Steadfast Capital Management LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 54
Total Value: 3682118466
Accession Number: 0001214822-25-000003
Form Type: 13F-HR
CIK: 0001214822
Manager Name: Steadfast Capital Management LP

Data Enrichment

89% identified

48 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $3,682,118.466K total value

54 positions

Manager:

SEC FilingSEC DataHachi Filing

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TransUnion

TRU|89400J107

903800(-0.8%)

Value:

$75.0B(-11.2%)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

825298(+60.2%)

Value:

$71.8B(+91.3%)

StandardAero, Inc.

SARO|85423L103

2428284(+179.1%)

Value:

$64.7B(+200.3%)

VALERO ENERGY CORP/TX

VLO|91913Y100

466900

Value:

$61.7B

UNITEDHEALTH GROUP INC

UNH|91324P102

113500

Value:

$59.4B

CARVANA CO.

CVNA|146869102

281493(+8.4%)

Value:

$58.9B(+11.5%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

153366

Value:

$56.5B

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

283600(-52.3%)

Value:

$47.1B(-59.9%)

NVIDIA CORP

NVDA|67066G104

418000(-46.4%)

Value:

$45.3B(-56.8%)

GE HealthCare Technologies Inc.

GEHC|36266G107

553347(-35.4%)

Value:

$44.7B(-33.3%)

SYNOPSYS INC

SNPS|871607107

103903(-36.3%)

Value:

$44.6B(-43.7%)

Alphabet Inc.

GOOGL|02079K305

274437

Value:

$42.4B

BRUKER CORP

BRKR|116794108

938563(-14.0%)

Value:

$39.2B(-38.8%)

CORPAY, INC.

CPAY|219948106

107700(-44.8%)

Value:

$37.6B(-43.1%)

Madison Square Garden Entertainment Corp.

MSGE|55826T102

1116477(+20.6%)

Value:

$36.5B(-2.2%)

GAP INC

GAP|364760108

1640000

Value:

$33.8B

Spotify Technology S.A.

SPOT|L8681T102

52118(-76.8%)

Value:

$28.7B(-71.4%)

MERCADOLIBRE INC

MELI|58733R102

14374(+125.4%)

Value:

$28.0B(+158.6%)

NETFLIX INC

NFLX|64110L106

29993

Value:

$28.0B

FLAGSTAR FINANCIAL, INC.

FLG|649445400

2017300

Value:

$23.4B

Instrument	Shares		Other Manager	Value
Transunion(TRUcusip89400J107)	903.8K	QoQ -0.75% (-6.9K) YoY +214.91% (+616.8K)	All Managers (Combined)	$75.0M	QoQ -11.16% (-$9.4M) YoY +227.50% (+$52.1M)
American International Group, Inc.(AIGcusip026874784)	825.3K	QoQ +60.19% (+310.1K) YoY -10.50% (-96.9K)	All Managers (Combined)	$71.8M	QoQ +91.30% (+$34.2M) YoY -0.46% (-$336.8K)
Standardaero, Inc.(SAROcusip85423L103)	2.4M	QoQ +179.08% (+1.6M) YoY NEW(+2.4M)	All Managers (Combined)	$64.7M	QoQ +200.27% (+$43.1M) YoY NEW(+$64.7M)
Valero Energy Corp/Tx(VLOcusip91913Y100)	466.9K	QoQ NEW(+466.9K) YoY NEW(+466.9K)	All Managers (Combined)	$61.7M	QoQ NEW(+$61.7M) YoY NEW(+$61.7M)
Unitedhealth Group Inc(UNHcusip91324P102)	113.5K	QoQ NEW(+113.5K) YoY NEW(+113.5K)	All Managers (Combined)	$59.4M	QoQ NEW(+$59.4M) YoY NEW(+$59.4M)
Carvana Co.(CVNAcusip146869102)	281.5K	QoQ +8.43% (+21.9K) YoY NEW(+281.5K)	All Managers (Combined)	$58.9M	QoQ +11.48% (+$6.1M) YoY NEW(+$58.9M)
Charter Communications, Inc. /Mo/(CHTRcusip16119P108)	153.4K	QoQ NEW(+153.4K) YoY NEW(+153.4K)	All Managers (Combined)	$56.5M	QoQ NEW(+$56.5M) YoY NEW(+$56.5M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	283.6K	QoQ -52.34% (-311.5K) YoY NEW(+283.6K)	All Managers (Combined)	$47.1M	QoQ -59.94% (-$70.4M) YoY NEW(+$47.1M)
Nvidia Corp(NVDAcusip67066G104)	418.0K	QoQ -46.41% (-362.1K) YoY +225.38% (-289.5K)	All Managers (Combined)	$45.3M	QoQ -56.75% (-$59.5M) YoY -60.97% (-$70.8M)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	553.3K	QoQ -35.36% (-302.7K) YoY -34.15% (-287.0K)	All Managers (Combined)	$44.7M	QoQ -33.27% (-$22.3M) YoY -41.54% (-$31.7M)
Synopsys Inc(SNPScusip871607107)	103.9K	QoQ -36.33% (-59.3K) YoY -7.72% (-8.7K)	All Managers (Combined)	$44.6M	QoQ -43.74% (-$34.7M) YoY -30.75% (-$19.8M)
Alphabet Inc.(GOOGLcusip02079K305)	274.4K	QoQ NEW(+274.4K) YoY NEW(+274.4K)	All Managers (Combined)	$42.4M	QoQ NEW(+$42.4M) YoY NEW(+$42.4M)
Bruker Corp(BRKRcusip116794108)	938.6K	QoQ -14.02% (-153.2K) YoY NEW(+938.6K)	All Managers (Combined)	$39.2M	QoQ -38.78% (-$24.8M) YoY NEW(+$39.2M)
Corpay, Inc.(CPAYcusip219948106)	107.7K	QoQ -44.79% (-87.4K) YoY -67.65% (-225.2K)	All Managers (Combined)	$37.6M	QoQ -43.11% (-$28.5M) YoY -63.43% (-$65.2M)
Madison Square Garden Entertainment Corp.(MSGEcusip55826T102)	1.1M	QoQ +20.55% (-190.4K) YoY NEW(+1.1M)	All Managers (Combined)	$36.5M	QoQ -2.16% (-$809.2K) YoY NEW(+$36.5M)
Gap Inc(GAPcusip364760108)	1.6M	QoQ NEW(+1.6M) YoY NEW(+1.6M)	All Managers (Combined)	$33.8M	QoQ NEW(+$33.8M) YoY NEW(+$33.8M)
Spotify Technology S.A.(SPOTcusipL8681T102)	52.1K	QoQ -76.77% (-172.3K) YoY -82.35% (-243.2K)	All Managers (Combined)	$28.7M	QoQ -71.44% (-$71.7M) YoY -63.21% (-$49.3M)
Mercadolibre Inc(MELIcusip58733R102)	14.4K	QoQ +125.43% (+8.0K) YoY NEW(+14.4K)	All Managers (Combined)	$28.0M	QoQ +158.64% (+$17.2M) YoY NEW(+$28.0M)
Netflix Inc(NFLXcusip64110L106)	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$28.0M	QoQ NEW(+$28.0M) YoY NEW(+$28.0M)
Flagstar Financial, Inc.(FLGcusip649445400)	2.0M	QoQ NEW(+2.0M) YoY NEW(+2.0M)	All Managers (Combined)	$23.4M	QoQ NEW(+$23.4M) YoY NEW(+$23.4M)