0001214822-11-000006.txt : 20110815 0001214822-11-000006.hdr.sgml : 20110815 20110815172237 ACCESSION NUMBER: 0001214822-11-000006 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110815 DATE AS OF CHANGE: 20110815 EFFECTIVENESS DATE: 20110815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STEADFAST CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001214822 IRS NUMBER: 030481537 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-10346 FILM NUMBER: 111037878 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 6TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 2124186999 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 6TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 FORMER COMPANY: FORMER CONFORMED NAME: STEADFAST CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20030117 13F-HR/A 1 steadfastcapitalmgmt2.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 Check here if Amendment [ X ]; Amendment Number: This amendment (Check only one.): [X] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Steadfast Capital Mgmt. LP Address: 767 Fifth Avenue, 6th Floor New York, NY 10153 13 File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct, and complete, and and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form Person Signing this Report on Behalf of Reporting Manager: Name: Joseph M. Carney Title: COO Phone: 212-415-4600 Signature, Place and Date of Signing: Joseph M. Carney August 9, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 41 Form 13F Information Table Value Total: 2714236 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- D AMAZON COM INC COM STK COMMON STOCK 023135106 111342 544487 SH SOLE 01 544487 0 0 D APPLE INC COM STK COMMON STOCK 037833100 78558 234034 SH SOLE 01 234034 0 0 D ASIAINFO LINKAGE INC COM STK COMMON STOCK 04518A104 14064 849276 SH SOLE 01 849276 0 0 D BRIDGEPOINT EDUCATIO N INC COMMON STOCK 10807M105 659 26365 SH SOLE 01 26365 0 0 D CAMELOT INFORMATION SYSTEMS ADRS STOCKS 13322V105 32446 2170307 SH SOLE 01 2170307 0 0 D CAPITAL ONE FINL CORP COM COMMON STOCK 14040H105 75379 1458861 SH SOLE 01 1458861 0 0 D CHINA LODGING GROUP LTD-SPON A ADRS STOCKS 16949N109 39605 2225024 SH SOLE 01 2225024 0 0 D CITIGROUP INC COM STK COMMON STOCK 172967424 190192 4567543 SH SOLE 01 4567543 0 0 D CNINSURE INC-ADR ADRS STOCKS 18976M103 27776 1885683 SH SOLE 01 1885683 0 0 D CORINTHIAN COLLEGES INC COM ST COMMON STOCK 218868107 420 98595 SH SOLE 01 98595 0 0 D CROWN CASTLE INTERNA TIONAL CO COMMON STOCK 228227104 60594 1485501 SH SOLE 01 1485501 0 0 D EL PASO CORP COM COMMON STOCK 28336L109 10965 542806 SH SOLE 01 542806 0 0 D ENSCO INTL INC ADR ADRS STOCKS 29358Q109 144777 2716268 SH SOLE 01 2716268 0 0 D GOOGLE INC CL A COM STK COMMON STOCK 38259P508 95672 188934 SH SOLE 01 188934 0 0 D GRAFTECH INTERNATION AL LTD COMMON STOCK 384313102 77043 3800853 SH SOLE 01 3800853 0 0 D GREEN DOT CORP-CLASS A COMMON STOCK 39304D102 5607 165005 SH SOLE 01 165005 0 0 D HECKMANN CORP WRNT EXP 11/09/2 WARRANTS 422680116 249 565718 SH SOLE 01 565718 0 0 D HISOFT TECHNOLOGY IN TERNATION ADRS STOCKS 43358R108 31796 2170373 SH SOLE 01 2170373 0 0 D INTEROIL CORP CAD NP V COM COMMON STOCK 460951106 36411 622308 SH SOLE 01 622308 0 0 D ISOFTSTONE HOLDINGS LTD-ADS ADRS STOCKS 46489B108 16614 1085186 SH SOLE 01 1085186 0 0 D JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 45801 1118725 SH SOLE 01 1118725 0 0 D KRAFT FOODS INC COMMON STOCK 50075N104 122120 3466357 SH SOLE 01 3466357 0 0 D LINKEDIN CORP COMMON STOCK 53578A108 44629 495379 SH SOLE 01 495379 0 0 D LONE PINE RES INC COM STK COMMON STOCK 54222A106 27559 2594980 SH SOLE 01 2594980 0 0 D LONGTOP FINANCIAL TECH - ADR ADRS STOCKS 54318P108 9511 951148 SH SOLE 01 951148 0 0 D OPENTABLE INC COMMON STOCK 68372A104 36834 443144 SH SOLE 01 443144 0 0 D ORACLE CORP COM STK COMMON STOCK 68389X105 161596 4910235 SH SOLE 01 4910235 0 0 D PENN WEST PETROLEUM LTD COM ST COMMON STOCK 707887105 97759 4235656 SH SOLE 01 4235656 0 0 D PEPSICO INC COM STK COMMON STOCK 713448108 132969 1887963 SH SOLE 01 1887963 0 0 D PHILIP MORRIS INTL COMMON STOCK 718172109 109678 1642627 SH SOLE 01 1642627 0 0 D PRIMERICA INC COM STK COMMON STOCK 74164M108 51953 2364735 SH SOLE 01 2364735 0 0 D QUALCOMM INC COM STK COMMON STOCK 747525103 48009 845378 SH SOLE 01 845378 0 0 D SHUTTERFLY INC COM STK COMMON STOCK 82568P304 42105 733280 SH SOLE 01 733280 0 0 D SOUTHWESTERN ENERGY COMPANY (D COMMON STOCK 845467109 140312 3272197 SH SOLE 01 3272197 0 0 D SPDR GOLD TRUST US ETF'S - US TR 78463V107 106208 727450 SH SOLE 01 727450 0 0 D TESLA MOTORS INC COMMON STOCK 88160R101 30240 1038113 SH SOLE 01 1038113 0 0 D TRAVELZOO INC COM STK COMMON STOCK 89421Q106 34062 526952 SH SOLE 01 526952 0 0 D VALEANT PHARMACEUTIC ALS INTER COMMON STOCK 91911K102 231072 4447112 SH SOLE 01 4447112 0 0 D VALIDUS HOLDINGS LTD COMMON STOCK G9319H102 133614 4317084 SH SOLE 01 4317084 0 0 D VANCEINFO TECHNOLOGI ES ADR ADRS STOCKS 921564100 11229 485880 SH SOLE 01 485880 0 0 D WELLS FARGO COMPANY COMMON STOCK 949746101 46807 1668112 SH SOLE 01 1668112 0 0 S REPORT SUMMARY 41 DATA RECORDS 2714236 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED