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Asset Manager ← All Institutions

STEADFAST CAPITAL MANAGEMENT LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
115
-35
New Purchases
0
Added To
0
Closed
115
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $0 0%
Large Cap 50 $0 0%
Mid Cap 19 $0 0%
Small Cap 14 $0 0%
Micro Cap 18 $0 0%

Portfolio Analytics

Avg Market Cap
$251.4B
Median Market Cap
$14.7B
Avg P/E
51.3
Median P/E
32.1
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
115
# ETFs / Funds
0

Top Holdings (115 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPOT —% -$202M -347,906 -100.0% SOLD
2 BRK-A —% -$755K -1 -100.0% SOLD
3 LYV —% -$20M -141,000 -100.0% SOLD
4 EAF —% -$3M -186,144 -100.0% SOLD
5 UBER —% -$90M -1,105,039 -100.0% SOLD
6 CVS —% -$18M -226,000 -100.0% SOLD
7 BMY —% -$10M -192,000 -100.0% SOLD
8 CMG —% -$187M -5,051,999 -100.0% SOLD
9 AIG —% -$58M -682,605 -100.0% SOLD
10 TEVA —% -$15M -475,461 -100.0% SOLD
11 SE —% -$37M -286,801 -100.0% SOLD
12 ANET —% -$2M -11,900 -100.0% SOLD
13 CNK —% -$9M -400,600 -100.0% SOLD
14 AMR —% -$21M -106,754 -100.0% SOLD
15 HD —% -$149M -433,373 -100.0% SOLD
16 HAL —% -$10M -360,400 -100.0% SOLD
17 PFGC —% -$155M -1,728,759 -100.0% SOLD
18 DHR —% -$79M -343,600 -100.0% SOLD
19 MATX —% -$8M -63,200 -100.0% SOLD
20 WBI —% -$21M -1,053,289 -100.0% SOLD
21 A —% -$62M -452,309 -100.0% SOLD
22 NOV —% -$5M -320,600 -100.0% SOLD
23 MHK —% -$114M -1,040,301 -100.0% SOLD
24 TJX —% -$138M -897,339 -100.0% SOLD
25 DKS —% -$76M -384,851 -100.0% SOLD
26 SPHR —% -$102M -1,067,861 -100.0% SOLD
27 MGA —% -$9M -165,952 -100.0% SOLD
28 MT —% -$27M -595,047 -100.0% SOLD
29 DOV —% -$26M -134,500 -100.0% SOLD
30 SLB —% -$13M -332,400 -100.0% SOLD
31 V —% -$26M -72,800 -100.0% SOLD
32 CIEN —% -$72M -308,200 -100.0% SOLD
33 TMO —% -$54M -92,981 -100.0% SOLD
34 PLNT —% -$205M -1,888,992 -100.0% SOLD
35 PLD —% -$153M -1,201,045 -100.0% SOLD
36 SARO —% -$95M -3,310,834 -100.0% SOLD
37 LLY —% -$35M -33,000 -100.0% SOLD
38 BDX —% -$12M -62,600 -100.0% SOLD
39 WST —% -$118M -429,907 -100.0% SOLD
40 MRK —% -$17M -157,100 -100.0% SOLD
41 FLG —% -$24M -1,911,300 -100.0% SOLD
42 HDB —% -$104M -2,842,300 -100.0% SOLD
43 FND —% -$163M -2,677,431 -100.0% SOLD
44 COF —% -$38M -157,200 -100.0% SOLD
45 ELAN —% -$11M -473,200 -100.0% SOLD
46 HAE —% -$7M -91,800 -100.0% SOLD
47 NE —% -$5M -160,100 -100.0% SOLD
48 FCRS —% -$7M -700,000 -100.0% SOLD
49 WCC —% -$17M -68,100 -100.0% SOLD
50 BMRN —% -$10M -168,000 -100.0% SOLD
51 BRR —% -$15M -4,204,000 -100.0% SOLD
52 USFD —% -$73M -964,900 -100.0% SOLD
53 RIG —% -$5M -1,164,000 -100.0% SOLD
54 CEPF —% -$4M -400,000 -100.0% SOLD
55 XPO —% -$17M -127,000 -100.0% SOLD
56 TSM —% -$94M -309,917 -100.0% SOLD
57 HOOD —% -$12M -109,412 -100.0% SOLD
58 EXPE —% -$56M -197,041 -100.0% SOLD
59 COST —% -$94M -108,702 -100.0% SOLD
60 CSCO —% -$149M -1,938,527 -100.0% SOLD
61 ENTG —% -$28M -331,200 -100.0% SOLD
62 APP —% -$164M -243,228 -100.0% SOLD
63 REGN —% -$27M -35,200 -100.0% SOLD
64 NVDA —% -$148M -790,983 -100.0% SOLD
65 AMZN —% -$372M -1,613,533 -100.0% SOLD
66 JBHT —% -$13M -69,000 -100.0% SOLD
67 FRMM —% -$1M -278,498 -100.0% SOLD
68 MDGL —% -$16M -26,850 -100.0% SOLD
69 LILAK —% -$4M -562,390 -100.0% SOLD
70 DKNG —% -$19M -539,000 -100.0% SOLD
71 IRTC —% -$7M -41,000 -100.0% SOLD
72 META —% -$77M -116,577 -100.0% SOLD
73 EXE —% -$33M -294,700 -100.0% SOLD
74 KOYNU —% -$4M -350,000 -100.0% SOLD
75 SHOP —% -$173M -1,075,656 -100.0% SOLD
76 SATS —% -$15M -136,400 -100.0% SOLD
77 VTRS —% -$8M -639,175 -100.0% SOLD
78 TECH —% -$9M -160,000 -100.0% SOLD
79 WING —% -$227M -951,053 -100.0% SOLD
80 TLNCU —% -$2M -225,000 -100.0% SOLD
81 CEPV —% -$2M -200,000 -100.0% SOLD
82 ZONE —% -$780K -3,000,000 -100.0% SOLD
83 AVGO —% -$61M -174,850 -100.0% SOLD
84 GOOGL —% -$302M -963,379 -100.0% SOLD
85 HCACU —% -$1M -100,000 -100.0% SOLD
86 HVMCU —% -$2M -150,000 -100.0% SOLD
87 MSFT —% -$4M -8,500 -100.0% SOLD
88 U —% -$53M -1,210,470 -100.0% SOLD
89 FANG —% -$10M -65,600 -100.0% SOLD
90 RKLB —% -$8M -112,500 -100.0% SOLD
91 WGS —% -$3M -22,000 -100.0% SOLD
92 DYOR —% -$25K -75,000 -100.0% SOLD
93 XRPN —% -$819K -80,000 -100.0% SOLD
94 BRRWW —% -$44K -62,500 -100.0% SOLD
95 BIXIU —% -$996K -100,000 -100.0% SOLD
96 MBVIU —% -$4M -400,000 -100.0% SOLD
97 RGEN —% -$7M -45,300 -100.0% SOLD
98 TXRH —% -$217M -1,307,548 -100.0% SOLD
99 CVNA —% -$37M -87,958 -100.0% SOLD
100 VACI —% -$2M -250,000 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
AMZN $0 SOLD

Sold Out Positions

SymbolValue% Port
BDX —%
BRK-A —%
LYV —%
EAF —%
UBER —%
CVS —%
BMY —%
CMG —%
AIG —%
TEVA —%
SE —%
ANET —%
WST —%
SPOT —%
HD —%
View SEC EDGAR Filings for STEADFAST CAPITAL MANAGEMENT LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms