STEADFAST CAPITAL MANAGEMENT LP
Top Portfolio Positions
84 positions ·
$5,194,765,892 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,096,933 | $484,014,075 | 9.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
963,379 | $301,537,627 | 5.80% |
| WING |
Wingstop Inc.
Consumer Cyclical
|
951,053 | $226,816,629 | 4.37% |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
1,307,548 | $217,052,968 | 4.18% |
| SPOT |
Spotify Technology S.A.
Communication Services
|
347,906 | $202,032,493 | 3.89% |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
5,051,999 | $186,923,963 | 3.60% |
| SHOP |
Shopify Inc.
Technology
|
1,075,656 | $173,148,346 | 3.33% |
| APP |
AppLovin Corp
Communication Services
|
243,228 | $163,891,890 | 3.15% |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
2,677,431 | $163,028,773 | 3.14% |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
1,728,759 | $155,450,009 | 2.99% |
Portfolio Trend
Holdings in MT
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $27,116,291 | 595,047 | Shares | Sole | 2026-02-17 | |
| No quarters match your search. | ||||||