Steadfast Capital Management Lp Top Holdings and 13F Report (2021) About Steadfast Capital Management LpInvestment ActivitySteadfast Capital Management Lp has $3.76 billion in total holdings as of September 30, 2021.Steadfast Capital Management Lp owns shares of 54 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 26.36% of the portfolio was purchased this quarter.About 52.46% of the portfolio was sold this quarter.This quarter, Steadfast Capital Management Lp has purchased 57 new stocks and bought additional shares in 13 stocks.Steadfast Capital Management Lp sold shares of 24 stocks and completely divested from 18 stocks this quarter.Largest Holdings Ross Stores $312,510,317Humana $208,650,859Kroger $187,948,257Meta Platforms $180,481,947Planet Fitness $165,576,884 Largest New Holdings this Quarter 974155103 - Wingstop $95,981,583 Holding91913Y100 - Valero Energy $61,663,483 Holding91324P102 - UnitedHealth Group $59,445,625 Holding16119P108 - Charter Communications $56,519,972 Holding02079K305 - Alphabet $42,438,938 Holding Largest Purchases this Quarter Ross Stores 811,637 shares (about $103.72M)Wingstop 425,488 shares (about $95.98M)Chipotle Mexican Grill 1,440,000 shares (about $72.30M)HDFC Bank 1,074,000 shares (about $71.36M)Cinemark 2,566,938 shares (about $63.89M) Largest Sales this Quarter Kroger 1,769,407 shares (about $119.77M)Spotify Technology 172,282 shares (about $94.76M)Texas Instruments 471,600 shares (about $84.75M)GE VERNOVA INC 274,857 shares (about $83.91M)Boston Scientific 816,418 shares (about $82.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteadfast Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorROSTRoss Stores$312,510,317$103,719,092 ▲49.7%2,445,4998.3%Retail/WholesaleHUMHumana$208,650,859$37,110,679 ▲21.6%788,5525.5%MedicalKRKroger$187,948,257$119,771,160 ▼-38.9%2,776,6035.0%Retail/WholesaleMETAMeta Platforms$180,481,947$38,204,599 ▲26.9%313,1414.8%Computer and TechnologyPLNTPlanet Fitness$165,576,8840.0%1,713,8694.4%Consumer DiscretionaryBSXBoston Scientific$157,538,848$82,360,248 ▼-34.3%1,561,6464.2%MedicalAMZNAmazon.com$157,147,340$2,043,202 ▼-1.3%825,9614.2%Retail/WholesaleAPPLOVIN CORP$124,335,583$12,401,126 ▲11.1%469,2443.3%COM CL ATPXTempur Sealy International$117,307,016$5,628,720 ▼-4.6%1,959,0353.1%Retail/WholesaleFLUTTER ENTMT PLC$116,712,318$8,862,222 ▼-7.1%526,7993.1%SHSAIGAmerican International Group$115,221,408$26,960,094 ▲30.5%1,325,2983.1%FinanceCMGChipotle Mexican Grill$106,699,966$72,302,400 ▲210.2%2,125,0742.8%Retail/WholesaleTXRHTexas Roadhouse$105,347,652$5,690,914 ▼-5.1%632,2252.8%Retail/WholesaleTJXTJX Companies$101,910,060$48,567,506 ▼-32.3%836,7002.7%Retail/WholesaleHSICHenry Schein$101,729,772$10,443,698 ▼-9.3%1,485,3232.7%MedicalWINGWingstop$95,981,583$95,981,583 ▲New Holding425,4882.6%Retail/WholesaleCNKCinemark$91,582,506$63,891,087 ▲230.7%3,679,4902.4%Consumer DiscretionaryGE VERNOVA INC$87,786,012$83,908,345 ▼-48.9%287,5592.3%COMHDBHDFC Bank$83,594,808$71,356,560 ▲583.1%1,258,2002.2%FinanceLADLithia Motors$81,280,639$53,835,236 ▼-39.8%276,8982.2%Retail/WholesaleBURLBurlington Stores$79,244,725$23,165,676 ▲41.3%332,5002.1%Retail/WholesaleTRUTransUnion$75,006,362$572,631 ▼-0.8%903,8002.0%Business ServicesSTANDARDAERO INC$64,689,486$41,510,368 ▲179.1%2,428,2841.7%COMVLOValero Energy$61,663,483$61,663,483 ▲New Holding466,9001.6%EnergyUNHUnitedHealth Group$59,445,625$59,445,625 ▲New Holding113,5001.6%MedicalCVNACarvana$58,854,556$4,577,807 ▲8.4%281,4931.6%Retail/WholesaleCHTRCharter Communications$56,519,972$56,519,972 ▲New Holding153,3661.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$47,077,600$51,709,000 ▼-52.3%283,6001.3%Computer and TechnologyNVDANVIDIA$45,302,840$39,238,979 ▼-46.4%418,0001.2%Computer and TechnologyGEHCGE HealthCare Technologies$44,660,636$24,433,177 ▼-35.4%553,3471.2%MedicalSNPSSynopsys$44,558,802$25,430,805 ▼-36.3%103,9031.2%Computer and TechnologyGOOGLAlphabet$42,438,938$42,438,938 ▲New Holding274,4371.1%Computer and TechnologyBRKRBruker$39,175,620$6,393,107 ▼-14.0%938,5631.0%Computer and TechnologyCORPAY INC$37,557,144$30,478,128 ▼-44.8%107,7001.0%COM SHSSPHRSphere Entertainment$36,531,127$6,229,135 ▲20.6%1,116,4771.0%Consumer DiscretionaryGPSGAP$33,800,400$33,800,400 ▲New Holding1,640,0000.9%Consumer CyclicalSPOTSpotify Technology$28,666,464$94,760,270 ▼-76.8%52,1180.8%Business ServicesMELIMercadoLibre$28,041,805$15,603,058 ▲125.4%14,3740.7%Retail/WholesaleNFLXNetflix$27,969,372$27,969,372 ▲New Holding29,9930.7%Consumer DiscretionaryFLAGSTAR FINANCIAL INC$23,441,026$23,441,026 ▲New Holding2,017,3000.6%COM NEWCARAvis Budget Group$22,162,800$2,079,660 ▼-8.6%292,0000.6%TransportationSGSweetgreen$21,188,112$21,188,112 ▲New Holding846,8470.6%Retail/WholesaleUBERUber Technologies$19,245,605$19,245,605 ▲New Holding264,1450.5%Computer and TechnologyAUBAtlantic Union Bankshares$15,224,346$15,224,346 ▲New Holding488,9000.4%FinanceADBEAdobe$11,160,723$2,857,299 ▼-20.4%29,1000.3%Computer and TechnologyADSKAutodesk$8,534,680$28,614,740 ▼-77.0%32,6000.2%Computer and TechnologyTXNTexas Instruments$7,313,790$84,746,520 ▼-92.1%40,7000.2%Computer and TechnologyCOREWEAVE INC$5,562,000$5,562,000 ▲New Holding150,0000.1%COM CL ATECKTeck Resources$4,467,010$4,467,010 ▲New Holding122,6190.1%Basic MaterialsVENTURE GLOBAL INC$4,429,000$4,429,000 ▲New Holding430,0000.1%COM CL ASAILPOINT INC$3,420,000$3,420,000 ▲New Holding182,4000.1%COMVIKING HOLDINGS LTD$2,687,100$18,340,650 ▼-87.2%67,6000.1%ORD SHSIRENIris Energy$2,515,779$1,258,194 ▼-33.3%413,1000.1%EnergyBRK.ABerkshire Hathaway$798,4420.0%10.0%FinanceSBUXStarbucks$0$211,970,374 ▼-100.0%00.0%Retail/WholesaleFIVEFive Below$0$123,600,896 ▼-100.0%00.0%Retail/WholesaleLYVLive Nation Entertainment$0$118,699,700 ▼-100.0%00.0%Consumer DiscretionaryEDREndeavor Group$0$113,947,541 ▼-100.0%00.0%Consumer DiscretionaryTKO GROUP HOLDINGS INC$0$101,009,514 ▼-100.0%00.0%CL AMSFTMicrosoft$0$86,238,900 ▼-100.0%00.0%Computer and TechnologyRCLRoyal Caribbean Cruises$0$80,026,361 ▼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$63,222,768 ▼-100.0%00.0%Computer and TechnologyLVSLas Vegas Sands$0$62,261,263 ▼-100.0%00.0%Consumer DiscretionaryBRK.BBerkshire Hathaway$0$45,209,694 ▼-100.0%00.0%FinanceNDAQNasdaq$0$34,402,950 ▼-100.0%00.0%FinanceVVisa$0$32,962,972 ▼-100.0%00.0%Business ServicesENTGEntegris$0$31,332,678 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$15,831,893 ▼-100.0%00.0%Retail/WholesaleBABoeing$0$6,867,600 ▼-100.0%00.0%AerospaceTTDTrade Desk$0$5,864,747 ▼-100.0%00.0%Computer and TechnologyFNDFloor & Decor$0$4,486,500 ▼-100.0%00.0%Retail/WholesaleCEGConstellation Energy$0$3,825,441 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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