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Steadfast Capital Management’s Unity U Stock Holding History

Steadfast Capital Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Buy
+664,400
New +$17.7M 0.58% 47
2026
Q1 		– Sell
-1,210,470
Closed -$53.5M – 116
2025
Q4 		$53.5M Buy
+1,210,470
New +$49.3M 0.92% 38

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steadfast Capital Management's U Position: Q2 2026 in Review

Steadfast Capital Management opened a new position in Unity (U) in Q2 2026: 664,400 shares worth $19M. The stake represents 0.58% of the portfolio and ranks #47 among its holdings. This is a return to the name: Steadfast Capital Management previously reported a position in U as recently as Q4 2025.

Steadfast Capital Management first reported a position in U in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.5M in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Steadfast Capital Management held 664,400 shares of Unity worth $19M as of Q2 2026.
  • Unity was a new Steadfast Capital Management position in Q2 2026.
  • Unity made up 0.58% of Steadfast Capital Management's portfolio in Q2 2026, its #47 holding.
  • Steadfast Capital Management first reported a position in Unity in Q4 2025 and has held it in 2 quarters since.
  • Steadfast Capital Management's Unity position peaked at $53.5M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Steadfast Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.