STEADFAST CAPITAL MANAGEMENT LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$5.7B

Holdings

108

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (108 positions)

StockValue
GOOGLALPHABET INC
$380.7B
AMZNAMAZON COM INC
$335.0B
TJXTJX COS INC NEW
$296.8B
WINGWINGSTOP INC
$239.2B
GAPGAP INC
$213.4B
TXRHTEXAS ROADHOUSE INC
$211.9B
FLUTFLUTTER ENTMT PLC
$209.8B
PLNTPLANET FITNESS INC
$196.1B
NVDANVIDIA CORPORATION
$182.6B
HUMHUMANA INC
$168.7B
POOLPOOL CORP
$156.4B
UBERUBER TECHNOLOGIES INC
$155.1B
SHOPSHOPIFY INC
$140.9B
NFLXNETFLIX INC
$137.0B
FNDFLOOR & DECOR HLDGS INC
$132.8B
WMTWALMART INC
$130.2B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$127.8B
WSTWEST PHARMACEUTICAL SVSC INC
$123.7B
MHKMOHAWK INDS INC
$120.8B
SPOTSPOTIFY TECHNOLOGY S A
$107.8B
KRKROGER CO
$99.5B
AIGAMERICAN INTL GROUP INC
$93.8B
COSTCOSTCO WHSL CORP NEW
$91.0B
SAROSTANDARDAERO INC
$88.4B
HDBHDFC BANK LTD
$83.4B
APPAPPLOVIN CORP
$79.2B
SPHRSPHERE ENTERTAINMENT CO
$78.1B
TRUTRANSUNION
$73.4B
CNKCINEMARK HLDGS INC
$65.8B
USFDUS FOODS HLDG CORP
$60.8B
BIDUNBAIDU INC
$60.0B
HSICHENRY SCHEIN INC
$59.6B
PFGCPERFORMANCE FOOD GROUP CO
$56.3B
MSFTMICROSOFT CORP
$50.8B
AG8AGILENT TECHNOLOGIES INC
$50.3B
CHTRCHARTER COMMUNICATIONS INC N
$49.1B
RDDTREDDIT INC
$47.5B
CVNACARVANA CO
$45.9B
TMOTHERMO FISHER SCIENTIFIC INC
$42.7B
BRK/BBERKSHIRE HATHAWAY INC DEL
$35.5B
MLB1MERCADOLIBRE INC
$30.7B
HOODROBINHOOD MKTS INC
$25.9B
VISNCOMMSCOPE HLDG CO INC
$25.2B
GATXGATX CORP
$24.5B
AVGOBROADCOM INC
$24.3B
DISDISNEY WALT CO
$24.2B
QC10FLAGSTAR FINANCIAL INC
$24.2B
WBIWATERBRIDGE INFRASTRUCTURE L
$24.2B
CPAYCORPAY INC
$23.4B
COFCAPITAL ONE FINL CORP
$22.0B
DKSDICKS SPORTING GOODS INC
$20.9B
AUBATLANTIC UN BANKSHARES CORP
$19.7B
BABAALIBABA GROUP HLDG LTD
$18.1B
MDTMEDTRONIC PLC
$17.8B
ETHZETHZILLA CORPORATION
$17.3B
TEVATEVA PHARMACEUTICAL INDS LTD
$16.1B
PKGPACKAGING CORP AMER
$15.3B
EMPDEMPERY DIGITAL INC
$15.0B
MDGLMADRIGAL PHARMACEUTICALS INC
$13.7B
CARTMAPLEBEAR INC
$13.0B
CRLCHARLES RIV LABS INTL INC
$11.2B
OLNOLIN CORP
$11.1B
APAAPA CORPORATION
$10.2B
QXOQXO INC
$10.1B
SNASNAP ON INC
$9.8B
PIIPOLARIS INC
$9.8B
ALBALBEMARLE CORP
$9.3B
BLSHBULLISH
$9.2B
SONSONOCO PRODS CO
$8.7B
FIGRFIGURE TECHNOLOGY SOLUTIO
$8.2B
APTVAPTIV PLC
$7.9B
CCCHEMOURS CO
$7.7B
AWNADVANCE AUTO PARTS INC
$7.6B
FCRSFUTURECREST ACQUISITION CORP
$7.4B
RIGTRANSOCEAN LTD
$7.3B
BLZRTRAILBLAZER ACQUISITION CORP
$7.2B
IRTCIRHYTHM TECHNOLOGIES INC
$6.8B
NTLAINTELLIA THERAPEUTICS INC
$6.3B
SNNSMITH & NEPHEW PLC
$6.2B
GHGUARDANT HEALTH INC
$5.4B
BDCIBTC DEV CORP
$5.3B
LILALIBERTY LATIN AMERICA LTD
$5.1B
GEMIGEMINI SPACE STA INC
$4.8B
CEPFCANTOR EQUITY PARTNERS IV IN
$4.1B
MBVIM3-BRIGADE ACQUISITION VI CO
$4.0B
CSLM DIGITA ASSET ACQ CORP I
$3.5B
CFNDC1 FD INC
$3.3B
SPRING VY ACQUISITION CORP I
$3.1B
APADA PARADISE ACQUISITION CORP
$3.0B
DMIIDRUGS MADE IN AMER ACQ II CO
$3.0B
EXEEXPAND ENERGY CORPORATION
$3.0B
CCIICOHEN CIRCLE ACQUISIT CORP I
$2.6B
MKLYMCKINLEY ACQUISITION CORP
$2.5B
PAIIPYROPHYTE ACQUISITION CORP.
$2.3B
TLNCUTALON CAP CORP
$2.3B
LATAGALATA ACQUISITION CORP II
$2.0B
DDOGDATADOG INC
$1.7B
HVMCHIGHVIEW MERGER CORP
$1.5B
AXINAXIOM INTELLIGENCE AC CORP 1
$1.5B
CEPFCANTOR EQUITY PARTNERS III I
$1.3B
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