13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214822-25-000002
Total Value
$4.92B
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KROGER CO | KR | 4,546,010 | $278.0M | 5.65% |
| 2 | ROSS STORES INC | ROST | 1,633,862 | $247.2M | 5.03% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 2,378,064 | $212.4M | 4.32% |
| 4 | STARBUCKS CORP | SBUX | 2,322,963 | $212.0M | 4.31% |
| 5 | GE VERNOVA INC | GEV | 562,416 | $185.0M | 3.76% |
| 6 | AMAZON COM INC | AMZN | 836,700 | $183.6M | 3.73% |
| 7 | PLANET FITNESS INC | PLNT | 1,713,869 | $169.5M | 3.45% |
| 8 | LITHIA MTRS INC | 536797103 | 460,298 | $164.5M | 3.35% |
| 9 | HUMANA INC | HUM | 648,300 | $164.5M | 3.34% |
| 10 | TJX COS INC NEW | 872540109 | 1,235,448 | $149.3M | 3.04% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 566,800 | $146.5M | 2.98% |
| 12 | META PLATFORMS INC | META | 246,855 | $144.5M | 2.94% |
| 13 | APPLOVIN CORP | APP | 422,442 | $136.8M | 2.78% |
| 14 | FIVE BELOW INC | FIVE | 1,177,600 | $123.6M | 2.51% |
| 15 | TEXAS ROADHOUSE INC | TXRH | 666,378 | $120.2M | 2.44% |
| 16 | LIVE NATION ENTERTAINMENT IN | LYV | 916,600 | $118.7M | 2.41% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 595,100 | $117.5M | 2.39% |
| 18 | TEMPUR SEALY INTL INC | SGI | 2,053,035 | $116.4M | 2.37% |
| 19 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 3,641,660 | $113.9M | 2.32% |
| 20 | HENRY SCHEIN INC | HSIC | 1,637,808 | $113.3M | 2.30% |
| 21 | NVIDIA CORPORATION | NVDA | 780,050 | $104.8M | 2.13% |
| 22 | TKO GROUP HOLDINGS INC | TKO | 710,784 | $101.0M | 2.05% |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | 224,400 | $100.4M | 2.04% |
| 24 | TEXAS INSTRS INC | 882508104 | 512,300 | $96.1M | 1.95% |
| 25 | MICROSOFT CORP | MSFT | 204,600 | $86.2M | 1.75% |
| 26 | TRANSUNION | TRU | 910,700 | $84.4M | 1.72% |
| 27 | ROYAL CARIBBEAN GROUP | V7780T103 | 346,900 | $80.0M | 1.63% |
| 28 | SYNOPSYS INC | SNPS | 163,203 | $79.2M | 1.61% |
| 29 | BURLINGTON STORES INC | BURL | 235,300 | $67.1M | 1.36% |
| 30 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 856,075 | $66.9M | 1.36% |
| 31 | CORPAY INC | CPAY | 195,100 | $66.0M | 1.34% |
| 32 | BRUKER CORP | BRKRP | 1,091,728 | $64.0M | 1.30% |
| 33 | BROADCOM INC | AVGO | 272,700 | $63.2M | 1.29% |
| 34 | LAS VEGAS SANDS CORP | LVS | 1,212,252 | $62.3M | 1.27% |
| 35 | CARVANA CO | CVNA | 259,598 | $52.8M | 1.07% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 99,739 | $45.2M | 0.92% |
| 37 | AUTODESK INC | ADSK | 141,900 | $41.9M | 0.85% |
| 38 | CHIPOTLE MEXICAN GRILL INC | CMG | 685,074 | $41.3M | 0.84% |
| 39 | AMERICAN INTL GROUP INC | 026874784 | 515,198 | $37.5M | 0.76% |
| 40 | SPHERE ENTERTAINMENT CO | SPHR | 926,100 | $37.3M | 0.76% |
| 41 | AMERICAN INTL GROUP INC | 026874784 | 500,000 | $36.4M | 0.74% |
| 42 | CINEMARK HLDGS INC | CNK | 1,112,552 | $34.5M | 0.70% |
| 43 | NASDAQ INC | NDAQ | 445,000 | $34.4M | 0.70% |
| 44 | VISA INC | V | 104,300 | $33.0M | 0.67% |
| 45 | ENTEGRIS INC | ENTG | 316,300 | $31.3M | 0.64% |
| 46 | AVIS BUDGET GROUP | CAR | 319,400 | $25.7M | 0.52% |
| 47 | VIKING HOLDINGS LTD | VIK | 529,000 | $23.3M | 0.47% |
| 48 | STANDARDAERO INC | SARO | 870,087 | $21.5M | 0.44% |
| 49 | ADOBE INC | ADBE | 36,550 | $16.3M | 0.33% |
| 50 | HOME DEPOT INC | HD | 40,700 | $15.8M | 0.32% |
| 51 | HDFC BANK LTD | HDB | 184,200 | $11.8M | 0.24% |
| 52 | MERCADOLIBRE INC | MELI | 6,376 | $10.8M | 0.22% |
| 53 | BOEING CO | BA-PA | 38,800 | $6.9M | 0.14% |
| 54 | IREN LIMITED | IREN | 619,700 | $6.1M | 0.12% |
| 55 | THE TRADE DESK INC | 88339J105 | 49,900 | $5.9M | 0.12% |
| 56 | FLOOR & DECOR HLDGS INC | FND | 45,000 | $4.5M | 0.09% |
| 57 | CONSTELLATION ENERGY CORP | CEG | 17,100 | $3.8M | 0.08% |
| 58 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $680,920 | 0.01% |