DOSSIER · 13F-HR · Q1 2026

STEADFAST CAPITAL MANAGEMENT LP

STEADFAST's hedge fund based in Stamford, CT $2.9B in tracked AUM across 69 positions as of Q1 2026.

S
STEADFAST·Stamford, CT·Hedge Fund
CIK 0001214822 · last filed Mar 31, 2026
Total AUM
$2.9B
19.3%
vs prior
Holdings
69
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Financials
46% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Steadfast Capital Management LP SEC 13F Filing
1. Portfolio Overview

The most striking feature of this filing is the dramatic contraction in portfolio size. Steadfast Capital Management LP reduced its total assets under management (AUM) reported on this 13F by 50.6%, dropping from $5.60 billion to $2.77 billion in a single quarter. This reduction is not solely attributable to market movements; rather, it indicates a significant capital return to invest...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HD
HOME DEPOT INC
$310M942K10.6%
02
PFGC
PERFORMANCE FOOD GROUP CO
$291M3.4M10.0%
03
PLNT
PLANET FITNESS MASTER ISSUER
$165M2.2M5.6%
04
TXRH
TEXAS ROADHOUSE INC
$150M909K5.1%
05
G8068L108
SHARKNINJA INC
$130M1.2M4.5%
06
LYV
LIVE NATION ENTERTAINMENT IN
$102M670K3.5%
07
CSCO
CISCO SYS INC
$99M1.3M3.4%
08
NVDA
NVIDIA CORPORATION
$85M485K2.9%
09
GOOGL
ALPHABET INC
$84M291K2.9%
10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$84M248K2.9%

Filing history

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