D1 Capital Partners L.P. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$17.1B
Holdings
49
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.COM INC | 20,876,088 | $1.6T | 9486.20% | |
| 2 | UUNITY SOFTWARE INC | 12,966,567 | $1.1T | 6626.21% | |
| 3 | CVNACARVANA CO | 4,960,070 | $1.1T | 6477.91% | |
| 4 | MSFTMICROSOFT CORP | 4,538,751 | $954.6B | 5589.37% | |
| 5 | EXPEEXPEDIA GROUP INC | 9,267,872 | $849.8B | 4975.39% | |
| 6 | USBUS BANCORP DEL | 20,864,643 | $748.0B | 4379.51% | |
| 7 | JPMJPMORGAN CHASE & CO | 7,577,000 | $729.4B | 4270.84% | |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | 8,011,021 | $683.5B | 4001.88% | |
| 9 | ORLYOREILLY AUTOMOTIVE INC | 1,358,909 | $626.6B | 3668.53% | |
| 10 | METAFACEBOOK INC | 2,215,789 | $580.3B | 3397.73% | |
| 11 | DISDISNEY WALT CO | 4,060,327 | $503.8B | 2949.77% | |
| 12 | LYVLIVE NATION ENTERTAINMENT IN | 9,209,064 | $496.2B | 2905.15% | |
| 13 | GOOGLALPHABET INC | 332,200 | $486.9B | 2850.63% | |
| 14 | AVBAVALONBAY CMNTYS INC | 2,677,200 | $399.8B | 2340.90% | |
| 15 | LVSLAS VEGAS SANDS CORP | 8,234,579 | $384.2B | 2249.63% | |
| 16 | IRINGERSOLL RAND INC | 10,326,992 | $367.6B | 2152.53% | |
| 17 | DYHTARGET CORP | 2,307,477 | $363.2B | 2126.78% | |
| 18 | PNCPNC FINL SVCS GROUP INC | 3,211,751 | $353.0B | 2066.83% | |
| 19 | BEKEKE HLDGS INC | 5,000,000 | $306.5B | 1794.55% | |
| 20 | DHRDANAHER CORPORATION | 1,371,781 | $295.4B | 1729.48% | |
| 21 | CLVTCLARIVATE PLC | 9,519,618 | $295.0B | 1727.29% | |
| 22 | FISFIDELITY NATL INFORMATION SV | 1,925,241 | $283.4B | 1659.39% | |
| 23 | BALLBALL CORP | 3,163,380 | $262.9B | 1539.51% | |
| 24 | DTDYNATRACE INC | 5,878,352 | $241.1B | 1411.81% | |
| 25 | SNOWSNOWFLAKE INC | 931,012 | $233.7B | 1368.21% | |
| 26 | OMGBPOUTSET MED INC | 4,575,754 | $228.8B | 1339.55% | |
| 27 | RHRH | 544,963 | $208.5B | 1220.84% | |
| 28 | HPPHUDSON PAC PPTYS INC | 9,038,318 | $198.2B | 1160.52% | |
| 29 | MSGSMADISON SQUARE GRDN SPRT COR | 1,229,554 | $185.0B | 1083.31% | |
| 30 | DEIDOUGLAS EMMETT INC | 7,346,332 | $184.4B | 1079.62% | |
| 31 | AWNADVANCE AUTO PARTS INC | 1,176,464 | $180.6B | 1057.33% | |
| 32 | MUMICRON TECHNOLOGY INC | 3,774,008 | $177.2B | 1037.66% | |
| 33 | SMARGBPSMARTSHEET INC | 3,443,338 | $170.2B | 996.34% | |
| 34 | RACEFERRARI N V | 901,771 | $166.0B | 971.97% | |
| 35 | KRCKILROY RLTY CORP | 2,763,000 | $143.6B | 840.57% | |
| 36 | NYTNEW YORK TIMES CO | 3,185,000 | $136.3B | 797.95% | |
| 37 | BABAALIBABA GROUP HLDG LTD | 449,000 | $132.0B | 772.84% | |
| 38 | —PPD INC | 3,428,575 | $126.8B | 742.55% | |
| 39 | ESSESSEX PPTY TR INC | 617,562 | $124.0B | 726.02% | |
| 40 | PLANUSDANAPLAN INC | 1,371,303 | $85.8B | 502.45% | |
| 41 | NFLXNETFLIX INC | 122,925 | $61.5B | 359.88% | |
| 42 | —DRAGONEER GROWTH OPPORTUN CO | 4,000,000 | $49.0B | 286.89% | |
| 43 | —RIBBIT LEAP LTD | 3,000,000 | $39.0B | 228.34% | |
| 44 | GDRXGOODRX HLDGS INC | 700,000 | $38.9B | 227.88% | |
| 45 | —REDBALL ACQUISITION CORP | 3,500,000 | $37.0B | 216.60% | |
| 46 | ADIANALOG DEVICES INC | 287,806 | $33.6B | 196.72% | |
| 47 | —REPLAY ACQUISITION CORP | 2,500,000 | $26.3B | 154.13% | |
| 48 | —CHINDATA GROUP HLDGS LTD | 1,450,000 | $23.5B | 137.79% | |
| 49 | D0ADADA NEXUS LTD | 750,000 | $19.9B | 116.24% |