STEADFAST CAPITAL MANAGEMENT LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$6.5T
Holdings
52
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FISFIDELITY NATL INFORMATION SV | 3,495,364 | $425.2B | 6.52% | |
| 2 | MSFTMICROSOFT CORP | 2,646,005 | $417.3B | 6.40% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 1,712,547 | $333.1B | 5.11% | |
| 4 | IQVIQVIA HLDGS INC | 2,852,495 | $307.7B | 4.72% | |
| 5 | ADBEADOBE INC | 938,469 | $298.7B | 4.58% | |
| 6 | AMZNAMAZON COM INC | 129,727 | $252.9B | 3.88% | |
| 7 | CSXCSX CORP | 4,186,946 | $239.9B | 3.68% | |
| 8 | LINLINDE PLC | 1,180,579 | $204.2B | 3.13% | |
| 9 | METAFACEBOOK INC | 1,192,710 | $198.9B | 3.05% | |
| 10 | NTESNETEASE INC | 616,336 | $197.8B | 3.03% | |
| 11 | TEAMATLASSIAN CORP PLC | 1,404,502 | $192.8B | 2.96% | |
| 12 | BACBK OF AMERICA CORP | 8,823,752 | $187.3B | 2.87% | |
| 13 | WIXWIX COM LTD | 1,812,268 | $182.7B | 2.80% | |
| 14 | NOWSERVICENOW INC | 632,690 | $181.3B | 2.78% | |
| 15 | GPNGLOBAL PMTS INC | 1,202,965 | $173.5B | 2.66% | |
| 16 | UNHUNITEDHEALTH GROUP INC | 687,438 | $171.4B | 2.63% | |
| 17 | FLT1EURFLEETCOR TECHNOLOGIES INC | 856,176 | $159.7B | 2.45% | |
| 18 | UNPUNION PAC CORP | 1,086,431 | $153.2B | 2.35% | |
| 19 | ADSKAUTODESK INC | 900,072 | $140.5B | 2.16% | |
| 20 | MAMASTERCARD INC | 554,125 | $133.9B | 2.05% | |
| 21 | BSXBOSTON SCIENTIFIC CORP | 4,018,280 | $131.1B | 2.01% | |
| 22 | PLNTPLANET FITNESS INC | 2,659,644 | $129.5B | 1.99% | |
| 23 | FISVFISERV INC | 1,360,372 | $129.2B | 1.98% | |
| 24 | COUPEURCOUPA SOFTWARE INC | 862,491 | $120.5B | 1.85% | |
| 25 | PLANUSDANAPLAN INC | 3,581,169 | $108.4B | 1.66% | |
| 26 | HDBHDFC BANK LTD | 2,748,732 | $105.7B | 1.62% | |
| 27 | DPZDOMINOS PIZZA INC | 310,195 | $100.5B | 1.54% | |
| 28 | LBEURL BRANDS INC | 8,263,638 | $95.5B | 1.47% | |
| 29 | JPMJPMORGAN CHASE & CO | 1,009,985 | $90.9B | 1.39% | |
| 30 | HUMHUMANA INC | 285,649 | $89.7B | 1.38% | |
| 31 | NRANRG ENERGY INC | 3,130,931 | $85.3B | 1.31% | |
| 32 | GQ9SPDR GOLD TRUST | 553,000 | $81.9B | 1.26% | |
| 33 | MPCMARATHON PETE CORP | 3,411,696 | $80.6B | 1.24% | |
| 34 | LNGCHENIERE ENERGY INC | 2,240,000 | $75.0B | 1.15% | |
| 35 | CRMSALESFORCE COM INC | 479,315 | $69.0B | 1.06% | |
| 36 | EXPEEXPEDIA GROUP INC | 1,063,000 | $59.8B | 0.92% | |
| 37 | PAGSPAGSEGURO DIGITAL LTD | 2,973,009 | $57.5B | 0.88% | |
| 38 | T7DTRANSDIGM GROUP INC | 173,266 | $55.5B | 0.85% | |
| 39 | WEXWEX INC | 507,857 | $53.1B | 0.81% | |
| 40 | STNESTONECO LTD | 2,142,795 | $46.6B | 0.72% | |
| 41 | VVISA INC | 277,684 | $44.7B | 0.69% | |
| 42 | PCGPG&E CORP | 4,295,821 | $38.6B | 0.59% | |
| 43 | MTCHEURMATCH GROUP INC | 442,792 | $29.2B | 0.45% | |
| 44 | YELPYELP INC | 1,318,000 | $23.8B | 0.36% | |
| 45 | OMCOMNICOM GROUP INC | 310,000 | $17.0B | 0.26% | |
| 46 | LYFTLYFT INC | 462,739 | $12.4B | 0.19% | |
| 47 | —NIELSEN HLDGS PLC | 870,000 | $10.9B | 0.17% | |
| 48 | GDDYGODADDY INC | 146,416 | $8.4B | 0.13% | |
| 49 | CAKECHEESECAKE FACTORY INC | 453,000 | $7.7B | 0.12% | |
| 50 | CARSCARS COM INC | 1,557,332 | $6.7B | 0.10% | |
| 51 | AMANTERO MIDSTREAM CORP | 944,000 | $2.0B | 0.03% | |
| 52 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $272.0M | 0.00% |