D1 Capital Partners L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$8.5T
Holdings
25
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 7,612,643 | $1.5T | 17.54% | |
| 2 | MSFTMICROSOFT CORP | 3,422,815 | $1.1T | 12.43% | |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | 15,590,987 | $783.3B | 9.22% | |
| 4 | AMZNAMAZON COM INC | 198,433 | $646.9B | 7.62% | |
| 5 | WRBYWARBY PARKER INC | 14,944,023 | $505.3B | 5.95% | |
| 6 | TMUST-MOBILE US INC | 3,333,602 | $427.9B | 5.04% | |
| 7 | PODDINSULET CORP | 1,441,972 | $384.1B | 4.52% | |
| 8 | PCORPROCORE TECHNOLOGIES INC | 6,325,309 | $366.6B | 4.32% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 2,220,614 | $337.0B | 3.97% | |
| 10 | RHRH | 953,551 | $310.9B | 3.66% | |
| 11 | SNOWSNOWFLAKE INC | 1,337,937 | $306.6B | 3.61% | |
| 12 | TEAMATLASSIAN CORP PLC | 955,823 | $280.8B | 3.31% | |
| 13 | DISDISNEY WALT CO | 1,727,902 | $237.0B | 2.79% | |
| 14 | DDOGDATADOG INC | 1,518,176 | $230.0B | 2.71% | |
| 15 | BURLBURLINGTON STORES INC | 1,135,031 | $206.8B | 2.43% | |
| 16 | SGSWEETGREEN INC | 5,824,628 | $186.3B | 2.19% | |
| 17 | OPENOPENDOOR TECHNOLOGIES INC | 20,187,625 | $174.6B | 2.06% | |
| 18 | DLODLOCAL LTD | 4,858,061 | $151.9B | 1.79% | |
| 19 | —CAZOO GROUP LTD | 36,826,525 | $101.6B | 1.20% | |
| 20 | HOODROBINHOOD MKTS INC | 7,170,146 | $96.9B | 1.14% | |
| 21 | ALKTALKAMI TECHNOLOGY INC | 5,094,882 | $72.9B | 0.86% | |
| 22 | SGHTSIGHT SCIENCES INC | 5,852,036 | $67.7B | 0.80% | |
| 23 | —RIBBIT LEAP LTD | 3,000,000 | $29.9B | 0.35% | |
| 24 | MXCTGBXMAXCYTE INC | 3,510,000 | $24.5B | 0.29% | |
| 25 | RPIDRAPID MICRO BIOSYSTEMS INC | 2,644,444 | $18.0B | 0.21% |