0001214822-20-000002.txt : 20200214 0001214822-20-000002.hdr.sgml : 20200214 20200214155455 ACCESSION NUMBER: 0001214822-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STEADFAST CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001214822 IRS NUMBER: 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: 20619037 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001214822 XXXXXXXX 12-31-2019 12-31-2019 STEADFAST CAPITAL MANAGEMENT LP

450 PARK AVENUE 20TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-10346 N Thomas Fortin 212-415-4600 Thomas Fortin New York NY 02-14-2020 1 73 9133186 false 1 0001213310 028-10345 STEADFAST ADVISORS LP INFORMATION TABLE 2 Form13FInfoTable.xml ADOBE INC COM 00724F101 273861 830360 SH SOLE N/A 830360 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 391876 1847599 SH SOLE N/A 1847599 0 0 ALIGN TECHNOLOGY INC COM 016255101 6352 22764 SH SOLE N/A 22764 0 0 AMAZON COM INC COM 023135106 261504 141519 SH SOLE N/A 141519 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 6254 76232 SH SOLE N/A 76232 0 0 ATLASSIAN CORP PLC CL A G06242104 121393 1008748 SH SOLE N/A 1008748 0 0 AUTODESK INC COM 052769106 125065 681702 SH SOLE N/A 681702 0 0 BANK AMER CORP COM 060505104 534681 15181183 SH SOLE N/A 15181183 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE N/A 1 0 0 BOEING CO COM 097023105 114840 352530 SH SOLE N/A 352530 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 6225 41423 SH SOLE N/A 41423 0 0 BURLINGTON STORES INC COM 122017106 6291 27589 SH SOLE N/A 27589 0 0 CARS COM INC COM 14575E105 19072 1560680 SH SOLE N/A 1560680 0 0 CHENIERE ENERGY INC COM NEW 16411R208 318936 5222473 SH SOLE N/A 5222473 0 0 CITIGROUP INC COM NEW 172967424 386182 4833920 SH SOLE N/A 4833920 0 0 COPART INC COM 217204106 6294 69210 SH SOLE N/A 69210 0 0 COSTCO WHSL CORP NEW COM 22160K105 6245 21248 SH SOLE N/A 21248 0 0 COUPA SOFTWARE INC COM 22266L106 92555 632856 SH SOLE N/A 632856 0 0 CSX CORP COM 126408103 346601 4789955 SH SOLE N/A 4789955 0 0 DOMINOS PIZZA INC COM 25754A201 132599 451355 SH SOLE N/A 451355 0 0 EDISON INTL COM 281020107 84921 1126126 SH SOLE N/A 1126126 0 0 FACEBOOK INC CL A 30303M102 219468 1069273 SH SOLE N/A 1069273 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 429883 3090680 SH SOLE N/A 3090680 0 0 FISERV INC COM 337738108 151867 1313391 SH SOLE N/A 1313391 0 0 FIVE BELOW INC COM 33829M101 6394 50008 SH SOLE N/A 50008 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 210498 731606 SH SOLE N/A 731606 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 6278 123558 SH SOLE N/A 123558 0 0 GLOBAL PMTS INC COM 37940X102 218250 1195496 SH SOLE N/A 1195496 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 120951 1908653 SH SOLE N/A 1908653 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 6249 56340 SH SOLE N/A 56340 0 0 HOME DEPOT INC COM 437076102 6186 28328 SH SOLE N/A 28328 0 0 IAC INTERACTIVECORP COM 44919P508 64669 259599 SH SOLE N/A 259599 0 0 IQVIA HLDGS INC COM 46266C105 324520 2100319 SH SOLE N/A 2100319 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 11676 700000 SH SOLE N/A 700000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 112175 2500000 SH Call SOLE N/A 2500000 0 0 ISHARES TR MSCI INDIA ETF 46429B598 35150 1000000 SH SOLE N/A 1000000 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 34100 1000000 SH Call SOLE N/A 1000000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 165670 1000000 SH Call SOLE N/A 1000000 0 0 JPMORGAN CHASE & CO COM 46625H100 240237 1723363 SH SOLE N/A 1723363 0 0 LAMB WESTON HLDGS INC COM 513272104 6286 73072 SH SOLE N/A 73072 0 0 LINDE PLC SHS G5494J103 272715 1280953 SH SOLE N/A 1280953 0 0 LULULEMON ATHLETICA INC COM 550021109 6288 27143 SH SOLE N/A 27143 0 0 MARATHON PETE CORP COM 56585A102 271321 4503259 SH SOLE N/A 4503259 0 0 MARRIOTT INTL INC NEW CL A 571903202 6288 41521 SH SOLE N/A 41521 0 0 MASTERCARD INC CL A 57636Q104 78197 261887 SH SOLE N/A 261887 0 0 MCDERMOTT INTL INC COM 580037703 677 1000000 SH SOLE N/A 1000000 0 0 MICROSOFT CORP COM 594918104 430168 2727761 SH SOLE N/A 2727761 0 0 NETEASE INC SPONSORED ADS 64110W102 210013 684886 SH SOLE N/A 684886 0 0 NETFLIX INC COM 64110L106 60470 186883 SH SOLE N/A 186883 0 0 NIKE INC CL B 654106103 6336 62536 SH SOLE N/A 62536 0 0 NORFOLK SOUTHERN CORP COM 655844108 93173 479952 SH SOLE N/A 479952 0 0 NRG ENERGY INC COM NEW 629377508 181145 4557099 SH SOLE N/A 4557099 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 6235 14227 SH SOLE N/A 14227 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 88456 2589463 SH SOLE N/A 2589463 0 0 PG&E CORP COM 69331C108 57711 5309195 SH SOLE N/A 5309195 0 0 PLANET FITNESS INC CL A 72703H101 99612 1333857 SH SOLE N/A 1333857 0 0 RANGE RES CORP COM 75281A109 9458 1950000 SH SOLE N/A 1950000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 211312 3313657 SH SOLE N/A 3313657 0 0 ROSS STORES INC COM 778296103 6331 54383 SH SOLE N/A 54383 0 0 SERVICENOW INC COM 81762P102 185863 658342 SH SOLE N/A 658342 0 0 SHERWIN WILLIAMS CO COM 824348106 6307 10809 SH SOLE N/A 10809 0 0 SNAP INC CL A 83304A106 46034 2819000 SH SOLE N/A 2819000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 142900 1000000 SH Call SOLE N/A 1000000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 160930 500000 SH Put SOLE N/A 500000 0 0 STARBUCKS CORP COM 855244109 6234 70906 SH SOLE N/A 70906 0 0 STITCH FIX INC COM CL A 860897107 58218 2268804 SH SOLE N/A 2268804 0 0 STONECO LTD COM CL A G85158106 82524 2068791 SH SOLE N/A 2068791 0 0 TJX COS INC NEW COM 872540109 6334 103731 SH SOLE N/A 103731 0 0 TRANSDIGM GROUP INC COM 893641100 126655 226170 SH SOLE N/A 226170 0 0 ULTA BEAUTY INC COM 90384S303 43261 170897 SH SOLE N/A 170897 0 0 UNION PACIFIC CORP COM 907818108 235931 1304998 SH SOLE N/A 1304998 0 0 VISA INC COM CL A 92826C839 73910 393348 SH SOLE N/A 393348 0 0 WIX COM LTD SHS M98068105 249585 2039426 SH SOLE N/A 2039426 0 0