13F-HR filed by STEADFAST CAPITAL MANAGEMENT LP
STEADFAST CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 109 holding rows worth $5,726,475,414.
- Accession
- 0001214822-25-000011
- Filer
- CIK 1214822
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 109 entries on the cover page, a total value of $5,726,475,414 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,726,475,414 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 |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,566,013 | $380,697,760 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,412,780 | $310,204,105 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,053,266 | $296,779,068 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 950,521 | $239,227,125 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 9,975,086 | $213,367,090 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 1,275,648 | $211,948,915 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 826,162 | $209,845,148 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,888,992 | $196,077,370 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 978,683 | $182,602,674 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 648,300 | $168,668,211 | dollars as filed | call |
| POOL CORP COM | 73278L105 | Stock | 504,418 | $156,404,889 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,583,128 | $155,099,050 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 948,324 | $140,930,430 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 114,280 | $137,012,578 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 1,802,510 | $132,844,987 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,262,900 | $130,154,474 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 457,417 | $127,751,994 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 471,418 | $123,667,084 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 937,301 | $120,836,845 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 154,488 | $107,832,624 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 1,476,632 | $99,539,763 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 1,193,718 | $93,754,612 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 98,330 | $91,017,198 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 3,238,534 | $88,379,593 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 2,442,400 | $83,432,384 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 110,287 | $79,245,621 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 1,256,497 | $78,053,594 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 876,300 | $73,416,414 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 2,347,390 | $65,773,868 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 793,700 | $60,813,294 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 455,084 | $59,966,419 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 897,453 | $59,563,956 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 541,124 | $56,298,541 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 98,000 | $50,759,100 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 392,009 | $50,314,355 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 178,636 | $49,143,657 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 206,631 | $47,523,064 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 121,691 | $45,906,713 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 88,100 | $42,730,262 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 70,700 | $35,543,718 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 13,119 | $30,658,316 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 180,705 | $25,873,342 | dollars as filed | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 1,628,666 | $25,211,750 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 112,800 | $24,767,496 | dollars as filed | call |
| GATX CORP COM | 361448103 | Stock | 140,100 | $24,489,480 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 73,550 | $24,264,881 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 211,400 | $24,205,300 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 2,094,732 | $24,194,155 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 958,189 | $24,165,527 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 81,100 | $23,361,666 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 103,500 | $22,002,030 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 93,936 | $20,874,458 | dollars as filed | |
| ATLANTIC UN BANKSHARES CORP COM | 04911A107 | Stock | 557,200 | $19,663,588 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 101,500 | $18,141,095 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 187,000 | $17,809,880 | dollars as filed | |
| ETHZILLA CORPORATION | 68236V302 | COM | 7,179,254 | $17,302,002 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 798,000 | $16,119,600 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 70,200 | $15,298,686 | dollars as filed | |
| EMPERY DIGITAL INC | 92864V608 | COM NEW | 2,000,000 | $15,040,000 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 29,800 | $13,668,068 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 354,000 | $13,013,040 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 71,900 | $11,249,474 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 444,000 | $11,095,560 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 420,000 | $10,197,600 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 532,000 | $10,139,920 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 28,399 | $9,841,105 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 169,100 | $9,829,783 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 114,900 | $9,316,092 | dollars as filed | |
| BULLISH | G16910120 | ORD SHS | 145,000 | $9,223,450 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 201,000 | $8,661,090 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 225,000 | $8,183,250 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 92,000 | $7,932,240 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 488,000 | $7,729,920 | dollars as filed | |
| ADVANCE AUTO PARTS INC | 00751Y106 | COM | 123,000 | $7,552,200 | dollars as filed | |
| Futurecrest Acquisition Corp Unit 99/99/9999 | G3730U123 | Unit | 700,000 | $7,420,000 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 2,339,610 | $7,299,583 | dollars as filed | |
| TRAILBLAZER ACQUISITION CORP | G9009S129 | UNIT 08/21/2030 | 700,000 | $7,157,500 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 39,700 | $6,828,003 | dollars as filed | |
| INTELLIA THERAPEUTICS INC | 45826J105 | COM | 365,400 | $6,310,458 | dollars as filed | |
| SMITH & NEPHEW PLC SPDN ADR NEW | 83175M205 | ADR | 171,617 | $6,227,981 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 87,150 | $5,445,132 | dollars as filed | |
| Btc Dev Corp Unit 09/11/2030 | G0701G125 | Unit | 525,000 | $5,302,500 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 605,901 | $5,113,804 | dollars as filed | |
| GEMINI SPACE STA INC | 36866J105 | CL A COM | 200,000 | $4,792,000 | dollars as filed | |
| CANTOR EQUITY PARTNERS IV IN | G1828E100 | SHS CL A | 400,000 | $4,074,000 | dollars as filed | |
| M3-Brigade Acquisition Vi Co Unit 08/18/2030 | G63221124 | Unit | 400,000 | $4,048,000 | dollars as filed | |
| Cslm Digita Asset Acq Corp I Unit 08/12/2030 | G2584S135 | Unit | 350,000 | $3,535,000 | dollars as filed | |
| C1 FD INC | 12673Q103 | COMMON STOCK | 399,397 | $3,255,086 | dollars as filed | |
| SPRING VY ACQUISITION CORP I | G8377R127 | UNIT 09/04/2030 | 300,000 | $3,084,000 | dollars as filed | |
| A PARADISE ACQUISITION CORP | G04819127 | UNIT 07/29/2030 | 300,000 | $2,994,000 | dollars as filed | |
| DRUGS MADE IN AMER ACQ II CO | G2851K120 | UNIT 09/16/2030 | 300,000 | $2,983,500 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 28,000 | $2,974,720 | dollars as filed | |
| Cohen Circle Acquisit Corp I Unit 07/01/2030 | G2254C105 | Unit | 250,000 | $2,570,000 | dollars as filed | |
| MCKINLEY ACQUISITION CORP | G6005T127 | UNIT 07/25/2030 | 250,000 | $2,497,500 | dollars as filed | |
| Pyrophyte Acquisition Corp. Unit 99/99/9999 | G7309T128 | Unit | 225,000 | $2,279,250 | dollars as filed | |
| TALON CAP CORP | G86652115 | UNIT 08/27/2030 | 225,000 | $2,260,980 | dollars as filed | |
| GALATA ACQUISITION CORP II | G3R25N124 | UNIT 09/12/2030 | 200,000 | $1,996,000 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 12,150 | $1,730,160 | dollars as filed | |
| HIGHVIEW MERGER CORP | G4569C127 | UNIT 07/24/2030 | 150,000 | $1,518,000 | dollars as filed | |
| AXIOM INTELLIGENCE AC CORP 1 | G0750N120 | UNIT 06/10/2030 | 150,000 | $1,515,000 | dollars as filed | |
| CANTOR EQUITY PARTNERS III I | G1828A108 | SHS CL A | 125,000 | $1,290,000 | dollars as filed | |
| COLUMBUS CIRCLE CAP CORP. I | G2296A109 | SHS CL A | 125,000 | $1,265,000 | dollars as filed | |
| Hcm Iii Acquisition Corp Unit 07/23/2030 | G4365E129 | Unit | 100,000 | $1,031,000 | dollars as filed | |
| CAL REDWOOD ACQUISITION CORP | G17564124 | UNIT 05/15/2030 | 100,000 | $1,017,000 | dollars as filed | |
| ARMADA ACQUISITION CORP II | G0R38G104 | COM CL A | 80,000 | $834,720 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $754,200 | dollars as filed | |
| LIGHTWAVE ACQUISITION CORP | G5490M118 | UNIT 06/06/2030 | 75,000 | $753,750 | dollars as filed | |
| COLUMBUS CIRCLE CAP CORP. I | G2296A117 | WARR | 62,500 | $75,000 | dollars as filed | |
| ARMADA ACQUISITION CORP II | G0R38G112 | *W EXP 05/21/203 | 40,000 | $37,996 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214822-25-000011 | this filing | 2025-11-14 | acceptance time not in the bulk data set |