STEADFAST CAPITAL MANAGEMENT LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3.3T
Holdings
44
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 3,756,000 | $321.5B | 9.67% | |
| 2 | DECKDECKERS OUTDOOR CORP | 556,066 | $250.0B | 7.52% | |
| 3 | BBWIBATH & BODY WORKS INC | 4,795,529 | $175.4B | 5.28% | |
| 4 | CEGCONSTELLATION ENERGY CORP | 1,986,898 | $156.0B | 4.69% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 2,454,984 | $133.4B | 4.01% | |
| 6 | METAMETA PLATFORMS INC | 600,401 | $127.2B | 3.83% | |
| 7 | UBERUBER TECHNOLOGIES INC | 3,840,000 | $121.7B | 3.66% | |
| 8 | TMUST-MOBILE US INC | 827,828 | $119.9B | 3.61% | |
| 9 | LULULULULEMON ATHLETICA INC | 317,101 | $115.5B | 3.47% | |
| 10 | LVSLAS VEGAS SANDS CORP | 1,940,000 | $111.5B | 3.35% | |
| 11 | AVTRAVANTOR INC | 5,025,000 | $106.2B | 3.20% | |
| 12 | MSFTMICROSOFT CORP | 352,486 | $101.6B | 3.06% | |
| 13 | JDJD.COM INC | 1,970,017 | $86.5B | 2.60% | |
| 14 | ICLRICON PLC | 399,882 | $85.4B | 2.57% | |
| 15 | CHTRCHARTER COMMUNICATIONS INC N | 236,027 | $84.4B | 2.54% | |
| 16 | BSXBOSTON SCIENTIFIC CORP | 1,633,925 | $81.7B | 2.46% | |
| 17 | FERGFERGUSON PLC NEW | 598,000 | $80.0B | 2.41% | |
| 18 | BURLBURLINGTON STORES INC | 382,439 | $77.3B | 2.33% | |
| 19 | ADBEADOBE SYSTEMS INCORPORATED | 200,500 | $77.3B | 2.32% | |
| 20 | UNHUNITEDHEALTH GROUP INC | 147,957 | $69.9B | 2.10% | |
| 21 | DPZDOMINOS PIZZA INC | 201,218 | $66.4B | 2.00% | |
| 22 | RHRH | 269,001 | $65.5B | 1.97% | |
| 23 | ROSTROSS STORES INC | 610,885 | $64.8B | 1.95% | |
| 24 | AIGAMERICAN INTL GROUP INC | 1,142,000 | $57.5B | 1.73% | |
| 25 | WDAYWORKDAY INC | 270,196 | $55.8B | 1.68% | |
| 26 | LIILENNOX INTL INC | 206,000 | $51.8B | 1.56% | |
| 27 | WSMWILLIAMS SONOMA INC | 416,862 | $50.7B | 1.53% | |
| 28 | HDBHDFC BANK LTD | 749,000 | $49.9B | 1.50% | |
| 29 | TXRHTEXAS ROADHOUSE INC | 425,000 | $45.9B | 1.38% | |
| 30 | DGDOLLAR GEN CORP NEW | 192,000 | $40.4B | 1.22% | |
| 31 | HLTHILTON WORLDWIDE HLDGS INC | 277,052 | $39.0B | 1.17% | |
| 32 | DRIDARDEN RESTAURANTS INC | 242,000 | $37.5B | 1.13% | |
| 33 | GPNGLOBAL PMTS INC | 350,354 | $36.9B | 1.11% | |
| 34 | SLBSCHLUMBERGER LTD | 655,000 | $32.2B | 0.97% | |
| 35 | ENQENTEGRIS INC | 371,001 | $30.4B | 0.92% | |
| 36 | —NATIONAL INSTRS CORP | 523,000 | $27.4B | 0.82% | |
| 37 | VVISA INC | 101,000 | $22.8B | 0.69% | |
| 38 | FLT1EURFLEETCOR TECHNOLOGIES INC | 73,205 | $15.4B | 0.46% | |
| 39 | LOWLOWES COS INC | 58,187 | $11.6B | 0.35% | |
| 40 | TRUTRANSUNION | 172,000 | $10.7B | 0.32% | |
| 41 | NYCBEURNEW YORK CMNTY BANCORP INC | 1,179,500 | $10.7B | 0.32% | |
| 42 | —CORSAIR PARTNERING CORP | 1,000,000 | $10.3B | 0.31% | |
| 43 | FNDFLOOR & DECOR HLDGS INC | 78,002 | $7.7B | 0.23% | |
| 44 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $465.6M | 0.01% |