STEADFAST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APP | 110K | $79.25M |
 | COF | 104K | $22.00M |
 | BABA | 102K | $18.14M |
 | COST | 98K | $91.02M |
 | MSFT | 98K | $50.76M |
 | DKS | 94K | $20.87M |
 | APTV | 92K | $7.93M |
 | TMO | 88K | $42.73M |
 | GH | 87K | $5.45M |
 | CPAY | 81K | $23.36M |
 | AACI | 80K | $834.72K |
 | AVGO | 74K | $24.26M |
 | CRL | 72K | $11.25M |
 | BRK-B | 71K | $35.54M |
 | PKG | 70K | $15.30M |
 | IRTC | 40K | $6.83M |
 | MDGL | 30K | $13.67M |
 | SNA | 28K | $9.84M |
 | EXE | 28K | $2.97M |
 | MELI | 13K | $30.66M |
AppLovin Corporation
APP
Shares Held
110K
Value
$79.25M
Capital One Financial Corporation
COF
Shares Held
104K
Value
$22.00M
Alibaba Group Holding Limited
BABA
Shares Held
102K
Value
$18.14M
Costco Wholesale Corporation
COST
Shares Held
98K
Value
$91.02M
Microsoft Corporation
MSFT
Shares Held
98K
Value
$50.76M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
94K
Value
$20.87M
Aptiv PLC
APTV
Shares Held
92K
Value
$7.93M
Thermo Fisher Scientific Inc.
TMO
Shares Held
88K
Value
$42.73M
Guardant Health, Inc.
GH
Shares Held
87K
Value
$5.45M
Corpay, Inc.
CPAY
Shares Held
81K
Value
$23.36M
Armada Acquisition Corp. II
AACI
Shares Held
80K
Value
$834.72K
Broadcom Inc.
AVGO
Shares Held
74K
Value
$24.26M
Charles River Laboratories International, Inc.
CRL
Shares Held
72K
Value
$11.25M
Berkshire Hathaway Inc.
BRK-B
Shares Held
71K
Value
$35.54M
Packaging Corporation of America
PKG
Shares Held
70K
Value
$15.30M
iRhythm Technologies, Inc.
IRTC
Shares Held
40K
Value
$6.83M
Madrigal Pharmaceuticals, Inc.
MDGL
Shares Held
30K
Value
$13.67M
Snap-on Incorporated
SNA
Shares Held
28K
Value
$9.84M
Expand Energy Corporation
EXE
Shares Held
28K
Value
$2.97M
MercadoLibre, Inc.
MELI
Shares Held
13K
Value
$30.66M