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Fund Holdings of STEADFAST CAPITAL MANAGEMENT LLC Filed on 2012-02-14

Link to Original SEC 13F filings sorted on filing date: 2012-02-14 | 2011-11-14 | 2011-08-15 | 2011-05-16 | 2011-02-14 | 2010-11-15 | 2010-08-16 | 2010-05-17 | 2010-02-16 | 2009-11-16 | 2009-08-14 | 2009-05-15 | 2009-02-17 | 2008-11-14 | 2008-08-14 | 2008-05-14 |

1. Fund Information

Fund NameSTEADFAST CAPITAL MANAGEMENT LLC
Fund Manager
Address450 PARK AVENUE, 20TH FLOOR
NEW YORK, NY, 10022
::Google Map
Phone(212) 415-4600
13F Asset Last Qtr$2,751,528,000
13F Asset This Qtr$3,021,907,000
Asset Change9.83%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)GOOGLE INC.GOOG604,431$390,402Added 37.88%12.92%
2.)VALEANT PHARMACEUTICALS INTERNATIONAL INCVRX4,381,690$204,581Added 4.00%6.77%
3.)KRAFT FOODS, INC.KFT4,063,719$151,821Added 2.21%5.02%
4.)CROWN CASTLE INTERNATIONAL CORPCCI3,283,510$147,101Added 26.23%4.87%
5.)APPLE INC.AAPL355,265$143,882Added 34.84%4.76%
6.)PHILIP MORRIS INTERNATIONAL INC COMMON STOCKPM1,679,627$131,817Added 2.25%4.36%
7.)ENSCO INTERNATIONAL PLC SPON ADR EA REP 1 ORD CL AESV2,776,268$130,262Added 2.21%4.31%
8.)CONSUMER STAP SPDRXLP3,782,079$122,880New4.07%
9.)PEPSICO INC.PEP1,426,245$94,631Added 2.22%3.13%
10.)ORACLE CORPORATIONORCL3,558,734$91,282Cut -29.52%3.02%
11.)GRAFTECH INTERNATIONAL LTD.GTI6,569,814$89,678Added 0.75%2.97%
12.)CITIGROUP INC NEWC3,118,988$82,061Cut -12.27%2.72%
13.)NEWMONT MINING CORP COM STK OPTIONS CALLSCALL1,237,000$74,232Unchanged2.46%
14.)SOUTHWESTERN ENERGY COMPANYSWN2,145,666$68,533Cut -40.63%2.27%
15.)BARRICK GOLD CORP COM OPTIONS CALLSCALL1,482,000$67,061Unchanged2.22%
16.)CVR ENERGY INC. COMMON STOCKCVI3,396,062$63,608New2.10%
17.)QUALCOMM INCORPORATEDQCOM1,145,963$62,684Added 2.23%2.07%
18.)LINKEDIN CORPORATIONLNKD971,204$61,196Added 218.74%2.03%
19.)RENAISSANCERE HOLDINGS LTD.RNR810,677$60,290Added 2.14%2.00%
20.)PRIMERICA, INC. COMMON STOCKPRI2,428,588$56,440Added 2.23%1.87%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)CONSUMER STAP SPDRXLP3,782,079$122,8804.07%
2.)CVR ENERGY INC. COMMON STOCKCVI3,396,062$63,6082.10%
3.)SHAW GROUP INC.SHAW1,841,485$49,5361.64%
4.)NETFLIX, INC.NFLX671,781$46,5481.54%
5.)FOREST OIL CORP.FST2,740,101$37,1281.23%
6.)PITNEY BOWES INC COM STK OPTIONS PUTSPUT1,889,500$35,0311.16%
7.)SINA CORPORATIONSINA640,549$33,3091.10%
8.)MARATHON PETROLEUM CORPORATIONMPC935,403$31,1401.03%
9.)DREAMWORKS ANIMATION SKG, INC.DWA1,533,503$25,4480.84%
10.)MARTIN MARIETTA MATERIALS, INC.MLM188,952$14,2490.47%
11.)GREEN MOUNTAIN COFFEE ROASTERS, INC.GMCR255,174$11,4450.38%
12.)CAREER EDUCATION CORPORATIONCECO941,092$7,5010.25%
13.)HOMEAWAY INCAWAY70,865$1,6480.05%
14.)TUDOU HOLDINGS LTDA DR ADRS STOCKS94,478$1,0370.03%

5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter

No.SecurityPut/CallStockShares SOLDValue(x$1000)% Port. Last Qtr
1.)CAPITAL ONE FINANCIAL CORPCOF1,762,888$69,8632.54%
2.)PRICELINE.COM INCORPORATEDPCLN129,608$58,2542.12%
3.)NEWMONT MINING CORP. (HOLDING CO.)NEM523,900$32,9801.20%
4.)MKT VECT GOLD MNRSGDX590,916$32,6131.19%
5.)INTEROIL CORPIOC622,308$30,3501.10%
6.)MARKET VECTORS ETF TRJR GOLD MINES ETFGDXJ958,120$26,9710.98%
7.)AGNICO-EAGLE MINES LTDAEM363,415$21,6300.79%
8.)VANCEINFO TECH ADSVIT2,359,099$15,8770.58%
9.)YAMANA GOLD, INC.AUY968,452$13,2290.48%
10.)CNINSURE INC. - AMERICAN DEPOSITARY SHARESCISG1,885,683$13,2000.48%
11.)GOLDCORP INCGG285,061$13,0100.47%
12.)PROSHRE ULT DJUBS C RUDE OIL US ETFS US TR424,796$11,5080.42%
13.)GREEN DOT CORPORATION CLASS A COMMON STOCK, $0.001 PAR VALUEGDOT165,005$5,1680.19%
14.)CAMELOT INFORMATION SYSTEMS ADRS STOCKS1,890,772$5,0670.18%
15.)TIVO INC.TIVO328,664$3,0700.11%
16.)REALD INC COMMON STOCKRLD72,832$6810.03%
17.)GIANT INTERACTIV ADSGA197,967$6590.02%
18.)HECKMANN CORP WTSHEK-WS565,718$570.00%