13F-HR filed by STEADFAST CAPITAL MANAGEMENT LP
STEADFAST CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 56 holding rows worth $3,762,699,145.
- Accession
- 0001214822-25-000003
- Filer
- CIK 1214822
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 56 entries on the cover page, a total value of $3,762,699,145 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,762,699,145 with VALUE read as dollars as filed, 13F file number 028-10346. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ROSS STORES INC COM | 778296103 | Stock | 2,445,499 | $312,510,317 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 2,776,603 | $187,948,257 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 313,141 | $180,481,947 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 648,300 | $171,540,180 | dollars as filed | call |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,713,869 | $165,576,884 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 1,561,646 | $157,538,848 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 825,961 | $157,147,340 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 469,244 | $124,335,583 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,959,035 | $117,307,016 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 526,799 | $116,712,318 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 2,125,074 | $106,699,966 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 632,225 | $105,347,652 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 836,700 | $101,910,060 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 1,485,323 | $101,729,772 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 425,488 | $95,981,583 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 3,679,490 | $91,582,506 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 287,559 | $87,786,012 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 1,258,200 | $83,594,808 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 276,898 | $81,280,639 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 332,500 | $79,244,725 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 903,800 | $75,006,362 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 825,298 | $71,751,408 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 2,428,284 | $64,689,486 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 466,900 | $61,663,483 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 113,500 | $59,445,625 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 281,493 | $58,854,556 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 153,366 | $56,519,972 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 283,600 | $47,077,600 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 418,000 | $45,302,840 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 553,347 | $44,660,636 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 103,903 | $44,558,802 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 500,000 | $43,470,000 | dollars as filed | call |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 274,437 | $42,438,938 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 938,563 | $39,175,620 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 107,700 | $37,557,144 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 140,252 | $37,110,679 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 1,116,477 | $36,531,127 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 1,640,000 | $33,800,400 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 52,118 | $28,666,464 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 14,374 | $28,041,805 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 29,993 | $27,969,372 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 2,017,300 | $23,441,026 | dollars as filed | |
| AVIS BUDGET GROUP INC | 053774105 | COM | 292,000 | $22,162,800 | dollars as filed | call |
| SWEETGREEN INC | 87043Q108 | COM CL A | 846,847 | $21,188,112 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 264,145 | $19,245,605 | dollars as filed | |
| ATLANTIC UN BANKSHARES CORP COM | 04911A107 | Stock | 488,900 | $15,224,346 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 29,100 | $11,160,723 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 32,600 | $8,534,680 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 40,700 | $7,313,790 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 150,000 | $5,562,000 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 122,619 | $4,467,010 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 430,000 | $4,429,000 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 182,400 | $3,420,000 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 67,600 | $2,687,100 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 413,100 | $2,515,779 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $798,442 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214822-25-000003 | this filing | 2025-05-15 | acceptance time not in the bulk data set |