D1 Capital Partners L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$6.6T
Holdings
34
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 28,911,022 | $1.1T | 16.40% | |
| 2 | 4I1PHILIP MORRIS INTL INC | 7,244,356 | $663.7B | 10.09% | |
| 3 | EQREQUITY RESIDENTIAL | 6,928,682 | $437.3B | 6.65% | |
| 4 | METAMETA PLATFORMS INC | 786,252 | $381.8B | 5.81% | |
| 5 | GOOGLALPHABET INC | 2,373,083 | $358.2B | 5.45% | |
| 6 | HDBHDFC BANK LTD | 5,832,958 | $326.5B | 4.96% | |
| 7 | ELVELEVANCE HEALTH INC | 529,632 | $274.6B | 4.18% | |
| 8 | LYVLIVE NATION ENTERTAINMENT IN | 2,450,532 | $259.2B | 3.94% | |
| 9 | INVHINVITATION HOMES INC | 6,281,874 | $223.7B | 3.40% | |
| 10 | PFEPFIZER INC | 7,830,000 | $217.3B | 3.30% | |
| 11 | WRBYWARBY PARKER INC | 14,944,023 | $203.4B | 3.09% | |
| 12 | STZCONSTELLATION BRANDS INC | 656,433 | $178.4B | 2.71% | |
| 13 | PODDINSULET CORP | 997,169 | $170.9B | 2.60% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 644,061 | $170.0B | 2.58% | |
| 15 | NUNU HLDGS LTD | 12,923,939 | $154.2B | 2.34% | |
| 16 | MSFTMICROSOFT CORP | 333,542 | $140.3B | 2.13% | |
| 17 | AMZNAMAZON COM INC | 775,402 | $139.9B | 2.13% | |
| 18 | FWONALIBERTY MEDIA CORP DEL | 1,757,834 | $115.3B | 1.75% | |
| 19 | RCLROYAL CARIBBEAN GROUP | 735,000 | $102.2B | 1.55% | |
| 20 | GEVGE VERNOVA LLC | 703,000 | $96.1B | 1.46% | |
| 21 | XYZBLOCK INC | 1,036,342 | $87.7B | 1.33% | |
| 22 | AVBAVALONBAY CMNTYS INC | 448,525 | $83.2B | 1.27% | |
| 23 | LENLENNAR CORP | 457,553 | $78.7B | 1.20% | |
| 24 | UNHUNITEDHEALTH GROUP INC | 156,000 | $77.2B | 1.17% | |
| 25 | CCLCARNIVAL CORP | 4,566,000 | $74.6B | 1.13% | |
| 26 | TPDTEMPUR SEALY INTL INC | 1,296,172 | $73.6B | 1.12% | |
| 27 | PCORPROCORE TECHNOLOGIES INC | 812,659 | $66.8B | 1.02% | |
| 28 | RIVNRIVIAN AUTOMOTIVE INC | 5,866,314 | $64.2B | 0.98% | |
| 29 | ADIANALOG DEVICES INC | 299,000 | $59.1B | 0.90% | |
| 30 | WDAYWORKDAY INC | 205,500 | $56.1B | 0.85% | |
| 31 | DLODLOCAL LTD | 3,765,649 | $55.4B | 0.84% | |
| 32 | LXEOLEXEO THERAPEUTICS INC | 2,506,607 | $39.3B | 0.60% | |
| 33 | GWREGUIDEWIRE SOFTWARE INC | 313,733 | $36.6B | 0.56% | |
| 34 | CPTCAMDEN PPTY TR | 327,352 | $32.2B | 0.49% |