STEADFAST CAPITAL MANAGEMENT LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$4.9T
Holdings
57
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KRKROGER CO | 4,546,010 | $278.0B | 5.65% | |
| 2 | ROSTROSS STORES INC | 1,633,862 | $247.2B | 5.03% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 2,378,064 | $212.4B | 4.32% | |
| 4 | SBUXSTARBUCKS CORP | 2,322,963 | $212.0B | 4.31% | |
| 5 | GEVGE VERNOVA INC | 562,416 | $185.0B | 3.76% | |
| 6 | AMZNAMAZON COM INC | 836,700 | $183.6B | 3.73% | |
| 7 | PLNTPLANET FITNESS INC | 1,713,869 | $169.5B | 3.45% | |
| 8 | LADLITHIA MTRS INC | 460,298 | $164.5B | 3.35% | |
| 9 | HUMHUMANA INC | 648,300 | $164.5B | 3.34% | Call |
| 10 | TJXTJX COS INC NEW | 1,235,448 | $149.3B | 3.04% | |
| 11 | FLUTFLUTTER ENTMT PLC | 566,800 | $146.5B | 2.98% | |
| 12 | METAMETA PLATFORMS INC | 246,855 | $144.5B | 2.94% | |
| 13 | APPAPPLOVIN CORP | 422,442 | $136.8B | 2.78% | |
| 14 | FIVEFIVE BELOW INC | 1,177,600 | $123.6B | 2.51% | |
| 15 | TXRHTEXAS ROADHOUSE INC | 666,378 | $120.2B | 2.44% | |
| 16 | LYVLIVE NATION ENTERTAINMENT IN | 916,600 | $118.7B | 2.41% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 595,100 | $117.5B | 2.39% | |
| 18 | TPDTEMPUR SEALY INTL INC | 2,053,035 | $116.4B | 2.37% | |
| 19 | 0C3ENDEAVOR GROUP HLDGS INC | 3,641,660 | $113.9B | 2.32% | |
| 20 | HSICHENRY SCHEIN INC | 1,637,808 | $113.3B | 2.30% | |
| 21 | NVDANVIDIA CORPORATION | 780,050 | $104.8B | 2.13% | |
| 22 | TKOTKO GROUP HOLDINGS INC | 710,784 | $101.0B | 2.05% | |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 224,400 | $100.4B | 2.04% | |
| 24 | TXNTEXAS INSTRS INC | 512,300 | $96.1B | 1.95% | |
| 25 | MSFTMICROSOFT CORP | 204,600 | $86.2B | 1.75% | |
| 26 | TRUTRANSUNION | 910,700 | $84.4B | 1.72% | |
| 27 | RCLROYAL CARIBBEAN GROUP | 346,900 | $80.0B | 1.63% | |
| 28 | SNPSSYNOPSYS INC | 163,203 | $79.2B | 1.61% | |
| 29 | AIGAMERICAN INTL GROUP INC | 1,015,198 | $73.9B | 1.50% | Call |
| 30 | BURLBURLINGTON STORES INC | 235,300 | $67.1B | 1.36% | |
| 31 | GEHCGE HEALTHCARE TECHNOLOGIES I | 856,075 | $66.9B | 1.36% | |
| 32 | CPAYCORPAY INC | 195,100 | $66.0B | 1.34% | |
| 33 | BRKRBRUKER CORP | 1,091,728 | $64.0B | 1.30% | |
| 34 | AVGOBROADCOM INC | 272,700 | $63.2B | 1.29% | |
| 35 | LVSLAS VEGAS SANDS CORP | 1,212,252 | $62.3B | 1.27% | |
| 36 | CVNACARVANA CO | 259,598 | $52.8B | 1.07% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 99,739 | $45.2B | 0.92% | |
| 38 | ADSKAUTODESK INC | 141,900 | $41.9B | 0.85% | |
| 39 | CMGCHIPOTLE MEXICAN GRILL INC | 685,074 | $41.3B | 0.84% | |
| 40 | SPHRSPHERE ENTERTAINMENT CO | 926,100 | $37.3B | 0.76% | |
| 41 | CNKCINEMARK HLDGS INC | 1,112,552 | $34.5B | 0.70% | |
| 42 | NDAQNASDAQ INC | 445,000 | $34.4B | 0.70% | |
| 43 | VVISA INC | 104,300 | $33.0B | 0.67% | |
| 44 | ENQENTEGRIS INC | 316,300 | $31.3B | 0.64% | |
| 45 | CUCAAVIS BUDGET GROUP | 319,400 | $25.7B | 0.52% | |
| 46 | VIKVIKING HOLDINGS LTD | 529,000 | $23.3B | 0.47% | |
| 47 | SAROSTANDARDAERO INC | 870,087 | $21.5B | 0.44% | |
| 48 | ADBEADOBE INC | 36,550 | $16.3B | 0.33% | |
| 49 | HDHOME DEPOT INC | 40,700 | $15.8B | 0.32% | |
| 50 | HDBHDFC BANK LTD | 184,200 | $11.8B | 0.24% | |
| 51 | MLB1MERCADOLIBRE INC | 6,376 | $10.8B | 0.22% | |
| 52 | BABOEING CO | 38,800 | $6.9B | 0.14% | |
| 53 | IRENIREN LIMITED | 619,700 | $6.1B | 0.12% | |
| 54 | TTDTHE TRADE DESK INC | 49,900 | $5.9B | 0.12% | |
| 55 | FNDFLOOR & DECOR HLDGS INC | 45,000 | $4.5B | 0.09% | |
| 56 | CEGCONSTELLATION ENERGY CORP | 17,100 | $3.8B | 0.08% | |
| 57 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $680.9M | 0.01% |