# EDGAR Filing Document

**Accession Number:** 0001214822
**File Stem:** 0001214822-26-000002
**Filing Date:** 2026-2
**Character Count:** 17853
**Document Hash:** 43f28b3f7864368c2d7dc33963e17684
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214822-26-000002.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001214822-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STEADFAST CAPITAL MANAGEMENT LP
- **CENTRAL INDEX KEY:** 0001214822

**ORGANIZATION NAME:**
- **EIN:** 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:** 26639583

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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<br>**Address:** 450 PARK AVENUE<br>20TH FLOOR<br>NEW YORK, NY 10022

**Form 13F File Number:** 028-10346

**CRD Number (if applicable):** 000157124

**SEC File Number (if applicable):** 801-73425

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:** Sheena Koshy<br>**Title:** COO<br>**Phone:** 2124154600

**Signature, Place, and Date of Signing:**

Sheena Koshy  New York, NY  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 133

**Form 13F Information Table Value Total:** $5823753465

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| A PARADISE ACQUISITION CORP | UNIT 07/29/2030 | G04819127 |  | 3081000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| AA MISSION ACQUISITION CORP | UNIT 07/23/2032 | G1000S117 |  | 2521250 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 61545686 | 452309 | SH |  | SOLE |  | 452309 | 0 | 0 |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 |  | 21337990 | 106754 | SH |  | SOLE |  | 106754 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 301537627 | 963379 | SH |  | SOLE |  | 963379 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 111578388 | 483400 | SH | Call | SOLE |  | 483400 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 372435687 | 1613533 | SH |  | SOLE |  | 1613533 | 0 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 58396858 | 682605 | SH |  | SOLE |  | 682605 | 0 | 0 |
| APEX TREAS CORP | UNIT 10/07/2030 | G04104116 |  | 3015000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 163891891 | 243228 | SH |  | SOLE |  | 243228 | 0 | 0 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 |  | 27116292 | 595047 | SH |  | SOLE |  | 595047 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1559257 | 11900 | SH |  | SOLE |  | 11900 | 0 | 0 |
| ARMADA ACQUISITION CORP II | *W EXP 05/21/203 | G0R38G112 |  | 35600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| ARMADA ACQUISITION CORP II | COM CL A | G0R38G104 |  | 819200 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| AXIOM INTELLIGENCE AC CORP 1 | UNIT 06/10/2030 | G0750N120 |  | 1536000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 12148782 | 62600 | SH |  | SOLE |  | 62600 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754800 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 |  | 9409600 | 160000 | SH |  | SOLE |  | 160000 | 0 | 0 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 |  | 9984240 | 168000 | SH |  | SOLE |  | 168000 | 0 | 0 |
| BITCOIN INFRASTRUCTURE ACQUI | UNIT 11/06/2030 | G1143H127 |  | 996000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 10356480 | 192000 | SH |  | SOLE |  | 192000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 60515585 | 174850 | SH |  | SOLE |  | 174850 | 0 | 0 |
| BTC DEV CORP | UNIT 09/11/2030 | G0701G125 |  | 5323500 | 525000 | SH |  | SOLE |  | 525000 | 0 | 0 |
| C1 FD INC | COMMON STOCK | 12673Q103 |  | 1592500 | 325000 | SH |  | SOLE |  | 325000 | 0 | 0 |
| CAL REDWOOD ACQUISITION CORP | UNIT 05/15/2030 | G17564124 |  | 1050000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| CANTOR EQUITY PARTNERS III I | SHS CL A | G1828A108 |  | 1275000 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| CANTOR EQUITY PARTNERS IV IN | SHS CL A | G1828E100 |  | 4112000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| CANTOR EQUITY PARTNERS V INC | SHS CL A S | G1828S109 |  | 2050000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 38098992 | 157200 | SH |  | SOLE |  | 157200 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 37120035 | 87958 | SH |  | SOLE |  | 87958 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 186923963 | 5051999 | SH |  | SOLE |  | 5051999 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 |  | 72078734 | 308200 | SH |  | SOLE |  | 308200 | 0 | 0 |
| CINEMARK HLDGS INC | COM | 17243V102 |  | 9309944 | 400600 | SH |  | SOLE |  | 400600 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 149324735 | 1938527 | SH |  | SOLE |  | 1938527 | 0 | 0 |
| CLEANCORE SOLUTIONS INC | CLASS B COM SHS | 184492106 |  | 780000 | 3000000 | SH |  | SOLE |  | 3000000 | 0 | 0 |
| COHEN CIRCLE ACQUISIT CORP I | UNIT 07/01/2030 | G2254C105 |  | 2607500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 |  | 5016009 | 276669 | SH |  | SOLE |  | 276669 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 93738083 | 108702 | SH |  | SOLE |  | 108702 | 0 | 0 |
| CSLM DIGITA ASSET ACQ CORP I | UNIT 08/12/2030 | G2584S135 |  | 3542000 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 17935360 | 226000 | SH |  | SOLE |  | 226000 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 78656912 | 343600 | SH |  | SOLE |  | 343600 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 9861648 | 65600 | SH |  | SOLE |  | 65600 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 76188952 | 384851 | SH |  | SOLE |  | 384851 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 26259780 | 134500 | SH |  | SOLE |  | 134500 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 18573940 | 539000 | SH |  | SOLE |  | 539000 | 0 | 0 |
| DRUGS MADE IN AMER ACQ II CO | UNIT 09/16/2030 | G2851K120 |  | 3004500 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| DYNAMIX CORP III | UNIT 10/09/2030 | G2949T125 |  | 2512500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| ECHOSTAR CORP | CL A | 278768106 |  | 14826680 | 136400 | SH |  | SOLE |  | 136400 | 0 | 0 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 |  | 10708516 | 473200 | SH |  | SOLE |  | 473200 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 35464440 | 33000 | SH |  | SOLE |  | 33000 | 0 | 0 |
| EMPERY DIGITAL INC | COM NEW | 92864V608 |  | 4634845 | 1015300 | SH |  | SOLE |  | 1015300 | 0 | 0 |
| ENTEGRIS INC | COM | 29362U104 |  | 27903600 | 331200 | SH |  | SOLE |  | 331200 | 0 | 0 |
| ETHZILLA CORPORATION | COM SHS | 68236V401 |  | 1364640 | 278498 | SH |  | SOLE |  | 278498 | 0 | 0 |
| EVOLUTION GLOBAL ACQUISITION | UNIT 10/22/2030 | G3226F127 |  | 1002990 | 99800 | SH |  | SOLE |  | 99800 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 32523092 | 294700 | SH |  | SOLE |  | 294700 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 55823686 | 197041 | SH |  | SOLE |  | 197041 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 4970580 | 74000 | SH |  | SOLE |  | 74000 | 0 | 0 |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | 649445400 |  | 24063267 | 1911300 | SH |  | SOLE |  | 1911300 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 163028774 | 2677431 | SH |  | SOLE |  | 2677431 | 0 | 0 |
| FLUTTER ENTMT PLC | SHS | G3643J108 |  | 73653780 | 342512 | SH |  | SOLE |  | 342512 | 0 | 0 |
| FORWARD INDS INC N Y | COM NEW | 349862409 |  | 4930736 | 745951 | SH |  | SOLE |  | 745951 | 0 | 0 |
| FUTURECREST ACQUISITION CORP | UNIT 99/99/9999 | G3730U123 |  | 7168000 | 700000 | SH |  | SOLE |  | 700000 | 0 | 0 |
| GALATA ACQUISITION CORP II | UNIT 09/12/2030 | G3R25N124 |  | 2010000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| GAP INC | COM | 364760108 |  | 145144653 | 5669713 | SH |  | SOLE |  | 5669713 | 0 | 0 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 2861320 | 22000 | SH |  | SOLE |  | 22000 | 0 | 0 |
| GRAFTECH INTL LTD | COM NEW | 384313607 |  | 2887093 | 186144 | SH |  | SOLE |  | 186144 | 0 | 0 |
| HAEMONETICS CORP MASS | COM | 405024100 |  | 7357770 | 91800 | SH |  | SOLE |  | 91800 | 0 | 0 |
| HALL CHADWICK ACQUISITION CO | UNIT 11/20/2030 | G42386121 |  | 1002000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| HALLIBURTON CO | COM | 406216101 |  | 10184904 | 360400 | SH |  | SOLE |  | 360400 | 0 | 0 |
| HCM III ACQUISITION CORP | UNIT 07/23/2030 | G4365E129 |  | 1028500 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 103857642 | 2842300 | SH |  | SOLE |  | 2842300 | 0 | 0 |
| HIGHVIEW MERGER CORP | UNIT 07/24/2030 | G4569C127 |  | 1519500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 149123649 | 433373 | SH |  | SOLE |  | 433373 | 0 | 0 |
| HUNT J B TRANS SVCS INC | COM | 445658107 |  | 13409460 | 69000 | SH |  | SOLE |  | 69000 | 0 | 0 |
| INSIGHT DIGITAL PARTNERS II | *W EXP 10/28/203 | G4814G113 |  | 24750 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| INSIGHT DIGITAL PARTNERS II | CL A ORD | G4814G105 |  | 1486500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| INVEST GREEN ACQUISITION COR | UNIT 11/04/2030 | G4924G128 |  | 1003000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 |  | 7275040 | 41000 | SH |  | SOLE |  | 41000 | 0 | 0 |
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 |  | 4195429 | 562390 | SH |  | SOLE |  | 562390 | 0 | 0 |
| LIGHTWAVE ACQUISITION CORP | UNIT 06/06/2030 | G5490M118 |  | 765000 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 20092500 | 141000 | SH |  | SOLE |  | 141000 | 0 | 0 |
| M3-BRIGADE ACQUISITION VI CO | UNIT 08/18/2030 | G63221124 |  | 4050000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 15635829 | 26850 | SH |  | SOLE |  | 26850 | 0 | 0 |
| MAGNA INTL INC | COM | 559222401 |  | 8845242 | 165952 | SH |  | SOLE |  | 165952 | 0 | 0 |
| MATSON INC | COM | 57686G105 |  | 7808360 | 63200 | SH |  | SOLE |  | 63200 | 0 | 0 |
| MCKINLEY ACQUISITION CORP | UNIT 07/25/2030 | G6005T127 |  | 2525000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 16536346 | 157100 | SH |  | SOLE |  | 157100 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 76951312 | 116577 | SH |  | SOLE |  | 116577 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4110770 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| MOHAWK INDS INC | COM | 608190104 |  | 113704899 | 1040301 | SH |  | SOLE |  | 1040301 | 0 | 0 |
| NOBLE CORP PLC | ORD SHS A | G65431127 |  | 4521224 | 160100 | SH |  | SOLE |  | 160100 | 0 | 0 |
| NOV INC | COM | 62955J103 |  | 5010978 | 320600 | SH |  | SOLE |  | 320600 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 147518330 | 790983 | SH |  | SOLE |  | 790983 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 155450009 | 1728759 | SH |  | SOLE |  | 1728759 | 0 | 0 |
| PLANET FITNESS INC | CL A | 72703H101 |  | 204898962 | 1888992 | SH |  | SOLE |  | 1888992 | 0 | 0 |
| PROCAP FINL INC | *W EXP 12/05/203 | 74277P113 |  | 43750 | 62500 | SH |  | SOLE |  | 62500 | 0 | 0 |
| PROCAP FINL INC | COM SHS | 74277P105 |  | 14840120 | 4204000 | SH |  | SOLE |  | 4204000 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 153325405 | 1201045 | SH |  | SOLE |  | 1201045 | 0 | 0 |
| PYROPHYTE ACQUISITION CORP. | UNIT 99/99/9999 | G7309T128 |  | 2332688 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| RANGE CAP ACQUISITION CORP I | UNIT 09/29/2030 | G7375J129 |  | 1530000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 27169824 | 35200 | SH |  | SOLE |  | 35200 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 7422858 | 45300 | SH |  | SOLE |  | 45300 | 0 | 0 |
| RICE ACQUISITION CORP 3 | UNIT 99/99/9999 | G7553X122 |  | 262500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 12374497 | 109412 | SH |  | SOLE |  | 109412 | 0 | 0 |
| ROCKET LAB CORP | COM | 773121108 |  | 7848000 | 112500 | SH |  | SOLE |  | 112500 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 36587204 | 286801 | SH |  | SOLE |  | 286801 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 173148346 | 1075656 | SH |  | SOLE |  | 1075656 | 0 | 0 |
| SLB LIMITED | COM STK | 806857108 |  | 12757512 | 332400 | SH |  | SOLE |  | 332400 | 0 | 0 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 |  | 101532224 | 1067861 | SH |  | SOLE |  | 1067861 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 202032493 | 347906 | SH |  | SOLE |  | 347906 | 0 | 0 |
| SPRING VY ACQUISITION CORP I | UNIT 09/04/2030 | G8377R127 |  | 3090000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| STANDARDAERO INC | COM | 85423L103 |  | 94954719 | 3310834 | SH |  | SOLE |  | 3310834 | 0 | 0 |
| TAILWIND 2.0 ACQUISITION COR | UNIT 11/07/2030 | G8662J103 |  | 1509000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 94180677 | 309917 | SH |  | SOLE |  | 309917 | 0 | 0 |
| TALON CAP CORP | UNIT 08/27/2030 | G86652115 |  | 2315250 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 14839138 | 475461 | SH |  | SOLE |  | 475461 | 0 | 0 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 217052968 | 1307548 | SH |  | SOLE |  | 1307548 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 53877840 | 92981 | SH |  | SOLE |  | 92981 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 137840244 | 897339 | SH |  | SOLE |  | 897339 | 0 | 0 |
| TRAILBLAZER ACQUISITION CORP | UNIT 08/21/2030 | G9009S129 |  | 7175000 | 700000 | SH |  | SOLE |  | 700000 | 0 | 0 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 |  | 4807320 | 1164000 | SH |  | SOLE |  | 1164000 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 90292737 | 1105039 | SH |  | SOLE |  | 1105039 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 53466460 | 1210470 | SH |  | SOLE |  | 1210470 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 |  | 72676268 | 964900 | SH |  | SOLE |  | 964900 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 7957729 | 639175 | SH |  | SOLE |  | 639175 | 0 | 0 |
| VIKING ACQUISITION CORP I | *W EXP 11/03/203 | G9582G112 |  | 32500 | 83333 | SH |  | SOLE |  | 83333 | 0 | 0 |
| VIKING ACQUISITION CORP I | ORD CL A | G9582G104 |  | 2475000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 25531688 | 72800 | SH |  | SOLE |  | 72800 | 0 | 0 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 |  | 21076313 | 1053289 | SH |  | SOLE |  | 1053289 | 0 | 0 |
| WESCO INTL INC | COM | 95082P105 |  | 16659984 | 68100 | SH |  | SOLE |  | 68100 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 118284612 | 429907 | SH |  | SOLE |  | 429907 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 |  | 226816630 | 951053 | SH |  | SOLE |  | 951053 | 0 | 0 |
| XPO INC | COM | 983793100 |  | 17260570 | 127000 | SH |  | SOLE |  | 127000 | 0 | 0 |

---