D1 Capital Partners L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$13.4B
Holdings
47
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.COM INC | 20,216,088 | $1.2T | 9073.58% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 11,286,642 | $829.0B | 6182.81% | |
| 3 | ORLYOREILLY AUTOMOTIVE INC | 1,795,012 | $756.9B | 5645.08% | |
| 4 | LVSLAS VEGAS SANDS CORP | 15,841,673 | $721.4B | 5380.51% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 3,220,000 | $694.6B | 5180.07% | |
| 6 | USBUS BANCORP DEL | 17,689,643 | $651.3B | 4857.72% | |
| 7 | JPMJPMORGAN CHASE & CO | 6,170,000 | $580.4B | 4328.32% | |
| 8 | DHRDANAHER CORPORATION | 3,203,556 | $566.5B | 4224.91% | |
| 9 | MSFTMICROSOFT CORP | 2,760,751 | $561.8B | 4190.27% | |
| 10 | AVBAVALONBAY CMNTYS INC | 3,511,200 | $543.0B | 4049.55% | |
| 11 | DISDISNEY WALT CO | 4,689,608 | $522.9B | 3900.14% | |
| 12 | FISFIDELITY NATL INFORMATION SV | 3,700,241 | $496.2B | 3700.46% | |
| 13 | NFLXNETFLIX INC | 1,074,514 | $488.9B | 3646.63% | |
| 14 | EXPEEXPEDIA GROUP INC | 5,920,000 | $486.6B | 3629.30% | |
| 15 | AMZNAMAZON COM INC | 149,400 | $412.2B | 3074.00% | |
| 16 | METAFACEBOOK INC | 1,776,325 | $403.4B | 3008.23% | |
| 17 | HPPHUDSON PAC PPTYS INC | 11,853,318 | $298.2B | 2224.23% | |
| 18 | DYHTARGET CORP | 2,181,275 | $261.6B | 1951.05% | |
| 19 | LYVLIVE NATION ENTERTAINMENT IN | 5,659,904 | $250.9B | 1871.27% | |
| 20 | KRCKILROY RLTY CORP | 4,120,000 | $241.8B | 1803.70% | |
| 21 | PLANUSDANAPLAN INC | 4,727,277 | $214.2B | 1597.48% | |
| 22 | CLVTCLARIVATE PLC | 9,120,792 | $203.7B | 1518.97% | |
| 23 | RACEFERRARI N V | 1,152,771 | $197.1B | 1470.26% | |
| 24 | MUMICRON TECHNOLOGY INC | 3,428,896 | $176.7B | 1317.53% | |
| 25 | DEIDOUGLAS EMMETT INC | 5,061,332 | $155.2B | 1157.35% | |
| 26 | GOOGLALPHABET INC | 108,046 | $153.2B | 1142.70% | |
| 27 | AWNADVANCE AUTO PARTS INC | 935,000 | $133.2B | 993.35% | |
| 28 | ESSESSEX PPTY TR INC | 562,916 | $129.0B | 962.12% | |
| 29 | CVNACARVANA CO | 1,035,000 | $124.4B | 927.84% | |
| 30 | SMARGBPSMARTSHEET INC | 2,303,338 | $117.3B | 874.73% | |
| 31 | AZOAUTOZONE INC | 99,500 | $112.2B | 837.16% | |
| 32 | PNCPNC FINL SVCS GROUP INC | 960,000 | $101.0B | 753.29% | |
| 33 | FLT1EURFLEETCOR TECHNOLOGIES INC | 308,400 | $77.6B | 578.54% | |
| 34 | —PPD INC | 2,874,257 | $77.0B | 574.50% | |
| 35 | MSGSMADISON SQUARE GRDN SPRT COR | 489,333 | $71.9B | 536.07% | |
| 36 | BFAMBRIGHT HORIZONS FAM SOL IN D | 583,100 | $68.3B | 509.68% | |
| 37 | ESTCELASTIC N V | 698,000 | $64.4B | 480.03% | |
| 38 | RHRH | 200,000 | $49.8B | 371.27% | |
| 39 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 625,000 | $35.5B | 264.62% | |
| 40 | SBUXSTARBUCKS CORP | 415,000 | $30.5B | 227.77% | |
| 41 | NYTNEW YORK TIMES CO | 640,000 | $26.9B | 200.62% | |
| 42 | —REPLAY ACQUISITION CORP | 2,500,000 | $26.6B | 198.22% | |
| 43 | APIAGORA INC | 500,000 | $22.1B | 164.71% | |
| 44 | ALLOALLOGENE THERAPEUTICS INC | 500,000 | $21.4B | 159.68% | |
| 45 | D0ADADA NEXUS LTD | 750,000 | $16.7B | 124.74% | |
| 46 | HSTHOST HOTELS & RESORTS INC | 935,000 | $10.1B | 75.25% | |
| 47 | PKPARK HOTELS RESORTS INC | 809,144 | $8.0B | 59.68% |