Holders — by stockHoldings — by fund
STEADFAST CAPITAL MANAGEMENT LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001214822
$3.26B
disclosed book value
84
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 84 of 84 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COSTCOSTCO WHOLESALE CORPORATION | 234,056 | $219.0M | 6.7% |
| 2 | AMZNAMAZON COM INC | 746,100 | $177.8M | 5.4% |
| 3 | SGISOMNIGROUP INTERNATIONAL INC | 2.1M | $166.0M | 5.1% |
| 4 | DKSDICKS SPORTING GOODS INC | 622,921 | $141.3M | 4.3% |
| 5 | LYVLIVE NATION ENTERTAINMENT IN | 696,900 | $127.6M | 3.9% |
| 6 | HUMHUMANA INC | 308,200 | $122.4M | 3.8% |
| 7 | WMTWALMART INC | 1.0M | $116.3M | 3.6% |
| 8 | HDHOME DEPOT INC | 328,500 | $115.9M | 3.5% |
| 9 | PLNTPLANET FITNESS MASTER ISSUER | 2.1M | $108.5M | 3.3% |
| 10 | VRSKVERISK ANALYTICS INC | 553,600 | $99.4M | 3% |
| 11 | SPHRSPHERE ENTERTAINMENT CO | 550,661 | $95.3M | 2.9% |
| 12 | NVDANVIDIA CORPORATION | 466,633 | $93.4M | 2.9% |
| 13 | CLHCLEAN HARBORS INC | 302,091 | $90.2M | 2.8% |
| 14 | CNKCINEMARK HLDGS INC | 2.8M | $87.7M | 2.7% |
| 15 | RACEFERRARI N V | 192,600 | $71.7M | 2.2% |
| 16 | COFCAPITAL ONE FINL CORP | 319,576 | $64.1M | 2% |
| 17 | BEBLOOM ENERGY CORP | 211,800 | $64.1M | 2% |
| 18 | HUTHUT 8 CORP | 530,100 | $61.2M | 1.9% |
| 19 | MSCIMSCI INC | 109,200 | $61.2M | 1.9% |
| 20 | USFDUS FOODS HLDG CORP | 534,533 | $54.7M | 1.7% |
| 21 | RRXREGAL REXNORD CORPORATION | 222,489 | $53.0M | 1.6% |
| 22 | FTAIFTAI AVIATION LTD | 190,100 | $51.4M | 1.6% |
| 23 | SNSHARKNINJA INC | 308,676 | $47.0M | 1.4% |
| 24 | STMSTMICROELECTRONICS N V | 603,600 | $45.2M | 1.4% |
| 25 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 94,517 | $45.1M | 1.4% |
| 26 | SNOWSNOWFLAKE INC | 173,000 | $44.0M | 1.3% |
| 27 | GOOGLALPHABET INC | 119,943 | $42.9M | 1.3% |
| 28 | ECHOECHOSTAR CORP | 415,200 | $42.1M | 1.3% |
| 29 | BRKRBRUKER CORP | 654,700 | $39.4M | 1.2% |
| 30 | SEISOLARIS ENERGY INFRAS INC | 481,901 | $38.8M | 1.2% |
| 31 | FNDFLOOR & DECOR HLDGS INC | 635,331 | $37.7M | 1.2% |
| 32 | FLGFLAGSTAR BANK NATIONAL ASSOC | 2.4M | $36.2M | 1.1% |
| 33 | AVGOBROADCOM INC | 84,950 | $32.1M | 1% |
| 34 | BTDRBITDEER TECHNOLOGIES GROUP | 2.0M | $31.5M | 1% |
| 35 | ASAMER SPORTS INC | 926,300 | $31.3M | 1% |
| 36 | CPAYCORPAY INC | 90,100 | $30.0M | 0.9% |
| 37 | COHRCOHERENT CORP | 70,800 | $27.9M | 0.9% |
| 38 | MSGSMADISON SQUARE GRDN SPRT COR | 69,150 | $27.8M | 0.9% |
| 39 | CSCOCISCO SYS INC | 219,827 | $25.8M | 0.8% |
| 40 | DKNGDRAFTKINGS INC NEW | 1.0M | $25.7M | 0.8% |
| 41 | SPCXSPACE EXPLORATION TECHN CORP | 146,600 | $25.0M | 0.8% |
| 42 | FLSFLOWSERVE CORP | 307,700 | $22.8M | 0.7% |
| 43 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 271,608 | $21.2M | 0.6% |
| 44 | VRSNVERISIGN INC | 82,700 | $20.8M | 0.6% |
| 45 | PTORUPRAETORIAN ACQUISITION CORP | 2.0M | $20.2M | 0.6% |
| 46 | LITELUMENTUM HLDGS INC | 22,434 | $19.2M | 0.6% |
| 47 | UUNITY SOFTWARE INC | 664,400 | $19.0M | 0.6% |
| 48 | ADIANALOG DEVICES INC | 41,500 | $16.5M | 0.5% |
| 49 | PFGCPERFORMANCE FOOD GROUP CO | 131,200 | $14.7M | 0.4% |
| 50 | AXONAXON ENTERPRISE INC | 24,000 | $13.5M | 0.4% |
| 51 | FRMIFERMI INC | 1.4M | $13.3M | 0.4% |
| 52 | CLBR/UCOLOMBIER ACQUISITION CORP I | 1.3M | $13.1M | 0.4% |
| 53 | UNHUNITEDHEALTH GROUP INC | 30,050 | $12.5M | 0.4% |
| 54 | SBACSBA COMMUNICATIONS CORP | 67,000 | $11.8M | 0.4% |
| 55 | SPOTSPOTIFY TECHNOLOGY S A | 24,100 | $11.1M | 0.3% |
| 56 | FSLRFIRST SOLAR INC | 38,600 | $9.1M | 0.3% |
| 57 | METAMETA PLATFORMS INC | 16,100 | $9.1M | 0.3% |
| 58 | RCLROYAL CARIBBEAN GROUP | 28,300 | $9.0M | 0.3% |
| 59 | URBNURBAN OUTFITTERS INC | 125,376 | $8.9M | 0.3% |
| 60 | FDXFFEDEX FGHT HLDG CO INC | 54,765 | $8.3M | 0.3% |
| 61 | CCLCARNIVAL CORP LTD | 261,200 | $7.5M | 0.2% |
| 62 | AIGAMERICAN INTL GROUP INC | 98,000 | $7.3M | 0.2% |
| 63 | RKTROCKET COS INC | 384,000 | $6.0M | 0.2% |
| 64 | MHKMOHAWK INDS INC | 42,003 | $5.1M | 0.2% |
| 65 | HLTHILTON WORLDWIDE HLDGS INC | 13,301 | $4.4M | 0.1% |
| 66 | LILAKLIBERTY LATIN AMERICA LTD | 562,390 | $4.4M | 0.1% |
| 67 | JHXJAMES HARDIE INDS PLC | 144,800 | $3.8M | 0.1% |
| 68 | PIIPOLARIS INC | 46,000 | $3.1M | 0.1% |
| 69 | DPCDPC HOLDINGS PLC | 62,000 | $3.0M | 0.1% |
| 70 | FRVOFERVO ENERGY CO | 101,333 | $3.0M | 0.1% |
| 71 | CBRSCEREBRAS SYSTEMS INC | 13,386 | $3.0M | 0.1% |
| 72 | EMPDEMPERY DIGITAL INC | 751,724 | $2.7M | 0.1% |
| 73 | CIFRCIPHER DIGITAL INC | 96,399 | $2.4M | 0.1% |
| 74 | KEELKEEL INFRASTRUCTURE CORP | 403,700 | $2.3M | 0.1% |
| 75 | CVNACARVANA CO | 34,900 | $2.3M | 0.1% |
| 76 | AVXAVAX ONE TECHNOLOGY LTD | 410,427 | $2.1M | 0.1% |
| 77 | QNTQUANTINUUM INC | 23,320 | $1.9M | 0.1% |
| 78 | ZONECLEANCORE SOLUTIONS INC | 2.3M | $1.9M | 0.1% |
| 79 | FPSFORGENT POWER SOLUTIONS INC | 27,000 | $1.5M | 0% |
| 80 | EROCEROCK INC | 90,000 | $1.3M | 0% |
| 81 | LFTOLIFTOFF MOBILE INC | 48,200 | $1.2M | 0% |
| 82 | CFNDC1 FD INC | 325,000 | $984,750 | 0% |
| 83 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0% |
| 84 | BRRWWPROCAP FINL INC | 62,500 | $13,744 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.