STEADFAST CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001214822
$29.23亿2026Q1 申报市值
69持仓数
49.0%前十大占比 · 第一大 10.0%
29 / 90新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PFGC 加仓+$1.43亿
SN 新建仓+$1.30亿
LYV 加仓+$8,067.78万
SGI 新建仓+$7,741.64万
INTU 新建仓+$7,570.97万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$3.07亿
WING 清仓-$2.27亿
GOOGL 减仓-$2.21亿
PLD 清仓-$1.53亿
GAP 清仓-$1.45亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -951,053 | -100.0% | -$2.27亿 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,201,045 | -100.0% | -$1.53亿 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -5,669,713 | -100.0% | -$1.45亿 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -897,339 | -100.0% | -$1.38亿 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -429,907 | -100.0% | -$1.18亿 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -483,400 | -100.0% | -$1.12亿 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -3,310,834 | -100.0% | -$9,495.47万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -343,600 | -100.0% | -$7,865.69万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -342,512 | -100.0% | -$7,365.38万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -452,309 | -100.0% | -$6,154.57万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -92,981 | -100.0% | -$5,387.78万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD | $0 | 0.00% | 0 | -286,801 | -100.0% | -$3,658.72万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -33,000 | -100.0% | -$3,546.44万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -294,700 | -100.0% | -$3,252.31万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -331,200 | -100.0% | -$2,790.36万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -35,200 | -100.0% | -$2,716.98万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -595,047 | -100.0% | -$2,711.63万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -134,500 | -100.0% | -$2,625.98万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -72,800 | -100.0% | -$2,553.17万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -1,053,289 | -100.0% | -$2,107.63万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -226,000 | -100.0% | -$1,793.54万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -68,100 | -100.0% | -$1,666.00万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -157,100 | -100.0% | -$1,653.63万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -26,850 | -100.0% | -$1,563.58万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -475,461 | -100.0% | -$1,483.91万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -69,000 | -100.0% | -$1,340.95万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -332,400 | -100.0% | -$1,275.75万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -109,412 | -100.0% | -$1,237.45万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -62,600 | -100.0% | -$1,214.88万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -473,200 | -100.0% | -$1,070.85万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -192,000 | -100.0% | -$1,035.65万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -360,400 | -100.0% | -$1,018.49万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -168,000 | -100.0% | -$998.42万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -65,600 | -100.0% | -$986.16万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -160,000 | -100.0% | -$940.96万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -165,952 | -100.0% | -$884.52万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -639,175 | -100.0% | -$795.77万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -112,500 | -100.0% | -$784.80万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -63,200 | -100.0% | -$780.84万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -45,300 | -100.0% | -$742.29万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -91,800 | -100.0% | -$735.78万 | 清仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$727.50万 | 清仓 |
| — | TRAILBLAZER ACQUISITION CORP | $0 | 0.00% | 0 | -700,000 | -100.0% | -$717.50万 | 清仓 |
| — | FUTURECREST ACQUISITION CORP | $0 | 0.00% | 0 | -700,000 | -100.0% | -$716.80万 | 清仓 |
| — | BTC DEV CORP | $0 | 0.00% | 0 | -525,000 | -100.0% | -$532.35万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -276,669 | -100.0% | -$501.60万 | 清仓 |
| NOV | NOV INC | $0 | 0.00% | 0 | -320,600 | -100.0% | -$501.10万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -74,000 | -100.0% | -$497.06万 | 清仓 |
| — | FORWARD INDS INC N Y | $0 | 0.00% | 0 | -745,951 | -100.0% | -$493.07万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -1,164,000 | -100.0% | -$480.73万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -160,100 | -100.0% | -$452.12万 | 清仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $0 | 0.00% | 0 | -400,000 | -100.0% | -$411.20万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -8,500 | -100.0% | -$411.08万 | 清仓 |
| — | M3-BRIGADE ACQUISITION VI CO | $0 | 0.00% | 0 | -400,000 | -100.0% | -$405.00万 | 清仓 |
| — | CSLM DIGITA ASSET ACQ CORP I | $0 | 0.00% | 0 | -350,000 | -100.0% | -$354.20万 | 清仓 |
| — | SPRING VY ACQUISITION CORP I | $0 | 0.00% | 0 | -300,000 | -100.0% | -$309.00万 | 清仓 |
| — | A PARADISE ACQUISITION CORP | $0 | 0.00% | 0 | -300,000 | -100.0% | -$308.10万 | 清仓 |
| — | APEX TREAS CORP | $0 | 0.00% | 0 | -300,000 | -100.0% | -$301.50万 | 清仓 |
| — | DRUGS MADE IN AMER ACQ II CO | $0 | 0.00% | 0 | -300,000 | -100.0% | -$300.45万 | 清仓 |
| — | GRAFTECH INTL LTD | $0 | 0.00% | 0 | -186,144 | -100.0% | -$288.71万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -22,000 | -100.0% | -$286.13万 | 清仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $0 | 0.00% | 0 | -250,000 | -100.0% | -$260.75万 | 清仓 |
| — | MCKINLEY ACQUISITION CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$252.50万 | 清仓 |
| — | AA MISSION ACQUISITION CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$252.12万 | 清仓 |
| — | DYNAMIX CORP III | $0 | 0.00% | 0 | -250,000 | -100.0% | -$251.25万 | 清仓 |
| NSTR | VIKING ACQUISITION CORP I | $0 | 0.00% | 0 | -250,000 | -100.0% | -$247.50万 | 清仓 |
| — | PYROPHYTE ACQUISITION CORP. | $0 | 0.00% | 0 | -225,000 | -100.0% | -$233.27万 | 清仓 |
| — | TALON CAP CORP | $0 | 0.00% | 0 | -225,000 | -100.0% | -$231.53万 | 清仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$205.00万 | 清仓 |
| — | GALATA ACQUISITION CORP II | $0 | 0.00% | 0 | -200,000 | -100.0% | -$201.00万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -11,900 | -100.0% | -$155.93万 | 清仓 |
| — | AXIOM INTELLIGENCE AC CORP 1 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$153.60万 | 清仓 |
| — | RANGE CAP ACQUISITION CORP I | $0 | 0.00% | 0 | -150,000 | -100.0% | -$153.00万 | 清仓 |
| — | HIGHVIEW MERGER CORP | $0 | 0.00% | 0 | -150,000 | -100.0% | -$151.95万 | 清仓 |
| — | TAILWIND 2.0 ACQUISITION COR | $0 | 0.00% | 0 | -150,000 | -100.0% | -$150.90万 | 清仓 |
| DYOR | INSIGHT DIGITAL PARTNERS II | $0 | 0.00% | 0 | -150,000 | -100.0% | -$148.65万 | 清仓 |
| — | ETHZILLA CORPORATION | $0 | 0.00% | 0 | -278,498 | -100.0% | -$136.46万 | 清仓 |
| — | CANTOR EQUITY PARTNERS III I | $0 | 0.00% | 0 | -125,000 | -100.0% | -$127.50万 | 清仓 |
| — | CAL REDWOOD ACQUISITION CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$105.00万 | 清仓 |
| — | HCM III ACQUISITION CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$102.85万 | 清仓 |
| — | INVEST GREEN ACQUISITION COR | $0 | 0.00% | 0 | -100,000 | -100.0% | -$100.30万 | 清仓 |
| — | EVOLUTION GLOBAL ACQUISITION | $0 | 0.00% | 0 | -99,800 | -100.0% | -$100.30万 | 清仓 |
| — | HALL CHADWICK ACQUISITION CO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$100.20万 | 清仓 |
| — | BITCOIN INFRASTRUCTURE ACQUI | $0 | 0.00% | 0 | -100,000 | -100.0% | -$99.60万 | 清仓 |
| — | ARMADA ACQUISITION CORP II | $0 | 0.00% | 0 | -80,000 | -100.0% | -$81.92万 | 清仓 |
| — | LIGHTWAVE ACQUISITION CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$76.50万 | 清仓 |
| KRSP/U | RICE ACQUISITION CORP 3 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$26.25万 | 清仓 |
| — | ARMADA ACQUISITION CORP II | $0 | 0.00% | 0 | -40,000 | -100.0% | -$3.56万 | 清仓 |
| — | VIKING ACQUISITION CORP I | $0 | 0.00% | 0 | -83,333 | -100.0% | -$3.25万 | 清仓 |
| — | INSIGHT DIGITAL PARTNERS II | $0 | 0.00% | 0 | -75,000 | -100.0% | -$2.48万 | 清仓 |
| — | PROCAP FINL INC | $1.75万 | 0.00% | 62,500 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| — | CLEANCORE SOLUTIONS INC | $106.89万 | 0.04% | 3,000,000 | 0 | 0.0% | — | 不变 |
| — | C1 FD INC | $125.12万 | 0.04% | 325,000 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $149.29万 | 0.05% | 6,400 | 6,400 | — | $149.29万 | 新建仓 |