13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001214822-23-000006
Total Value
$3.76B
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 00507V109 | 3,328,384 | $280.6M | 7.47% |
| 2 | DECKERS OUTDOOR CORP | DECK | 414,801 | $218.9M | 5.83% |
| 3 | BATH & BODY WORKS INC | BBWI | 4,795,529 | $179.8M | 4.79% |
| 4 | LULULEMON ATHLETICA INC | LULU | 351,101 | $132.9M | 3.54% |
| 5 | UBER TECHNOLOGIES INC | UBER | 3,075,000 | $132.7M | 3.53% |
| 6 | FIDELITY NATL INFORMATION SV | 31620M106 | 2,412,049 | $131.9M | 3.51% |
| 7 | T-MOBILE US INC | TMUSZ | 941,328 | $130.8M | 3.48% |
| 8 | META PLATFORMS INC | META | 434,201 | $124.6M | 3.32% |
| 9 | LAS VEGAS SANDS CORP | LVS | 2,095,000 | $121.5M | 3.23% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 1,279,514 | $117.1M | 3.12% |
| 11 | ADOBE SYSTEMS INCORPORATED | ADBE | 238,900 | $116.8M | 3.11% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 313,500 | $115.2M | 3.07% |
| 13 | BOSTON SCIENTIFIC CORP | BSX | 2,084,954 | $112.8M | 3.00% |
| 14 | ELEVANCE HEALTH INC | ELV | 253,300 | $112.5M | 3.00% |
| 15 | BURLINGTON STORES INC | BURL | 691,982 | $108.9M | 2.90% |
| 16 | MICROSOFT CORP | MSFT | 302,624 | $103.1M | 2.74% |
| 17 | HDFC BANK LTD | HDB | 1,448,000 | $100.9M | 2.69% |
| 18 | SCHLUMBERGER LTD | SLB | 1,925,000 | $94.6M | 2.52% |
| 19 | RH | RH | 279,401 | $92.1M | 2.45% |
| 20 | TEXAS ROADHOUSE INC | TXRH | 747,612 | $83.9M | 2.23% |
| 21 | IQVIA HLDGS INC | IQV | 364,300 | $81.9M | 2.18% |
| 22 | ROSS STORES INC | ROST | 673,885 | $75.6M | 2.01% |
| 23 | JD.COM INC | JDCMF | 2,162,017 | $73.8M | 1.96% |
| 24 | VISTRA CORP | VST | 2,570,000 | $67.5M | 1.80% |
| 25 | WORKDAY INC | WDAY | 294,196 | $66.5M | 1.77% |
| 26 | AMERICAN INTL GROUP INC | 026874784 | 1,103,000 | $63.5M | 1.69% |
| 27 | DOMINOS PIZZA INC | DPZ | 181,216 | $61.1M | 1.63% |
| 28 | FLOOR & DECOR HLDGS INC | FND | 544,021 | $56.6M | 1.51% |
| 29 | GLOBAL PMTS INC | 37940X102 | 560,354 | $55.2M | 1.47% |
| 30 | WILLIAMS SONOMA INC | WSM | 426,862 | $53.4M | 1.42% |
| 31 | NEW YORK CMNTY BANCORP INC | 649445103 | 4,258,500 | $47.9M | 1.27% |
| 32 | ICON PLC | ICLR | 188,529 | $47.2M | 1.26% |
| 33 | ENTEGRIS INC | ENTG | 404,001 | $44.8M | 1.19% |
| 34 | DUPONT DE NEMOURS INC | DD | 615,000 | $43.9M | 1.17% |
| 35 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 699,693 | $38.9M | 1.03% |
| 36 | FERGUSON PLC NEW | G3421J106 | 239,166 | $37.6M | 1.00% |
| 37 | FLEETCOR TECHNOLOGIES INC | 339041105 | 148,000 | $37.2M | 0.99% |
| 38 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,165,000 | $27.9M | 0.74% |
| 39 | YUM BRANDS INC | YUM | 174,000 | $24.1M | 0.64% |
| 40 | VISA INC | V | 101,000 | $24.0M | 0.64% |
| 41 | CSX CORP | CSX | 688,000 | $23.5M | 0.62% |
| 42 | RANGE RES CORP | RRC | 709,000 | $20.8M | 0.55% |
| 43 | TRANSUNION | TRU | 172,000 | $13.5M | 0.36% |
| 44 | NVIDIA CORPORATION | NVDA | 29,000 | $12.3M | 0.33% |
| 45 | SPOTIFY TECHNOLOGY S A | SPOT | 71,900 | $11.5M | 0.31% |
| 46 | CORSAIR PARTNERING CORP | G2540H124 | 1,000,000 | $10.4M | 0.28% |
| 47 | HILTON WORLDWIDE HLDGS INC | HLT | 65,400 | $9.5M | 0.25% |
| 48 | TEXAS INSTRS INC | 882508104 | 52,000 | $9.4M | 0.25% |
| 49 | DEXCOM INC | DXCM | 38,000 | $4.9M | 0.13% |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $517,810 | 0.01% |