STEADFAST CAPITAL MANAGEMENT LP [Rocket]

Holdings

STEADFAST CAPITAL MANAGEMENT LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Activision Blizzard, Inc.	ATVI	STOCK	3,328,384	-427,616	280,582,771,000	-40,893,269,000	7.47	0.42	Hist	06/30/2023
DECKERS OUTDOOR CORP	DECK	Common	414,801	-141,265	218,873,896,000	-31,105,574,000	5.83	1.59	Hist	06/30/2023
Bath & Body Works, Inc.	BBWI	COM	4,795,529	0	179,832,338,000	4,411,887,000	4.79	2.09	Hist	06/30/2023
lululemon athletica inc.	LULU	Common	351,101	34,000	132,891,729,000	17,406,716,000	3.54	0.29	Hist	06/30/2023
Uber Technologies, Inc	UBER	Common Stock	3,075,000	-765,000	132,747,750,000	11,019,750,000	3.53		Hist	06/30/2023
Fidelity National Information Services, Inc.	FIS	Common	2,412,049	-42,935	131,939,080,000	-1,440,201,000	3.51	0.41	Hist	06/30/2023
T-Mobile US, Inc.	TMUS	COM	941,328	113,500	130,750,459,000	10,847,851,000	3.48	0.08	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	434,201	-166,200	124,607,003,000	-2,641,985,000	3.32		Hist	06/30/2023
LAS VEGAS SANDS CORP	LVS	Common	2,095,000	155,000	121,510,000,000	10,057,000,000	3.23		Hist	06/30/2023
Constellation Energy Corp	CEG	Common	1,279,514	-707,384	117,139,507,000	-38,831,986,000	3.12		Hist	06/30/2023
ADOBE INC.	ADBE	Common	238,900	38,400	116,819,711,000	39,553,026,000	3.11	0.05	Hist	06/30/2023
CHARTER COMMUNICATIONS, INC. /MO/	CHTR	COM	313,500	77,473	115,170,495,000	30,764,880,000	3.07		Hist	06/30/2023
BOSTON SCIENTIFIC CORP	BSX	Common	2,084,954	451,029	112,775,162,000	31,029,894,000	3.00	0.15	Hist	06/30/2023
Elevance Health, Inc.	ANTM	COM	253,300	253,300	112,538,657,000	112,538,657,000	3.00		Hist	06/30/2023
Burlington Stores, Inc.	BURL	COM	691,982	309,543	108,911,047,000	31,620,125,000	2.90	1.07	Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	302,624	-49,862	103,055,577,000	1,433,863,000	2.74	0.00	Hist	06/30/2023
HDFC BANK LTD	HDB	SPONSORED ADS	1,448,000	699,000	100,925,600,000	50,989,770,000	2.69		Hist	06/30/2023
SCHLUMBERGER LIMITED/NV	SLB	Common	1,925,000	1,270,000	94,556,000,000	62,395,500,000	2.52	0.14	Hist	06/30/2023
RH	RH	Common Stock	279,401	10,400	92,087,776,000	26,572,582,000	2.45	1.27	Hist	06/30/2023
Texas Roadhouse, Inc.	TXRH	CL A	747,612	322,612	83,941,875,000	38,016,375,000	2.23	1.12	Hist	06/30/2023
IQVIA HOLDINGS INC.	IQV	COM	364,300	364,300	81,883,711,000	81,883,711,000	2.18		Hist	06/30/2023
ROSS STORES, INC.	ROST	Common	673,885	63,000	75,562,725,000	10,729,500,000	2.01	0.20	Hist	06/30/2023
JD.com, Inc.	JD	Common	2,162,017	192,000	73,789,640,000	-12,674,406,000	1.96		Hist	06/30/2023
Vistra Corp.	VST	Common	2,570,000	2,570,000	67,462,500,000	67,462,500,000	1.80	0.69	Hist	06/30/2023
Workday, Inc.	WDAY	Common	294,196	24,000	66,455,934,000	10,649,652,000	1.77		Hist	06/30/2023
AMERICAN INTERNATIONAL GROUP, INC.	AIG	COM	1,103,000	-39,000	63,466,620,000	5,955,500,000	1.69	0.15	Hist	06/30/2023
DOMINOS PIZZA INC	DPZ	Common	181,216	-20,002	61,067,980,000	-5,307,802,000	1.63	0.51	Hist	06/30/2023
Floor & Decor Holdings, Inc.	FND	COM	544,021	466,019	56,556,423,000	48,895,067,000	1.51		Hist	06/30/2023
GLOBAL PAYMENTS INC	GPN	Common	560,354	210,000	55,206,076,000	18,334,821,000	1.47		Hist	06/30/2023
WILLIAMS SONOMA INC	WSM	Common	426,862	10,000	53,417,511,000	2,702,080,000	1.42	0.66	Hist	06/30/2023
NEW YORK COMMUNITY BANCORP INC	NYB	Common	4,258,500	3,079,000	47,865,540,000	37,202,860,000	1.27	0.59	Hist	06/30/2023
ICON PLC	ICLR	Common	188,529	-211,353	47,169,956,000	-38,240,840,000	1.26	0.23	Hist	06/30/2023
ENTEGRIS INC	ENTG	Common	404,001	33,000	44,771,391,000	14,345,599,000	1.19	0.27	Hist	06/30/2023
DuPont de Nemours, Inc.	DD	Common Stock	615,000	615,000	43,935,600,000	43,935,600,000	1.17	0.13	Hist	06/30/2023
Knight-Swift Transportation Holdings Inc.	KNX	Common	699,693	699,693	38,874,943,000	38,874,943,000	1.03		Hist	06/30/2023
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