Filed: 8/14/2026ACC: 0001214822-26-000007
📋 What this filing means
STEADFAST CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $3.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$3.26B
Total AUM (reported)
38.56M
Total Shares
Allocation by class
COM$2.24B68.7%
CL A$356.56M10.9%
COM SHS$154.72M4.7%
COM CL A$137.63M4.2%
SHS$62.49M1.9%
COM NEW$48.31M1.5%
NY REGISTRY$45.20M1.4%
Portfolio Concentration
Top 3$562.81M17.2%
4–10$831.45M25.5%
11–25$985.35M30.2%
Rest$884.19M27.1%
Top 3 weight
17.2%
Top 10 weight
42.7%
Voting Authority Distribution
Total shares with voting rights: 38.56M
Sole
Full voting authority
38.56M
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)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
COSTCO WHOLESALE CORPORATION
SOLEShares234.06K
TypeSH
Market value$218.95M
6.71%
Sole
234.06K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares746.10K
TypeSH
Market value$177.83M
5.45%
Sole
746.10K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares2.12M
TypeSH
Market value$166.03M
5.09%
Sole
2.12M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares622.92K
TypeSH
Market value$141.28M
4.33%
Sole
622.92K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares696.90K
TypeSH
Market value$127.61M
3.91%
Sole
696.90K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares308.20K
TypeSH
Market value$122.42M
3.75%
Sole
308.20K
Shared
0.00
None
0.00
WALMART INC
SOLEShares1.03M
TypeSH
Market value$116.34M
3.56%
Sole
1.03M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares328.50K
TypeSH
Market value$115.86M
3.55%
Sole
328.50K
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares2.08M
TypeSH
Market value$108.54M
3.33%
Sole
2.08M
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares553.60K
TypeSH
Market value$99.39M
3.05%
Sole
553.60K
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares550.66K
TypeSH
Market value$95.28M
2.92%
Sole
550.66K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares466.63K
TypeSH
Market value$93.37M
2.86%
Sole
466.63K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares302.09K
TypeSH
Market value$90.25M
2.77%
Sole
302.09K
Shared
0.00
None
0.00
CINEMARK HLDGS INC
SOLEShares2.77M
TypeSH
Market value$87.75M
2.69%
Sole
2.77M
Shared
0.00
None
0.00
FERRARI N V
SOLEShares192.60K
TypeSH
Market value$71.70M
2.20%
Sole
192.60K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares319.58K
TypeSH
Market value$64.11M
1.96%
Sole
319.58K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares211.80K
TypeSH
Market value$64.11M
1.96%
Sole
211.80K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares530.10K
TypeSH
Market value$61.20M
1.88%
Sole
530.10K
Shared
0.00
None
0.00
MSCI INC
SOLEShares109.20K
TypeSH
Market value$61.16M
1.87%
Sole
109.20K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares534.53K
TypeSH
Market value$54.66M
1.67%
Sole
534.53K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares222.49K
TypeSH
Market value$52.99M
1.62%
Sole
222.49K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares190.10K
TypeSH
Market value$51.43M
1.58%
Sole
190.10K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares308.68K
TypeSH
Market value$47.00M
1.44%
Sole
308.68K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares603.60K
TypeSH
Market value$45.20M
1.38%
Sole
603.60K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares94.52K
TypeSH
Market value$45.14M
1.38%
Sole
94.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTCO WHOLESALE CORPORATIONSOLE | COM | 234.06K | SH | $218.95M 6.71% | 234.06K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 746.10K | SH | $177.83M 5.45% | 746.10K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 2.12M | SH | $166.03M 5.09% | 2.12M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 622.92K | SH | $141.28M 4.33% | 622.92K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 696.90K | SH | $127.61M 3.91% | 696.90K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 308.20K | SH | $122.42M 3.75% | 308.20K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.03M | SH | $116.34M 3.56% | 1.03M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 328.50K | SH | $115.86M 3.55% | 328.50K | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 2.08M | SH | $108.54M 3.33% | 2.08M | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 553.60K | SH | $99.39M 3.05% | 553.60K | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 550.66K | SH | $95.28M 2.92% | 550.66K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 466.63K | SH | $93.37M 2.86% | 466.63K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 302.09K | SH | $90.25M 2.77% | 302.09K | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 2.77M | SH | $87.75M 2.69% | 2.77M | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 192.60K | SH | $71.70M 2.20% | 192.60K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 319.58K | SH | $64.11M 1.96% | 319.58K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 211.80K | SH | $64.11M 1.96% | 211.80K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 530.10K | SH | $61.20M 1.88% | 530.10K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 109.20K | SH | $61.16M 1.87% | 109.20K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 534.53K | SH | $54.66M 1.67% | 534.53K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 222.49K | SH | $52.99M 1.62% | 222.49K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 190.10K | SH | $51.43M 1.58% | 190.10K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 308.68K | SH | $47.00M 1.44% | 308.68K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 603.60K | SH | $45.20M 1.38% | 603.60K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 94.52K | SH | $45.14M 1.38% | 94.52K | 0.00 | 0.00 |
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