13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214822-23-000004
Total Value
$3.32B
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 00507V109 | 3,756,000 | $321.5M | 9.67% |
| 2 | DECKERS OUTDOOR CORP | DECK | 556,066 | $250.0M | 7.52% |
| 3 | BATH & BODY WORKS INC | BBWI | 4,795,529 | $175.4M | 5.28% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 1,986,898 | $156.0M | 4.69% |
| 5 | FIDELITY NATL INFORMATION SV | 31620M106 | 2,454,984 | $133.4M | 4.01% |
| 6 | META PLATFORMS INC | META | 600,401 | $127.2M | 3.83% |
| 7 | UBER TECHNOLOGIES INC | UBER | 3,840,000 | $121.7M | 3.66% |
| 8 | T-MOBILE US INC | TMUSZ | 827,828 | $119.9M | 3.61% |
| 9 | LULULEMON ATHLETICA INC | LULU | 317,101 | $115.5M | 3.47% |
| 10 | LAS VEGAS SANDS CORP | LVS | 1,940,000 | $111.5M | 3.35% |
| 11 | AVANTOR INC | AVTR | 5,025,000 | $106.2M | 3.20% |
| 12 | MICROSOFT CORP | MSFT | 352,486 | $101.6M | 3.06% |
| 13 | JD.COM INC | JDCMF | 1,970,017 | $86.5M | 2.60% |
| 14 | ICON PLC | ICLR | 399,882 | $85.4M | 2.57% |
| 15 | CHARTER COMMUNICATIONS INC N | 16119P108 | 236,027 | $84.4M | 2.54% |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 1,633,925 | $81.7M | 2.46% |
| 17 | FERGUSON PLC NEW | G3421J106 | 598,000 | $80.0M | 2.41% |
| 18 | BURLINGTON STORES INC | BURL | 382,439 | $77.3M | 2.33% |
| 19 | ADOBE SYSTEMS INCORPORATED | ADBE | 200,500 | $77.3M | 2.32% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 147,957 | $69.9M | 2.10% |
| 21 | DOMINOS PIZZA INC | DPZ | 201,218 | $66.4M | 2.00% |
| 22 | RH | RH | 269,001 | $65.5M | 1.97% |
| 23 | ROSS STORES INC | ROST | 610,885 | $64.8M | 1.95% |
| 24 | AMERICAN INTL GROUP INC | 026874784 | 1,142,000 | $57.5M | 1.73% |
| 25 | WORKDAY INC | WDAY | 270,196 | $55.8M | 1.68% |
| 26 | LENNOX INTL INC | 526107107 | 206,000 | $51.8M | 1.56% |
| 27 | WILLIAMS SONOMA INC | WSM | 416,862 | $50.7M | 1.53% |
| 28 | HDFC BANK LTD | HDB | 749,000 | $49.9M | 1.50% |
| 29 | TEXAS ROADHOUSE INC | TXRH | 425,000 | $45.9M | 1.38% |
| 30 | DOLLAR GEN CORP NEW | 256677105 | 192,000 | $40.4M | 1.22% |
| 31 | HILTON WORLDWIDE HLDGS INC | HLT | 277,052 | $39.0M | 1.17% |
| 32 | DARDEN RESTAURANTS INC | DRI | 242,000 | $37.5M | 1.13% |
| 33 | GLOBAL PMTS INC | 37940X102 | 350,354 | $36.9M | 1.11% |
| 34 | SCHLUMBERGER LTD | SLB | 655,000 | $32.2M | 0.97% |
| 35 | ENTEGRIS INC | ENTG | 371,001 | $30.4M | 0.92% |
| 36 | NATIONAL INSTRS CORP | 636518102 | 523,000 | $27.4M | 0.82% |
| 37 | VISA INC | V | 101,000 | $22.8M | 0.69% |
| 38 | FLEETCOR TECHNOLOGIES INC | 339041105 | 73,205 | $15.4M | 0.46% |
| 39 | LOWES COS INC | 548661107 | 58,187 | $11.6M | 0.35% |
| 40 | TRANSUNION | TRU | 172,000 | $10.7M | 0.32% |
| 41 | NEW YORK CMNTY BANCORP INC | 649445103 | 1,179,500 | $10.7M | 0.32% |
| 42 | CORSAIR PARTNERING CORP | G2540H124 | 1,000,000 | $10.3M | 0.31% |
| 43 | FLOOR & DECOR HLDGS INC | FND | 78,002 | $7.7M | 0.23% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $465,600 | 0.01% |