0001214822-12-000001.txt : 20120515 0001214822-12-000001.hdr.sgml : 20120515 20120515152508 ACCESSION NUMBER: 0001214822-12-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-10346 FILM NUMBER: 12844026 BUSINESS ADDRESS: STREET 1: 450 PARK AVENUE STREET 2: 20TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2124154600 MAIL ADDRESS: STREET 1: 450 PARK AVENUE STREET 2: 20TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: STEADFAST CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20030117 13F-HR 1 steadfastcapitalmgmt.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: March 30, 2012 Check here if Amendment [ ]; Amendment Number: This amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Steadfast Capital Management LP Address: 450 Park Avenue, 20th Floor New York, NY 10022 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 May 15, 2012 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: 62 Form 13F Information Table Value Total: 3413445 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 84176 415663 SH SOLE 01 415663 0 0 D AMERICAN INTERNATION AL GROUP COMMON STOCK 026874784 279429 9063541 SH SOLE 01 9063541 0 0 D AMERICAN INTERNATION AL GROUP OPTIONS - CALLS 99OCVTC91 7883 255700 SH CALL SOLE 01 255700 0 0 D AMERICAN INTERNATION AL GROUP OPTIONS - CALLS 99OCVTCB6 62178 2016800 SH CALL SOLE 01 2016800 0 0 D AMERICAN INTERNATION AL GROUP OPTIONS - CALLS 99OCVTCC4 43205 1401400 SH CALL SOLE 01 1401400 0 0 D APPLE INC COM STK COMMON STOCK 037833100 269713 449859 SH SOLE 01 449859 0 0 D ARCH CAPITAL GROUP L TD BERMU COMMON STOCK G0450A105 58222 1563420 SH SOLE 01 1563420 0 0 D BARRICK GOLD CORP COM OPTIONS - CALLS 99OCT0QH4 67085 1542900 SH CALL SOLE 01 1542900 0 0 D BARRICK GOLD CORP COM OPTIONS - CALLS 99OCZ5ZD5 25084 576900 SH CALL SOLE 01 576900 0 0 D CHINA LODGING GROUP LTD-SPON A ADRS STOCKS 16949N109 24259 2075150 SH SOLE 01 2075150 0 0 D COGENT COMMUNICATION S GROUP I COMMON STOCK 19239V302 21288 1115739 SH SOLE 01 1115739 0 0 D CORINTHIAN COLLEGES INC COM ST COMMON STOCK 218868107 9796 2366184 SH SOLE 01 2366184 0 0 D CROWN CASTLE INTERNA TIONAL CO COMMON STOCK 228227104 164785 3089329 SH SOLE 01 3089329 0 0 D CVR ENERGY INC COM STK COMMON STOCK 12662P108 68183 2548889 SH SOLE 01 2548889 0 0 D EBAY INC COM STK COMMON STOCK 278642103 127357 3451402 SH SOLE 01 3451402 0 0 D EBAY INC COM STK OPTIONS - CALLS 99ODL24T4 17823 483000 SH CALL SOLE 01 483000 0 0 D EBAY INC COM STK OPTIONS - CALLS 99ODNSQP9 23096 625900 SH CALL SOLE 01 625900 0 0 D EBAY INC COM STK OPTIONS - CALLS 99OFMDCG3 14900 403800 SH CALL SOLE 01 403800 0 0 D EL PASO CORP COM COMMON STOCK 28336L109 40764 1379487 SH SOLE 01 1379487 0 0 D ENSCO INTL INC ADR ADRS STOCKS 29358Q109 152781 2886468 SH SOLE 01 2886468 0 0 D GOLDCORP INC NEW CAD NPV CL A OPTIONS - CALLS 99APH6DZ4 29879 663100 SH CALL SOLE 01 663100 0 0 D GOLDCORP INC NEW CAD NPV CL A OPTIONS - CALLS 99OCXLPS0 27059 600500 SH CALL SOLE 01 600500 0 0 D GOOGLE INC CL A COM STK COMMON STOCK 38259P508 101426 158171 SH SOLE 01 158171 0 0 D GRAFTECH INTERNATION AL LTD COMMON STOCK 384313102 81572 6831814 SH SOLE 01 6831814 0 0 D ITT EDL SVCS INC COM STK COMMON STOCK 45068B109 5425 82020 SH SOLE 01 82020 0 0 D KINROSS GOLD CORP NEW OPTIONS - CALLS 99OCVW7Z2 4810 491300 SH CALL SOLE 01 491300 0 0 D KINROSS GOLD CORP NEW OPTIONS - CALLS 99OCVW808 10598 1082500 SH CALL SOLE 01 1082500 0 0 D KINROSS GOLD CORP NEW OPTIONS - CALLS 99OCVW816 5891 601700 SH CALL SOLE 01 601700 0 0 D KRAFT FOODS INC COMMON STOCK 50075N104 83308 2191745 SH SOLE 01 2191745 0 0 D LINKEDIN CORP CLASS A COMMON S COMMON STOCK 53578A108 45460 445731 SH SOLE 01 445731 0 0 D LIONS GATE ENTERTAIN MENT CORP COMMON STOCK 535919203 11296 811462 SH SOLE 01 811462 0 0 D LIONS GATE ENTERTAIN MENT CORP OPTIONS - CALLS 99OFJZHB4 1782 128000 SH CALL SOLE 01 128000 0 0 D LIONS GATE ENTERTAIN MENT CORP OPTIONS - CALLS 99OFJZHC2 2670 191800 SH CALL SOLE 01 191800 0 0 D LIONS GATE ENTERTAIN MENT CORP OPTIONS - CALLS 99OFJZHD0 1040 74700 SH CALL SOLE 01 74700 0 0 D LONE PINE RES INC COM STK COMMON STOCK 54222A106 9400 1446230 SH SOLE 01 1446230 0 0 D MARATHON PETROLEUM CORP COM ST COMMON STOCK 56585A102 122250 2819418 SH SOLE 01 2819418 0 0 D NETFLIX INC COM STK COMMON STOCK 64110L106 123626 1074631 SH SOLE 01 1074631 0 0 D NETFLIX INC COM STK OPTIONS - CALLS 99OCXW178 15876 138000 SH CALL SOLE 01 138000 0 0 D NETFLIX INC COM STK OPTIONS - CALLS 99OCXW186 23629 205400 SH CALL SOLE 01 205400 0 0 D NETFLIX INC COM STK OPTIONS - CALLS 99OCXW194 19660 170900 SH CALL SOLE 01 170900 0 0 D NETFLIX INC COM STK OPTIONS - CALLS 99OCXW1B9 19637 170700 SH CALL SOLE 01 170700 0 0 D NETFLIX INC COM STK OPTIONS - CALLS 99OCXW1C7 25228 219300 SH CALL SOLE 01 219300 0 0 D NETFLIX INC COM STK OPTIONS - CALLS 99OCXW1D5 25700 223400 SH CALL SOLE 01 223400 0 0 D NEWMONT MINING CORP COM STK OPTIONS - CALLS 99OCXW0M6 32746 638700 SH CALL SOLE 01 638700 0 0 D NEWMONT MINING CORP COM STK OPTIONS - CALLS 99OCXW0N4 66026 1287800 SH CALL SOLE 01 1287800 0 0 D NOBLE CORPORATION COM STK COMMON STOCK H5833N103 50913 1358767 SH SOLE 01 1358767 0 0 D OPENTABLE INC COMMON STOCK 68372A104 52508 1297454 SH SOLE 01 1297454 0 0 D PANDORA MEDIA INC COMMON STOCK 698354107 24740 2423074 SH SOLE 01 2423074 0 0 D PHILIP MORRIS INTL COMMON STOCK 718172109 154786 1746827 SH SOLE 01 1746827 0 0 D PITNEY BOWES INC COM STK OPTIONS - PUTS 99OF5H7P9 34546 1965100 SH PUT SOLE 01 1965100 0 0 D PITNEY BOWES INC COM STK OPTIONS - PUTS 99OF5H7Q7 19312 1098500 SH PUT SOLE 01 1098500 0 0 D PITNEY BOWES INC COM STK OPTIONS - PUTS 99OFP91C0 16647 946900 SH PUT SOLE 01 946900 0 0 D PRIMERICA INC COM STK COMMON STOCK 74164M108 53060 2104729 SH SOLE 01 2104729 0 0 D QUALCOMM INC COM STK COMMON STOCK 747525103 81111 1191763 SH SOLE 01 1191763 0 0 D RANGE RES CORP COM STK COMMON STOCK 75281A109 48347 831566 SH SOLE 01 831566 0 0 D RENAISSANCERE HOLDIN GS LTD CO COMMON STOCK G7496G103 63824 842777 SH SOLE 01 842777 0 0 D SHAW GROUP INC COM STK COMMON STOCK 820280105 74401 2346280 SH SOLE 01 2346280 0 0 D SOUTHWESTERN ENERGY COMPANY (D COMMON STOCK 845467109 83702 2735351 SH SOLE 01 2735351 0 0 D VALEANT PHARMACEUTIC ALS INTER COMMON STOCK 91911K102 155305 2892628 SH SOLE 01 2892628 0 0 D VALIDUS HOLDINGS LTD COMMON STOCK G9319H102 28813 930945 SH SOLE 01 930945 0 0 D YAMANA GOLD INC OPTIONS - CALLS 99OCT15S1 3535 226300 SH CALL SOLE 01 226300 0 0 D YAMANA GOLD INC OPTIONS - CALLS 99ODKKQC8 9894 633400 SH CALL SOLE 01 633400 0 0 S REPORT SUMMARY 62 DATA RECORDS 3413445 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED