# EDGAR Filing Document

**Accession Number:** 0001214822
**File Stem:** 0001214822-25-000011
**Filing Date:** 2025-11
**Character Count:** 15110
**Document Hash:** d220ad58fbbaffa1d34fdea55eb99623
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214822-25-000011.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001214822-25-000011

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**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:** 251485342

**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:** 09-30-2025

**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

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 Koshey  New York, NY  11-14-2025<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:** 109

**Form 13F Information Table Value Total:** $5726475414

      (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 |  | 2994000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 7552200 | 123000 | SH |  | SOLE |  | 123000 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 50314355 | 392009 | SH |  | SOLE |  | 392009 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 9316092 | 114900 | SH |  | SOLE |  | 114900 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 18141095 | 101500 | SH |  | SOLE |  | 101500 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 380697760 | 1566013 | SH |  | SOLE |  | 1566013 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 24767496 | 112800 | SH | Call | SOLE |  | 112800 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 310204105 | 1412780 | SH |  | SOLE |  | 1412780 | 0 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 93754612 | 1193718 | SH |  | SOLE |  | 1193718 | 0 | 0 |
| APA CORPORATION | COM | 03743Q108 |  | 10197600 | 420000 | SH |  | SOLE |  | 420000 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 79245621 | 110287 | SH |  | SOLE |  | 110287 | 0 | 0 |
| APTIV PLC | COM SHS | G3265R107 |  | 7932240 | 92000 | SH |  | SOLE |  | 92000 | 0 | 0 |
| ARMADA ACQUISITION CORP II | *W EXP 05/21/203 | G0R38G112 |  | 37996 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| ARMADA ACQUISITION CORP II | COM CL A | G0R38G104 |  | 834720 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 19663588 | 557200 | SH |  | SOLE |  | 557200 | 0 | 0 |
| AXIOM INTELLIGENCE AC CORP 1 | UNIT 06/10/2030 | G0750N120 |  | 1515000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| BAIDU INC | SPON ADR REP A | 056752108 |  | 59966419 | 455084 | SH |  | SOLE |  | 455084 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754200 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 35543718 | 70700 | SH |  | SOLE |  | 70700 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 24264881 | 73550 | SH |  | SOLE |  | 73550 | 0 | 0 |
| BTC DEV CORP | UNIT 09/11/2030 | G0701G125 |  | 5302500 | 525000 | SH |  | SOLE |  | 525000 | 0 | 0 |
| BULLISH | ORD SHS | G16910120 |  | 9223450 | 145000 | SH |  | SOLE |  | 145000 | 0 | 0 |
| C1 FD INC | COMMON STOCK | 12673Q103 |  | 3255086 | 399397 | SH |  | SOLE |  | 399397 | 0 | 0 |
| CAL REDWOOD ACQUISITION CORP | UNIT 05/15/2030 | G17564124 |  | 1017000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| CANTOR EQUITY PARTNERS III I | SHS CL A | G1828A108 |  | 1290000 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| CANTOR EQUITY PARTNERS IV IN | SHS CL A | G1828E100 |  | 4074000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 22002030 | 103500 | SH |  | SOLE |  | 103500 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 45906713 | 121691 | SH |  | SOLE |  | 121691 | 0 | 0 |
| CHARLES RIV LABS INTL INC | COM | 159864107 |  | 11249474 | 71900 | SH |  | SOLE |  | 71900 | 0 | 0 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 49143657 | 178636 | SH |  | SOLE |  | 178636 | 0 | 0 |
| CHEMOURS CO | COM | 163851108 |  | 7729920 | 488000 | SH |  | SOLE |  | 488000 | 0 | 0 |
| CINEMARK HLDGS INC | COM | 17243V102 |  | 65773868 | 2347390 | SH |  | SOLE |  | 2347390 | 0 | 0 |
| COHEN CIRCLE ACQUISIT CORP I | UNIT 07/01/2030 | G2254C105 |  | 2570000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| COLUMBUS CIRCLE CAP CORP. I | *W EXP 05/16/203 | G2296A117 |  | 75000 | 62500 | SH |  | SOLE |  | 62500 | 0 | 0 |
| COLUMBUS CIRCLE CAP CORP. I | SHS CL A | G2296A109 |  | 1265000 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 |  | 25211750 | 1628666 | SH |  | SOLE |  | 1628666 | 0 | 0 |
| CORPAY INC | COM SHS | 219948106 |  | 23361666 | 81100 | SH |  | SOLE |  | 81100 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 91017198 | 98330 | SH |  | SOLE |  | 98330 | 0 | 0 |
| CSLM DIGITA ASSET ACQ CORP I | UNIT 08/12/2030 | G2584S135 |  | 3535000 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 1730160 | 12150 | SH |  | SOLE |  | 12150 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 20874458 | 93936 | SH |  | SOLE |  | 93936 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 24205300 | 211400 | SH |  | SOLE |  | 211400 | 0 | 0 |
| DRUGS MADE IN AMER ACQ II CO | UNIT 09/16/2030 | G2851K120 |  | 2983500 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| EMPERY DIGITAL INC | COM NEW | 92864V608 |  | 15040000 | 2000000 | SH |  | SOLE |  | 2000000 | 0 | 0 |
| ETHZILLA CORPORATION | COM | 68236V302 |  | 17302002 | 7179254 | SH |  | SOLE |  | 7179254 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 2974720 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 |  | 8183250 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| FLAGSTAR FINANCIAL INC | COM NEW | 649445400 |  | 24194155 | 2094732 | SH |  | SOLE |  | 2094732 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 132844987 | 1802510 | SH |  | SOLE |  | 1802510 | 0 | 0 |
| FLUTTER ENTMT PLC | SHS | G3643J108 |  | 209845148 | 826162 | SH |  | SOLE |  | 826162 | 0 | 0 |
| FUTURECREST ACQUISITION CORP | UNIT 99/99/9999 | G3730U123 |  | 7420000 | 700000 | SH |  | SOLE |  | 700000 | 0 | 0 |
| GALATA ACQUISITION CORP II | UNIT 09/12/2030 | G3R25N124 |  | 1996000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| GAP INC | COM | 364760108 |  | 213367090 | 9975086 | SH |  | SOLE |  | 9975086 | 0 | 0 |
| GATX CORP | COM | 361448103 |  | 24489480 | 140100 | SH |  | SOLE |  | 140100 | 0 | 0 |
| GEMINI SPACE STA INC | CL A COM | 36866J105 |  | 4792000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 5445132 | 87150 | SH |  | SOLE |  | 87150 | 0 | 0 |
| HCM III ACQUISITION CORP | UNIT 07/23/2030 | G4365E129 |  | 1031000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 83432384 | 2442400 | SH |  | SOLE |  | 2442400 | 0 | 0 |
| HENRY SCHEIN INC | COM | 806407102 |  | 59563956 | 897453 | SH |  | SOLE |  | 897453 | 0 | 0 |
| HIGHVIEW MERGER CORP | UNIT 07/24/2030 | G4569C127 |  | 1518000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| HUMANA INC | COM | 444859102 |  | 168668211 | 648300 | SH | Call | SOLE |  | 648300 | 0 | 0 |
| INTELLIA THERAPEUTICS INC | COM | 45826J105 |  | 6310458 | 365400 | SH |  | SOLE |  | 365400 | 0 | 0 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 |  | 6828003 | 39700 | SH |  | SOLE |  | 39700 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 99539763 | 1476632 | SH |  | SOLE |  | 1476632 | 0 | 0 |
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 |  | 5113804 | 605901 | SH |  | SOLE |  | 605901 | 0 | 0 |
| LIGHTWAVE ACQUISITION CORP | UNIT 06/06/2030 | G5490M118 |  | 753750 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| M3-BRIGADE ACQUISITION VI CO | UNIT 08/18/2030 | G63221124 |  | 4048000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 13668068 | 29800 | SH |  | SOLE |  | 29800 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 13013040 | 354000 | SH |  | SOLE |  | 354000 | 0 | 0 |
| MCKINLEY ACQUISITION CORP | UNIT 07/25/2030 | G6005T127 |  | 2497500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 17809880 | 187000 | SH |  | SOLE |  | 187000 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 30658316 | 13119 | SH |  | SOLE |  | 13119 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 50759100 | 98000 | SH |  | SOLE |  | 98000 | 0 | 0 |
| MOHAWK INDS INC | COM | 608190104 |  | 120836845 | 937301 | SH |  | SOLE |  | 937301 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 137012578 | 114280 | SH |  | SOLE |  | 114280 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 182602674 | 978683 | SH |  | SOLE |  | 978683 | 0 | 0 |
| OLIN CORP | COM PAR $1 | 680665205 |  | 11095560 | 444000 | SH |  | SOLE |  | 444000 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 15298686 | 70200 | SH |  | SOLE |  | 70200 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 56298541 | 541124 | SH |  | SOLE |  | 541124 | 0 | 0 |
| PLANET FITNESS INC | CL A | 72703H101 |  | 196077370 | 1888992 | SH |  | SOLE |  | 1888992 | 0 | 0 |
| POLARIS INC | COM | 731068102 |  | 9829783 | 169100 | SH |  | SOLE |  | 169100 | 0 | 0 |
| POOL CORP | COM | 73278L105 |  | 156404889 | 504418 | SH |  | SOLE |  | 504418 | 0 | 0 |
| PYROPHYTE ACQUISITION CORP. | UNIT 99/99/9999 | G7309T128 |  | 2279250 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| QXO INC | COM NEW | 82846H405 |  | 10139920 | 532000 | SH |  | SOLE |  | 532000 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 47523064 | 206631 | SH |  | SOLE |  | 206631 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 25873342 | 180705 | SH |  | SOLE |  | 180705 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 140930430 | 948324 | SH |  | SOLE |  | 948324 | 0 | 0 |
| SMITH  NEPHEW PLC | SPDN ADR NEW | 83175M205 |  | 6227981 | 171617 | SH |  | SOLE |  | 171617 | 0 | 0 |
| SNAP ON INC | COM | 833034101 |  | 9841105 | 28399 | SH |  | SOLE |  | 28399 | 0 | 0 |
| SONOCO PRODS CO | COM | 835495102 |  | 8661090 | 201000 | SH |  | SOLE |  | 201000 | 0 | 0 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 |  | 78053594 | 1256497 | SH |  | SOLE |  | 1256497 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 107832624 | 154488 | SH |  | SOLE |  | 154488 | 0 | 0 |
| SPRING VY ACQUISITION CORP I | UNIT 09/04/2030 | G8377R127 |  | 3084000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| STANDARDAERO INC | COM | 85423L103 |  | 88379593 | 3238534 | SH |  | SOLE |  | 3238534 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 127751994 | 457417 | SH |  | SOLE |  | 457417 | 0 | 0 |
| TALON CAP CORP | UNIT 08/27/2030 | G86652115 |  | 2260980 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 16119600 | 798000 | SH |  | SOLE |  | 798000 | 0 | 0 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 211948915 | 1275648 | SH |  | SOLE |  | 1275648 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 42730262 | 88100 | SH |  | SOLE |  | 88100 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 296779068 | 2053266 | SH |  | SOLE |  | 2053266 | 0 | 0 |
| TRAILBLAZER ACQUISITION CORP | UNIT 08/21/2030 | G9009S129 |  | 7157500 | 700000 | SH |  | SOLE |  | 700000 | 0 | 0 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 |  | 7299583 | 2339610 | SH |  | SOLE |  | 2339610 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 73416414 | 876300 | SH |  | SOLE |  | 876300 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 155099050 | 1583128 | SH |  | SOLE |  | 1583128 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 |  | 60813294 | 793700 | SH |  | SOLE |  | 793700 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 130154474 | 1262900 | SH |  | SOLE |  | 1262900 | 0 | 0 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 |  | 24165527 | 958189 | SH |  | SOLE |  | 958189 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 123667084 | 471418 | SH |  | SOLE |  | 471418 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 |  | 239227125 | 950521 | SH |  | SOLE |  | 950521 | 0 | 0 |

---