13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214822-23-000002
Total Value
$2.91B
Positions
31
Other Managers
1
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 3,583,386 | $308.9M | 10.62% |
| 2 | DECKERS OUTDOOR CORP | DECK | 696,262 | $277.9M | 9.56% |
| 3 | BATH & BODY WORKS INC | BBWI | 5,632,798 | $237.4M | 8.16% |
| 4 | UBER TECHNOLOGIES INC | UBER | 7,202,846 | $178.1M | 6.12% |
| 5 | T-MOBILE US INC | TMUSZ | 1,197,501 | $167.7M | 5.76% |
| 6 | BURLINGTON STORES INC | BURL | 759,787 | $154.1M | 5.30% |
| 7 | META PLATFORMS INC | META | 1,161,672 | $139.8M | 4.81% |
| 8 | BOSTON SCIENTIFIC CORP | BSX | 3,003,436 | $139.0M | 4.78% |
| 9 | MICROSOFT CORP | MSFT | 573,412 | $137.5M | 4.73% |
| 10 | ICON PLC | ICLR | 695,215 | $135.0M | 4.64% |
| 11 | CHARTER COMMUNICATIONS INC N | 16119P108 | 320,196 | $108.6M | 3.73% |
| 12 | LAS VEGAS SANDS CORP | LVS | 2,025,000 | $97.3M | 3.35% |
| 13 | JD.COM INC | JDCMF | 1,639,169 | $92.0M | 3.16% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 166,476 | $88.3M | 3.03% |
| 15 | DOMINOS PIZZA INC | DPZ | 229,297 | $79.4M | 2.73% |
| 16 | HDFC BANK LTD | HDB | 1,156,056 | $79.1M | 2.72% |
| 17 | RH | RH | 288,949 | $77.2M | 2.65% |
| 18 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,061,586 | $72.0M | 2.48% |
| 19 | GLOBAL PMTS INC | 37940X102 | 699,569 | $69.5M | 2.39% |
| 20 | CHENIERE ENERGY INC | LNG | 431,931 | $64.8M | 2.23% |
| 21 | WORKDAY INC | WDAY | 360,818 | $60.4M | 2.08% |
| 22 | LULULEMON ATHLETICA INC | LULU | 150,350 | $48.2M | 1.66% |
| 23 | ACTIVISION BLIZZARD INC | 00507V109 | 386,441 | $29.6M | 1.02% |
| 24 | FLOOR & DECOR HLDGS INC | FND | 375,869 | $26.2M | 0.90% |
| 25 | DARDEN RESTAURANTS INC | DRI | 104,538 | $14.5M | 0.50% |
| 26 | CORSAIR PARTNERING CORP | G2540H124 | 1,000,000 | $9.9M | 0.34% |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 104,951 | $6.8M | 0.23% |
| 28 | OKTA INC | OKTA | 97,276 | $6.6M | 0.23% |
| 29 | SPDR GOLD TR | GLD | 10,678 | $1.8M | 0.06% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $468,711 | 0.02% |
| 31 | MARIADB PLC | G5920M118 | 825,535 | $295,707 | 0.01% |