13F-HR filed by STEADFAST CAPITAL MANAGEMENT LP
STEADFAST CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 84 holding rows worth $3,263,801,036.
- Accession
- 0001214822-26-000007
- Filer
- CIK 1214822
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 84 entries on the cover page, a total value of $3,263,801,036 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,263,801,036 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 |
|---|---|---|---|---|---|---|
| Costco Wholesale Corporation | 22160K105 | COM | 234,056 | $218,952,366 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 746,100 | $177,825,474 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 2,117,765 | $166,032,776 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 622,921 | $141,284,712 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 696,900 | $127,609,359 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 308,200 | $122,423,204 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,027,200 | $116,340,672 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 328,500 | $115,855,380 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 2,080,592 | $108,544,485 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 553,600 | $99,387,808 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 550,661 | $95,280,873 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 466,633 | $93,368,597 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 302,091 | $90,249,686 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 2,765,496 | $87,749,188 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 192,600 | $71,703,054 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 319,576 | $64,113,337 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 211,800 | $64,111,860 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 530,100 | $61,197,395 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 109,200 | $61,156,368 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 534,533 | $54,655,999 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 222,489 | $52,994,655 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 190,100 | $51,427,753 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 308,676 | $47,002,095 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 603,600 | $45,203,604 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 94,517 | $45,138,484 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 173,000 | $44,028,500 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 119,943 | $42,864,030 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 415,200 | $42,142,800 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 654,700 | $39,399,846 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 481,901 | $38,773,754 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 635,331 | $37,713,248 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 2,422,933 | $36,198,619 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 84,950 | $32,089,863 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 1,986,428 | $31,524,612 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 926,300 | $31,345,992 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 90,100 | $30,027,627 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 70,800 | $27,928,476 | dollars as filed | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 69,150 | $27,787,236 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 219,827 | $25,820,879 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 1,018,900 | $25,737,414 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 146,600 | $25,048,076 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 307,700 | $22,819,032 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 271,608 | $21,150,115 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 82,700 | $20,804,012 | dollars as filed | |
| PRAETORIAN ACQUISITION CORP | G7S17G111 | UNIT 01/16/2031 | 2,000,000 | $20,200,000 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 22,434 | $19,249,718 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 664,400 | $18,988,552 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 41,500 | $16,482,555 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 131,200 | $14,666,848 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 24,000 | $13,454,640 | dollars as filed | |
| FERMI INC | 314911108 | COM | 1,447,600 | $13,260,016 | dollars as filed | |
| COLOMBIER ACQUISITION CORP I | G2284A129 | UNIT 99/99/9999 | 1,250,000 | $13,112,500 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 30,050 | $12,489,682 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 67,000 | $11,822,820 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 24,100 | $11,065,033 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 38,600 | $9,108,056 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 16,100 | $9,068,969 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 28,300 | $8,986,099 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 125,376 | $8,884,143 | dollars as filed | |
| FEDEX FGHT HLDG CO INC COMMON STOCK | 314352105 | Stock | 54,765 | $8,269,515 | dollars as filed | |
| CARNIVAL CORP LTD COMMON SHARES | G2004J103 | Stock | 261,200 | $7,462,484 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 98,000 | $7,303,940 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 384,000 | $6,048,000 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 42,003 | $5,096,224 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 13,301 | $4,395,448 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 562,390 | $4,381,018 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 144,800 | $3,790,864 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 46,000 | $3,148,240 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 62,000 | $3,041,720 | dollars as filed | |
| FERVO ENERGY CO CL A COM | 31556C106 | Stock | 101,333 | $2,961,964 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 13,386 | $2,958,306 | dollars as filed | |
| EMPERY DIGITAL INC | 92864V608 | COM NEW | 751,724 | $2,676,137 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 96,399 | $2,361,776 | dollars as filed | |
| KEEL INFRASTRUCTURE CORP | 486917107 | COMMON STOCK | 403,700 | $2,317,238 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 34,900 | $2,297,118 | dollars as filed | |
| AVAX ONE TECHNOLOGY LTD | 05353F207 | COM NEW | 410,427 | $2,130,116 | dollars as filed | |
| QUANTINUUM INC | 74768A104 | CL A COM | 23,320 | $1,906,177 | dollars as filed | |
| CLEANCORE SOLUTIONS INC | 184492106 | CLASS B COM SHS | 2,296,923 | $1,883,477 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 27,000 | $1,508,220 | dollars as filed | |
| Erock Inc Class Class A | 296013105 | COM | 90,000 | $1,305,000 | dollars as filed | |
| LIFTOFF MOBILE INC COM | 53229X101 | Stock | 48,200 | $1,157,764 | dollars as filed | |
| C1 FD INC | 12673Q103 | COMMON STOCK | 325,000 | $984,750 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $748,850 | dollars as filed | |
| PROCAP FINL INC | 74277P113 | *W EXP 12/05/203 | 62,500 | $13,744 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214822-26-000007 | this filing | 2026-08-14 | acceptance time not in the bulk data set |