STEADFAST CAPITAL MANAGEMENT LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$4.5B
Holdings
55
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 1,131,800 | $294.3T | 6536166.52% | |
| 2 | METAMETA PLATFORMS INC | 462,335 | $264.7T | 5878051.80% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 617,400 | $227.5T | 5053428.63% | |
| 4 | HUMHUMANA INC | 648,300 | $205.3T | 4560637.97% | Call |
| 5 | ROSTROSS STORES INC | 1,253,057 | $188.6T | 4188734.63% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 1,929,185 | $161.7T | 3590579.60% | |
| 7 | AMZNAMAZON COM INC | 796,300 | $148.4T | 3295385.03% | |
| 8 | GEVGE VERNOVA INC | 580,784 | $148.1T | 3289026.89% | |
| 9 | TXRHTEXAS ROADHOUSE INC | 819,843 | $144.8T | 3215644.70% | |
| 10 | FLUTFLUTTER ENTMT PLC | 591,700 | $140.4T | 3118238.77% | |
| 11 | PLNTPLANET FITNESS INC | 1,713,869 | $139.2T | 3091628.29% | |
| 12 | UBERUBER TECHNOLOGIES INC | 1,622,300 | $121.9T | 2708099.42% | |
| 13 | TRUTRANSUNION | 1,143,100 | $119.7T | 2658138.29% | |
| 14 | ADBEADOBE INC | 217,450 | $112.6T | 2500641.00% | |
| 15 | TPDTEMPUR SEALY INTL INC | 2,053,035 | $112.1T | 2489634.88% | |
| 16 | CMGCHIPOTLE MEXICAN GRILL INC | 1,882,400 | $108.5T | 2408972.45% | |
| 17 | SNPSSYNOPSYS INC | 210,700 | $106.7T | 2369716.11% | |
| 18 | CCLCARNIVAL CORP | 5,764,914 | $106.5T | 2366145.60% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 579,800 | $100.7T | 2236401.01% | |
| 20 | NVDANVIDIA CORPORATION | 829,050 | $100.7T | 2236089.32% | |
| 21 | MSFTMICROSOFT CORP | 203,000 | $87.4T | 1940055.03% | |
| 22 | PDDPDD HOLDINGS INC | 541,300 | $73.0T | 1620715.55% | |
| 23 | GEHCGE HEALTHCARE TECHNOLOGIES I | 770,775 | $72.3T | 1606602.96% | |
| 24 | AIGAMERICAN INTL GROUP INC | 962,698 | $70.5T | 1565762.08% | |
| 25 | TXNTEXAS INSTRS INC | 333,800 | $69.0T | 1531440.92% | |
| 26 | TRVCCITIGROUP INC | 990,500 | $62.0T | 1377131.71% | |
| 27 | LADLITHIA MTRS INC | 193,583 | $61.5T | 1365680.37% | |
| 28 | HDHOME DEPOT INC | 148,503 | $60.2T | 1336445.74% | |
| 29 | LYVLIVE NATION ENTERTAINMENT IN | 547,600 | $60.0T | 1331633.03% | |
| 30 | UNHUNITEDHEALTH GROUP INC | 101,166 | $59.1T | 1313709.93% | |
| 31 | TTDTHE TRADE DESK INC | 526,400 | $57.7T | 1281950.28% | |
| 32 | CNKCINEMARK HLDGS INC | 1,990,352 | $55.4T | 1230681.83% | |
| 33 | LVSLAS VEGAS SANDS CORP | 981,552 | $49.4T | 1097420.81% | |
| 34 | WMTWALMART INC | 594,330 | $48.0T | 1065900.96% | |
| 35 | VSTVISTRA CORP | 385,000 | $45.6T | 1013613.34% | |
| 36 | NDAQNASDAQ INC | 593,000 | $43.3T | 961576.20% | |
| 37 | CVNACARVANA CO | 248,648 | $43.3T | 961513.41% | |
| 38 | CPAYCORPAY INC | 135,900 | $42.5T | 944011.59% | |
| 39 | TKOTKO GROUP HOLDINGS INC | 287,884 | $35.6T | 790986.38% | |
| 40 | BHPBHP GROUP LTD | 549,000 | $34.1T | 757321.94% | |
| 41 | RIORIO TINTO PLC | 477,000 | $33.9T | 753983.79% | |
| 42 | 0C3ENDEAVOR GROUP HLDGS INC | 1,182,860 | $33.8T | 750305.65% | |
| 43 | HSICHENRY SCHEIN INC | 462,400 | $33.7T | 748672.74% | |
| 44 | VALEVALE S A | 2,850,000 | $33.3T | 739323.26% | |
| 45 | VVISA INC | 104,300 | $28.7T | 636919.72% | |
| 46 | KKRKKR & CO INC | 215,100 | $28.1T | 623826.38% | |
| 47 | SBACSBA COMMUNICATIONS CORP NEW | 112,500 | $27.1T | 601416.41% | |
| 48 | TJXTJX COS INC NEW | 205,248 | $24.1T | 535810.58% | |
| 49 | ASMLASML HOLDING N V | 23,535 | $19.6T | 435548.17% | |
| 50 | VIKVIKING HOLDINGS LTD | 429,000 | $15.0T | 332433.61% | |
| 51 | SPHRSPHERE ENTERTAINMENT CO | 326,300 | $14.4T | 320176.50% | |
| 52 | TLNTALEN ENERGY CORP | 78,000 | $13.9T | 308778.06% | |
| 53 | IRENIRIS ENERGY LTD | 1,149,700 | $9.7T | 215513.08% | |
| 54 | TPGTPG INC | 75,439 | $4.3T | 96441.37% | |
| 55 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $691.2B | 15351.04% |