Filed: 8/14/2025ACC: 0001214822-25-000006
📋 What this filing means
STEADFAST CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $5.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$5.60B
Total AUM (reported)
62.94M
Total Shares
Allocation by class
COM$3.35B59.8%
CL A$847.41M15.1%
SHS$292.42M5.2%
CAP STK CL A$246.49M4.4%
COM NEW$202.06M3.6%
SPONSORED ADS$189.15M3.4%
COM CL A$165.20M3.0%
Portfolio Concentration
Top 3$862.11M15.4%
4–10$1.20B21.5%
11–25$1.76B31.5%
Rest$1.77B31.6%
Top 3 weight
15.4%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 62.94M
Sole
Full voting authority
62.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
AMAZON COM INC
SOLEShares1.50M
TypeSH
Market value$329.26M
5.88%
Sole
1.50M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1M
TypeSH
Market value$286.37M
5.12%
Sole
1M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.40M
TypeSH
Market value$246.49M
4.40%
Sole
1.40M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares639.40K
TypeSH
Market value$199.47M
3.56%
Sole
639.40K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares1.81M
TypeSH
Market value$196.92M
3.52%
Sole
1.81M
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares2.20M
TypeSH
Market value$167.04M
2.98%
Sole
2.20M
Shared
0.00
None
0.00
POOL CORP
SOLEShares562.89K
TypeSH
Market value$164.07M
2.93%
Sole
562.89K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares464.86K
TypeSH
Market value$163.27M
2.92%
Sole
464.86K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares648.30K
TypeSH
Market value$158.50M
2.83%
Sole
648.30K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares370.97K
TypeSH
Market value$151.65M
2.71%
Sole
370.97K
Shared
0.00
None
0.00
GAP INC
SOLEShares6.87M
TypeSH
Market value$149.83M
2.68%
Sole
6.87M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.60M
TypeSH
Market value$149.21M
2.67%
Sole
1.60M
Shared
0.00
None
0.00
KROGER CO
SOLEShares1.97M
TypeSH
Market value$141.48M
2.53%
Sole
1.97M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.96M
TypeSH
Market value$133.31M
2.38%
Sole
1.96M
Shared
0.00
None
0.00
TEXAS ROADHOUSE INC
SOLEShares640.47K
TypeSH
Market value$120.03M
2.14%
Sole
640.47K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares1.62M
TypeSH
Market value$118.22M
2.11%
Sole
1.62M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares1.10M
TypeSH
Market value$117.78M
2.10%
Sole
1.10M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares86.19K
TypeSH
Market value$115.42M
2.06%
Sole
86.19K
Shared
0.00
None
0.00
WALMART INC
SOLEShares1.16M
TypeSH
Market value$113.76M
2.03%
Sole
1.16M
Shared
0.00
None
0.00
CINEMARK HLDGS INC
SOLEShares3.67M
TypeSH
Market value$110.84M
1.98%
Sole
3.67M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares526.10K
TypeSH
Market value$104.07M
1.86%
Sole
526.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares449.42K
TypeSH
Market value$101.79M
1.82%
Sole
449.42K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares132.92K
TypeSH
Market value$98.11M
1.75%
Sole
132.92K
Shared
0.00
None
0.00
STANDARDAERO INC
SOLEShares3.06M
TypeSH
Market value$96.90M
1.73%
Sole
3.06M
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares2.02M
TypeSH
Market value$93.55M
1.67%
Sole
2.02M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.50M | SH | $329.26M 5.88% | 1.50M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1M | SH | $286.37M 5.12% | 1M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.40M | SH | $246.49M 4.40% | 1.40M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 639.40K | SH | $199.47M 3.56% | 639.40K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 1.81M | SH | $196.92M 3.52% | 1.81M | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 2.20M | SH | $167.04M 2.98% | 2.20M | 0.00 | 0.00 |
POOL CORPSOLE | COM | 562.89K | SH | $164.07M 2.93% | 562.89K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 464.86K | SH | $163.27M 2.92% | 464.86K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 648.30K | SH | $158.50M 2.83% | 648.30K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 370.97K | SH | $151.65M 2.71% | 370.97K | 0.00 | 0.00 |
GAP INCSOLE | COM | 6.87M | SH | $149.83M 2.68% | 6.87M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.60M | SH | $149.21M 2.67% | 1.60M | 0.00 | 0.00 |
KROGER COSOLE | COM | 1.97M | SH | $141.48M 2.53% | 1.97M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.96M | SH | $133.31M 2.38% | 1.96M | 0.00 | 0.00 |
TEXAS ROADHOUSE INCSOLE | COM | 640.47K | SH | $120.03M 2.14% | 640.47K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 1.62M | SH | $118.22M 2.11% | 1.62M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.10M | SH | $117.78M 2.10% | 1.10M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 86.19K | SH | $115.42M 2.06% | 86.19K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.16M | SH | $113.76M 2.03% | 1.16M | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 3.67M | SH | $110.84M 1.98% | 3.67M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 526.10K | SH | $104.07M 1.86% | 526.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 449.42K | SH | $101.79M 1.82% | 449.42K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 132.92K | SH | $98.11M 1.75% | 132.92K | 0.00 | 0.00 |
STANDARDAERO INCSOLE | COM | 3.06M | SH | $96.90M 1.73% | 3.06M | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 2.02M | SH | $93.55M 1.67% | 2.02M | 0.00 | 0.00 |
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