13F-HR 1 shum1q10.txt SHUMWAY CAPITAL PARTNERS LLC 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, 2010 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: Shumway Capital Partners LLC Address: 100 West Putnam Avenue Greenwich, CT 06830 13F File Number: 028-NEW 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: Kenneth F. Palumbo Title: Chief Operating Officer Phone: (203) 485-8550 Signature, Place, and Date of Signing: /s/ Kenneth F. Palumbo Greenwich, CT May 17, 2010 SHUMWAY CAPITAL PARTNERS LLC FORMERLY REPORTED UNDER 13F FILING NO. 028-10734 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 60 Form 13F Information Table Value Total: $7,916,825 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AIR PRODS & CHEMS INC COM 009158106 156843 2120939 SH SOLE 2120939 0 0 AMAZON COM INC COM 023135106 100504 740470 SH SOLE 740470 0 0 ANNALY CAP MGMT INC COM 035710409 20685 1204039 SH SOLE 1204039 0 0 APPLE INC COM 037833100 746945 3179438 SH SOLE 3179438 0 0 BAIDU INC SPON ADR REP A 056752108 189793 317911 SH SOLE 317911 0 0 BANK OF AMERICA CORPORATION COM 060505104 92820 5200000 SH SOLE 5200000 0 0 BARD C R INC COM 067383109 88604 1022908 SH SOLE 1022908 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 34774 1440499 SH SOLE 1440499 0 0 CISCO SYS INC COM 17275R102 417366 16034025 SH SOLE 16034025 0 0 CME GROUP INC COM 12572Q105 61284 193870 SH SOLE 193870 0 0 COMCAST CORP NEW CL A 20030N101 212723 11303049 SH SOLE 11303049 0 0 COMCAST CORP NEW CL A SPL 20030N200 55461 3086285 SH SOLE 3086285 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 80546 2181037 SH SOLE 2181037 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 13658 265818 SH SOLE 265818 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 30737 784096 SH SOLE 784096 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 45102 1334761 SH SOLE 1334761 0 0 DISNEY WALT CO COM DISNEY 254687106 458852 13143862 SH SOLE 13143862 0 0 DOLLAR GEN CORP NEW COM 256677105 41663 1650000 SH SOLE 1650000 0 0 EQUINIX INC COM NEW 29444U502 355942 3656692 SH SOLE 3656692 0 0 EQUINIX INC NOTE 2.500% 4/1 29444UAF3 12780 12000000 PRN SOLE 12000000 0 0 EQUINIX INC NOTE 3.000%10/1 29444UAG1 34691 33000000 PRN SOLE 33000000 0 0 GAP INC DEL COM 364760108 91300 3950653 SH SOLE 3950653 0 0 GENERAL DYNAMICS CORP COM 369550108 91154 1180747 SH SOLE 1180747 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 306356 1795439 SH SOLE 1795439 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 28420 1000000 SH SOLE 1000000 0 0 ILLINOIS TOOL WKS INC COM 452308109 5092 107526 SH SOLE 107526 0 0 ILLUMINA INC COM 452327109 49897 1282697 SH SOLE 1282697 0 0 INGERSOLL-RAND PLC SHS G47791101 82687 2371299 SH SOLE 2371299 0 0 JOHNSON & JOHNSON COM 478160104 272692 4182399 SH SOLE 4182399 0 0 JPMORGAN CHASE & CO COM 46625H100 162824 3638525 SH SOLE 3638525 0 0 JUNIPER NETWORKS INC COM 48203R104 70807 2307923 SH SOLE 2307923 0 0 KRAFT FOODS INC CL A 50075N104 415275 13732623 SH SOLE 13732623 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 99606 1315622 SH SOLE 1315622 0 0 LAS VEGAS SANDS CORP COM 517834107 113311 5357500 SH SOLE 5357500 0 0 LIBERTY GLOBAL INC COM SER A 530555101 66584 2283413 SH SOLE 2283413 0 0 LIBERTY GLOBAL INC COM SER C 530555309 6548 226644 SH SOLE 226644 0 0 LOWES COS INC COM 548661107 45198 1864607 SH SOLE 1864607 0 0 MASTERCARD INC CL A 57636Q104 175266 690022 SH SOLE 690022 0 0 NOVO-NORDISK A S ADR 670100205 54708 709389 SH SOLE 709389 0 0 OMNICOM GROUP INC COM 681919106 22521 580282 SH SOLE 580282 0 0 PEPSICO INC COM 713448108 137142 2072888 SH SOLE 2072888 0 0 PFIZER INC COM 717081103 362402 21131312 SH SOLE 21131312 0 0 PNC FINL SVCS GROUP INC COM 693475105 159069 2664472 SH SOLE 2664472 0 0 QUEST DIAGNOSTICS INC COM 74834L100 83050 1424772 SH SOLE 1424772 0 0 SALESFORCE COM INC COM 79466L302 93775 1259564 SH SOLE 1259564 0 0 SBA COMMUNICATIONS CORP NOTE 1.875% 5/0 78388JAN6 3173 3000000 PRN SOLE 3000000 0 0 SIGMA ALDRICH CORP COM 826552101 22859 426000 SH SOLE 426000 0 0 SIRIUS SATELLITE RADIO INC NOTE 3.250%10/1 82966UAD5 19906 20899176 PRN SOLE 20899176 0 0 ST JUDE MED INC COM 790849103 72887 1775573 SH SOLE 1775573 0 0 STAPLES INC COM 855030102 74899 3202179 SH SOLE 3202179 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 54147 2840897 SH SOLE 2840897 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 413189 6550230 SH SOLE 6550230 0 0 TIME WARNER INC COM NEW 887317303 288837 9236862 SH SOLE 9236862 0 0 UNION PAC CORP COM 907818108 82576 1126547 SH SOLE 1126547 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 92531 2636974 SH SOLE 2636974 0 0 URBAN OUTFITTERS INC COM 917047102 46232 1215679 SH SOLE 1215679 0 0 VISA INC COM CL A 92826C839 195178 2144104 SH SOLE 2144104 0 0 WATERS CORP COM 941848103 22620 334917 SH SOLE 334917 0 0 WELLS FARGO & CO NEW COM 949746101 118202 3798270 SH SOLE 3798270 0 0 YUM BRANDS INC COM 988498101 162132 4229906 SH SOLE 4229906 0 0