Gilead Sciences, Inc.GILD7.13K$875.5K
Lam Research CorporationLRCX7.49K$1.28M
Tesla, Inc.TSLA8.32K$3.74M
Advanced Micro Devices, Inc.AMD9.66K$2.07M
CSX CorporationCSX10.68K$387.08K
Alphabet Inc.GOOG12.28K$3.85M
Palantir Technologies Inc.PLTR12.77K$2.27M
Alphabet Inc.GOOGL13.14K$4.11M
Warner Bros. Discovery, Inc.WBD13.83K$398.46K
Comcast CorporationCMCSA14.22K$425.19K
Broadcom Inc.AVGO16.9K$5.85M
Microsoft CorporationMSFT17.09K$8.26M
Intel Corp.INTC20.48K$755.64K
Cisco Systems, Inc.CSCO22.94K$1.76M
Netflix, Inc.NFLX23.94K$2.24M
Amazon.com, Inc.AMZN24.52K$5.66M
Apple Inc.AAPL34.57K$9.4M