STEADFAST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 5.05M | $186.92M |
 | BRR | 4.20M | $14.84M |
 | SARO | 3.31M | $94.95M |
 | HDB | 2.84M | $103.86M |
 | FND | 2.68M | $163.03M |
 | CSCO | 1.94M | $149.32M |
 | FLG | 1.91M | $24.06M |
 | PLNT | 1.89M | $204.90M |
 | PFGC | 1.73M | $155.45M |
 | AMZN | 1.61M | $372.44M |
 | TXRH | 1.31M | $217.05M |
 | U | 1.21M | $53.47M |
 | PLD | 1.20M | $153.33M |
 | RIG | 1.16M | $4.81M |
 | UBER | 1.11M | $90.29M |
 | SHOP | 1.08M | $173.15M |
 | SPHR | 1.07M | $101.53M |
 | WBI | 1.05M | $21.08M |
 | MHK | 1.04M | $113.70M |
 | EMPD | 1.02M | $4.63M |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
5.05M
Value
$186.92M
ProCap Financial, Inc.
BRR
Shares Held
4.20M
Value
$14.84M
StandardAero, Inc.
SARO
Shares Held
3.31M
Value
$94.95M
HDFC Bank Limited
HDB
Shares Held
2.84M
Value
$103.86M
Floor & Decor Holdings, Inc.
FND
Shares Held
2.68M
Value
$163.03M
Cisco Systems, Inc.
CSCO
Shares Held
1.94M
Value
$149.32M
Flagstar Financial, Inc.
FLG
Shares Held
1.91M
Value
$24.06M
Planet Fitness, Inc.
PLNT
Shares Held
1.89M
Value
$204.90M
Performance Food Group Company
PFGC
Shares Held
1.73M
Value
$155.45M
Amazon.com, Inc.
AMZN
Shares Held
1.61M
Value
$372.44M
Texas Roadhouse, Inc.
TXRH
Shares Held
1.31M
Value
$217.05M
Unity Software Inc.
U
Shares Held
1.21M
Value
$53.47M
Prologis, Inc.
PLD
Shares Held
1.20M
Value
$153.33M
Transocean Ltd.
RIG
Shares Held
1.16M
Value
$4.81M
Uber Technologies, Inc.
UBER
Shares Held
1.11M
Value
$90.29M
Shopify Inc.
SHOP
Shares Held
1.08M
Value
$173.15M
Sphere Entertainment Co.
SPHR
Shares Held
1.07M
Value
$101.53M
WaterBridge Infrastructure LLC
WBI
Shares Held
1.05M
Value
$21.08M
Mohawk Industries, Inc.
MHK
Shares Held
1.04M
Value
$113.70M
Empery Digital Inc.
EMPD
Shares Held
1.02M
Value
$4.63M