Steadfast Capital Management LP

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
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% identified
48 identified6 unidentified

Holdings

54 positions
Manager:
Search and click to pin securities to the top
Page 1 of 3
ROSS STORES, INC.
Shares:
2445499(+49.7%)
Value:
$312.5B(+26.4%)
KROGER CO
Shares:
2776603(-38.9%)
Value:
$187.9B(-32.4%)
Meta Platforms, Inc.
Shares:
313141(+26.9%)
Value:
$180.5B(+24.9%)
HUMANA INC
Shares:
648300(+0.0%)
Value:
$171.5B(+4.3%)
Planet Fitness, Inc.
Shares:
1713869(+0.0%)
Value:
$165.6B(-2.3%)
BOSTON SCIENTIFIC CORP
Shares:
1561646(-34.3%)
Value:
$157.5B(-25.8%)
AMAZON COM INC
Shares:
825961(-1.3%)
Value:
$157.1B(-14.4%)
AppLovin Corp
Shares:
469244(+11.1%)
Value:
$124.3B(-9.1%)
88023U101
Shares:
1959035(-4.6%)
Value:
$117.3B(+0.8%)
G3643J108
Shares:
526799(-7.0%)
Value:
$116.7B(-20.3%)
CHIPOTLE MEXICAN GRILL INC
Shares:
2125074(+210.2%)
Value:
$106.7B(+158.3%)
Texas Roadhouse, Inc.
Shares:
632225(-5.1%)
Value:
$105.3B(-12.4%)
TJX COMPANIES INC /DE/
Shares:
836700(-32.3%)
Value:
$101.9B(-31.7%)
HENRY SCHEIN INC
Shares:
1485323(-9.3%)
Value:
$101.7B(-10.2%)
Wingstop Inc.
Shares:
425488
Value:
$96.0B
Cinemark Holdings, Inc.
Shares:
3679490(+230.7%)
Value:
$91.6B(+165.7%)
GE Vernova Inc.
Shares:
287559(-48.9%)
Value:
$87.8B(-52.5%)
HDFC BANK LTD
Shares:
1258200(+583.1%)
Value:
$83.6B(+610.6%)
LITHIA MOTORS INC
Shares:
276898(-39.8%)
Value:
$81.3B(-50.6%)
Burlington Stores, Inc.
Shares:
332500(+41.3%)
Value:
$79.2B(+18.1%)