StockDriftsStockDriftsTop 50 Steadfast Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PFGC | PERFORMANCE FOOD GROUP CO | 10.97% | 3.40M | $290.9M | +96.42%(+1.67M) | $91.71(+4.64%) | 2026-03-31 | |
| PLNT | PLANET FITNESS MASTER ISSUER | 6.2% | 2.21M | $164.6M | +17.13%(+323.60K) | $71.79(-26.67%) | 2026-03-31 | |
| TXRH | TEXAS ROADHOUSE INC | 5.66% | 909.1K | $150.1M | -30.47%(-398.44K) | $153.65(+15.83%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 4.92% | 1.23M | $130.4M | new | $108.90(-3.00%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 3.85% | 670.0K | $102.2M | +375.18%(+529.00K) | $139.36(+21.17%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3.73% | 1.27M | $98.9M | -34.26%(-664.10K) | $72.72(+62.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.19% | 485.4K | $84.7M | -38.63%(-305.55K) | $116.17(+93.95%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.15% | 247.5K | $83.6M | -20.13%(-62.40K) | $177.36(+127.98%) | 2026-03-31 | |
| SPHR | SPHERE ENTERTAINMENT CO | 3.15% | 711.7K | $83.5M | -33.36%(-356.20K) | $40.29(+233.37%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2.92% | 1.05M | $77.4M | new | $46.07(+36.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.30% |
| Top 20 Holdings Unweighted | +14.84% | +51.45% |
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