STEADFAST CAPITAL MANAGEMENT LP — 13F holdings

STEADFAST CAPITAL MANAGEMENT LP reported 84 holdings worth $3.26B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. COST COSTCO WHSL CORP NEW — $219M (6.7%)
2. AMZN AMAZON COM INC — $178M (5.4%)
3. SGI SOMNIGROUP INTERNATIONAL INC — $166M (5.1%)
4. DKS DICKS SPORTING GOODS INC — $141M (4.3%)
5. LYV LIVE NATION ENTERTAINMENT IN — $128M (3.9%)
6. HUM Humana Inc — $122M (3.8%)
7. WMT WALMART INC — $116M (3.6%)
8. HD HOME DEPOT INC — $116M (3.5%)
9. PLNT PLANET FITNESS INC — $109M (3.3%)
10. VRSK VERISK ANALYTICS INC — $99.4M (3.0%)