STEADFAST CAPITAL MANAGEMENT LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$83.7B
Holdings
36
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,038 | $6.8B | 8.11% | |
| 2 | BBWIBATH & BODY WORKS INC | 84,260 | $5.9B | 7.02% | |
| 3 | MSFTMICROSOFT CORP | 16,363 | $5.5B | 6.57% | |
| 4 | METAMETA PLATFORMS INC | 14,716 | $5.0B | 5.91% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 9,406 | $4.7B | 5.64% | |
| 6 | FISFIDELITY NATL INFORMATION SV | 34,412 | $3.8B | 4.49% | |
| 7 | DECKDECKERS OUTDOOR CORP | 9,346 | $3.4B | 4.09% | |
| 8 | ADBEADOBE SYSTEMS INCORPORATED | 5,726 | $3.2B | 3.88% | |
| 9 | ABTABBOTT LABS | 21,924 | $3.1B | 3.68% | |
| 10 | HDBHDFC BANK LTD | 41,986 | $2.7B | 3.26% | |
| 11 | ICLRICON PLC | 8,628 | $2.7B | 3.19% | |
| 12 | MAMASTERCARD INCORPORATED | 7,216 | $2.6B | 3.10% | |
| 13 | TMUST-MOBILE US INC | 22,022 | $2.6B | 3.05% | |
| 14 | ELVANTHEM INC | 5,424 | $2.5B | 3.00% | |
| 15 | MTCHMATCH GROUP INC NEW | 18,818 | $2.5B | 2.97% | |
| 16 | DDOGDATADOG INC | 13,322 | $2.4B | 2.83% | |
| 17 | OKTAOKTA INC | 10,578 | $2.4B | 2.83% | |
| 18 | WIXWIX COM LTD | 13,740 | $2.2B | 2.59% | |
| 19 | SESEA LTD | 9,394 | $2.1B | 2.51% | |
| 20 | WDAYWORKDAY INC | 7,616 | $2.1B | 2.48% | |
| 21 | GPNGLOBAL PMTS INC | 15,340 | $2.1B | 2.48% | |
| 22 | NRANRG ENERGY INC | 41,430 | $1.8B | 2.13% | |
| 23 | PLANUSDANAPLAN INC | 34,794 | $1.6B | 1.90% | |
| 24 | XYZBLOCK INC | 9,362 | $1.5B | 1.81% | |
| 25 | NOWSERVICENOW INC | 2,216 | $1.4B | 1.72% | |
| 26 | FTCHQFARFETCH LTD | 37,666 | $1.3B | 1.50% | |
| 27 | VVISA INC | 4,396 | $953.0M | 1.14% | |
| 28 | ROKUROKU INC | 4,020 | $917.0M | 1.09% | |
| 29 | CHTRCHARTER COMMUNICATIONS INC N | 1,324 | $863.0M | 1.03% | |
| 30 | PLNTPLANET FITNESS INC | 7,876 | $713.0M | 0.85% | |
| 31 | PAGSPAGSEGURO DIGITAL LTD | 25,646 | $672.0M | 0.80% | |
| 32 | MQMARQETA INC | 31,490 | $541.0M | 0.65% | |
| 33 | DNBDUN & BRADSTREET HLDGS INC | 22,636 | $464.0M | 0.55% | |
| 34 | NTESNETEASE INC | 4,160 | $423.0M | 0.51% | |
| 35 | APPFAPPFOLIO INC | 2,236 | $271.0M | 0.32% | |
| 36 | STNESTONECO LTD | 14,896 | $251.0M | 0.30% |