13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214822-23-000008
Total Value
$3.72B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 00507V109 | 2,348,485 | $219.9M | 5.90% |
| 2 | DECKERS OUTDOOR CORP | DECK | 342,753 | $176.2M | 4.73% |
| 3 | META PLATFORMS INC | META | 553,200 | $166.1M | 4.46% |
| 4 | BATH & BODY WORKS INC | BBWI | 4,795,529 | $162.1M | 4.35% |
| 5 | UBER TECHNOLOGIES INC | UBER | 3,357,000 | $154.4M | 4.14% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 2,722,039 | $143.7M | 3.86% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 316,500 | $139.2M | 3.74% |
| 8 | LULULEMON ATHLETICA INC | LULU | 351,101 | $135.4M | 3.63% |
| 9 | MICROSOFT CORP | MSFT | 422,424 | $133.4M | 3.58% |
| 10 | T-MOBILE US INC | TMUSZ | 893,328 | $125.1M | 3.36% |
| 11 | TEXAS ROADHOUSE INC | TXRH | 1,279,612 | $123.0M | 3.30% |
| 12 | ELEVANCE HEALTH INC | ELV | 279,000 | $121.5M | 3.26% |
| 13 | ROSS STORES INC | ROST | 999,485 | $112.9M | 3.03% |
| 14 | LAS VEGAS SANDS CORP | LVS | 2,152,000 | $98.6M | 2.65% |
| 15 | INTEL CORP | INTC | 2,701,000 | $96.0M | 2.58% |
| 16 | AMAZON COM INC | AMZN | 719,900 | $91.5M | 2.46% |
| 17 | DARDEN RESTAURANTS INC | DRI | 635,000 | $90.9M | 2.44% |
| 18 | ADOBE INC | ADBE | 174,990 | $89.2M | 2.40% |
| 19 | GLOBAL PMTS INC | 37940X102 | 738,354 | $85.2M | 2.29% |
| 20 | YUM BRANDS INC | YUM | 636,000 | $79.5M | 2.13% |
| 21 | VISTRA CORP | VST | 2,349,000 | $77.9M | 2.09% |
| 22 | HDFC BANK LTD | HDB | 1,316,000 | $77.7M | 2.08% |
| 23 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 1,519,000 | $76.2M | 2.05% |
| 24 | SYNOPSYS INC | SNPS | 159,600 | $73.3M | 1.97% |
| 25 | AMERICAN INTL GROUP INC | 026874784 | 1,201,000 | $72.8M | 1.95% |
| 26 | FLOOR & DECOR HLDGS INC | FND | 763,021 | $69.1M | 1.85% |
| 27 | DUPONT DE NEMOURS INC | DD | 916,000 | $68.3M | 1.83% |
| 28 | NEW YORK CMNTY BANCORP INC | 649445103 | 5,898,500 | $66.9M | 1.80% |
| 29 | WILLIAMS SONOMA INC | WSM | 373,562 | $58.1M | 1.56% |
| 30 | FLEETCOR TECHNOLOGIES INC | 339041105 | 223,400 | $57.0M | 1.53% |
| 31 | FIVE BELOW INC | FIVE | 339,000 | $54.5M | 1.46% |
| 32 | JD.COM INC | JDCMF | 1,833,857 | $53.4M | 1.43% |
| 33 | TEMPUR SEALY INTL INC | SGI | 1,040,000 | $45.1M | 1.21% |
| 34 | NVIDIA CORPORATION | NVDA | 81,200 | $35.3M | 0.95% |
| 35 | ENTEGRIS INC | ENTG | 365,001 | $34.3M | 0.92% |
| 36 | CSX CORP | CSX | 1,027,000 | $31.6M | 0.85% |
| 37 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,555,000 | $30.9M | 0.83% |
| 38 | WORKDAY INC | WDAY | 137,596 | $29.6M | 0.79% |
| 39 | KLAVIYO INC | KVYO | 840,398 | $29.0M | 0.78% |
| 40 | TKO GROUP HOLDINGS INC | TKO | 306,000 | $25.7M | 0.69% |
| 41 | PLANET FITNESS INC | PLNT | 503,000 | $24.7M | 0.66% |
| 42 | WALMART INC | WMT | 151,000 | $24.1M | 0.65% |
| 43 | VISA INC | V | 101,000 | $23.2M | 0.62% |
| 44 | IQVIA HLDGS INC | IQV | 93,000 | $18.3M | 0.49% |
| 45 | TRANSUNION | TRU | 172,000 | $12.3M | 0.33% |
| 46 | SPOTIFY TECHNOLOGY S A | SPOT | 71,900 | $11.1M | 0.30% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $531,477 | 0.01% |