Investments: STF Management LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
106.548.368 $-163.184.558 $269.732.926 $+16.325.816 $253.407.110 $+45.115.800 $208.291.310 $+208.291.310 $
BANK OF AMERICA CORP /DE/BAC38.136.911 $-62.710.828 $100.847.739 $+2.347.577 $98.500.162 $+17.124.274 $81.375.888 $+81.375.888 $
NVIDIA CORPNVDA10.442.508 $-15.734.293 $26.176.801 $+3.232.387 $22.944.414 $+7.678.332 $15.266.082 $+15.266.082 $
MICROSOFT CORPMSFT8.262.648 $-14.448.424 $22.711.072 $+372.886 $22.338.186 $+5.947.532 $16.390.654 $+16.390.654 $
APPFOLIO INCAPPF9.398.200 $-13.048.708 $22.446.908 $+3.669.544 $18.777.364 $-983.543 $19.760.907 $+19.760.907 $
ALPHA PRO TECH LTDAPT7.963.777 $-8.251.458 $16.215.235 $+4.110.381 $12.104.854 $+1.766.907 $10.337.947 $+10.337.947 $
AMAZON COM INCAMZN5.660.168 $-7.875.225 $13.535.393 $-306.580 $13.841.973 $+2.181.128 $11.660.845 $+11.660.845 $
NETFLIX INCNFLX2.244.614 $-5.301.388 $7.546.002 $-1.045.856 $8.591.858 $+2.752.355 $5.839.503 $+5.839.503 $
PALATIN TECHNOLOGIES INCPTNT2.270.579 $-3.666.462 $5.937.041 $+1.404.537 $4.532.504 $+1.802.248 $2.730.256 $+2.730.256 $
ADVANCED MICRO DEVICES INCAMD2.067.929 $-1.872.790 $3.940.719 $+420.606 $3.520.113 $+1.032.880 $2.487.233 $+2.487.233 $
LINDE PLCLIN1.094.970 $-2.344.030 $3.439.000 $-48.415 $3.487.415 $+111.991 $3.375.424 $+3.375.424 $
PEPSICO INCPEP972.204 $-1.949.931 $2.922.135 $+98.460 $2.823.675 $-304.823 $3.128.498 $+3.128.498 $
AppLovin CorpAPP1.200.073 $-1.878.871 $3.078.944 $+1.575.000 $1.503.944 $+394.780 $1.109.164 $+1.109.164 $
Booking Holdings Inc.BKNG990.736 $-1.860.079 $2.850.815 $-188.536 $3.039.351 $+685.220 $2.354.131 $+2.354.131 $
INTUITIVE SURGICAL INCISRG1.092.508 $-1.270.208 $2.362.716 $-585.827 $2.948.543 $+326.584 $2.621.959 $+2.621.959 $
MICRON TECHNOLOGY INCMU1.891.697 $-887.154 $2.778.851 $+677.562 $2.101.289 $+656.917 $1.444.372 $+1.444.372 $
LAM RESEARCH CORPLRCX1.281.282 $-1.347.041 $2.628.323 $+666.727 $1.961.596 $+533.623 $1.427.973 $+1.427.973 $
AMGEN INCAMGN926.615 $-1.339.169 $2.265.784 $-35.744 $2.301.528 $-202.399 $2.503.927 $+2.503.927 $
KLA CORPKLAC1.034.033 $-1.141.503 $2.175.536 $+315.980 $1.859.556 $+474.124 $1.385.432 $+1.385.432 $
COMCAST CORPCMCSA425.185 $-1.392.523 $1.817.708 $-327.011 $2.144.719 $-18.544 $2.163.263 $+2.163.263 $
Palo Alto Networks IncPANW728.695 $-1.256.600 $1.985.295 $-62.333 $2.047.628 $+383.888 $1.663.740 $+1.663.740 $
MERCADOLIBRE INCMELI590.178 $-1.256.005 $1.846.183 $-187.221 $2.033.404 $+531.234 $1.502.170 $+1.502.170 $
ANALOG DEVICES INCADI775.903 $-1.051.859 $1.827.762 $+8.575 $1.819.187 $+314.930 $1.504.257 $+1.504.257 $
Constellation Energy CorpCEG618.929 $-925.397 $1.544.326 $-12.345 $1.556.671 $+608.002 $948.669 $+948.669 $
INTEL CORPINTC755.638 $-774.980 $1.530.618 $+532.989 $997.629 $+33.385 $964.244 $+964.244 $
CINTAS CORPCTAS412.249 $-830.190 $1.242.439 $-143.144 $1.385.583 $+138.221 $1.247.362 $+1.247.362 $
ASML HOLDING NVASML585.213 $-751.719 $1.336.932 $+193.348 $1.143.584 $+217.890 $925.694 $+925.694 $
SYNOPSYS INCSNPS550.512 $-779.667 $1.330.179 $+139.223 $1.190.956 $+217.038 $973.918 $+973.918 $
Strategy IncMSTR219.568 $-789.594 $1.009.162 $-244.759 $1.253.921 $+388.534 $865.387 $+865.387 $
STARBUCKS CORPSBUX425.261 $-553.392 $978.653 $-80.223 $1.058.876 $-14.621 $1.073.497 $+1.073.497 $
CSX CORPCSX387.078 $-653.010 $1.040.088 $+58.382 $981.706 $+118.171 $863.535 $+863.535 $
Monster Beverage CorpMNST426.745 $-556.116 $982.861 $+43.324 $939.537 $+83.331 $856.206 $+856.206 $
ROPER TECHNOLOGIES INCROP253.205 $-546.694 $799.899 $-135.387 $935.286 $-19.834 $955.120 $+955.120 $
FASTENAL COFAST281.913 $-563.733 $845.646 $+101.364 $744.282 $+73.552 $670.730 $+670.730 $
PAYCHEX INCPAYX212.357 $-475.189 $687.546 $-124.703 $812.249 $-29.348 $841.597 $+841.597 $
COPART INCCPRT196.925 $-453.431 $650.356 $-78.775 $729.131 $-90.915 $820.046 $+820.046 $
PACCAR INCPCAR300.824 $-478.559 $779.383 $+4.644 $774.739 $-131 $774.870 $+774.870 $
EXELON CORPEXC249.509 $-432.798 $682.307 $+6.692 $675.615 $-23.142 $698.757 $+698.757 $
XCEL ENERGY INCXEL257.698 $-428.392 $686.090 $+92.462 $593.628 $-7.450 $601.078 $+601.078 $
ASTRAZENECA PLCAZN312.010 $-358.753 $670.763 $+44.568 $626.195 $-15.240 $641.435 $+641.435 $
Kraft Heinz CoKHC153.042 $-313.230 $466.272 $-10.753 $477.025 $-73.788 $550.813 $+550.813 $
MICROCHIP TECHNOLOGY INCMCHP157.643 $-183.815 $341.458 $-32.840 $374.298 $+130.408 $243.890 $+243.890 $
CDW CorpCDW109.913 $-208.328 $318.241 $-49.119 $367.360 $+43.795 $323.565 $+323.565 $
DEXCOM INCDXCM122.585 $-149.334 $271.919 $-80.820 $352.739 $+91.188 $261.551 $+261.551 $
ON SEMICONDUCTOR CORPON108.138 $-93.688 $201.826 $-11.011 $212.837 $+57.116 $155.721 $+155.721 $
106.548.368 $-163.184.558 $269.732.926 $+16.325.816 $253.407.110 $+45.115.800 $208.291.310 $+208.291.310 $
Erweiterte Einstellungen ×