13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214822-24-000008
Total Value
$4.50B
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 1,131,800 | $294.3M | 6.54% |
| 2 | META PLATFORMS INC | META | 462,335 | $264.7M | 5.88% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 617,400 | $227.5M | 5.05% |
| 4 | HUMANA INC | HUM | 648,300 | $205.3M | 4.56% |
| 5 | ROSS STORES INC | ROST | 1,253,057 | $188.6M | 4.19% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 1,929,185 | $161.7M | 3.59% |
| 7 | AMAZON COM INC | AMZN | 796,300 | $148.4M | 3.30% |
| 8 | GE VERNOVA INC | GEV | 580,784 | $148.1M | 3.29% |
| 9 | TEXAS ROADHOUSE INC | TXRH | 819,843 | $144.8M | 3.22% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 591,700 | $140.4M | 3.12% |
| 11 | PLANET FITNESS INC | PLNT | 1,713,869 | $139.2M | 3.09% |
| 12 | UBER TECHNOLOGIES INC | UBER | 1,622,300 | $121.9M | 2.71% |
| 13 | TRANSUNION | TRU | 1,143,100 | $119.7M | 2.66% |
| 14 | ADOBE INC | ADBE | 217,450 | $112.6M | 2.50% |
| 15 | TEMPUR SEALY INTL INC | SGI | 2,053,035 | $112.1M | 2.49% |
| 16 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,882,400 | $108.5M | 2.41% |
| 17 | SYNOPSYS INC | SNPS | 210,700 | $106.7M | 2.37% |
| 18 | CARNIVAL CORP | CUKPF | 5,764,914 | $106.5M | 2.37% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 579,800 | $100.7M | 2.24% |
| 20 | NVIDIA CORPORATION | NVDA | 829,050 | $100.7M | 2.24% |
| 21 | MICROSOFT CORP | MSFT | 203,000 | $87.4M | 1.94% |
| 22 | PDD HOLDINGS INC | PDD | 541,300 | $73.0M | 1.62% |
| 23 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 770,775 | $72.3M | 1.61% |
| 24 | AMERICAN INTL GROUP INC | 026874784 | 962,698 | $70.5M | 1.57% |
| 25 | TEXAS INSTRS INC | 882508104 | 333,800 | $69.0M | 1.53% |
| 26 | CITIGROUP INC | C-PR | 990,500 | $62.0M | 1.38% |
| 27 | LITHIA MTRS INC | 536797103 | 193,583 | $61.5M | 1.37% |
| 28 | HOME DEPOT INC | HD | 148,503 | $60.2M | 1.34% |
| 29 | LIVE NATION ENTERTAINMENT IN | LYV | 547,600 | $60.0M | 1.33% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 101,166 | $59.1M | 1.31% |
| 31 | THE TRADE DESK INC | 88339J105 | 526,400 | $57.7M | 1.28% |
| 32 | CINEMARK HLDGS INC | CNK | 1,990,352 | $55.4M | 1.23% |
| 33 | LAS VEGAS SANDS CORP | LVS | 981,552 | $49.4M | 1.10% |
| 34 | WALMART INC | WMT | 594,330 | $48.0M | 1.07% |
| 35 | VISTRA CORP | VST | 385,000 | $45.6M | 1.01% |
| 36 | NASDAQ INC | NDAQ | 593,000 | $43.3M | 0.96% |
| 37 | CARVANA CO | CVNA | 248,648 | $43.3M | 0.96% |
| 38 | CORPAY INC | CPAY | 135,900 | $42.5M | 0.94% |
| 39 | TKO GROUP HOLDINGS INC | TKO | 287,884 | $35.6M | 0.79% |
| 40 | BHP GROUP LTD | BHPLF | 549,000 | $34.1M | 0.76% |
| 41 | RIO TINTO PLC | RTNTF | 477,000 | $33.9M | 0.75% |
| 42 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,182,860 | $33.8M | 0.75% |
| 43 | HENRY SCHEIN INC | HSIC | 462,400 | $33.7M | 0.75% |
| 44 | VALE S A | VALE | 2,850,000 | $33.3M | 0.74% |
| 45 | VISA INC | V | 104,300 | $28.7M | 0.64% |
| 46 | KKR & CO INC | KKRT | 215,100 | $28.1M | 0.62% |
| 47 | SBA COMMUNICATIONS CORP NEW | SBAC | 112,500 | $27.1M | 0.60% |
| 48 | TJX COS INC NEW | 872540109 | 205,248 | $24.1M | 0.54% |
| 49 | ASML HOLDING N V | ASMLF | 23,535 | $19.6M | 0.44% |
| 50 | VIKING HOLDINGS LTD | VIK | 429,000 | $15.0M | 0.33% |
| 51 | SPHERE ENTERTAINMENT CO | SPHR | 326,300 | $14.4M | 0.32% |
| 52 | TALEN ENERGY CORP | TLN | 78,000 | $13.9M | 0.31% |
| 53 | IRIS ENERGY LTD | IREN | 1,149,700 | $9.7M | 0.22% |
| 54 | TPG INC | TPGXL | 75,439 | $4.3M | 0.10% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $691,180 | 0.02% |