Filed: 2/17/2026ACC: 0001214822-26-000002
📋 What this filing means
STEADFAST CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $5.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$5.82B
Total AUM (reported)
75.94M
Total Shares
Allocation by class
COM$3.60B61.9%
CL A$599.11M10.3%
CAP STK CL A$301.54M5.2%
SHS$275.69M4.7%
COM CL A$224.05M3.8%
COM NEW$222.82M3.8%
SPONSORED ADS$212.88M3.7%
Portfolio Concentration
Top 3$1.01B17.4%
4–10$1.31B22.5%
11–25$1.85B31.7%
Rest$1.65B28.4%
Top 3 weight
17.4%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 75.94M
Sole
Full voting authority
75.94M
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)
Sole132
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings132
Rows:
AMAZON COM INC
SOLEShares2.10M
TypeSH
Market value$484.01M
8.31%
Sole
2.10M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares963.38K
TypeSH
Market value$301.54M
5.18%
Sole
963.38K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares951.05K
TypeSH
Market value$226.82M
3.89%
Sole
951.05K
Shared
0.00
None
0.00
TEXAS ROADHOUSE INC
SOLEShares1.31M
TypeSH
Market value$217.05M
3.73%
Sole
1.31M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares1.89M
TypeSH
Market value$204.90M
3.52%
Sole
1.89M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares347.91K
TypeSH
Market value$202.03M
3.47%
Sole
347.91K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares5.05M
TypeSH
Market value$186.92M
3.21%
Sole
5.05M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares1.08M
TypeSH
Market value$173.15M
2.97%
Sole
1.08M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares243.23K
TypeSH
Market value$163.89M
2.81%
Sole
243.23K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares2.68M
TypeSH
Market value$163.03M
2.80%
Sole
2.68M
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares1.73M
TypeSH
Market value$155.45M
2.67%
Sole
1.73M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares1.20M
TypeSH
Market value$153.33M
2.63%
Sole
1.20M
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares1.94M
TypeSH
Market value$149.32M
2.56%
Sole
1.94M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares433.37K
TypeSH
Market value$149.12M
2.56%
Sole
433.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares790.98K
TypeSH
Market value$147.52M
2.53%
Sole
790.98K
Shared
0.00
None
0.00
GAP INC
SOLEShares5.67M
TypeSH
Market value$145.14M
2.49%
Sole
5.67M
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares897.34K
TypeSH
Market value$137.84M
2.37%
Sole
897.34K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares429.91K
TypeSH
Market value$118.28M
2.03%
Sole
429.91K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares1.04M
TypeSH
Market value$113.70M
1.95%
Sole
1.04M
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares2.84M
TypeSH
Market value$103.86M
1.78%
Sole
2.84M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares1.07M
TypeSH
Market value$101.53M
1.74%
Sole
1.07M
Shared
0.00
None
0.00
STANDARDAERO INC
SOLEShares3.31M
TypeSH
Market value$94.95M
1.63%
Sole
3.31M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares309.92K
TypeSH
Market value$94.18M
1.62%
Sole
309.92K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares108.70K
TypeSH
Market value$93.74M
1.61%
Sole
108.70K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.11M
TypeSH
Market value$90.29M
1.55%
Sole
1.11M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 2.10M | SH | $484.01M 8.31% | 2.10M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 963.38K | SH | $301.54M 5.18% | 963.38K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 951.05K | SH | $226.82M 3.89% | 951.05K | 0.00 | 0.00 |
TEXAS ROADHOUSE INCSOLE | COM | 1.31M | SH | $217.05M 3.73% | 1.31M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 1.89M | SH | $204.90M 3.52% | 1.89M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 347.91K | SH | $202.03M 3.47% | 347.91K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 5.05M | SH | $186.92M 3.21% | 5.05M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 1.08M | SH | $173.15M 2.97% | 1.08M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 243.23K | SH | $163.89M 2.81% | 243.23K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 2.68M | SH | $163.03M 2.80% | 2.68M | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 1.73M | SH | $155.45M 2.67% | 1.73M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 1.20M | SH | $153.33M 2.63% | 1.20M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 1.94M | SH | $149.32M 2.56% | 1.94M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 433.37K | SH | $149.12M 2.56% | 433.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 790.98K | SH | $147.52M 2.53% | 790.98K | 0.00 | 0.00 |
GAP INCSOLE | COM | 5.67M | SH | $145.14M 2.49% | 5.67M | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 897.34K | SH | $137.84M 2.37% | 897.34K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 429.91K | SH | $118.28M 2.03% | 429.91K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 1.04M | SH | $113.70M 1.95% | 1.04M | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 2.84M | SH | $103.86M 1.78% | 2.84M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 1.07M | SH | $101.53M 1.74% | 1.07M | 0.00 | 0.00 |
STANDARDAERO INCSOLE | COM | 3.31M | SH | $94.95M 1.63% | 3.31M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 309.92K | SH | $94.18M 1.62% | 309.92K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 108.70K | SH | $93.74M 1.61% | 108.70K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.11M | SH | $90.29M 1.55% | 1.11M | 0.00 | 0.00 |
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