STEADFAST CAPITAL MANAGEMENT LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$9.2B
Holdings
90
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,555,586 | $751.3B | 8209.23% | |
| 2 | FISFIDELITY NATL INFORMATION SV | 3,053,629 | $449.5B | 4911.88% | |
| 3 | IQVIQVIA HLDGS INC | 2,717,078 | $428.3B | 4679.89% | |
| 4 | BSXBOSTON SCIENTIFIC CORP | 9,475,750 | $362.1B | 3956.26% | |
| 5 | WIXWIX COM LTD | 1,420,069 | $361.9B | 3954.48% | |
| 6 | MSFTMICROSOFT CORP | 1,695,499 | $356.6B | 3896.66% | |
| 7 | METAFACEBOOK INC | 1,134,052 | $297.0B | 3245.36% | |
| 8 | ADBEADOBE SYSTEMS INCORPORATED | 597,975 | $293.3B | 3204.46% | |
| 9 | AMZNAMAZON COM INC | 89,514 | $281.9B | 3079.78% | |
| 10 | PLNTPLANET FITNESS INC | 3,986,523 | $245.7B | 2684.18% | |
| 11 | CSXCSX CORP | 2,966,501 | $230.4B | 2517.63% | |
| 12 | FLT1EURFLEETCOR TECHNOLOGIES INC | 937,009 | $223.1B | 2437.80% | |
| 13 | T7DTRANSDIGM GROUP INC | 459,144 | $218.1B | 2383.67% | |
| 14 | HDBHDFC BANK LTD | 4,290,972 | $214.4B | 2342.46% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 687,590 | $214.4B | 2342.39% | |
| 16 | SYKSTRYKER CORPORATION | 992,946 | $206.9B | 2260.76% | |
| 17 | PLANUSDANAPLAN INC | 3,292,842 | $206.1B | 2251.65% | |
| 18 | JPMJPMORGAN CHASE & CO | 2,033,583 | $195.8B | 2139.18% | |
| 19 | SESEA LTD | 1,235,522 | $190.3B | 2079.59% | |
| 20 | —WIX COM LTD | 99,392,000 | $188.9B | 2063.81% | |
| 21 | GPNGLOBAL PMTS INC | 1,016,280 | $180.5B | 1971.98% | |
| 22 | CRMSALESFORCE COM INC | 709,313 | $178.3B | 1947.87% | |
| 23 | FISVFISERV INC | 1,631,414 | $168.1B | 1836.99% | |
| 24 | TMUST-MOBILE US INC | 1,445,125 | $165.3B | 1805.81% | |
| 25 | BFAMBRIGHT HORIZONS FAM SOL IN D | 1,078,296 | $163.9B | 1791.39% | |
| 26 | PCGPG&E CORP | 17,431,124 | $163.7B | 1788.48% | |
| 27 | NOWSERVICENOW INC | 307,280 | $149.0B | 1628.44% | |
| 28 | DECKDECKERS OUTDOOR CORP | 668,506 | $147.1B | 1607.10% | |
| 29 | CHTRCHARTER COMMUNICATIONS INC N | 225,719 | $140.9B | 1539.86% | |
| 30 | MTCHMATCH GROUP INC NEW | 1,238,931 | $137.1B | 1497.94% | |
| 31 | HUMHUMANA INC | 329,650 | $136.4B | 1490.85% | |
| 32 | LBEURL BRANDS INC | 4,140,303 | $131.7B | 1439.10% | |
| 33 | NTESNETEASE INC | 247,344 | $112.5B | 1228.83% | |
| 34 | LNGCHENIERE ENERGY INC | 2,312,114 | $107.0B | 1168.97% | |
| 35 | NRANRG ENERGY INC | 3,437,205 | $105.7B | 1154.53% | |
| 36 | WDAYWORKDAY INC | 437,401 | $94.1B | 1028.19% | |
| 37 | HWMHOWMET AEROSPACE INC | 5,458,102 | $91.3B | 997.17% | |
| 38 | ADSKAUTODESK INC | 380,334 | $87.9B | 960.04% | |
| 39 | STNESTONECO LTD | 1,577,471 | $83.4B | 911.65% | |
| 40 | DNBDUN & BRADSTREET HLDGS INC | 2,697,843 | $69.2B | 756.43% | |
| 41 | PAGSPAGSEGURO DIGITAL LTD | 1,835,022 | $69.2B | 756.13% | |
| 42 | MAMASTERCARD INCORPORATED | 192,913 | $65.2B | 712.83% | |
| 43 | SLVISHARES SILVER TR | 3,000,000 | $64.9B | 709.37% | Call |
| 44 | HPEHEWLETT PACKARD ENTERPRISE C | 4,585,184 | $43.0B | 469.45% | |
| 45 | JWNUSDNORDSTROM INC | 2,103,051 | $25.1B | 273.91% | |
| 46 | MPCMARATHON PETE CORP | 724,826 | $21.3B | 232.37% | |
| 47 | FNDFLOOR & DECOR HLDGS INC | 199,995 | $15.0B | 163.47% | |
| 48 | CAKECHEESECAKE FACTORY INC | 538,893 | $14.9B | 163.35% | |
| 49 | NKENIKE INC | 107,054 | $13.4B | 146.86% | |
| 50 | AFWALIGN TECHNOLOGY INC | 39,228 | $12.8B | 140.32% | |
| 51 | CPRTCOPART INC | 118,946 | $12.5B | 136.67% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 34,567 | $12.3B | 134.08% | |
| 53 | FIVEFIVE BELOW INC | 95,089 | $12.1B | 131.95% | |
| 54 | CMGCHIPOTLE MEXICAN GRILL INC | 9,689 | $12.1B | 131.67% | |
| 55 | HDHOME DEPOT INC | 42,835 | $11.9B | 129.99% | |
| 56 | DPZDOMINOS PIZZA INC | 27,963 | $11.9B | 129.94% | |
| 57 | SBUXSTARBUCKS CORP | 137,641 | $11.8B | 129.22% | |
| 58 | ORLYOREILLY AUTOMOTIVE INC | 25,442 | $11.7B | 128.18% | |
| 59 | LULULULULEMON ATHLETICA INC | 35,038 | $11.5B | 126.10% | |
| 60 | HLTHILTON WORLDWIDE HLDGS INC | 132,412 | $11.3B | 123.44% | |
| 61 | TJXTJX COS INC NEW | 201,739 | $11.2B | 122.68% | |
| 62 | CARSCARS COM INC | 1,373,332 | $11.1B | 121.26% | |
| 63 | MNSTMONSTER BEVERAGE CORP NEW | 137,484 | $11.0B | 120.48% | |
| 64 | LWLAMB WESTON HLDGS INC | 163,928 | $10.9B | 118.71% | |
| 65 | MARMARRIOTT INTL INC NEW | 109,517 | $10.1B | 110.79% | |
| 66 | BURLBURLINGTON STORES INC | 48,611 | $10.0B | 109.47% | |
| 67 | ROSTROSS STORES INC | 104,313 | $9.7B | 106.36% | |
| 68 | AMANTERO MIDSTREAM CORP | 1,489,000 | $8.0B | 87.37% | |
| 69 | AYXEURALTERYX INC | 36,408 | $4.1B | 45.17% | |
| 70 | VMCVULCAN MATLS CO | 27,457 | $3.7B | 40.67% | |
| 71 | AWCAMERICAN WTR WKS CO INC NEW | 25,673 | $3.7B | 40.65% | |
| 72 | DHRDANAHER CORPORATION | 17,214 | $3.7B | 40.51% | |
| 73 | APDAIR PRODS & CHEMS INC | 12,392 | $3.7B | 40.33% | |
| 74 | NVRNVR INC | 903 | $3.7B | 40.29% | |
| 75 | ROKROCKWELL AUTOMATION INC | 16,616 | $3.7B | 40.07% | |
| 76 | SHWSHERWIN WILLIAMS CO | 5,234 | $3.6B | 39.85% | |
| 77 | WCNWASTE CONNECTIONS INC | 35,109 | $3.6B | 39.82% | |
| 78 | FASTFASTENAL CO | 80,351 | $3.6B | 39.59% | |
| 79 | ROPROPER TECHNOLOGIES INC | 9,138 | $3.6B | 39.46% | |
| 80 | CP.TOCANADIAN PAC RY LTD | 11,848 | $3.6B | 39.41% | |
| 81 | RACEFERRARI N V | 19,590 | $3.6B | 39.40% | |
| 82 | ECLECOLAB INC | 18,007 | $3.6B | 39.33% | |
| 83 | NEENEXTERA ENERGY INC | 12,946 | $3.6B | 39.26% | |
| 84 | RSGREPUBLIC SVCS INC | 38,448 | $3.6B | 39.22% | |
| 85 | LINLINDE PLC | 15,051 | $3.6B | 39.16% | |
| 86 | WMWASTE MGMT INC DEL | 31,632 | $3.6B | 39.12% | |
| 87 | UNPUNION PAC CORP | 18,089 | $3.6B | 38.91% | |
| 88 | NSCNORFOLK SOUTHN CORP | 16,548 | $3.5B | 38.69% | |
| 89 | LMTLOCKHEED MARTIN CORP | 9,190 | $3.5B | 38.48% | |
| 90 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $320.0M | 3.50% |