D1 Capital Partners L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$5.7B
Holdings
28
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 28,908,951 | $678.5B | 11922.97% | |
| 2 | 4I1PHILIP MORRIS INTL INC | 4,748,356 | $446.7B | 7850.18% | |
| 3 | METAMETA PLATFORMS INC | 1,251,278 | $442.9B | 7783.00% | |
| 4 | TPDTEMPUR SEALY INTL INC | 6,677,472 | $340.4B | 5980.89% | |
| 5 | ELVELEVANCE HEALTH INC | 689,032 | $324.9B | 5709.73% | |
| 6 | HDBHDFC BANK LTD | 4,297,701 | $288.4B | 5068.30% | |
| 7 | NUNU HLDGS LTD | 33,613,678 | $280.0B | 4920.40% | |
| 8 | GOOGLALPHABET INC | 1,959,069 | $273.7B | 4808.99% | |
| 9 | EQREQUITY RESIDENTIAL | 4,438,082 | $271.4B | 4769.82% | |
| 10 | INVHINVITATION HOMES INC | 7,470,374 | $254.8B | 4477.78% | |
| 11 | MSFTMICROSOFT CORP | 642,542 | $241.6B | 4245.95% | |
| 12 | GEGENERAL ELECTRIC CO | 1,872,652 | $239.0B | 4200.00% | |
| 13 | PODDINSULET CORP | 1,004,946 | $218.1B | 3831.79% | |
| 14 | WRBYWARBY PARKER INC | 14,944,023 | $210.7B | 3702.76% | |
| 15 | AMZNAMAZON COM INC | 1,228,402 | $186.6B | 3279.83% | |
| 16 | CPTCAMDEN PPTY TR | 1,476,927 | $146.6B | 2576.94% | |
| 17 | RIVNRIVIAN AUTOMOTIVE INC | 5,866,314 | $137.6B | 2418.42% | |
| 18 | RHRH | 326,000 | $95.0B | 1669.80% | |
| 19 | MAMASTERCARD INCORPORATED | 208,305 | $88.8B | 1561.23% | |
| 20 | FWONALIBERTY MEDIA CORP DEL | 1,323,860 | $83.6B | 1468.65% | |
| 21 | VVISA INC | 305,478 | $79.5B | 1397.58% | |
| 22 | XYZBLOCK INC | 943,357 | $73.0B | 1282.26% | |
| 23 | ENQENTEGRIS INC | 544,178 | $65.2B | 1145.80% | |
| 24 | PCORPROCORE TECHNOLOGIES INC | 812,659 | $56.3B | 988.51% | |
| 25 | DLODLOCAL LTD | 2,736,649 | $48.4B | 850.72% | |
| 26 | TKOTKO GROUP HOLDINGS INC | 523,587 | $42.7B | 750.61% | |
| 27 | LYVLIVE NATION ENTERTAINMENT IN | 453,532 | $42.5B | 745.97% | |
| 28 | LXEOLEXEO THERAPEUTICS INC | 2,506,607 | $33.6B | 591.12% |