13F-HR filed by STEADFAST CAPITAL MANAGEMENT LP
STEADFAST CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 69 holding rows worth $2,922,597,564.
- Accession
- 0001214822-26-000004
- Filer
- CIK 1214822
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 69 entries on the cover page, a total value of $2,922,597,564 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,922,597,564 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 |
|---|---|---|---|---|---|---|
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 3,395,559 | $290,863,584 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 738,500 | $242,885,265 | dollars as filed | call |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 2,212,592 | $164,572,593 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 909,109 | $150,130,260 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 1,231,139 | $130,377,620 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 670,000 | $102,181,700 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 1,274,427 | $98,882,791 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 485,433 | $84,659,515 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 247,517 | $83,648,370 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 711,661 | $83,549,001 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,047,300 | $77,416,416 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 2,367,613 | $75,787,292 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 175,100 | $75,709,738 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 239,300 | $67,260,051 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 203,840 | $67,040,938 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 2,055,196 | $58,614,190 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 196,320 | $56,453,779 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 474,047 | $56,231,455 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 950,430 | $54,725,759 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 543,072 | $53,470,869 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 700,587 | $52,719,172 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 449,727 | $52,649,540 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 262,476 | $47,883,497 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 918,876 | $46,678,901 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 3,459,500 | $45,561,615 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 135,350 | $41,892,179 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 40,750 | $40,604,523 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 78,468 | $38,049,918 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 1,434,435 | $35,688,743 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 81,670 | $31,706,744 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 140,200 | $29,199,454 | dollars as filed | |
| Apple Inc | 037833100 | COM | 111,260 | $28,236,675 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 95,000 | $27,318,200 | dollars as filed | call |
| KODIAK GAS SVCS INC | 50012A108 | COM | 385,666 | $22,492,041 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 96,000 | $19,808,640 | dollars as filed | |
| PRAETORIAN ACQUISITION CORP | G7S17G111 | UNIT 01/16/2031 | 2,000,000 | $19,800,000 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 82,100 | $19,654,740 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 271,700 | $19,543,381 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 70,500 | $16,793,805 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 134,100 | $16,665,948 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 27,550 | $14,849,726 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 51,800 | $14,254,324 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 153,250 | $13,184,098 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 37,900 | $12,953,841 | dollars as filed | |
| COLOMBIER ACQUISITION CORP I | G2284A129 | UNIT 99/99/9999 | 1,250,000 | $12,725,000 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 135,600 | $12,503,676 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 30,236 | $12,033,928 | dollars as filed | |
| Linde plc | G54950103 | COM | 23,800 | $11,799,088 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 50,700 | $11,706,123 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 147,200 | $10,499,776 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 41,703 | $8,113,319 | dollars as filed | |
| Procap Finl Inc Com Shs | 74277P105 | Common Stock | 3,646,223 | $7,693,531 | dollars as filed | |
| ALPHA METALLURGICAL RESOUR I | 020764106 | COM | 37,095 | $7,614,491 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 55,600 | $5,822,988 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 8,100 | $5,692,356 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 562,390 | $4,960,280 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 561,900 | $4,860,435 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 40,897 | $3,508,145 | dollars as filed | |
| EMPERY DIGITAL INC | 92864V608 | COM NEW | 815,300 | $3,448,719 | dollars as filed | |
| AVAX ONE TECHNOLOGY LTD | 05353F108 | COM SHS | 5,182,203 | $3,099,476 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 144,800 | $2,742,512 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 46,300 | $2,523,350 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 501,000 | $2,149,290 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 22,400 | $1,901,536 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 6,400 | $1,492,864 | dollars as filed | |
| C1 FD INC | 12673Q103 | COMMON STOCK | 325,000 | $1,251,250 | dollars as filed | |
| CLEANCORE SOLUTIONS INC | 184492106 | CLASS B COM SHS | 3,000,000 | $1,068,900 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $718,140 | dollars as filed | |
| PROCAP FINL INC | 74277P113 | *W EXP 12/05/203 | 62,500 | $17,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214822-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |