13F-HR filed by STEADFAST CAPITAL MANAGEMENT LP
STEADFAST CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 76 holding rows worth $5,597,753,763.
- Accession
- 0001214822-25-000006
- Filer
- CIK 1214822
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 76 entries on the cover page, a total value of $5,597,753,763 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,597,753,763 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 1,330,788 | $291,961,579 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 1,002,122 | $286,366,383 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,248,676 | $220,054,171 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 639,400 | $199,473,618 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,805,777 | $196,919,982 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 2,199,002 | $167,036,192 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 562,890 | $164,071,177 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 464,857 | $163,267,076 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 648,300 | $158,496,384 | dollars as filed | call |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 370,966 | $151,654,610 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 6,869,600 | $149,825,976 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,599,296 | $149,214,317 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 1,972,403 | $141,480,467 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,959,035 | $133,312,332 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 640,470 | $120,030,483 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 1,618,337 | $118,219,518 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 1,096,590 | $117,784,732 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 86,190 | $115,419,615 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,163,400 | $113,757,252 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 3,672,490 | $110,835,748 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 526,100 | $104,067,841 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 449,417 | $101,788,456 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 132,923 | $98,109,137 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 3,061,534 | $96,897,551 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 2,016,688 | $93,554,156 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 251,096 | $92,061,837 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 255,911 | $89,589,323 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 1,139,500 | $87,365,465 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 550,243 | $86,932,892 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 687,200 | $84,862,328 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 962,300 | $84,682,400 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 989,218 | $84,667,169 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 155,932 | $82,511,418 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 240,837 | $81,152,436 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 239,900 | $80,783,926 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 2,778,058 | $78,118,991 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 1,245,777 | $52,073,479 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 972,635 | $51,831,719 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 678,000 | $50,219,460 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 477,601 | $50,071,689 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 1,532,194 | $45,904,532 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 345,800 | $45,659,432 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 840,500 | $44,361,590 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 2,820,468 | $41,968,564 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 170,000 | $37,296,300 | dollars as filed | call |
| Berkshire Hathaway Inc | 084670702 | COM | 74,900 | $36,384,173 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 359,355 | $33,646,409 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 250,000 | $32,002,500 | dollars as filed | |
| ATLANTIC UN BANKSHARES CORP COM | 04911A107 | Stock | 1,001,000 | $31,311,280 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 226,700 | $30,452,611 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 90,700 | $30,096,074 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 151,900 | $27,638,205 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 150,000 | $26,434,500 | dollars as filed | call |
| Walt Disney Co | 254687106 | COM | 211,400 | $26,215,714 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 324,200 | $26,195,360 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 95,000 | $24,379,850 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 2,249,100 | $23,840,460 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 179,970 | $21,608,998 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 188,500 | $21,560,630 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 331,000 | $20,790,110 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 41,751 | $17,118,745 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 142,500 | $12,464,475 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 126,498 | $9,419,041 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 3,592 | $9,388,159 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 7,886 | $6,051,243 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 605,901 | $3,768,704 | dollars as filed | |
| ASSET ENTITIES INC | 04541A204 | CL B NEW | 915,425 | $3,432,844 | dollars as filed | |
| AXIOM INTELLIGENCE AC CORP 1 | G0750N120 | UNIT 06/10/2030 | 150,000 | $1,513,500 | dollars as filed | |
| COLUMBUS CIRCLE CAP CORP. I | G2296A109 | SHS CL A | 125,000 | $1,327,500 | dollars as filed | |
| CANTOR EQUITY PARTNERS III I | G1828A108 | SHS CL A | 125,000 | $1,318,750 | dollars as filed | |
| CAL REDWOOD ACQUISITION CORP | G17564124 | UNIT 05/15/2030 | 100,000 | $1,026,000 | dollars as filed | |
| ARMADA ACQUISITION CORP II | G0R38G120 | UNIT 05/21/2030 | 80,000 | $816,800 | dollars as filed | |
| LIGHTWAVE ACQUISITION CORP | G5490M118 | UNIT 06/06/2030 | 75,000 | $754,500 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $728,800 | dollars as filed | |
| Figx Cap Acquisition Corp. Unit 06/17/2030 | G3473K126 | Unit | 25,000 | $250,375 | dollars as filed | |
| COLUMBUS CIRCLE CAP CORP. I | G2296A117 | WARR | 62,500 | $103,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214822-25-000006 | this filing | 2025-08-14 | acceptance time not in the bulk data set |