13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214822-24-000006
Total Value
$4.76B
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,496,700 | $289.2M | 6.08% |
| 2 | SPDR S&P 500 ETF TR | SPY | 511,000 | $278.1M | 5.85% |
| 3 | HUMANA INC | HUM | 648,300 | $242.2M | 5.09% |
| 4 | HOME DEPOT INC | HD | 702,400 | $241.8M | 5.08% |
| 5 | HUMANA INC | HUM | 522,643 | $195.3M | 4.11% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 369,366 | $188.1M | 3.96% |
| 7 | MICROSOFT CORP | MSFT | 387,500 | $173.2M | 3.64% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 541,800 | $170.0M | 3.57% |
| 9 | GE VERNOVA INC | GEV | 974,937 | $167.2M | 3.52% |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 2,160,082 | $166.3M | 3.50% |
| 11 | BATH & BODY WORKS INC | BBWI | 4,165,029 | $162.6M | 3.42% |
| 12 | META PLATFORMS INC | META | 291,235 | $146.8M | 3.09% |
| 13 | PLANET FITNESS INC | PLNT | 1,933,799 | $142.3M | 2.99% |
| 14 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 3,993,801 | $131.3M | 2.76% |
| 15 | CARNIVAL CORP | CUKPF | 6,882,100 | $128.8M | 2.71% |
| 16 | TRANSUNION | TRU | 1,618,000 | $120.0M | 2.52% |
| 17 | ADOBE INC | ADBE | 205,750 | $114.3M | 2.40% |
| 18 | T-MOBILE US INC | TMUSZ | 616,891 | $108.7M | 2.29% |
| 19 | UBER TECHNOLOGIES INC | UBER | 1,304,200 | $94.8M | 1.99% |
| 20 | THE TRADE DESK INC | 88339J105 | 954,200 | $93.2M | 1.96% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 498,600 | $90.9M | 1.91% |
| 22 | TEMPUR SEALY INTL INC | SGI | 1,918,835 | $90.8M | 1.91% |
| 23 | NVIDIA CORPORATION | NVDA | 728,050 | $89.9M | 1.89% |
| 24 | TEXAS ROADHOUSE INC | TXRH | 523,643 | $89.9M | 1.89% |
| 25 | SYNOPSYS INC | SNPS | 144,503 | $86.0M | 1.81% |
| 26 | CINEMARK HLDGS INC | CNK | 3,597,752 | $77.8M | 1.64% |
| 27 | AMERICAN INTL GROUP INC | 026874784 | 937,202 | $69.6M | 1.46% |
| 28 | VISTRA CORP | VST | 773,616 | $66.5M | 1.40% |
| 29 | CITIGROUP INC | C-PR | 1,028,500 | $65.3M | 1.37% |
| 30 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 815,175 | $63.5M | 1.34% |
| 31 | DARDEN RESTAURANTS INC | DRI | 414,172 | $62.7M | 1.32% |
| 32 | TJX COS INC NEW | 872540109 | 506,000 | $55.7M | 1.17% |
| 33 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 304,800 | $53.0M | 1.11% |
| 34 | LAS VEGAS SANDS CORP | LVS | 1,072,552 | $47.5M | 1.00% |
| 35 | TKO GROUP HOLDINGS INC | TKO | 376,784 | $40.7M | 0.86% |
| 36 | WALMART INC | WMT | 594,330 | $40.2M | 0.85% |
| 37 | NASDAQ INC | NDAQ | 625,000 | $37.7M | 0.79% |
| 38 | HILTON WORLDWIDE HLDGS INC | HLT | 163,000 | $35.6M | 0.75% |
| 39 | BATH & BODY WORKS INC | BBWI | 875,000 | $34.2M | 0.72% |
| 40 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,263,860 | $34.2M | 0.72% |
| 41 | PDD HOLDINGS INC | PDD | 246,400 | $32.8M | 0.69% |
| 42 | CORPAY INC | CPAY | 121,336 | $32.3M | 0.68% |
| 43 | IRIS ENERGY LTD | IREN | 2,168,700 | $24.5M | 0.51% |
| 44 | CARVANA CO | CVNA | 166,148 | $21.4M | 0.45% |
| 45 | VIKING HOLDINGS LTD | VIK | 329,000 | $11.2M | 0.23% |
| 46 | HDFC BANK LTD | HDB | 172,000 | $11.1M | 0.23% |
| 47 | GAP INC | GAP | 437,000 | $10.4M | 0.22% |
| 48 | WORKDAY INC | WDAY | 42,100 | $9.4M | 0.20% |
| 49 | KKR & CO INC | KKRT | 42,500 | $4.5M | 0.09% |
| 50 | TPG INC | TPGXL | 96,000 | $4.0M | 0.08% |
| 51 | BOWHEAD SPECIALTY HLDGS INC | BOW | 150,000 | $3.8M | 0.08% |
| 52 | AGILON HEALTH INC | AGL | 520,998 | $3.4M | 0.07% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $612,241 | 0.01% |
| 54 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 8,072 | $402,954 | 0.01% |