CANDLESTICK CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPC | 391K | $54.23M |
 | AAPL | 372K | $94.66M |
 | ALK | 362K | $18.02M |
 | HSY | 345K | $64.47M |
 | ORLY | 342K | $36.86M |
 | DKNG | 290K | $10.85M |
 | MDB | 255K | $79.30M |
 | ELF | 241K | $31.96M |
 | RBLX | 169K | $23.40M |
 | SPOT | 165K | $114.92M |
 | CRM | 165K | $38.99M |
 | ULTA | 130K | $71.13M |
 | SHW | 110K | $38.19M |
 | MSFT | 109K | $56.33M |
 | META | 100K | $73.48M |
 | SBUX | 81K | $6.81M |
 | WING | 68K | $17.20M |
 | WIX | 43K | $7.55M |
Genuine Parts Company
GPC
Shares Held
391K
Value
$54.23M
Apple Inc.
AAPL
Shares Held
372K
Value
$94.66M
Alaska Air Group, Inc.
ALK
Shares Held
362K
Value
$18.02M
The Hershey Company
HSY
Shares Held
345K
Value
$64.47M
O'Reilly Automotive, Inc.
ORLY
Shares Held
342K
Value
$36.86M
DraftKings Inc.
DKNG
Shares Held
290K
Value
$10.85M
MongoDB, Inc.
MDB
Shares Held
255K
Value
$79.30M
e.l.f. Beauty, Inc.
ELF
Shares Held
241K
Value
$31.96M
Roblox Corporation
RBLX
Shares Held
169K
Value
$23.40M
Spotify Technology S.A.
SPOT
Shares Held
165K
Value
$114.92M
Salesforce, Inc.
CRM
Shares Held
165K
Value
$38.99M
Ulta Beauty, Inc.
ULTA
Shares Held
130K
Value
$71.13M
The Sherwin-Williams Company
SHW
Shares Held
110K
Value
$38.19M
Microsoft Corporation
MSFT
Shares Held
109K
Value
$56.33M
Meta Platforms, Inc.
META
Shares Held
100K
Value
$73.48M
Starbucks Corporation
SBUX
Shares Held
81K
Value
$6.81M
Wingstop Inc.
WING
Shares Held
68K
Value
$17.20M
Wix.com Ltd.
WIX
Shares Held
43K
Value
$7.55M