STEADFAST CAPITAL MANAGEMENT LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$4.1T
Holdings
48
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 608,100 | $215.2B | 5.31% | |
| 2 | BBWIBATH & BODY WORKS INC | 4,795,529 | $207.0B | 5.10% | |
| 3 | AMZNAMAZON COM INC | 1,212,100 | $184.2B | 4.54% | |
| 4 | WMTWALMART INC | 1,151,610 | $181.6B | 4.48% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 3,036,039 | $175.5B | 4.33% | |
| 6 | YUMYUM BRANDS INC | 1,227,000 | $160.3B | 3.95% | |
| 7 | TXRHTEXAS ROADHOUSE INC | 1,279,612 | $156.4B | 3.86% | |
| 8 | MSFTMICROSOFT CORP | 412,194 | $155.0B | 3.82% | |
| 9 | DRIDARDEN RESTAURANTS INC | 848,000 | $139.3B | 3.44% | |
| 10 | TMUST-MOBILE US INC | 860,547 | $138.0B | 3.40% | |
| 11 | LOWLOWES COS INC | 614,700 | $136.8B | 3.37% | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 327,500 | $127.3B | 3.14% | |
| 13 | INTCINTEL CORP | 2,479,296 | $124.6B | 3.07% | |
| 14 | ELVELEVANCE HEALTH INC | 256,484 | $120.9B | 2.98% | |
| 15 | UBERUBER TECHNOLOGIES INC | 1,855,000 | $114.2B | 2.82% | |
| 16 | TPDTEMPUR SEALY INTL INC | 2,144,935 | $109.3B | 2.70% | |
| 17 | FLT1EURFLEETCOR TECHNOLOGIES INC | 331,736 | $93.8B | 2.31% | |
| 18 | LVSLAS VEGAS SANDS CORP | 1,876,500 | $92.3B | 2.28% | |
| 19 | HDBHDFC BANK LTD | 1,346,000 | $90.3B | 2.23% | |
| 20 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 1,527,000 | $88.0B | 2.17% | |
| 21 | FIVEFIVE BELOW INC | 409,672 | $87.3B | 2.15% | |
| 22 | AIGAMERICAN INTL GROUP INC | 1,286,000 | $87.1B | 2.15% | |
| 23 | VSTVISTRA CORP | 2,219,426 | $85.5B | 2.11% | |
| 24 | NVDANVIDIA CORPORATION | 171,575 | $85.0B | 2.10% | |
| 25 | CCLCARNIVAL CORP | 4,195,000 | $77.8B | 1.92% | |
| 26 | GPNGLOBAL PMTS INC | 574,179 | $72.9B | 1.80% | |
| 27 | RHRH | 248,000 | $72.3B | 1.78% | |
| 28 | ADBEADOBE INC | 119,128 | $71.1B | 1.75% | |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 133,400 | $70.8B | 1.75% | |
| 30 | DDDUPONT DE NEMOURS INC | 918,933 | $70.7B | 1.74% | |
| 31 | ENQENTEGRIS INC | 481,757 | $57.7B | 1.42% | |
| 32 | PLNTPLANET FITNESS INC | 698,997 | $51.0B | 1.26% | |
| 33 | 0C3ENDEAVOR GROUP HLDGS INC | 2,139,860 | $50.8B | 1.25% | |
| 34 | SNPSSYNOPSYS INC | 96,103 | $49.5B | 1.22% | |
| 35 | TTDTHE TRADE DESK INC | 551,400 | $39.7B | 0.98% | |
| 36 | SPOTSPOTIFY TECHNOLOGY S A | 171,200 | $32.2B | 0.79% | |
| 37 | WDAYWORKDAY INC | 115,676 | $31.9B | 0.79% | |
| 38 | HDHOME DEPOT INC | 83,400 | $28.9B | 0.71% | |
| 39 | KVYOKLAVIYO INC | 840,398 | $23.3B | 0.58% | |
| 40 | GEHCGE HEALTHCARE TECHNOLOGIES I | 298,000 | $23.0B | 0.57% | |
| 41 | AXSAXIS CAP HLDGS LTD | 331,000 | $18.3B | 0.45% | |
| 42 | RCLROYAL CARIBBEAN GROUP | 118,000 | $15.3B | 0.38% | |
| 43 | TKOTKO GROUP HOLDINGS INC | 134,784 | $11.0B | 0.27% | |
| 44 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 343,000 | $10.9B | 0.27% | |
| 45 | CAVACAVA GROUP INC | 240,000 | $10.3B | 0.25% | |
| 46 | BURLBURLINGTON STORES INC | 38,500 | $7.5B | 0.18% | |
| 47 | ROSTROSS STORES INC | 15,900 | $2.2B | 0.05% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $542.6M | 0.01% |