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STF Management LP

13F
STF Management LP
Last update 2025-05-13 101 Stocks (0 new)
Value $208.00 Mil Turnover 2 %
Countries:
STF Management LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
88,961
19,760.9
+0.77%
9.490
+0.07%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
43,663
16,390.7
+0.84%
7.870
+0.07%
0.000
+32.15%
+21.67%
3,797,138.0
Software
NVDA
NVIDIA Corp
140,857
15,266.1
+1.35%
7.330
+0.10%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
AMZN
Amazon.com Inc
61,289
11,660.9
+1.04%
5.600
+0.06%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
AVGO
Broadcom Inc
41,922
7,019.0
+19.88%
3.370
+0.56%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
META
Meta Platforms Inc
12,137
6,995.3
+12.88%
3.360
+0.38%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
COST
Costco Wholesale Corp
6,608
6,249.7
-0.30%
3.000
-0.01%
0.000
-4.15%
+2.16%
414,118.9
Retail - Defensive
NFLX
Netflix Inc
6,262
5,839.5
-0.85%
2.800
-0.02%
0.000
+7.65%
+32.47%
501,736.0
Media - Diversified
TSLA
Tesla Inc
21,351
5,533.3
+3.50%
2.660
+0.09%
0.000
+17.64%
-24.40%
983,357.9
Vehicles & Parts
GOOGL
Alphabet Inc
34,063
5,267.5
+1.05%
2.530
+0.03%
0.000
+20.80%
+1.76%
2,333,192.1
Interactive Media

STF Management LP's Historical Top Holdings Breakdowns

STF Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.56%
167.43 ($211.65) 244.7
$288.71
36.41%
Add 19.88%
41,922
6,951
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.38%
576.36 ($645.17) 736.67
$714.80
10.79%
Add 12.88%
12,137
1,385
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.10%
106.98 ($126.74) 149.43
$173.74
37.08%
Add 1.35%
140,857
1,871
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.09%
222.15 ($333.26) 428.22
$305.30
-8.39%
Add 3.5%
21,351
723
AAPL
Apple Inc
2025-03-31
Add
Add
+0.07%
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 0.77%
88,961
684
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.07%
375.39 ($407.71) 447.2
$510.88
25.30%
Add 0.84%
43,663
363
ADBE
Adobe Inc
2025-03-31
Add
Add
+0.06%
377.84 ($428.84) 464.11
$371.69
-13.33%
Add 8.6%
4,144
328
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.06%
190.26 ($217) 242.06
$232.23
7.02%
Add 1.04%
61,289
630
SBUX
Starbucks Corp
2025-03-31
Add
Add
+0.04%
92.17 ($103.37) 115.81
$93.70
-9.35%
Add 8.17%
10,944
827
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.03%
154.33 ($181.36) 206.38
$192.17
5.96%
Add 1.05%
34,063
355

STF Management LP Total Holding History ($B)

To

STF Management LP's Asset Allocation

To

STF Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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STF Management LP's Hypothetical Growth since 2025-03-31

STF Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

STF Management LP's Holdings Heat Map

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STF Management LP's Holdings Bubble Chart

STF Management LP News

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