STEADFAST CAPITAL MANAGEMENT LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.9T
Holdings
31
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 3,583,386 | $308.9B | 10.62% | |
| 2 | DECKDECKERS OUTDOOR CORP | 696,262 | $277.9B | 9.56% | |
| 3 | BBWIBATH & BODY WORKS INC | 5,632,798 | $237.4B | 8.16% | |
| 4 | UBERUBER TECHNOLOGIES INC | 7,202,846 | $178.1B | 6.12% | |
| 5 | TMUST-MOBILE US INC | 1,197,501 | $167.7B | 5.76% | |
| 6 | BURLBURLINGTON STORES INC | 759,787 | $154.1B | 5.30% | |
| 7 | METAMETA PLATFORMS INC | 1,161,672 | $139.8B | 4.81% | |
| 8 | BSXBOSTON SCIENTIFIC CORP | 3,003,436 | $139.0B | 4.78% | |
| 9 | MSFTMICROSOFT CORP | 573,412 | $137.5B | 4.73% | |
| 10 | ICLRICON PLC | 695,215 | $135.0B | 4.64% | |
| 11 | CHTRCHARTER COMMUNICATIONS INC N | 320,196 | $108.6B | 3.73% | |
| 12 | LVSLAS VEGAS SANDS CORP | 2,025,000 | $97.3B | 3.35% | |
| 13 | JDJD.COM INC | 1,639,169 | $92.0B | 3.16% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 166,476 | $88.3B | 3.03% | |
| 15 | DPZDOMINOS PIZZA INC | 229,297 | $79.4B | 2.73% | |
| 16 | HDBHDFC BANK LTD | 1,156,056 | $79.1B | 2.72% | |
| 17 | RHRH | 288,949 | $77.2B | 2.65% | |
| 18 | FISFIDELITY NATL INFORMATION SV | 1,061,586 | $72.0B | 2.48% | |
| 19 | GPNGLOBAL PMTS INC | 699,569 | $69.5B | 2.39% | |
| 20 | LNGCHENIERE ENERGY INC | 431,931 | $64.8B | 2.23% | |
| 21 | WDAYWORKDAY INC | 360,818 | $60.4B | 2.08% | |
| 22 | LULULULULEMON ATHLETICA INC | 150,350 | $48.2B | 1.66% | |
| 23 | ATVIEURACTIVISION BLIZZARD INC | 386,441 | $29.6B | 1.02% | |
| 24 | FNDFLOOR & DECOR HLDGS INC | 375,869 | $26.2B | 0.90% | |
| 25 | DRIDARDEN RESTAURANTS INC | 104,538 | $14.5B | 0.50% | |
| 26 | —CORSAIR PARTNERING CORP | 1,000,000 | $9.9B | 0.34% | |
| 27 | AMDADVANCED MICRO DEVICES INC | 104,951 | $6.8B | 0.23% | |
| 28 | OKTAOKTA INC | 97,276 | $6.6B | 0.23% | |
| 29 | GQ9SPDR GOLD TR | 10,678 | $1.8B | 0.06% | |
| 30 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $468.7M | 0.02% | |
| 31 | —MARIADB PLC | 825,535 | $295.7M | 0.01% |