Universe · entity
STEADFAST CAPITAL MANAGEMENT LP
Institutional manager (13F) · CIK 1214822
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PERFORMANCE FOOD GROUP CO | $291M | 3,395,559 |
| 2 | PLANET FITNESS MASTER ISSUER | $165M | 2,212,592 |
| 3 | TEXAS ROADHOUSE INC | $150M | 909,109 |
| 4 | SHARKNINJA INC | $130M | 1,231,139 |
| 5 | LIVE NATION ENTERTAINMENT IN | $102M | 670,000 |
| 6 | CISCO SYS INC | $99M | 1,274,427 |
| 7 | NVIDIA CORPORATION | $85M | 485,433 |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | $84M | 247,517 |
| 9 | SPHERE ENTERTAINMENT CO | $84M | 711,661 |
| 10 | SOMNIGROUP INTERNATIONAL INC | $77M | 1,047,300 |
| 11 | CHIPOTLE MEXICAN GRILL INC | $76M | 2,367,613 |
| 12 | INTUIT | $76M | 175,100 |
| 13 | CBOE GLOBAL MKTS INC | $67M | 239,300 |
| 14 | HOME DEPOT INC | $67M | 203,840 |
| 15 | CINEMARK HLDGS INC | $59M | 2,055,196 |
| 16 | ALPHABET INC | $56M | 196,320 |
| 17 | SHOPIFY INC | $56M | 474,047 |
| 18 | KNIGHT-SWIFT TRANSN HLDGS IN | $55M | 950,430 |
| 19 | MOHAWK INDS INC | $53M | 543,072 |
| 20 | AMERICAN INTL GROUP INC | $53M | 700,587 |
| 21 | ECHOSTAR CORP | $53M | 449,727 |
| 22 | CAPITAL ONE FINL CORP | $48M | 262,476 |
| 23 | FLOOR & DECOR HLDGS INC | $47M | 918,876 |
| 24 | FLAGSTAR BANK NATIONAL ASSOC | $46M | 3,459,500 |
| 25 | BROADCOM INC | $42M | 135,350 |
| 26 | COSTCO WHOLESALE CORPORATION | $41M | 40,750 |
| 27 | SPOTIFY TECHNOLOGY S A | $38M | 78,468 |
| 28 | HDFC BANK LTD | $36M | 1,434,435 |
| 29 | CIENA CORP | $32M | 81,670 |
| 30 | AMAZON COM INC | $29M | 140,200 |
| 31 | APPLE INC | $28M | 111,260 |
| 32 | KODIAK GAS SVCS INC | $22M | 385,666 |
| 33 | CLOUDFLARE INC | $20M | 96,000 |
| 34 | PRAETORIAN ACQUISITION CORP | $20M | 2,000,000 |
| 35 | AUTODESK INC | $20M | 82,100 |
| 36 | UBER TECHNOLOGIES INC | $20M | 271,700 |
| 37 | COHERENT CORP | $17M | 70,500 |
| 38 | WALMART INC | $17M | 134,100 |
| 39 | MSCI INC | $15M | 27,550 |
| 40 | ROYAL CARIBBEAN GROUP | $14M | 51,800 |
| 41 | RAMBUS INC DEL | $13M | 153,250 |
| 42 | APPLIED MATLS INC | $13M | 37,900 |
| 43 | COLOMBIER ACQUISITION CORP I | $13M | 1,250,000 |
| 44 | US FOODS HLDG CORP | $13M | 135,600 |
| 45 | APPLOVIN CORP | $12M | 30,236 |
| 46 | LINDE PLC | $12M | 23,800 |
| 47 | EXPEDIA GROUP INC | $12M | 50,700 |
| 48 | SYSCO CORP | $10M | 147,200 |
| 49 | XPO INC | $8M | 41,703 |
| 50 | PROCAP FINL INC | $8M | 3,646,223 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.