D1 Capital Partners L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$16.6B
Holdings
45
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 12,683,542 | $2.3T | 13846.28% | |
| 2 | RIVNRIVIAN AUTOMOTIVE INC | 15,590,987 | $1.6T | 9765.55% | |
| 3 | CVNACARVANA CO | 4,211,082 | $976.1B | 5896.24% | |
| 4 | JDJD.COM INC | 12,682,047 | $888.6B | 5367.94% | |
| 5 | AMZNAMAZON COM INC | 254,654 | $849.1B | 5129.17% | |
| 6 | MSFTMICROSOFT CORP | 2,521,232 | $847.9B | 5122.15% | |
| 7 | DISDISNEY WALT CO | 5,430,761 | $841.2B | 5081.25% | |
| 8 | RHRH | 1,286,235 | $689.3B | 4164.12% | |
| 9 | WRBYWARBY PARKER INC | 13,404,023 | $624.1B | 3769.94% | |
| 10 | TMUST-MOBILE US INC | 5,304,372 | $615.2B | 3716.24% | |
| 11 | SNOWSNOWFLAKE INC | 1,355,039 | $459.0B | 2772.79% | |
| 12 | PCORPROCORE TECHNOLOGIES INC | 5,710,394 | $456.7B | 2758.54% | |
| 13 | PODDINSULET CORP | 1,692,857 | $450.4B | 2720.83% | |
| 14 | SHOPSHOPIFY INC | 300,875 | $414.4B | 2503.39% | |
| 15 | DDOGDATADOG INC | 2,306,199 | $410.8B | 2481.25% | |
| 16 | HLTHILTON WORLDWIDE HLDGS INC | 2,570,333 | $400.9B | 2421.99% | |
| 17 | BURLBURLINGTON STORES INC | 1,183,600 | $345.0B | 2084.22% | |
| 18 | BEKEKE HLDGS INC | 17,007,004 | $342.2B | 2067.01% | |
| 19 | OPENOPENDOOR TECHNOLOGIES INC | 18,920,610 | $276.4B | 1669.83% | |
| 20 | DLODLOCAL LTD | 7,022,581 | $250.6B | 1514.01% | |
| 21 | TXG10X GENOMICS INC | 1,605,000 | $239.1B | 1444.21% | |
| 22 | BBWIBATH & BODY WORKS INC | 3,411,000 | $238.1B | 1438.01% | |
| 23 | COUPEURCOUPA SOFTWARE INC | 1,499,398 | $237.0B | 1431.52% | |
| 24 | TOSTTOAST INC | 6,383,040 | $221.6B | 1338.34% | |
| 25 | SGSWEETGREEN INC | 6,149,628 | $196.8B | 1188.73% | |
| 26 | XYZBLOCK INC | 1,102,000 | $178.0B | 1075.15% | |
| 27 | 3M4MASIMO CORP | 507,397 | $148.6B | 897.38% | |
| 28 | TSLATESLA INC | 139,600 | $147.5B | 891.16% | |
| 29 | HOODROBINHOOD MKTS INC | 7,452,100 | $132.3B | 799.48% | |
| 30 | ALKTALKAMI TECHNOLOGY INC | 5,828,511 | $116.9B | 706.28% | |
| 31 | SGHTSIGHT SCIENCES INC | 5,852,036 | $102.8B | 621.10% | |
| 32 | GTLBGITLAB INC | 1,147,992 | $99.9B | 603.31% | |
| 33 | DHRDANAHER CORPORATION | 277,035 | $91.1B | 550.59% | |
| 34 | —CAZOO GROUP LTD | 10,000,000 | $60.3B | 364.25% | |
| 35 | GLBEGLOBAL E ONLINE LTD | 800,000 | $50.7B | 306.34% | |
| 36 | GHGUARDANT HEALTH INC | 478,579 | $47.9B | 289.15% | |
| 37 | PHPARKER-HANNIFIN CORP | 136,334 | $43.4B | 261.99% | |
| 38 | MXCTGBXMAXCYTE INC | 3,510,000 | $35.8B | 216.06% | |
| 39 | —RIBBIT LEAP LTD | 3,000,000 | $29.8B | 180.13% | |
| 40 | RPIDRAPID MICRO BIOSYSTEMS INC | 2,644,444 | $28.1B | 169.97% | |
| 41 | BALLBALL CORP | 193,023 | $18.6B | 112.25% | |
| 42 | —TISHMAN SPEYER INNOVATION CO | 1,300,000 | $12.8B | 77.35% | |
| 43 | ABSIABSCI CORPORATION | 1,557,216 | $12.8B | 77.13% | |
| 44 | —LOGISTICS INNOVTN TECHNLGS C | 1,000,000 | $10.0B | 60.41% | |
| 45 | 8DTSQUARESPACE INC | 263,453 | $7.8B | 46.95% |