D1 Capital Partners L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$5314.2T
Holdings
35
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,556,990 | $448.9T | 8.45% | |
| 2 | ELVELEVANCE HEALTH INC | 683,000 | $314.1T | 5.91% | |
| 3 | GOOGLALPHABET INC | 2,897,888 | $300.6T | 5.66% | |
| 4 | AMZNAMAZON COM INC | 2,752,422 | $284.3T | 5.35% | |
| 5 | LULULULULEMON ATHLETICA INC | 767,834 | $279.6T | 5.26% | |
| 6 | EXPEEXPEDIA GROUP INC | 2,571,725 | $249.5T | 4.70% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 526,000 | $248.6T | 4.68% | |
| 8 | TPDTEMPUR SEALY INTL INC | 6,006,785 | $237.2T | 4.46% | |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | 3,279,781 | $229.6T | 4.32% | |
| 10 | DHRDANAHER CORPORATION | 906,000 | $228.3T | 4.30% | |
| 11 | METAMETA PLATFORMS INC | 1,020,578 | $216.3T | 4.07% | |
| 12 | RIVNRIVIAN AUTOMOTIVE INC | 13,908,880 | $215.3T | 4.05% | |
| 13 | HDBHDFC BANK LTD | 2,998,000 | $199.9T | 3.76% | |
| 14 | LOWLOWES COS INC | 930,731 | $186.1T | 3.50% | |
| 15 | BABAALIBABA GROUP HLDG LTD | 1,730,404 | $176.8T | 3.33% | |
| 16 | WRBYWARBY PARKER INC | 14,944,023 | $158.3T | 2.98% | |
| 17 | RHRH | 649,635 | $158.2T | 2.98% | |
| 18 | PODDINSULET CORP | 442,238 | $141.1T | 2.65% | |
| 19 | PCORPROCORE TECHNOLOGIES INC | 2,096,659 | $131.3T | 2.47% | |
| 20 | CRMSALESFORCE INC | 557,412 | $111.4T | 2.10% | |
| 21 | DDOGDATADOG INC | 1,428,034 | $103.8T | 1.95% | |
| 22 | FUTUFUTU HLDGS LTD | 1,807,952 | $93.7T | 1.76% | |
| 23 | DLODLOCAL LTD | 5,681,853 | $92.2T | 1.73% | |
| 24 | BILLBILL HOLDINGS INC | 975,000 | $79.1T | 1.49% | |
| 25 | XYZBLOCK INC | 951,357 | $65.3T | 1.23% | |
| 26 | MAAMID-AMER APT CMNTYS INC | 360,102 | $54.4T | 1.02% | |
| 27 | GEGENERAL ELECTRIC CO | 560,000 | $53.5T | 1.01% | |
| 28 | SGHTSIGHT SCIENCES INC | 5,852,036 | $51.1T | 0.96% | |
| 29 | SNOWSNOWFLAKE INC | 303,107 | $46.8T | 0.88% | |
| 30 | FWONALIBERTY MEDIA CORP DEL | 597,067 | $44.7T | 0.84% | |
| 31 | PNCPNC FINL SVCS GROUP INC | 338,864 | $43.1T | 0.81% | |
| 32 | CPTCAMDEN PPTY TR | 363,383 | $38.1T | 0.72% | |
| 33 | VVVVALVOLINE INC | 760,000 | $26.6T | 0.50% | |
| 34 | —CAZOO GROUP LTD | 1,841,326 | $4.6T | 0.09% | |
| 35 | HOODROBINHOOD MKTS INC | 203,555 | $2.0T | 0.04% |