13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214822-25-000006
Total Value
$5.60B
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,330,788 | $292.0M | 5.22% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 1,002,122 | $286.4M | 5.12% |
| 3 | ALPHABET INC | GOOG | 1,248,676 | $220.1M | 3.93% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 639,400 | $199.5M | 3.56% |
| 5 | PLANET FITNESS INC | PLNT | 1,805,777 | $196.9M | 3.52% |
| 6 | FLOOR & DECOR HLDGS INC | FND | 2,199,002 | $167.0M | 2.98% |
| 7 | POOL CORP | POOL | 562,890 | $164.1M | 2.93% |
| 8 | ANSYS INC | 03662Q105 | 464,857 | $163.3M | 2.92% |
| 9 | HUMANA INC | HUM | 648,300 | $158.5M | 2.83% |
| 10 | CHARTER COMMUNICATIONS INC N | 16119P108 | 370,966 | $151.7M | 2.71% |
| 11 | GAP INC | GAP | 6,869,600 | $149.8M | 2.68% |
| 12 | UBER TECHNOLOGIES INC | UBER | 1,599,296 | $149.2M | 2.67% |
| 13 | KROGER CO | KR | 1,972,403 | $141.5M | 2.53% |
| 14 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,959,035 | $133.3M | 2.38% |
| 15 | TEXAS ROADHOUSE INC | TXRH | 640,470 | $120.0M | 2.14% |
| 16 | HENRY SCHEIN INC | HSIC | 1,618,337 | $118.2M | 2.11% |
| 17 | BOSTON SCIENTIFIC CORP | BSX | 1,096,590 | $117.8M | 2.10% |
| 18 | NETFLIX INC | NFLX | 86,190 | $115.4M | 2.06% |
| 19 | WALMART INC | WMT | 1,163,400 | $113.8M | 2.03% |
| 20 | CINEMARK HLDGS INC | CNK | 3,672,490 | $110.8M | 1.98% |
| 21 | DICKS SPORTING GOODS INC | 253393102 | 526,100 | $104.1M | 1.86% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 449,417 | $101.8M | 1.82% |
| 23 | META PLATFORMS INC | META | 132,923 | $98.1M | 1.75% |
| 24 | STANDARDAERO INC | SARO | 3,061,534 | $96.9M | 1.73% |
| 25 | CELSIUS HLDGS INC | CELH | 2,016,688 | $93.6M | 1.67% |
| 26 | HOME DEPOT INC | HD | 251,096 | $92.1M | 1.64% |
| 27 | APPLOVIN CORP | APP | 255,911 | $89.6M | 1.60% |
| 28 | HDFC BANK LTD | HDB | 1,139,500 | $87.4M | 1.56% |
| 29 | NVIDIA CORPORATION | NVDA | 550,243 | $86.9M | 1.55% |
| 30 | TJX COS INC NEW | 872540109 | 687,200 | $84.9M | 1.52% |
| 31 | TRANSUNION | TRU | 962,300 | $84.7M | 1.51% |
| 32 | AMERICAN INTL GROUP INC | 026874784 | 989,218 | $84.7M | 1.51% |
| 33 | GE VERNOVA INC | GEV | 155,932 | $82.5M | 1.47% |
| 34 | CARVANA CO | CVNA | 240,837 | $81.2M | 1.45% |
| 35 | WINGSTOP INC | WING | 239,900 | $80.8M | 1.44% |
| 36 | CARNIVAL CORP | CUKPF | 2,778,058 | $78.1M | 1.40% |
| 37 | SPHERE ENTERTAINMENT CO | SPHR | 1,245,777 | $52.1M | 0.93% |
| 38 | VIKING HOLDINGS LTD | VIK | 972,635 | $51.8M | 0.93% |
| 39 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 678,000 | $50.2M | 0.90% |
| 40 | MOHAWK INDS INC | 608190104 | 477,601 | $50.1M | 0.89% |
| 41 | COUPANG INC | CPNG | 1,532,194 | $45.9M | 0.82% |
| 42 | PEPSICO INC | PEP | 345,800 | $45.7M | 0.82% |
| 43 | ARCHER DANIELS MIDLAND CO | ADM | 840,500 | $44.4M | 0.79% |
| 44 | SWEETGREEN INC | SG | 2,820,468 | $42.0M | 0.75% |
| 45 | AMAZON COM INC | AMZN | 170,000 | $37.3M | 0.67% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 74,900 | $36.4M | 0.65% |
| 47 | ROBINHOOD MKTS INC | 770700102 | 359,355 | $33.6M | 0.60% |
| 48 | STEEL DYNAMICS INC | STLD | 250,000 | $32.0M | 0.57% |
| 49 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 1,001,000 | $31.3M | 0.56% |
| 50 | DATADOG INC | DDOG | 226,700 | $30.5M | 0.54% |
| 51 | CORPAY INC | CPAY | 90,700 | $30.1M | 0.54% |
| 52 | TKO GROUP HOLDINGS INC | TKO | 151,900 | $27.6M | 0.49% |
| 53 | ALPHABET INC | GOOG | 150,000 | $26.4M | 0.47% |
| 54 | DISNEY WALT CO | 254687106 | 211,400 | $26.2M | 0.47% |
| 55 | LAUDER ESTEE COS INC | 518439104 | 324,200 | $26.2M | 0.47% |
| 56 | PENUMBRA INC | PEN | 95,000 | $24.4M | 0.44% |
| 57 | FLAGSTAR FINANCIAL INC | FLG-PU | 2,249,100 | $23.8M | 0.43% |
| 58 | CLOROX CO DEL | CLX | 179,970 | $21.6M | 0.39% |
| 59 | DOLLAR GEN CORP NEW | 256677105 | 188,500 | $21.6M | 0.39% |
| 60 | WILLIAMS COS INC | 969457100 | 331,000 | $20.8M | 0.37% |
| 61 | DUOLINGO INC | DUOL | 41,751 | $17.1M | 0.31% |
| 62 | PERFORMANCE FOOD GROUP CO | PFGC | 142,500 | $12.5M | 0.22% |
| 63 | EBAY INC. | EBAY | 126,498 | $9.4M | 0.17% |
| 64 | MERCADOLIBRE INC | MELI | 3,592 | $9.4M | 0.17% |
| 65 | SPOTIFY TECHNOLOGY S A | SPOT | 7,886 | $6.1M | 0.11% |
| 66 | LIBERTY LATIN AMERICA LTD | LILAB | 605,901 | $3.8M | 0.07% |
| 67 | ASSET ENTITIES INC | 04541A204 | 915,425 | $3.4M | 0.06% |
| 68 | AXIOM INTELLIGENCE AC CORP 1 | G0750N120 | 150,000 | $1.5M | 0.03% |
| 69 | COLUMBUS CIRCLE CAP CORP. I | G2296A109 | 125,000 | $1.3M | 0.02% |
| 70 | CANTOR EQUITY PARTNERS III I | G1828A108 | 125,000 | $1.3M | 0.02% |
| 71 | CAL REDWOOD ACQUISITION CORP | CRAQU | 100,000 | $1.0M | 0.02% |
| 72 | ARMADA ACQUISITION CORP II | XRPNW | 80,000 | $816,800 | 0.01% |
| 73 | LIGHTWAVE ACQUISITION CORP | LWACW | 75,000 | $754,500 | 0.01% |
| 74 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.01% |
| 75 | FIGX CAP ACQUISITION CORP. | G3473K126 | 25,000 | $250,375 | 0.00% |
| 76 | COLUMBUS CIRCLE CAP CORP. I | G2296A117 | 62,500 | $103,750 | 0.00% |