0001213310-13-000004.txt : 20130515 0001213310-13-000004.hdr.sgml : 20130515 20130515160409 ACCESSION NUMBER: 0001213310-13-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 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: 13846928 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 31, 2013 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 13F 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 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] [City, State] [Date] Report Type (Check only one.) : [ X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of other Managers Reporting for this Manager : Form 13F File Number Name FORM 13F SUMMARY PAGE Report Summary : Number of Other Included Managers : 0 Form 13F Information Table Entry Total : 48 Form 13F Information Table Value Total : 3,788,174 (thousands) List of other Included Managers : NONE 0 Steadfast Capital Management FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ---------------------------- ---------------- --------- -------- --------- --- ---- ---------- ------- --------- --------- -------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE ---------------------------- ---------------- --------- -------- --------- --- ---- ---------- ------- --------- --------- -------- ADTRAN INC COM 00738A106 9262 471374 SH SOLE 471374 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 42146 509930 SH SOLE 509930 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 278452 7172909 SH SOLE 7172909 0 0 APPLE INC COM 037833100 80172 181114 SH SOLE 181114 0 0 ARCH CAP GROUP LTD ORD G0450A105 6643 126368 SH SOLE 126368 0 0 BLOCK H & R INC COM 093671105 86427 2937684 SH SOLE 2937684 0 0 BRIDGEPOINT ED INC COM 10807M105 12128 1185565 SH SOLE 1185565 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 293366 2815957 SH SOLE 2815957 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 69159 1471779 SH SOLE 1471779 0 0 CHENIERE ENERGY INC COM NEW 16411R208 64740 2312136 SH SOLE 2312136 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 227938 3670504 SH SOLE 3670504 0 0 CITIGROUP INC COM NEW 172967424 180784 4086446 SH SOLE 4086446 0 0 CORINTHIAN COLLEGES INC COM 218868107 4981 2366184 SH SOLE 2366184 0 0 DELEK US HLDGS INC COM 246647101 37750 956676 SH SOLE 956676 0 0 E M C CORP MASS COM 268648102 41379 1732052 SH SOLE 1732052 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 44506 4155551 SH SOLE 4155551 0 0 EXPEDIA INC DEL COM NEW 30212P303 90614 1509858 SH SOLE 1509858 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 134923 1759795 SH SOLE 1759795 0 0 FOSTER WHEELER AG COM H27178104 54502 2385209 SH SOLE 2385209 0 0 FRONTIER COMMUNICATIONS CORP COM 35906A108 319 79937 SH SOLE 79937 0 0 GOOGLE INC CL A 38259P508 150931 190044 SH SOLE 190044 0 0 HALLIBURTON CO COM 406216101 92342 2285129 SH SOLE 2285129 0 0 HESS CORP COM 42809H107 142657 1992143 SH SOLE 1992143 0 0 LINNCO LLC COMSHS LTD INT 535782106 23029 589742 SH SOLE 589742 0 0 MARATHON PETE CORP COM 56585A102 98803 1102713 SH SOLE 1102713 0 0 MASTERCARD INC CL A 57636Q104 68919 127362 SH SOLE 127362 0 0 MONDELEZ INTL INC CL A 609207105 70210 2293310 SH SOLE 2293310 0 0 NII HLDGS INC CL B NEW 62913F201 32174 7439113 SH SOLE 7439113 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 82266 803073 SH SOLE 803073 0 0 PANDORA MEDIA INC COM 698354107 60490 4271889 SH SOLE 4271889 0 0 PHILIP MORRIS INTL INC COM 718172109 127585 1376169 SH SOLE 1376169 0 0 PIONEER NAT RES CO COM 723787107 89925 723740 SH SOLE 723740 0 0 PITNEY BOWES INC COM 724479100 61406 4132300 SH P SOLE 4132300 0 0 PRICELINE COM INC COM NEW 741503403 141362 205420 SH SOLE 205420 0 0 PVH CORP COM 693656100 76167 713107 SH SOLE 713107 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 6599 71737 SH SOLE 71737 0 0 SOUTHWESTERN ENERGY CO COM 845467109 41314 1108807 SH SOLE 1108807 0 0 TESORO CORP COM 881609101 75111 1282849 SH SOLE 1282849 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 66377 884786 SH SOLE 884786 0 0 VALIDUS HOLDINGS LTD COM SHS G9319H102 31331 838388 SH SOLE 838388 0 0 VERINT SYS INC COM 92343X100 71832 1965299 SH SOLE 1965299 0 0 VERISIGN INC COM 92343E102 150836 3190937 SH SOLE 3190937 0 0 VISA INC COM CL A 92826C839 132758 781666 SH SOLE 781666 0 0 WINDSTREAM CORP COM 97381W104 7820 986152 SH SOLE 986152 0 0 WPX ENERGY INC COM 98212B103 40358 2519232 SH SOLE 2519232 0 0 YELP INC CL A 985817105 33769 1424244 SH SOLE 1424244 0 0 YY INC ADS REPCOM CLA 98426T106 11590 685777 SH SOLE 685777 0 0 ZOETIS INC CL A 98978V103 40022 1198257 SH SOLE 1198257 0 0