Stf Management Lp Top Holdings and 13F Report (2024) → POTUS in ‘25 Not Biden/Trump, But (From The Freeport Society) (Ad) About Stf Management LpInvestment ActivityStf Management Lp has $230.51 million in total holdings as of March 31, 2024.Stf Management Lp owns shares of 101 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Stf Management Lp has purchased 101 new stocks and bought additional shares in 20 stocks.Stf Management Lp sold shares of 78 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $20,226,114Apple $17,023,677NVIDIA $14,512,077Amazon.com $12,074,276Meta Platforms $10,985,276 Largest New Holdings this Quarter Linde PLC $3,734,990 Holding Largest Purchases this Quarter Linde PLC 8,044 shares (about $3.73M)Old Dominion Freight Line 1,798 shares (about $394.32K)T-Mobile US 261 shares (about $42.60K)Vertex Pharmaceuticals 52 shares (about $21.74K)Diamondback Energy 99 shares (about $19.62K) Largest Sales this Quarter Apple 2,709 shares (about $464.54K)Broadcom 239 shares (about $316.77K)Meta Platforms 476 shares (about $231.14K)Microsoft 393 shares (about $165.34K)Alphabet 1,005 shares (about $153.02K) 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 PortfolioSectorMSFTMicrosoft$20,226,114$165,343 ▼-0.8%48,0758.8%Computer and TechnologyAAPLApple$17,023,677$464,539 ▼-2.7%99,2757.4%Computer and TechnologyNVDANVIDIA$14,512,077$106,620 ▼-0.7%16,0616.3%Computer and TechnologyAMZNAmazon.com$12,074,276$101,193 ▼-0.8%66,9385.2%Retail/WholesaleMETAMeta Platforms$10,985,276$231,136 ▼-2.1%22,6234.8%Computer and TechnologyAVGOBroadcom$10,307,714$316,773 ▼-3.0%7,7774.5%Computer and TechnologyGOOGLAlphabet$5,727,039$134,328 ▼-2.3%37,9452.5%Computer and TechnologyGOOGAlphabet$5,568,148$153,021 ▼-2.7%36,5702.4%Computer and TechnologyTSLATesla$5,448,435$75,765 ▼-1.4%30,9942.4%Auto/Tires/TrucksCOSTCostco Wholesale$5,419,264$7,326 ▼-0.1%7,3972.4%Retail/WholesaleAMDAdvanced Micro Devices$4,838,395$119,665 ▼-2.4%26,8072.1%Computer and TechnologyNFLXNetflix$4,411,038$77,131 ▼-1.7%7,2631.9%Consumer DiscretionaryPEPPepsiCo$3,995,128$60,903 ▼-1.5%22,8281.7%Consumer StaplesADBEAdobe$3,801,152$101,929 ▼-2.6%7,5331.6%Computer and TechnologyLinde PLC$3,734,990$3,734,990 ▲New Holding8,0441.6%SHSCSCOCisco Systems$3,384,297$37,432 ▼-1.1%67,8081.5%Computer and TechnologyTMUST-Mobile US$3,238,122$42,600 ▲1.3%19,8391.4%Computer and TechnologyQCOMQUALCOMM$3,148,811$29,797 ▼-0.9%18,5991.4%Computer and TechnologyINTCIntel$3,109,215$98,190 ▼-3.1%70,3921.3%Computer and TechnologyINTUIntuit$3,076,450$10,400 ▲0.3%4,7331.3%Computer and TechnologyCMCSAComcast$2,860,363$68,016 ▼-2.3%65,9831.2%Consumer DiscretionaryAMATApplied Materials$2,857,110$95,897 ▼-3.2%13,8541.2%Computer and TechnologyTXNTexas Instruments$2,613,847$83,447 ▼-3.1%15,0041.1%Computer and TechnologyAMGNAmgen$2,549,782$19,049 ▼-0.7%8,9681.1%MedicalISRGIntuitive Surgical$2,337,071$42,304 ▼-1.8%5,8561.0%MedicalHONHoneywell International$2,230,041$82,510 ▼-3.6%10,8651.0%Multi-Sector ConglomeratesMUMicron Technology$2,158,802$57,648 ▼-2.6%18,3120.9%Computer and TechnologyLRCXLam Research$2,125,795$55,379 ▼-2.5%2,1880.9%Computer and TechnologyBKNGBooking$2,078,775$65,302 ▼-3.0%5730.9%Retail/WholesaleVRTXVertex Pharmaceuticals$1,806,639$21,737 ▲1.2%4,3220.8%MedicalSBUXStarbucks$1,730,835$34,728 ▼-2.0%18,9390.8%Retail/WholesaleREGNRegeneron Pharmaceuticals$1,721,895$35,612 ▼-2.0%1,7890.7%MedicalADPAutomatic Data Processing$1,706,973$40,458 ▼-2.3%6,8350.7%Business ServicesADIAnalog Devices$1,615,549$50,634 ▼-3.0%8,1680.7%Computer and TechnologyKLACKLA$1,569,687$47,503 ▼-2.9%2,2470.7%Computer and TechnologyMDLZMondelez International$1,562,330$33,950 ▼-2.1%22,3190.7%Consumer StaplesGILDGilead Sciences$1,520,597$23,074 ▼-1.5%20,7590.7%MedicalPANWPalo Alto Networks$1,519,5270.0%5,3480.7%Computer and TechnologySNPSSynopsys$1,445,324$18,288 ▼-1.2%2,5290.6%Computer and TechnologyCDNSCadence Design Systems$1,411,655$23,657 ▼-1.6%4,5350.6%Computer and TechnologyASMLASML$1,406,211$45,612 ▼-3.1%1,4490.6%Computer and TechnologyMELIMercadoLibre$1,295,750$4,536 ▲0.4%8570.6%Retail/WholesalePDDPDD$1,295,258$12,090 ▼-0.9%11,1420.6%Retail/WholesaleMARMarriott International$1,226,984$30,025 ▼-2.4%4,8630.5%Consumer DiscretionaryCRWDCrowdStrike$1,223,692$2,244 ▼-0.2%3,8170.5%Computer and TechnologyCSXCSX$1,215,377$17,349 ▼-1.4%32,7860.5%TransportationABNBAirbnb$1,215,260$10,228 ▼-0.8%7,3670.5%Computer and TechnologyPYPLPayPal$1,203,877$17,618 ▼-1.4%17,9710.5%Computer and TechnologyCTASCintas$1,159,707$32,290 ▼-2.7%1,6880.5%Industrial ProductsORLYO'Reilly Automotive$1,123,236$5,644 ▲0.5%9950.5%Retail/WholesalePCARPACCAR$1,073,135$26,884 ▼-2.4%8,6620.5%Auto/Tires/TrucksNXPINXP Semiconductors$1,061,694$24,529 ▼-2.3%4,2850.5%Computer and TechnologyMRVLMarvell Technology$1,023,295$10,419 ▼-1.0%14,4370.4%Business ServicesMNSTMonster Beverage$1,017,423$30,766 ▼-2.9%17,1630.4%Consumer StaplesROPRoper Technologies$996,613$10,656 ▼-1.1%1,7770.4%Computer and TechnologyCEGConstellation Energy$973,605$40,112 ▼-4.0%5,2670.4%Oils/EnergyWDAYWorkday$949,443$13,910 ▼-1.4%3,4810.4%Computer and TechnologyADSKAutodesk$927,876$15,886 ▼-1.7%3,5630.4%Computer and TechnologyCPRTCopart$924,635$15,349 ▼-1.6%15,9640.4%Business ServicesDXCMDexCom$899,747$5,687 ▲0.6%6,4870.4%MedicalFTNTFortinet$881,404$956 ▼-0.1%12,9030.4%Computer and TechnologyDoorDash Inc$867,636$3,718 ▼-0.4%6,3000.4%CL AROSTRoss Stores$828,607$12,328 ▼-1.5%5,6460.4%Retail/WholesaleODFLOld Dominion Freight Line$800,043$394,319 ▲97.2%3,6480.3%TransportationMCHPMicrochip Technology$799,406$30,950 ▼-3.7%8,9110.3%Computer and TechnologyLULULululemon Athletica$790,285$10,157 ▼-1.3%2,0230.3%Consumer DiscretionaryIDXXIDEXX Laboratories$764,001$540 ▲0.1%1,4150.3%MedicalAEPAmerican Electric Power$753,806$12,485 ▼-1.6%8,7550.3%UtilitiesKHCKraft Heinz$745,675$22,583 ▼-2.9%20,2080.3%Consumer StaplesPAYXPaychex$740,852$13,140 ▼-1.7%6,0330.3%Business ServicesFASTFastenal$737,690$10,645 ▼-1.4%9,5630.3%Retail/WholesaleKDPKeurig Dr Pepper$711,820$16,930 ▼-2.3%23,2090.3%Consumer StaplesCHTRCharter Communications$710,881$19,182 ▼-2.6%2,4460.3%Consumer DiscretionaryGEHCGE HealthCare Technologies$691,734$15,364 ▼-2.2%7,6090.3%MedicalMRNAModerna$668,025$35,591 ▼-5.1%6,2690.3%MedicalAZNAstraZeneca$656,836$8,469 ▼-1.3%9,6950.3%MedicalTTDTrade Desk$648,831$18,883 ▼-2.8%7,4220.3%Computer and TechnologyCSGPCoStar Group$641,521$31,395 ▼-4.7%6,6410.3%Computer and TechnologyEXCExelon$639,704$3,006 ▲0.5%17,0270.3%UtilitiesDDOGDatadog$633,697$494 ▲0.1%5,1270.3%Computer and TechnologyCTSHCognizant Technology Solutions$611,092$13,192 ▼-2.1%8,3380.3%Computer and TechnologyFANGDiamondback Energy$596,690$19,619 ▲3.4%3,0110.3%Oils/EnergyEAElectronic Arts$587,728$20,829 ▼-3.4%4,4300.3%Consumer DiscretionaryCDWCDW$576,528$3,325 ▲0.6%2,2540.3%Computer and TechnologyVRSKVerisk Analytics$561,037$18,387 ▼-3.2%2,3800.2%Business ServicesBKRBaker Hughes$553,219$2,546 ▲0.5%16,5140.2%Oils/EnergyCoca-Cola Europacific Partners PLC$530,711$11,192 ▼-2.1%7,5870.2%SHSONOnsemi$529,119$1,103 ▼-0.2%7,1940.2%Computer and TechnologyBIIBBiogen$517,943$12,507 ▼-2.4%2,4020.2%MedicalTEAMAtlassian$516,456$18,731 ▲3.8%2,6470.2%Computer and TechnologyANSSANSYS$500,952$694 ▲0.1%1,4430.2%Computer and TechnologyXELXcel Energy$495,575$7,095 ▼-1.4%9,2200.2%UtilitiesDLTRDollar Tree$478,941$3,196 ▲0.7%3,5970.2%Retail/WholesaleZSZscaler$474,833$8,668 ▼-1.8%2,4650.2%Computer and TechnologyGFSGLOBALFOUNDRIES$472,7420.0%9,0720.2%Computer and TechnologyMDBMongoDB$436,824$2,869 ▲0.7%1,2180.2%Computer and TechnologyTTWOTake-Two Interactive Software$418,148$14,849 ▼-3.4%2,8160.2%Consumer DiscretionaryILMNIllumina$361,701$1,373 ▼-0.4%2,6340.2%MedicalWBDWarner Bros. Discovery$355,992$777 ▲0.2%40,7780.2%Consumer DiscretionaryWBAWalgreens Boots Alliance$307,391$2,169 ▲0.7%14,1720.1%Retail/WholesaleShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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