Stf Management Lp Top Holdings and 13F Report (2025) About Stf Management LpInvestment ActivityStf Management Lp has $253.41 million in total holdings as of June 30, 2025.Stf Management Lp owns shares of 101 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 0.05% of the portfolio was sold this quarter.This quarter, Stf Management Lp has purchased 101 new stocks and bought additional shares in 100 stocks.Stf Management Lp sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $22,944,414Microsoft $22,338,186Apple $18,777,364Amazon.com $13,841,973Broadcom $11,948,876 Largest New Holdings this Quarter 82509L107 - Shopify $2,005,706 Holding Largest Purchases this Quarter Shopify 17,388 shares (about $2.01M)O'Reilly Automotive 12,669 shares (about $1.14M)NVIDIA 4,370 shares (about $690.42K)Microsoft 1,246 shares (about $619.77K)Apple 2,560 shares (about $525.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStf Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$22,944,414$690,416 ▲3.1%145,2279.1%Computer and TechnologyMSFTMicrosoft$22,338,186$619,773 ▲2.9%44,9098.8%Computer and TechnologyAAPLApple$18,777,364$525,235 ▲2.9%91,5217.4%Computer and TechnologyAMZNAmazon.com$13,841,973$395,780 ▲2.9%63,0935.5%Retail/WholesaleAVGOBroadcom$11,948,876$393,077 ▲3.4%43,3484.7%Computer and TechnologyMETAMeta Platforms$9,244,577$286,379 ▲3.2%12,5253.6%Computer and TechnologyNFLXNetflix$8,591,858$206,226 ▲2.5%6,4163.4%Consumer DiscretionaryTSLATesla$6,995,191$212,832 ▲3.1%22,0212.8%Auto/Tires/TrucksCOSTCostco Wholesale$6,701,894$160,370 ▲2.5%6,7702.6%Retail/WholesaleGOOGLAlphabet$6,180,915$177,992 ▲3.0%35,0732.4%Computer and TechnologyGOOGAlphabet$5,923,939$166,747 ▲2.9%33,3952.3%Computer and TechnologyPalantir Technologies Inc$4,532,504$122,688 ▲2.8%33,2491.8%CL ACSCOCisco Systems$4,335,834$107,539 ▲2.5%62,4941.7%Computer and TechnologyTMUST-Mobile US$4,334,188$103,881 ▲2.5%18,1911.7%Computer and TechnologyAMDAdvanced Micro Devices$3,520,113$84,856 ▲2.5%24,8071.4%Computer and TechnologyLinde PLC$3,487,415$86,329 ▲2.5%7,4331.4%SHSINTUIntuit$3,423,040$86,639 ▲2.6%4,3461.4%Computer and TechnologyBKNGBooking$3,039,351$81,049 ▲2.7%5251.2%Retail/WholesaleTXNTexas Instruments$2,982,877$70,591 ▲2.4%14,3671.2%Computer and TechnologyISRGIntuitive Surgical$2,948,543$71,730 ▲2.5%5,4261.2%MedicalPEPPepsiCo$2,823,675$68,661 ▲2.5%21,3851.1%Consumer StaplesQCOMQUALCOMM$2,740,228$68,482 ▲2.6%17,2061.1%Computer and TechnologyAMATApplied Materials$2,360,871$59,681 ▲2.6%12,8960.9%Computer and TechnologyHONHoneywell International$2,344,869$58,220 ▲2.5%10,0690.9%Multi-Sector ConglomeratesAMGNAmgen$2,301,528$57,517 ▲2.6%8,2430.9%MedicalGILDGilead Sciences$2,146,998$55,213 ▲2.6%19,3650.8%MedicalCMCSAComcast$2,144,719$52,393 ▲2.5%60,0930.8%Consumer DiscretionaryMUMicron Technology$2,101,289$52,504 ▲2.6%17,0490.8%Computer and TechnologyPANWPalo Alto Networks$2,047,628$52,388 ▲2.6%10,0060.8%Computer and TechnologyMELIMercadoLibre$2,033,404$20,909 ▲1.0%7780.8%Retail/WholesaleSHOPShopify$2,005,706$2,005,706 ▲New Holding17,3880.8%Computer and TechnologyLam Research Corp$1,961,596$49,643 ▲2.6%20,1520.8%COMADPAutomatic Data Processing$1,938,911$45,643 ▲2.4%6,2870.8%Computer and TechnologyKLACKLA$1,859,556$34,038 ▲1.9%2,0760.7%Computer and TechnologyVRTXVertex Pharmaceuticals$1,823,094$42,739 ▲2.4%4,0950.7%MedicalADIAnalog Devices$1,819,187$43,796 ▲2.5%7,6430.7%Computer and TechnologyCRWDCrowdStrike$1,784,113$44,819 ▲2.6%3,5030.7%Computer and TechnologyADBEAdobe$1,695,308$92,077 ▲5.7%4,3820.7%Computer and TechnologyCEGConstellation Energy$1,556,671$38,086 ▲2.5%4,8230.6%EnergyAppLovin Corp$1,503,944$38,509 ▲2.6%4,2960.6%COM CL ADoorDash Inc$1,438,386$34,511 ▲2.5%5,8350.6%CL AMDLZMondelez International$1,393,041$34,934 ▲2.6%20,6560.5%Consumer StaplesCTASCintas$1,385,583$32,985 ▲2.4%6,2170.5%Business ServicesCDNSCadence Design Systems$1,281,596$29,582 ▲2.4%4,1590.5%Computer and TechnologyFTNTFortinet$1,262,191$31,082 ▲2.5%11,9390.5%Computer and TechnologyMSTRMicroStrategy$1,253,921$40,423 ▲3.3%3,1020.5%Computer and TechnologyORLYO'Reilly Automotive$1,221,352$1,141,857 ▲1,436.4%13,5510.5%Retail/WholesaleSNPSSynopsys$1,190,956$26,659 ▲2.3%2,3230.5%Computer and TechnologyMARMarriott International$1,186,005$26,228 ▲2.3%4,3410.5%Consumer DiscretionaryPYPLPayPal$1,174,182$28,242 ▲2.5%15,7990.5%Business ServicesASMLASML$1,143,584$24,042 ▲2.1%1,4270.5%Computer and TechnologySBUXStarbucks$1,058,876$56,078 ▲5.6%11,5560.4%Retail/WholesaleMRVLMarvell Technology$1,030,658$25,852 ▲2.6%13,3160.4%Computer and TechnologyADSKAutodesk$1,022,510$22,908 ▲2.3%3,3030.4%Computer and TechnologyINTCIntel$997,629$46,547 ▲4.9%44,5370.4%Computer and TechnologyCSXCSX$981,706$24,277 ▲2.5%30,0860.4%TransportationAXONAxon Enterprise$963,722$13,247 ▲1.4%1,1640.4%AerospaceMNSTMonster Beverage$939,537$23,052 ▲2.5%14,9990.4%Consumer StaplesROPRoper Technologies$935,286$17,005 ▲1.9%1,6500.4%Computer and TechnologyCHTRCharter Communications$896,929$23,711 ▲2.7%2,1940.4%Consumer DiscretionaryABNBAirbnb$887,737$17,998 ▲2.1%6,7080.4%Consumer DiscretionaryNXPINXP Semiconductors$858,447$20,975 ▲2.5%3,9290.3%Computer and TechnologyAEPAmerican Electric Power$851,662$21,375 ▲2.6%8,2080.3%UtilitiesPAYXPaychex$812,249$18,764 ▲2.4%5,5840.3%Computer and TechnologyWDAYWorkday$786,240$17,760 ▲2.3%3,2760.3%Computer and TechnologyPCARPACCAR$774,739$18,252 ▲2.4%8,1500.3%Auto/Tires/TrucksFASTFastenal$744,282$381,024 ▲104.9%17,7210.3%Retail/WholesaleCPRTCopart$729,131$18,058 ▲2.5%14,8590.3%Business ServicesZSZscaler$713,586$15,069 ▲2.2%2,2730.3%Computer and TechnologyPDDPDD$701,955$35,166 ▲5.3%6,7070.3%Retail/WholesaleKDPKeurig Dr Pepper$685,863$17,786 ▲2.7%20,7460.3%Consumer StaplesEXCExelon$675,615$17,194 ▲2.6%15,5600.3%UtilitiesIDXXIDEXX Laboratories$665,062$8,581 ▲1.3%1,2400.3%MedicalVRSKVerisk Analytics$660,069$11,837 ▲1.8%2,1190.3%Business ServicesROSTRoss Stores$651,168$13,779 ▲2.2%5,1040.3%Retail/WholesaleCoca-Cola Europacific Partners PLC$640,510$14,186 ▲2.3%6,9080.3%SHSTTWOTake-Two Interactive Software$635,296$11,171 ▲1.8%2,6160.3%Consumer DiscretionaryEAElectronic Arts$629,857$12,137 ▲2.0%3,9440.2%Consumer DiscretionaryAZNAstraZeneca$626,195$16,352 ▲2.7%8,9610.2%MedicalFANGDiamondback Energy$616,926$11,542 ▲1.9%4,4900.2%EnergyDDOGDatadog$609,052$13,970 ▲2.3%4,5340.2%Computer and TechnologyXELXcel Energy$593,628$15,391 ▲2.7%8,7170.2%UtilitiesCTSHCognizant Technology Solutions$587,878$12,329 ▲2.1%7,5340.2%Computer and TechnologyBKRBaker Hughes$574,602$12,345 ▲2.2%14,9870.2%EnergyREGNRegeneron Pharmaceuticals$571,725$22,050 ▲4.0%1,0890.2%MedicalODFLOld Dominion Freight Line$531,857$12,497 ▲2.4%3,2770.2%TransportationGEHCGE HealthCare Technologies$509,676$11,259 ▲2.3%6,8810.2%MedicalCSGPCoStar Group$504,028$10,291 ▲2.1%6,2690.2%Computer and TechnologyTEAMAtlassian$479,902$10,561 ▲2.3%2,3630.2%Computer and TechnologyTTDTrade Desk$477,078$9,791 ▲2.1%6,6270.2%Computer and TechnologyKHCKraft Heinz$477,025$9,657 ▲2.1%18,4750.2%Consumer StaplesANSSANSYS$454,127$5,620 ▲1.3%1,2930.2%Computer and TechnologyLULUlululemon athletica$426,931$5,702 ▲1.4%1,7970.2%Consumer DiscretionaryWBDWarner Bros. Discovery$422,519$9,214 ▲2.2%36,8690.2%Consumer DiscretionaryMCHPMicrochip Technology$374,298$19,774 ▲5.6%5,3190.1%Computer and TechnologyCDWCDW$367,360$6,786 ▲1.9%2,0570.1%Computer and TechnologyDXCMDexCom$352,739$18,418 ▲5.5%4,0410.1%MedicalARM Holdings PLC$298,410$7,117 ▲2.4%1,8450.1%SPONSORED ADSONON Semiconductor$212,837$12,264 ▲6.1%4,0610.1%Computer and TechnologyGFSGlobalFoundries$200,206$11,078 ▲5.9%5,2410.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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