STEADFAST CAPITAL MANAGEMENT LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3.8T
Holdings
50
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 3,328,384 | $280.6B | 7.47% | |
| 2 | DECKDECKERS OUTDOOR CORP | 414,801 | $218.9B | 5.83% | |
| 3 | BBWIBATH & BODY WORKS INC | 4,795,529 | $179.8B | 4.79% | |
| 4 | LULULULULEMON ATHLETICA INC | 351,101 | $132.9B | 3.54% | |
| 5 | UBERUBER TECHNOLOGIES INC | 3,075,000 | $132.7B | 3.53% | |
| 6 | FISFIDELITY NATL INFORMATION SV | 2,412,049 | $131.9B | 3.51% | |
| 7 | TMUST-MOBILE US INC | 941,328 | $130.8B | 3.48% | |
| 8 | METAMETA PLATFORMS INC | 434,201 | $124.6B | 3.32% | |
| 9 | LVSLAS VEGAS SANDS CORP | 2,095,000 | $121.5B | 3.23% | |
| 10 | CEGCONSTELLATION ENERGY CORP | 1,279,514 | $117.1B | 3.12% | |
| 11 | ADBEADOBE SYSTEMS INCORPORATED | 238,900 | $116.8B | 3.11% | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 313,500 | $115.2B | 3.07% | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 2,084,954 | $112.8B | 3.00% | |
| 14 | ELVELEVANCE HEALTH INC | 253,300 | $112.5B | 3.00% | |
| 15 | BURLBURLINGTON STORES INC | 691,982 | $108.9B | 2.90% | |
| 16 | MSFTMICROSOFT CORP | 302,624 | $103.1B | 2.74% | |
| 17 | HDBHDFC BANK LTD | 1,448,000 | $100.9B | 2.69% | |
| 18 | SLBSCHLUMBERGER LTD | 1,925,000 | $94.6B | 2.52% | |
| 19 | RHRH | 279,401 | $92.1B | 2.45% | |
| 20 | TXRHTEXAS ROADHOUSE INC | 747,612 | $83.9B | 2.23% | |
| 21 | IQVIQVIA HLDGS INC | 364,300 | $81.9B | 2.18% | |
| 22 | ROSTROSS STORES INC | 673,885 | $75.6B | 2.01% | |
| 23 | JDJD.COM INC | 2,162,017 | $73.8B | 1.96% | |
| 24 | VSTVISTRA CORP | 2,570,000 | $67.5B | 1.80% | |
| 25 | WDAYWORKDAY INC | 294,196 | $66.5B | 1.77% | |
| 26 | AIGAMERICAN INTL GROUP INC | 1,103,000 | $63.5B | 1.69% | |
| 27 | DPZDOMINOS PIZZA INC | 181,216 | $61.1B | 1.63% | |
| 28 | FNDFLOOR & DECOR HLDGS INC | 544,021 | $56.6B | 1.51% | |
| 29 | GPNGLOBAL PMTS INC | 560,354 | $55.2B | 1.47% | |
| 30 | WSMWILLIAMS SONOMA INC | 426,862 | $53.4B | 1.42% | |
| 31 | NYCBEURNEW YORK CMNTY BANCORP INC | 4,258,500 | $47.9B | 1.27% | |
| 32 | ICLRICON PLC | 188,529 | $47.2B | 1.26% | |
| 33 | ENQENTEGRIS INC | 404,001 | $44.8B | 1.19% | |
| 34 | DDDUPONT DE NEMOURS INC | 615,000 | $43.9B | 1.17% | |
| 35 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 699,693 | $38.9B | 1.03% | |
| 36 | FERGFERGUSON PLC NEW | 239,166 | $37.6B | 1.00% | |
| 37 | FLT1EURFLEETCOR TECHNOLOGIES INC | 148,000 | $37.2B | 0.99% | |
| 38 | 0C3ENDEAVOR GROUP HLDGS INC | 1,165,000 | $27.9B | 0.74% | |
| 39 | YUMYUM BRANDS INC | 174,000 | $24.1B | 0.64% | |
| 40 | VVISA INC | 101,000 | $24.0B | 0.64% | |
| 41 | CSXCSX CORP | 688,000 | $23.5B | 0.62% | |
| 42 | RRCRANGE RES CORP | 709,000 | $20.8B | 0.55% | |
| 43 | TRUTRANSUNION | 172,000 | $13.5B | 0.36% | |
| 44 | NVDANVIDIA CORPORATION | 29,000 | $12.3B | 0.33% | |
| 45 | SPOTSPOTIFY TECHNOLOGY S A | 71,900 | $11.5B | 0.31% | |
| 46 | —CORSAIR PARTNERING CORP | 1,000,000 | $10.4B | 0.28% | |
| 47 | HLTHILTON WORLDWIDE HLDGS INC | 65,400 | $9.5B | 0.25% | |
| 48 | TXNTEXAS INSTRS INC | 52,000 | $9.4B | 0.25% | |
| 49 | DC4DEXCOM INC | 38,000 | $4.9B | 0.13% | |
| 50 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $517.8M | 0.01% |