Stock Taper 
STEADFAST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Hilton Worldwide Holdings Inc. | HLT | 13.3K | $4.4M |
 Cerebras Systems Inc. | CBRS | 13.39K | $2.96M |
 Meta Platforms, Inc. | META | 16.1K | $9.07M |
 Lumentum Holdings Inc. | LITE | 22.43K | $19.25M |
 Quantinuum Inc. Class A Common Stock | QNT | 23.32K | $1.91M |
 Axon Enterprise, Inc. | AXON | 24K | $13.45M |
 Spotify Technology S.A. | SPOT | 24.1K | $11.07M |
 Forgent Power Solutions, Inc. | FPS | 27K | $1.51M |
 Royal Caribbean Cruises Ltd. | RCL | 28.3K | $8.99M |
 UnitedHealth Group Incorporated | UNH | 30.05K | $12.49M |
 Carvana Co. | CVNA | 34.9K | $2.3M |
 First Solar, Inc. | FSLR | 38.6K | $9.11M |
 Analog Devices, Inc. | ADI | 41.5K | $16.48M |
 Mohawk Industries, Inc. | MHK | 42K | $5.1M |
 Polaris Inc. | PII | 46K | $3.15M |
 FedEx Freight Holding Company, Inc. | FDXF | 54.77K | $8.27M |
 SBA Communications Corporation | SBAC | 67K | $11.82M |
 Madison Square Garden Sports Corp. | MSGS | 69.15K | $27.79M |
 Coherent, Inc. | COHR | 70.8K | $27.93M |