$3.83 Billion is the total value of STEADFAST CAPITAL MANAGEMENT LP's 48 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | FACEBOOK INCcl a | $182,723,000 | – | 3,637,726 | +100.0% | 4.77% | – |
| ZNGA | New | ZYNGA INCcl a | $102,376,000 | – | 27,887,811 | +100.0% | 2.67% | – |
| T | New | AT&T INCput | $91,889,000 | – | 2,717,000 | +100.0% | 2.40% | – |
| NEE | New | NEXTERA ENERGY INC | $90,948,000 | – | 1,134,583 | +100.0% | 2.37% | – |
| CF | New | CF INDS HLDGS INC | $78,589,000 | – | 372,759 | +100.0% | 2.05% | – |
| EVTC | New | EVERTEC INC | $65,490,000 | – | 2,948,694 | +100.0% | 1.71% | – |
| BAC | New | BANK OF AMERICA CORPORATION | $62,505,000 | – | 4,529,350 | +100.0% | 1.63% | – |
| EQT | New | EQT CORP | $56,007,000 | – | 631,276 | +100.0% | 1.46% | – |
| LUMN | New | CENTURYLINK INCput | $50,858,000 | – | 1,620,700 | +100.0% | 1.33% | – |
| NYLD | New | NRG YIELD INC | $47,365,000 | – | 1,563,710 | +100.0% | 1.24% | – |
| COF | New | CAPITAL ONE FINL CORP | $43,579,000 | – | 633,975 | +100.0% | 1.14% | – |
| TRIP | New | TRIPADVISOR INC | $33,989,000 | – | 448,170 | +100.0% | 0.89% | – |
| SPNV | New | SUPERIOR ENERGY SVCS INC | $31,535,000 | – | 1,259,370 | +100.0% | 0.82% | – |
| KORS | New | MICHAEL KORS HLDGS LTD | $11,935,000 | – | 160,163 | +100.0% | 0.31% | – |
| NYT | New | NEW YORK TIMES COcl a | $1,491,000 | – | 118,602 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 37 | Q3 2023 | 3.2% |
| FLEETCOR TECHNOLOGIES INC | 36 | Q3 2023 | 6.6% |
| MASTERCARD INCORPORATED | 35 | Q3 2022 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 35 | Q3 2023 | 0.0% |
| CHENIERE ENERGY INC | 34 | Q4 2022 | 10.3% |
| MICROSOFT CORP | 33 | Q3 2023 | 8.6% |
| WIX COM LTD | 30 | Q1 2022 | 5.5% |
| META PLATFORMS INC | 30 | Q3 2023 | 5.2% |
| MARATHON PETE CORP | 25 | Q2 2022 | 5.5% |
| BK OF AMERICA CORP | 23 | Q4 2020 | 5.9% |
View STEADFAST CAPITAL MANAGEMENT LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| MariaDB plc | February 14, 2023 | 825,535 | 1.2% |
| Angel Pond Holdings Corp | February 14, 2022 | 2,476,610 | 9.3% |
| Angel Pond Holdings Corp | June 01, 2021 | 2,475,000 | 9.9% |
| Pivotal Software, Inc.Sold out | February 14, 2020 | 0 | 0.0% |
| Stitch Fix, Inc. | February 14, 2020 | 2,268,804 | 4.1% |
| trivago N.V.Sold out | February 14, 2019 | 0 | 0.0% |
| Wix.com Ltd. | February 14, 2019 | 2,233,351 | 4.6% |
| GrubHub Inc.Sold out | February 15, 2017 | 0 | 0.0% |
| NextEra Energy Partners, LPSold out | February 14, 2017 | 0 | 0.0% |
| Wayfair Inc.Sold out | February 14, 2017 | 0 | 0.0% |
View STEADFAST CAPITAL MANAGEMENT LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| SC 13G | 2024-04-01 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View STEADFAST CAPITAL MANAGEMENT LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.