D1 Capital Partners L.P. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$6942.9T
Holdings
37
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 28,906,880 | $858.2T | 12.36% | |
| 2 | MSFTMICROSOFT CORP | 1,706,990 | $539.0T | 7.76% | |
| 3 | METAMETA PLATFORMS INC | 1,700,578 | $510.5T | 7.35% | |
| 4 | ELVELEVANCE HEALTH INC | 959,032 | $417.6T | 6.01% | |
| 5 | TPDTEMPUR SEALY INTL INC | 9,460,317 | $410.0T | 5.91% | |
| 6 | RIVNRIVIAN AUTOMOTIVE INC | 13,483,880 | $327.4T | 4.72% | |
| 7 | GEGENERAL ELECTRIC CO | 2,646,652 | $292.6T | 4.21% | |
| 8 | PODDINSULET CORP | 1,820,946 | $290.4T | 4.18% | |
| 9 | NUNU HLDGS LTD | 39,657,269 | $287.5T | 4.14% | |
| 10 | 4I1PHILIP MORRIS INTL INC | 3,056,044 | $282.9T | 4.08% | |
| 11 | INVHINVITATION HOMES INC | 8,686,259 | $275.3T | 3.96% | |
| 12 | HDBHDFC BANK LTD | 4,223,701 | $249.2T | 3.59% | |
| 13 | WRBYWARBY PARKER INC | 14,944,023 | $196.7T | 2.83% | |
| 14 | GOOGLALPHABET INC | 1,460,888 | $191.2T | 2.75% | |
| 15 | EQREQUITY RESIDENTIAL | 2,649,064 | $155.5T | 2.24% | |
| 16 | CPTCAMDEN PPTY TR | 1,627,156 | $153.9T | 2.22% | |
| 17 | VVISA INC | 651,478 | $149.8T | 2.16% | |
| 18 | FWONALIBERTY MEDIA CORP DEL | 1,971,008 | $122.8T | 1.77% | |
| 19 | AMZNAMAZON COM INC | 904,402 | $115.0T | 1.66% | |
| 20 | ENQENTEGRIS INC | 1,201,000 | $112.8T | 1.62% | |
| 21 | YUMYUM BRANDS INC | 900,000 | $112.4T | 1.62% | |
| 22 | VVVVALVOLINE INC | 3,285,031 | $105.9T | 1.53% | |
| 23 | XYZBLOCK INC | 2,370,357 | $104.9T | 1.51% | |
| 24 | HLTHILTON WORLDWIDE HLDGS INC | 680,215 | $102.2T | 1.47% | |
| 25 | RHRH | 326,000 | $86.2T | 1.24% | |
| 26 | DHRDANAHER CORPORATION | 326,000 | $80.9T | 1.16% | |
| 27 | LVSLAS VEGAS SANDS CORP | 1,576,415 | $72.3T | 1.04% | |
| 28 | NVDANVIDIA CORPORATION | 146,741 | $63.8T | 0.92% | |
| 29 | APDAIR PRODS & CHEMS INC | 201,000 | $57.0T | 0.82% | |
| 30 | PCORPROCORE TECHNOLOGIES INC | 812,659 | $53.1T | 0.76% | |
| 31 | DLODLOCAL LTD | 2,736,649 | $52.5T | 0.76% | |
| 32 | CRMSALESFORCE INC | 195,000 | $39.5T | 0.57% | |
| 33 | MDBMONGODB INC | 105,000 | $36.3T | 0.52% | |
| 34 | SGHTSIGHT SCIENCES INC | 5,852,036 | $19.7T | 0.28% | |
| 35 | MAMASTERCARD INCORPORATED | 38,000 | $15.0T | 0.22% | |
| 36 | FWONALIBERTY MEDIA CORP DEL | 58,162 | $1.9T | 0.03% | |
| 37 | —CAZOO GROUP LTD | 1,841,326 | $1.0T | 0.01% |