STEADFAST CAPITAL MANAGEMENT LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$4502.5T
Holdings
55
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 1,131,800 | $294.3T | 6.54% | |
| 2 | METAMETA PLATFORMS INC | 462,335 | $264.7T | 5.88% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 617,400 | $227.5T | 5.05% | |
| 4 | HUMHUMANA INC | 648,300 | $205.3T | 4.56% | Call |
| 5 | ROSTROSS STORES INC | 1,253,057 | $188.6T | 4.19% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 1,929,185 | $161.7T | 3.59% | |
| 7 | AMZNAMAZON COM INC | 796,300 | $148.4T | 3.30% | |
| 8 | GEVGE VERNOVA INC | 580,784 | $148.1T | 3.29% | |
| 9 | TXRHTEXAS ROADHOUSE INC | 819,843 | $144.8T | 3.22% | |
| 10 | FLUTFLUTTER ENTMT PLC | 591,700 | $140.4T | 3.12% | |
| 11 | PLNTPLANET FITNESS INC | 1,713,869 | $139.2T | 3.09% | |
| 12 | UBERUBER TECHNOLOGIES INC | 1,622,300 | $121.9T | 2.71% | |
| 13 | TRUTRANSUNION | 1,143,100 | $119.7T | 2.66% | |
| 14 | ADBEADOBE INC | 217,450 | $112.6T | 2.50% | |
| 15 | TPDTEMPUR SEALY INTL INC | 2,053,035 | $112.1T | 2.49% | |
| 16 | CMGCHIPOTLE MEXICAN GRILL INC | 1,882,400 | $108.5T | 2.41% | |
| 17 | SNPSSYNOPSYS INC | 210,700 | $106.7T | 2.37% | |
| 18 | CCLCARNIVAL CORP | 5,764,914 | $106.5T | 2.37% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 579,800 | $100.7T | 2.24% | |
| 20 | NVDANVIDIA CORPORATION | 829,050 | $100.7T | 2.24% | |
| 21 | MSFTMICROSOFT CORP | 203,000 | $87.4T | 1.94% | |
| 22 | PDDPDD HOLDINGS INC | 541,300 | $73.0T | 1.62% | |
| 23 | GEHCGE HEALTHCARE TECHNOLOGIES I | 770,775 | $72.3T | 1.61% | |
| 24 | AIGAMERICAN INTL GROUP INC | 962,698 | $70.5T | 1.57% | |
| 25 | TXNTEXAS INSTRS INC | 333,800 | $69.0T | 1.53% | |
| 26 | TRVCCITIGROUP INC | 990,500 | $62.0T | 1.38% | |
| 27 | LADLITHIA MTRS INC | 193,583 | $61.5T | 1.37% | |
| 28 | HDHOME DEPOT INC | 148,503 | $60.2T | 1.34% | |
| 29 | LYVLIVE NATION ENTERTAINMENT IN | 547,600 | $60.0T | 1.33% | |
| 30 | UNHUNITEDHEALTH GROUP INC | 101,166 | $59.1T | 1.31% | |
| 31 | TTDTHE TRADE DESK INC | 526,400 | $57.7T | 1.28% | |
| 32 | CNKCINEMARK HLDGS INC | 1,990,352 | $55.4T | 1.23% | |
| 33 | LVSLAS VEGAS SANDS CORP | 981,552 | $49.4T | 1.10% | |
| 34 | WMTWALMART INC | 594,330 | $48.0T | 1.07% | |
| 35 | VSTVISTRA CORP | 385,000 | $45.6T | 1.01% | |
| 36 | NDAQNASDAQ INC | 593,000 | $43.3T | 0.96% | |
| 37 | CVNACARVANA CO | 248,648 | $43.3T | 0.96% | |
| 38 | CPAYCORPAY INC | 135,900 | $42.5T | 0.94% | |
| 39 | TKOTKO GROUP HOLDINGS INC | 287,884 | $35.6T | 0.79% | |
| 40 | BHPBHP GROUP LTD | 549,000 | $34.1T | 0.76% | |
| 41 | RIORIO TINTO PLC | 477,000 | $33.9T | 0.75% | |
| 42 | 0C3ENDEAVOR GROUP HLDGS INC | 1,182,860 | $33.8T | 0.75% | |
| 43 | HSICHENRY SCHEIN INC | 462,400 | $33.7T | 0.75% | |
| 44 | VALEVALE S A | 2,850,000 | $33.3T | 0.74% | |
| 45 | VVISA INC | 104,300 | $28.7T | 0.64% | |
| 46 | KKRKKR & CO INC | 215,100 | $28.1T | 0.62% | |
| 47 | SBACSBA COMMUNICATIONS CORP NEW | 112,500 | $27.1T | 0.60% | |
| 48 | TJXTJX COS INC NEW | 205,248 | $24.1T | 0.54% | |
| 49 | ASMLASML HOLDING N V | 23,535 | $19.6T | 0.44% | |
| 50 | VIKVIKING HOLDINGS LTD | 429,000 | $15.0T | 0.33% | |
| 51 | SPHRSPHERE ENTERTAINMENT CO | 326,300 | $14.4T | 0.32% | |
| 52 | TLNTALEN ENERGY CORP | 78,000 | $13.9T | 0.31% | |
| 53 | IRENIRIS ENERGY LTD | 1,149,700 | $9.7T | 0.22% | |
| 54 | TPGTPG INC | 75,439 | $4.3T | 0.10% | |
| 55 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $691.2B | 0.02% |