STEADFAST CAPITAL MANAGEMENT LP: 13F holdings
CIK 12148222026Q2
| Positions | 84 |
|---|---|
| Reported value | $3.3bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| COST COSTCO WHOLESALE CORPORATION | 234,056 | $219.0m | 6.7% |
| AMZN AMAZON COM INC | 746,100 | $177.8m | 5.4% |
| SGI SOMNIGROUP INTERNATIONAL INC | 2,117,765 | $166.0m | 5.1% |
| DKS DICKS SPORTING GOODS INC | 622,921 | $141.3m | 4.3% |
| LYV LIVE NATION ENTERTAINMENT IN | 696,900 | $127.6m | 3.9% |
| HUM HUMANA INC | 308,200 | $122.4m | 3.8% |
| WMT WALMART INC | 1,027,200 | $116.3m | 3.6% |
| HD HOME DEPOT INC | 328,500 | $115.9m | 3.5% |
| PLNT PLANET FITNESS MASTER ISSUER | 2,080,592 | $108.5m | 3.3% |
| VRSK VERISK ANALYTICS INC | 553,600 | $99.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1214822")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.