13F HOLDINGS REPORT
STEADFAST CAPITAL MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214822-25-000011
Total Value
$5.73B
Positions
109
Other Managers
0
Confidential Omitted
No
Holdings (109)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,566,013 | $380.7M | 6.65% |
| 2 | AMAZON COM INC | AMZN | 1,412,780 | $310.2M | 5.42% |
| 3 | TJX COS INC NEW | 872540109 | 2,053,266 | $296.8M | 5.18% |
| 4 | WINGSTOP INC | WING | 950,521 | $239.2M | 4.18% |
| 5 | GAP INC | GAP | 9,975,086 | $213.4M | 3.73% |
| 6 | TEXAS ROADHOUSE INC | TXRH | 1,275,648 | $211.9M | 3.70% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 826,162 | $209.8M | 3.66% |
| 8 | PLANET FITNESS INC | PLNT | 1,888,992 | $196.1M | 3.42% |
| 9 | NVIDIA CORPORATION | NVDA | 978,683 | $182.6M | 3.19% |
| 10 | HUMANA INC | HUM | 648,300 | $168.7M | 2.95% |
| 11 | POOL CORP | POOL | 504,418 | $156.4M | 2.73% |
| 12 | UBER TECHNOLOGIES INC | UBER | 1,583,128 | $155.1M | 2.71% |
| 13 | SHOPIFY INC | SHOP | 948,324 | $140.9M | 2.46% |
| 14 | NETFLIX INC | NFLX | 114,280 | $137.0M | 2.39% |
| 15 | FLOOR & DECOR HLDGS INC | FND | 1,802,510 | $132.8M | 2.32% |
| 16 | WALMART INC | WMT | 1,262,900 | $130.2M | 2.27% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 457,417 | $127.8M | 2.23% |
| 18 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 471,418 | $123.7M | 2.16% |
| 19 | MOHAWK INDS INC | 608190104 | 937,301 | $120.8M | 2.11% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 154,488 | $107.8M | 1.88% |
| 21 | KROGER CO | KR | 1,476,632 | $99.5M | 1.74% |
| 22 | AMERICAN INTL GROUP INC | 026874784 | 1,193,718 | $93.8M | 1.64% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 98,330 | $91.0M | 1.59% |
| 24 | STANDARDAERO INC | SARO | 3,238,534 | $88.4M | 1.54% |
| 25 | HDFC BANK LTD | HDB | 2,442,400 | $83.4M | 1.46% |
| 26 | APPLOVIN CORP | APP | 110,287 | $79.2M | 1.38% |
| 27 | SPHERE ENTERTAINMENT CO | SPHR | 1,256,497 | $78.1M | 1.36% |
| 28 | TRANSUNION | TRU | 876,300 | $73.4M | 1.28% |
| 29 | CINEMARK HLDGS INC | CNK | 2,347,390 | $65.8M | 1.15% |
| 30 | US FOODS HLDG CORP | USFD | 793,700 | $60.8M | 1.06% |
| 31 | BAIDU INC | BAIDF | 455,084 | $60.0M | 1.05% |
| 32 | HENRY SCHEIN INC | HSIC | 897,453 | $59.6M | 1.04% |
| 33 | PERFORMANCE FOOD GROUP CO | PFGC | 541,124 | $56.3M | 0.98% |
| 34 | MICROSOFT CORP | MSFT | 98,000 | $50.8M | 0.89% |
| 35 | AGILENT TECHNOLOGIES INC | A | 392,009 | $50.3M | 0.88% |
| 36 | CHARTER COMMUNICATIONS INC N | 16119P108 | 178,636 | $49.1M | 0.86% |
| 37 | REDDIT INC | RDDT | 206,631 | $47.5M | 0.83% |
| 38 | CARVANA CO | CVNA | 121,691 | $45.9M | 0.80% |
| 39 | THERMO FISHER SCIENTIFIC INC | TMO | 88,100 | $42.7M | 0.75% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 70,700 | $35.5M | 0.62% |
| 41 | MERCADOLIBRE INC | MELI | 13,119 | $30.7M | 0.54% |
| 42 | ROBINHOOD MKTS INC | 770700102 | 180,705 | $25.9M | 0.45% |
| 43 | COMMSCOPE HLDG CO INC | 20337X109 | 1,628,666 | $25.2M | 0.44% |
| 44 | AMAZON COM INC | AMZN | 112,800 | $24.8M | 0.43% |
| 45 | GATX CORP | GATX | 140,100 | $24.5M | 0.43% |
| 46 | BROADCOM INC | AVGO | 73,550 | $24.3M | 0.42% |
| 47 | DISNEY WALT CO | 254687106 | 211,400 | $24.2M | 0.42% |
| 48 | FLAGSTAR FINANCIAL INC | FLG-PU | 2,094,732 | $24.2M | 0.42% |
| 49 | WATERBRIDGE INFRASTRUCTURE L | WBI | 958,189 | $24.2M | 0.42% |
| 50 | CORPAY INC | CPAY | 81,100 | $23.4M | 0.41% |
| 51 | CAPITAL ONE FINL CORP | 14040H105 | 103,500 | $22.0M | 0.38% |
| 52 | DICKS SPORTING GOODS INC | 253393102 | 93,936 | $20.9M | 0.36% |
| 53 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 557,200 | $19.7M | 0.34% |
| 54 | ALIBABA GROUP HLDG LTD | BBAAY | 101,500 | $18.1M | 0.32% |
| 55 | MEDTRONIC PLC | MDT | 187,000 | $17.8M | 0.31% |
| 56 | ETHZILLA CORPORATION | 68236V302 | 7,179,254 | $17.3M | 0.30% |
| 57 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 798,000 | $16.1M | 0.28% |
| 58 | PACKAGING CORP AMER | 695156109 | 70,200 | $15.3M | 0.27% |
| 59 | EMPERY DIGITAL INC | EMPD | 2,000,000 | $15.0M | 0.26% |
| 60 | MADRIGAL PHARMACEUTICALS INC | MDGL | 29,800 | $13.7M | 0.24% |
| 61 | MAPLEBEAR INC | CART | 354,000 | $13.0M | 0.23% |
| 62 | CHARLES RIV LABS INTL INC | 159864107 | 71,900 | $11.2M | 0.20% |
| 63 | OLIN CORP | OLN | 444,000 | $11.1M | 0.19% |
| 64 | APA CORPORATION | APA | 420,000 | $10.2M | 0.18% |
| 65 | QXO INC | QXO-PB | 532,000 | $10.1M | 0.18% |
| 66 | SNAP ON INC | SNA | 28,399 | $9.8M | 0.17% |
| 67 | POLARIS INC | PII | 169,100 | $9.8M | 0.17% |
| 68 | ALBEMARLE CORP | ALB-PA | 114,900 | $9.3M | 0.16% |
| 69 | BULLISH | BLSH | 145,000 | $9.2M | 0.16% |
| 70 | SONOCO PRODS CO | 835495102 | 201,000 | $8.7M | 0.15% |
| 71 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 225,000 | $8.2M | 0.14% |
| 72 | APTIV PLC | APTV | 92,000 | $7.9M | 0.14% |
| 73 | CHEMOURS CO | CC | 488,000 | $7.7M | 0.13% |
| 74 | ADVANCE AUTO PARTS INC | AAP | 123,000 | $7.6M | 0.13% |
| 75 | FUTURECREST ACQUISITION CORP | FCRS-WT | 700,000 | $7.4M | 0.13% |
| 76 | TRANSOCEAN LTD | RIG | 2,339,610 | $7.3M | 0.13% |
| 77 | TRAILBLAZER ACQUISITION CORP | BLZRW | 700,000 | $7.2M | 0.12% |
| 78 | IRHYTHM TECHNOLOGIES INC | IRTC | 39,700 | $6.8M | 0.12% |
| 79 | INTELLIA THERAPEUTICS INC | NTLA | 365,400 | $6.3M | 0.11% |
| 80 | SMITH & NEPHEW PLC | SNNUF | 171,617 | $6.2M | 0.11% |
| 81 | GUARDANT HEALTH INC | GH | 87,150 | $5.4M | 0.10% |
| 82 | BTC DEV CORP | BDCIW | 525,000 | $5.3M | 0.09% |
| 83 | LIBERTY LATIN AMERICA LTD | LILAB | 605,901 | $5.1M | 0.09% |
| 84 | GEMINI SPACE STA INC | GEMI | 200,000 | $4.8M | 0.08% |
| 85 | CANTOR EQUITY PARTNERS IV IN | G1828E100 | 400,000 | $4.1M | 0.07% |
| 86 | M3-BRIGADE ACQUISITION VI CO | MBVIW | 400,000 | $4.0M | 0.07% |
| 87 | CSLM DIGITA ASSET ACQ CORP I | CMXHF | 350,000 | $3.5M | 0.06% |
| 88 | C1 FD INC | 12673Q103 | 399,397 | $3.3M | 0.06% |
| 89 | SPRING VY ACQUISITION CORP I | G8377R127 | 300,000 | $3.1M | 0.05% |
| 90 | A PARADISE ACQUISITION CORP | G04819127 | 300,000 | $3.0M | 0.05% |
| 91 | DRUGS MADE IN AMER ACQ II CO | G2851K120 | 300,000 | $3.0M | 0.05% |
| 92 | EXPAND ENERGY CORPORATION | EXE | 28,000 | $3.0M | 0.05% |
| 93 | COHEN CIRCLE ACQUISIT CORP I | COHN | 250,000 | $2.6M | 0.04% |
| 94 | MCKINLEY ACQUISITION CORP | MKLYU | 250,000 | $2.5M | 0.04% |
| 95 | PYROPHYTE ACQUISITION CORP. | PAII-WT | 225,000 | $2.3M | 0.04% |
| 96 | TALON CAP CORP | TLNCW | 225,000 | $2.3M | 0.04% |
| 97 | GALATA ACQUISITION CORP II | LATAW | 200,000 | $2.0M | 0.03% |
| 98 | DATADOG INC | DDOG | 12,150 | $1.7M | 0.03% |
| 99 | HIGHVIEW MERGER CORP | HVMCW | 150,000 | $1.5M | 0.03% |
| 100 | AXIOM INTELLIGENCE AC CORP 1 | G0750N120 | 150,000 | $1.5M | 0.03% |
| 101 | CANTOR EQUITY PARTNERS III I | G1828A108 | 125,000 | $1.3M | 0.02% |
| 102 | COLUMBUS CIRCLE CAP CORP. I | G2296A109 | 125,000 | $1.3M | 0.02% |
| 103 | HCM III ACQUISITION CORP | HCMAW | 100,000 | $1.0M | 0.02% |
| 104 | CAL REDWOOD ACQUISITION CORP | CRAQU | 100,000 | $1.0M | 0.02% |
| 105 | ARMADA ACQUISITION CORP II | XRPNW | 80,000 | $834,720 | 0.01% |
| 106 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.01% |
| 107 | LIGHTWAVE ACQUISITION CORP | LWACW | 75,000 | $753,750 | 0.01% |
| 108 | COLUMBUS CIRCLE CAP CORP. I | G2296A117 | 62,500 | $75,000 | 0.00% |
| 109 | ARMADA ACQUISITION CORP II | XRPNW | 40,000 | $37,996 | 0.00% |