STEADFAST CAPITAL MANAGEMENT LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$3.7T
Holdings
47
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 2,348,485 | $219.9B | 5.90% | |
| 2 | DECKDECKERS OUTDOOR CORP | 342,753 | $176.2B | 4.73% | |
| 3 | METAMETA PLATFORMS INC | 553,200 | $166.1B | 4.46% | |
| 4 | BBWIBATH & BODY WORKS INC | 4,795,529 | $162.1B | 4.35% | |
| 5 | UBERUBER TECHNOLOGIES INC | 3,357,000 | $154.4B | 4.14% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 2,722,039 | $143.7B | 3.86% | |
| 7 | CHTRCHARTER COMMUNICATIONS INC N | 316,500 | $139.2B | 3.74% | |
| 8 | LULULULULEMON ATHLETICA INC | 351,101 | $135.4B | 3.63% | |
| 9 | MSFTMICROSOFT CORP | 422,424 | $133.4B | 3.58% | |
| 10 | TMUST-MOBILE US INC | 893,328 | $125.1B | 3.36% | |
| 11 | TXRHTEXAS ROADHOUSE INC | 1,279,612 | $123.0B | 3.30% | |
| 12 | ELVELEVANCE HEALTH INC | 279,000 | $121.5B | 3.26% | |
| 13 | ROSTROSS STORES INC | 999,485 | $112.9B | 3.03% | |
| 14 | LVSLAS VEGAS SANDS CORP | 2,152,000 | $98.6B | 2.65% | |
| 15 | INTCINTEL CORP | 2,701,000 | $96.0B | 2.58% | |
| 16 | AMZNAMAZON COM INC | 719,900 | $91.5B | 2.46% | |
| 17 | DRIDARDEN RESTAURANTS INC | 635,000 | $90.9B | 2.44% | |
| 18 | ADBEADOBE INC | 174,990 | $89.2B | 2.40% | |
| 19 | GPNGLOBAL PMTS INC | 738,354 | $85.2B | 2.29% | |
| 20 | YUMYUM BRANDS INC | 636,000 | $79.5B | 2.13% | |
| 21 | VSTVISTRA CORP | 2,349,000 | $77.9B | 2.09% | |
| 22 | HDBHDFC BANK LTD | 1,316,000 | $77.7B | 2.08% | |
| 23 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 1,519,000 | $76.2B | 2.05% | |
| 24 | SNPSSYNOPSYS INC | 159,600 | $73.3B | 1.97% | |
| 25 | AIGAMERICAN INTL GROUP INC | 1,201,000 | $72.8B | 1.95% | |
| 26 | FNDFLOOR & DECOR HLDGS INC | 763,021 | $69.1B | 1.85% | |
| 27 | DDDUPONT DE NEMOURS INC | 916,000 | $68.3B | 1.83% | |
| 28 | NYCBEURNEW YORK CMNTY BANCORP INC | 5,898,500 | $66.9B | 1.80% | |
| 29 | WSMWILLIAMS SONOMA INC | 373,562 | $58.1B | 1.56% | |
| 30 | FLT1EURFLEETCOR TECHNOLOGIES INC | 223,400 | $57.0B | 1.53% | |
| 31 | FIVEFIVE BELOW INC | 339,000 | $54.5B | 1.46% | |
| 32 | JDJD.COM INC | 1,833,857 | $53.4B | 1.43% | |
| 33 | TPDTEMPUR SEALY INTL INC | 1,040,000 | $45.1B | 1.21% | |
| 34 | NVDANVIDIA CORPORATION | 81,200 | $35.3B | 0.95% | |
| 35 | ENQENTEGRIS INC | 365,001 | $34.3B | 0.92% | |
| 36 | CSXCSX CORP | 1,027,000 | $31.6B | 0.85% | |
| 37 | 0C3ENDEAVOR GROUP HLDGS INC | 1,555,000 | $30.9B | 0.83% | |
| 38 | WDAYWORKDAY INC | 137,596 | $29.6B | 0.79% | |
| 39 | KVYOKLAVIYO INC | 840,398 | $29.0B | 0.78% | |
| 40 | TKOTKO GROUP HOLDINGS INC | 306,000 | $25.7B | 0.69% | |
| 41 | PLNTPLANET FITNESS INC | 503,000 | $24.7B | 0.66% | |
| 42 | WMTWALMART INC | 151,000 | $24.1B | 0.65% | |
| 43 | VVISA INC | 101,000 | $23.2B | 0.62% | |
| 44 | IQVIQVIA HLDGS INC | 93,000 | $18.3B | 0.49% | |
| 45 | TRUTRANSUNION | 172,000 | $12.3B | 0.33% | |
| 46 | SPOTSPOTIFY TECHNOLOGY S A | 71,900 | $11.1B | 0.30% | |
| 47 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $531.5M | 0.01% |