STEADFAST CAPITAL MANAGEMENT LP Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$4.9T
Holdings
46
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA INC DEL | 2,836,317 | $321.3B | 6.61% | |
| 2 | WMBWILLIAMS COS INC DEL | 8,468,655 | $263.7B | 5.43% | Call |
| 3 | MPCMARATHON PETE CORP | 5,165,375 | $260.1B | 5.35% | |
| 4 | WFCWELLS FARGO & CO NEW | 4,560,556 | $251.3B | 5.17% | |
| 5 | AAPLAPPLE INC | 2,131,633 | $246.9B | 5.08% | |
| 6 | —TESORO CORP | 2,536,179 | $221.8B | 4.56% | |
| 7 | CTRACABOT OIL & GAS CORP | 9,047,645 | $211.4B | 4.35% | Call |
| 8 | —ENCANA CORP | 17,810,273 | $209.1B | 4.30% | |
| 9 | —QUINTILES IMS HOLDINGS INC | 2,696,995 | $205.1B | 4.22% | |
| 10 | EBAEBAY INC | 6,333,934 | $188.1B | 3.87% | |
| 11 | ADSKAUTODESK INC | 2,280,369 | $168.8B | 3.47% | |
| 12 | WIXWIX COM LTD | 3,666,136 | $163.3B | 3.36% | |
| 13 | MSFTMICROSOFT CORP | 2,458,731 | $152.8B | 3.14% | |
| 14 | VVISA INC | 1,854,200 | $144.7B | 2.98% | |
| 15 | BACBANK AMER CORP | 6,407,904 | $141.6B | 2.91% | |
| 16 | FLT1EURFLEETCOR TECHNOLOGIES INC | 978,409 | $138.5B | 2.85% | |
| 17 | ATVIEURACTIVISION BLIZZARD INC | 3,807,306 | $137.5B | 2.83% | |
| 18 | RICEEURRICE ENERGY INC | 6,124,146 | $130.8B | 2.69% | |
| 19 | PNCPNC FINL SVCS GROUP INC | 1,080,047 | $126.3B | 2.60% | |
| 20 | AWNADVANCE AUTO PARTS INC | 650,595 | $110.0B | 2.26% | |
| 21 | IACIEURIAC INTERACTIVECORP | 1,514,030 | $98.1B | 2.02% | |
| 22 | OASEUROASIS PETE INC NEW | 6,477,907 | $98.1B | 2.02% | |
| 23 | —ENERGEN CORP | 1,666,093 | $96.1B | 1.98% | |
| 24 | GOOGALPHABET INC | 119,643 | $92.3B | 1.90% | |
| 25 | KMIKINDER MORGAN INC DEL | 4,446,629 | $92.1B | 1.89% | |
| 26 | DLTRDOLLAR TREE INC | 1,163,771 | $89.8B | 1.85% | |
| 27 | CMGCHIPOTLE MEXICAN GRILL INC | 190,740 | $72.0B | 1.48% | |
| 28 | MAMASTERCARD INCORPORATED | 643,096 | $66.4B | 1.37% | |
| 29 | VSATVIASAT INC | 668,626 | $44.3B | 0.91% | |
| 30 | ZAYOEURZAYO GROUP HLDGS INC | 1,255,601 | $41.3B | 0.85% | |
| 31 | NFLXNETFLIX INC | 326,748 | $40.5B | 0.83% | |
| 32 | 7SUSUMMIT MATLS INC | 1,586,005 | $37.7B | 0.78% | |
| 33 | HUMHUMANA INC | 179,009 | $36.5B | 0.75% | |
| 34 | NGNOVAGOLD RES INC | 6,169,264 | $28.1B | 0.58% | |
| 35 | —COMMUNICATIONS SALES&LEAS IN | 893,931 | $22.7B | 0.47% | |
| 36 | AMZNAMAZON COM INC | 29,595 | $22.2B | 0.46% | |
| 37 | —FAIRMOUNT SANTROL HLDGS INC | 1,528,762 | $18.0B | 0.37% | |
| 38 | —LINE CORP | 512,268 | $17.4B | 0.36% | |
| 39 | —WINDSTREAM HLDGS INC | 2,002,144 | $14.7B | 0.30% | |
| 40 | —TRIVAGO N V | 1,054,898 | $12.4B | 0.26% | |
| 41 | TWLOTWILIO INC | 353,359 | $10.2B | 0.21% | |
| 42 | —ELECTRUM SPL ACQUISITION COR | 959,355 | $9.5B | 0.20% | |
| 43 | —BLUE BUFFALO PET PRODS INC | 179,046 | $4.3B | 0.09% | |
| 44 | XIFRNEXTERA ENERGY PARTNERS LP | 86,501 | $2.2B | 0.05% | |
| 45 | —ELECTRUM SPL ACQUISITION COR | 959,355 | $269.0M | 0.01% | |
| 46 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $244.0M | 0.01% |