13F-HR filed by STEADFAST CAPITAL MANAGEMENT LP
STEADFAST CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 133 holding rows worth $5,823,753,465.
- Accession
- 0001214822-26-000002
- Filer
- CIK 1214822
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 133 entries on the cover page, a total value of $5,823,753,465 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,823,753,465 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 | 1,613,533 | $372,435,687 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 963,379 | $301,537,627 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 951,053 | $226,816,630 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 1,307,548 | $217,052,968 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,888,992 | $204,898,962 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 347,906 | $202,032,493 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 5,051,999 | $186,923,963 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 1,075,656 | $173,148,346 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 243,228 | $163,891,891 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 2,677,431 | $163,028,774 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 1,728,759 | $155,450,009 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 1,201,045 | $153,325,405 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 1,938,527 | $149,324,735 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 433,373 | $149,123,649 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 790,983 | $147,518,330 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 5,669,713 | $145,144,653 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 897,339 | $137,840,244 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 429,907 | $118,284,612 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 1,040,301 | $113,704,899 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 483,400 | $111,578,388 | dollars as filed | call |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 2,842,300 | $103,857,642 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 1,067,861 | $101,532,224 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 3,310,834 | $94,954,719 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 309,917 | $94,180,677 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 108,702 | $93,738,083 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,105,039 | $90,292,737 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 343,600 | $78,656,912 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 116,577 | $76,951,312 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 384,851 | $76,188,952 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 342,512 | $73,653,780 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 964,900 | $72,676,268 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 308,200 | $72,078,734 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 452,309 | $61,545,686 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 174,850 | $60,515,585 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 682,605 | $58,396,858 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 197,041 | $55,823,686 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 92,981 | $53,877,840 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 1,210,470 | $53,466,460 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 157,200 | $38,098,992 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 87,958 | $37,120,035 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 286,801 | $36,587,204 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 33,000 | $35,464,440 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 294,700 | $32,523,092 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 331,200 | $27,903,600 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 35,200 | $27,169,824 | dollars as filed | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 595,047 | $27,116,292 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 134,500 | $26,259,780 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 72,800 | $25,531,688 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 1,911,300 | $24,063,267 | dollars as filed | |
| ALPHA METALLURGICAL RESOUR I | 020764106 | COM | 106,754 | $21,337,990 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 1,053,289 | $21,076,313 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 141,000 | $20,092,500 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 539,000 | $18,573,940 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 226,000 | $17,935,360 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 127,000 | $17,260,570 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 68,100 | $16,659,984 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 157,100 | $16,536,346 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 26,850 | $15,635,829 | dollars as filed | |
| Procap Finl Inc Com Shs | 74277P105 | Common Stock | 4,204,000 | $14,840,120 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 475,461 | $14,839,138 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 136,400 | $14,826,680 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 69,000 | $13,409,460 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 332,400 | $12,757,512 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 109,412 | $12,374,497 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 62,600 | $12,148,782 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 473,200 | $10,708,516 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 192,000 | $10,356,480 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 360,400 | $10,184,904 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 168,000 | $9,984,240 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 65,600 | $9,861,648 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 160,000 | $9,409,600 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 400,600 | $9,309,944 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 165,952 | $8,845,242 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 639,175 | $7,957,729 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 112,500 | $7,848,000 | dollars as filed | |
| MATSON INC COM | 57686G105 | Stock | 63,200 | $7,808,360 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 45,300 | $7,422,858 | dollars as filed | |
| HAEMONETICS CORP MASS COM | 405024100 | Stock | 91,800 | $7,357,770 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 41,000 | $7,275,040 | dollars as filed | |
| TRAILBLAZER ACQUISITION CORP | G9009S129 | UNIT 08/21/2030 | 700,000 | $7,175,000 | dollars as filed | |
| Futurecrest Acquisition Corp Unit 99/99/9999 | G3730U123 | Unit | 700,000 | $7,168,000 | dollars as filed | |
| Btc Dev Corp Unit 09/11/2030 | G0701G125 | Unit | 525,000 | $5,323,500 | dollars as filed | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 276,669 | $5,016,009 | dollars as filed | |
| NOV INC | 62955J103 | COM | 320,600 | $5,010,978 | dollars as filed | |
| FISERV INC | 337738108 | COM | 74,000 | $4,970,580 | dollars as filed | |
| Forward Industries Inc. | 349862409 | Common Stock | 745,951 | $4,930,736 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 1,164,000 | $4,807,320 | dollars as filed | |
| EMPERY DIGITAL INC | 92864V608 | COM NEW | 1,015,300 | $4,634,845 | dollars as filed | |
| NOBLE CORP PLC ORD SHS A | G65431127 | Stock | 160,100 | $4,521,224 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 562,390 | $4,195,429 | dollars as filed | |
| CANTOR EQUITY PARTNERS IV IN | G1828E100 | SHS CL A | 400,000 | $4,112,000 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,500 | $4,110,770 | dollars as filed | |
| M3-Brigade Acquisition Vi Co Unit 08/18/2030 | G63221124 | Unit | 400,000 | $4,050,000 | dollars as filed | |
| Cslm Digita Asset Acq Corp I Unit 08/12/2030 | G2584S135 | Unit | 350,000 | $3,542,000 | dollars as filed | |
| SPRING VY ACQUISITION CORP I | G8377R127 | UNIT 09/04/2030 | 300,000 | $3,090,000 | dollars as filed | |
| A PARADISE ACQUISITION CORP | G04819127 | UNIT 07/29/2030 | 300,000 | $3,081,000 | dollars as filed | |
| APEX TREAS CORP | G04104116 | UNIT 10/07/2030 | 300,000 | $3,015,000 | dollars as filed | |
| DRUGS MADE IN AMER ACQ II CO | G2851K120 | UNIT 09/16/2030 | 300,000 | $3,004,500 | dollars as filed | |
| GRAFTECH INTL LTD SR NT COM NEW | 384313607 | Stock | 186,144 | $2,887,093 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 22,000 | $2,861,320 | dollars as filed | |
| Cohen Circle Acquisit Corp I Unit 07/01/2030 | G2254C105 | Unit | 250,000 | $2,607,500 | dollars as filed | |
| MCKINLEY ACQUISITION CORP | G6005T127 | UNIT 07/25/2030 | 250,000 | $2,525,000 | dollars as filed | |
| Aa Mission Acquisition Corp Unit 07/23/2032 | G1000S117 | Unit | 250,000 | $2,521,250 | dollars as filed | |
| DYNAMIX CORP III | G2949T125 | UNIT 10/09/2030 | 250,000 | $2,512,500 | dollars as filed | |
| VIKING ACQUISITION CORP I | G9582G104 | ORD CL A | 250,000 | $2,475,000 | dollars as filed | |
| Pyrophyte Acquisition Corp. Unit 99/99/9999 | G7309T128 | Unit | 225,000 | $2,332,688 | dollars as filed | |
| TALON CAP CORP | G86652115 | UNIT 08/27/2030 | 225,000 | $2,315,250 | dollars as filed | |
| CANTOR EQUITY PARTNERS V INC | G1828S109 | SHS CL A S | 200,000 | $2,050,000 | dollars as filed | |
| GALATA ACQUISITION CORP II | G3R25N124 | UNIT 09/12/2030 | 200,000 | $2,010,000 | dollars as filed | |
| C1 FD INC | 12673Q103 | COMMON STOCK | 325,000 | $1,592,500 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 11,900 | $1,559,257 | dollars as filed | |
| AXIOM INTELLIGENCE AC CORP 1 | G0750N120 | UNIT 06/10/2030 | 150,000 | $1,536,000 | dollars as filed | |
| RANGE CAP ACQUISITION CORP I | G7375J129 | UNIT 09/29/2030 | 150,000 | $1,530,000 | dollars as filed | |
| HIGHVIEW MERGER CORP | G4569C127 | UNIT 07/24/2030 | 150,000 | $1,519,500 | dollars as filed | |
| Tailwind 2.0 Acquisition Cor Unit 11/07/2030 | G8662J103 | Unit | 150,000 | $1,509,000 | dollars as filed | |
| INSIGHT DIGITAL PARTNERS II | G4814G105 | CL A ORD | 150,000 | $1,486,500 | dollars as filed | |
| FORUM MARKETS INC | 68236V401 | COM SHS | 278,498 | $1,364,640 | dollars as filed | |
| CANTOR EQUITY PARTNERS III I | G1828A108 | SHS CL A | 125,000 | $1,275,000 | dollars as filed | |
| CAL REDWOOD ACQUISITION CORP | G17564124 | UNIT 05/15/2030 | 100,000 | $1,050,000 | dollars as filed | |
| Hcm Iii Acquisition Corp Unit 07/23/2030 | G4365E129 | Unit | 100,000 | $1,028,500 | dollars as filed | |
| INVEST GREEN ACQUISITION COR | G4924G128 | UNIT 11/04/2030 | 100,000 | $1,003,000 | dollars as filed | |
| EVOLUTION GLOBAL ACQUISITION | G3226F127 | UNIT 10/22/2030 | 99,800 | $1,002,990 | dollars as filed | |
| HALL CHADWICK ACQUISITION CO | G42386121 | UNIT 11/20/2030 | 100,000 | $1,002,000 | dollars as filed | |
| BITCOIN INFRASTRUCTURE ACQUI | G1143H127 | UNIT 11/06/2030 | 100,000 | $996,000 | dollars as filed | |
| ARMADA ACQUISITION CORP II | G0R38G104 | COM CL A | 80,000 | $819,200 | dollars as filed | |
| CLEANCORE SOLUTIONS INC | 184492106 | CLASS B COM SHS | 3,000,000 | $780,000 | dollars as filed | |
| LIGHTWAVE ACQUISITION CORP | G5490M118 | UNIT 06/06/2030 | 75,000 | $765,000 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $754,800 | dollars as filed | |
| Rice Acquisition Corp 3 Unit 99/99/9999 | G7553X122 | Unit | 25,000 | $262,500 | dollars as filed | |
| PROCAP FINL INC | 74277P113 | *W EXP 12/05/203 | 62,500 | $43,750 | dollars as filed | |
| ARMADA ACQUISITION CORP II | G0R38G112 | *W EXP 05/21/203 | 40,000 | $35,600 | dollars as filed | |
| VIKING ACQUISITION CORP I | G9582G112 | *W EXP 11/03/203 | 83,333 | $32,500 | dollars as filed | |
| INSIGHT DIGITAL PARTNERS II | G4814G113 | *W EXP 10/28/203 | 75,000 | $24,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214822-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |