13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214822-25-000003
Total Value
$3.76B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROSS STORES INC | ROST | 2,445,499 | $312.5M | 8.31% |
| 2 | KROGER CO | KR | 2,776,603 | $187.9M | 5.00% |
| 3 | META PLATFORMS INC | META | 313,141 | $180.5M | 4.80% |
| 4 | HUMANA INC | HUM | 648,300 | $171.5M | 4.56% |
| 5 | PLANET FITNESS INC | PLNT | 1,713,869 | $165.6M | 4.40% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 1,561,646 | $157.5M | 4.19% |
| 7 | AMAZON COM INC | AMZN | 825,961 | $157.1M | 4.18% |
| 8 | APPLOVIN CORP | APP | 469,244 | $124.3M | 3.30% |
| 9 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,959,035 | $117.3M | 3.12% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 526,799 | $116.7M | 3.10% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,125,074 | $106.7M | 2.84% |
| 12 | TEXAS ROADHOUSE INC | TXRH | 632,225 | $105.3M | 2.80% |
| 13 | TJX COS INC NEW | 872540109 | 836,700 | $101.9M | 2.71% |
| 14 | HENRY SCHEIN INC | HSIC | 1,485,323 | $101.7M | 2.70% |
| 15 | WINGSTOP INC | WING | 425,488 | $96.0M | 2.55% |
| 16 | CINEMARK HLDGS INC | CNK | 3,679,490 | $91.6M | 2.43% |
| 17 | GE VERNOVA INC | GEV | 287,559 | $87.8M | 2.33% |
| 18 | HDFC BANK LTD | HDB | 1,258,200 | $83.6M | 2.22% |
| 19 | LITHIA MTRS INC | 536797103 | 276,898 | $81.3M | 2.16% |
| 20 | BURLINGTON STORES INC | BURL | 332,500 | $79.2M | 2.11% |
| 21 | TRANSUNION | TRU | 903,800 | $75.0M | 1.99% |
| 22 | AMERICAN INTL GROUP INC | 026874784 | 825,298 | $71.8M | 1.91% |
| 23 | STANDARDAERO INC | SARO | 2,428,284 | $64.7M | 1.72% |
| 24 | VALERO ENERGY CORP | VLO | 466,900 | $61.7M | 1.64% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 113,500 | $59.4M | 1.58% |
| 26 | CARVANA CO | CVNA | 281,493 | $58.9M | 1.56% |
| 27 | CHARTER COMMUNICATIONS INC N | 16119P108 | 153,366 | $56.5M | 1.50% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 283,600 | $47.1M | 1.25% |
| 29 | NVIDIA CORPORATION | NVDA | 418,000 | $45.3M | 1.20% |
| 30 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 553,347 | $44.7M | 1.19% |
| 31 | SYNOPSYS INC | SNPS | 103,903 | $44.6M | 1.18% |
| 32 | AMERICAN INTL GROUP INC | 026874784 | 500,000 | $43.5M | 1.16% |
| 33 | ALPHABET INC | GOOG | 274,437 | $42.4M | 1.13% |
| 34 | BRUKER CORP | BRKRP | 938,563 | $39.2M | 1.04% |
| 35 | CORPAY INC | CPAY | 107,700 | $37.6M | 1.00% |
| 36 | HUMANA INC | HUM | 140,252 | $37.1M | 0.99% |
| 37 | SPHERE ENTERTAINMENT CO | SPHR | 1,116,477 | $36.5M | 0.97% |
| 38 | GAP INC | GAP | 1,640,000 | $33.8M | 0.90% |
| 39 | SPOTIFY TECHNOLOGY S A | SPOT | 52,118 | $28.7M | 0.76% |
| 40 | MERCADOLIBRE INC | MELI | 14,374 | $28.0M | 0.75% |
| 41 | NETFLIX INC | NFLX | 29,993 | $28.0M | 0.74% |
| 42 | FLAGSTAR FINANCIAL INC | FLG-PU | 2,017,300 | $23.4M | 0.62% |
| 43 | AVIS BUDGET GROUP | CAR | 292,000 | $22.2M | 0.59% |
| 44 | SWEETGREEN INC | SG | 846,847 | $21.2M | 0.56% |
| 45 | UBER TECHNOLOGIES INC | UBER | 264,145 | $19.2M | 0.51% |
| 46 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 488,900 | $15.2M | 0.40% |
| 47 | ADOBE INC | ADBE | 29,100 | $11.2M | 0.30% |
| 48 | AUTODESK INC | ADSK | 32,600 | $8.5M | 0.23% |
| 49 | TEXAS INSTRS INC | 882508104 | 40,700 | $7.3M | 0.19% |
| 50 | COREWEAVE INC | CRWV | 150,000 | $5.6M | 0.15% |
| 51 | TECK RESOURCES LTD | TCKRF | 122,619 | $4.5M | 0.12% |
| 52 | VENTURE GLOBAL INC | VG | 430,000 | $4.4M | 0.12% |
| 53 | SAILPOINT INC | SAIL | 182,400 | $3.4M | 0.09% |
| 54 | VIKING HOLDINGS LTD | VIK | 67,600 | $2.7M | 0.07% |
| 55 | IREN LIMITED | IREN | 413,100 | $2.5M | 0.07% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $798,442 | 0.02% |