Steadfast-Capital-Management-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "TRU", null, "HUM", "ADBE", "FLG", "GOOGL", null, "AIG", "APP", "AUB", "BSX", "VIK", "IREN", null, "META", "SARO", null, "KR", "UNH", "NVDA", "GEHC", "ROST", "SNPS", "TXN", "TXRH", "TJX", "UBER", null, null, "LAD", "TSM", "ADSK", "CPAY", "HSIC", "AMZN", "HDB", "SG", "VLO", "WING", "PLNT", "SPOT", "GEV", "MELI", "GAP", "MSGE", "CAR", "BRK-A", "BRKR", "BURL", "CVNA", "CHTR", "CMG", "CNK", "NFLX" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Steadfast-Capital-Management-Lp
Data Enrichment
89% identified48 identified6 unidentified
Holdings
54 positions • $3.7B total value
Manager:
Search and click to pin securities to the top
Page 2 of 3
Shares:825.3K
Value:$71.8M
% of Portfolio:1.9% ($71.8M/$3.7B)
Shares:153.4K
Value:$56.5M
% of Portfolio:1.5% ($56.5M/$3.7B)
Shares:283.6K
Value:$47.1M
% of Portfolio:1.3% ($47.1M/$3.7B)
Shares:553.3K
Value:$44.7M
% of Portfolio:1.2% ($44.7M/$3.7B)
Shares:1.1M
Value:$36.5M
% of Portfolio:1.0% ($36.5M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
TransUnion(TRUcusip89400J107) | 903.8K | All Managers (Combined) | $75.0M | 2.0% ($75.0M/$3.7B) | ||
| 825.3K | All Managers (Combined) | $71.8M | 1.9% ($71.8M/$3.7B) | |||
| 2.4M | YoY NEW(+2.4M) | All Managers (Combined) | $64.7M | 1.8% ($64.7M/$3.7B) | YoY NEW(+$64.7M) | |
| 466.9K | QoQ NEW(+466.9K) YoY NEW(+466.9K) | All Managers (Combined) | $61.7M | 1.7% ($61.7M/$3.7B) | QoQ NEW(+$61.7M) YoY NEW(+$61.7M) | |
| 113.5K | QoQ NEW(+113.5K) YoY NEW(+113.5K) | All Managers (Combined) | $59.4M | 1.6% ($59.4M/$3.7B) | QoQ NEW(+$59.4M) YoY NEW(+$59.4M) | |
CARVANA CO.(CVNAcusip146869102) | 281.5K | YoY NEW(+281.5K) | All Managers (Combined) | $58.9M | 1.6% ($58.9M/$3.7B) | YoY NEW(+$58.9M) |
| 153.4K | QoQ NEW(+153.4K) YoY NEW(+153.4K) | All Managers (Combined) | $56.5M | 1.5% ($56.5M/$3.7B) | QoQ NEW(+$56.5M) YoY NEW(+$56.5M) | |
| 283.6K | YoY NEW(+283.6K) | All Managers (Combined) | $47.1M | 1.3% ($47.1M/$3.7B) | YoY NEW(+$47.1M) | |
NVIDIA CORP(NVDAcusip67066G104) | 418.0K | All Managers (Combined) | $45.3M | 1.2% ($45.3M/$3.7B) | ||
| 553.3K | All Managers (Combined) | $44.7M | 1.2% ($44.7M/$3.7B) | |||
SYNOPSYS INC(SNPScusip871607107) | 103.9K | All Managers (Combined) | $44.6M | 1.2% ($44.6M/$3.7B) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 274.4K | QoQ NEW(+274.4K) YoY NEW(+274.4K) | All Managers (Combined) | $42.4M | 1.2% ($42.4M/$3.7B) | QoQ NEW(+$42.4M) YoY NEW(+$42.4M) |
BRUKER CORP(BRKRcusip116794108) | 938.6K | YoY NEW(+938.6K) | All Managers (Combined) | $39.2M | 1.1% ($39.2M/$3.7B) | YoY NEW(+$39.2M) |
CORPAY, INC.(CPAYcusip219948106) | 107.7K | All Managers (Combined) | $37.6M | 1.0% ($37.6M/$3.7B) | ||
| 1.1M | YoY NEW(+1.1M) | All Managers (Combined) | $36.5M | 1.0% ($36.5M/$3.7B) | YoY NEW(+$36.5M) | |
| 1.6M | QoQ NEW(+1.6M) YoY NEW(+1.6M) | All Managers (Combined) | $33.8M | 0.9% ($33.8M/$3.7B) | QoQ NEW(+$33.8M) YoY NEW(+$33.8M) | |
| 52.1K | All Managers (Combined) | $28.7M | 0.8% ($28.7M/$3.7B) | |||
| 14.4K | YoY NEW(+14.4K) | All Managers (Combined) | $28.0M | 0.8% ($28.0M/$3.7B) | YoY NEW(+$28.0M) | |
NETFLIX INC(NFLXcusip64110L106) | 30.0K | QoQ NEW(+30.0K) YoY NEW(+30.0K) | All Managers (Combined) | $28.0M | 0.8% ($28.0M/$3.7B) | QoQ NEW(+$28.0M) YoY NEW(+$28.0M) |
| 2.0M | QoQ NEW(+2.0M) YoY NEW(+2.0M) | All Managers (Combined) | $23.4M | 0.6% ($23.4M/$3.7B) | QoQ NEW(+$23.4M) YoY NEW(+$23.4M) |