D1 Capital Partners L.P. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$21.2B
Holdings
52
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UUNITY SOFTWARE INC | 12,966,567 | $2.0T | 9393.19% | |
| 2 | JDJD.COM INC | 20,530,179 | $1.8T | 8518.17% | |
| 3 | MSFTMICROSOFT CORP | 7,958,751 | $1.8T | 8355.71% | |
| 4 | EXPEEXPEDIA GROUP INC | 12,107,561 | $1.6T | 7566.75% | |
| 5 | JPMJPMORGAN CHASE & CO | 7,971,870 | $1.0T | 4781.54% | |
| 6 | METAFACEBOOK INC | 3,642,789 | $995.1B | 4696.95% | |
| 7 | GOOGLALPHABET INC | 483,600 | $847.6B | 4000.77% | |
| 8 | DISDISNEY WALT CO | 4,631,481 | $839.1B | 3960.91% | |
| 9 | CVNACARVANA CO | 3,364,985 | $806.0B | 3804.75% | |
| 10 | USBUS BANCORP DEL | 16,890,419 | $786.9B | 3714.48% | |
| 11 | HLTHILTON WORLDWIDE HLDGS INC | 6,608,545 | $735.3B | 3470.64% | |
| 12 | DYHTARGET CORP | 3,595,477 | $634.7B | 2995.99% | |
| 13 | DHRDANAHER CORPORATION | 2,582,346 | $573.6B | 2707.73% | |
| 14 | BKNGBOOKING HOLDINGS INC | 251,000 | $559.0B | 2638.83% | |
| 15 | NFLXNETFLIX INC | 976,801 | $528.2B | 2493.17% | |
| 16 | RHRH | 1,133,351 | $507.2B | 2394.09% | |
| 17 | ORLYOREILLY AUTOMOTIVE INC | 996,909 | $451.2B | 2129.64% | |
| 18 | DDOGDATADOG INC | 3,915,765 | $385.5B | 1819.50% | |
| 19 | AMZNAMAZON COM INC | 112,200 | $365.4B | 1724.91% | |
| 20 | NYTNEW YORK TIMES CO | 6,405,230 | $331.6B | 1565.23% | |
| 21 | LVSLAS VEGAS SANDS CORP | 5,339,799 | $318.3B | 1502.23% | |
| 22 | BEKEKE HLDGS INC | 5,000,000 | $307.7B | 1452.42% | |
| 23 | FISFIDELITY NATL INFORMATION SV | 2,080,241 | $294.3B | 1389.03% | |
| 24 | SNOWSNOWFLAKE INC | 994,012 | $279.7B | 1320.32% | |
| 25 | OMGBPOUTSET MED INC | 4,575,754 | $260.1B | 1227.67% | |
| 26 | DECKDECKERS OUTDOOR CORP | 714,000 | $204.8B | 966.52% | |
| 27 | MRVIMARAVAI LIFESCIENCES HLDGS I | 5,930,000 | $166.3B | 785.15% | |
| 28 | BAXBAXTER INTL INC | 2,050,000 | $164.5B | 776.44% | |
| 29 | AWNADVANCE AUTO PARTS INC | 928,464 | $146.2B | 690.30% | |
| 30 | BALLBALL CORP | 1,546,380 | $144.1B | 680.15% | |
| 31 | DRIDARDEN RESTAURANTS INC | 1,165,860 | $138.9B | 655.53% | |
| 32 | RACEFERRARI N V | 597,271 | $137.1B | 647.08% | |
| 33 | TEAMATLASSIAN CORP PLC | 530,000 | $124.0B | 585.08% | |
| 34 | DEIDOUGLAS EMMETT INC | 4,106,332 | $119.8B | 565.59% | |
| 35 | —PPD INC | 2,998,583 | $102.6B | 484.35% | |
| 36 | AVBAVALONBAY CMNTYS INC | 621,200 | $99.7B | 470.41% | |
| 37 | BXBLACKSTONE GROUP INC | 1,260,000 | $81.7B | 385.46% | |
| 38 | EDUNEW ORIENTAL ED & TECHNOLOGY | 400,000 | $74.3B | 350.83% | |
| 39 | HPPHUDSON PAC PPTYS INC | 2,868,516 | $68.9B | 325.23% | |
| 40 | LYVLIVE NATION ENTERTAINMENT IN | 890,881 | $65.5B | 309.00% | |
| 41 | —DRAGONEER GROWTH OPPORTUN CO | 4,000,000 | $56.0B | 264.14% | |
| 42 | —RIBBIT LEAP LTD | 3,000,000 | $44.9B | 211.99% | |
| 43 | —REDBALL ACQUISITION CORP | 3,500,000 | $40.5B | 190.98% | |
| 44 | —CHINDATA GROUP HLDGS LTD | 1,450,000 | $34.7B | 163.99% | |
| 45 | —LUX HEALTH TECH ACQUISITION | 3,000,000 | $34.5B | 162.85% | |
| 46 | —CBRE ACQUISITION HLDGS INC | 3,000,000 | $31.4B | 147.98% | |
| 47 | —REPLAY ACQUISITION CORP | 2,500,000 | $28.1B | 132.76% | |
| 48 | TXG10X GENOMICS INC | 191,336 | $27.1B | 127.89% | |
| 49 | —HEALTH ASSURN ACQUISITION CO | 2,000,000 | $22.0B | 104.03% | |
| 50 | —TS INNOVATION ACQUISITN CORP | 2,000,000 | $21.1B | 99.50% | |
| 51 | —HUMANCO ACQUISITION CORP | 1,000,000 | $11.0B | 52.02% | |
| 52 | —YATSEN HLDG LTD | 500,000 | $8.5B | 40.12% |