D1 Capital Partners L.P. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$5.5T
Holdings
22
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISDISNEY WALT CO | 6,320,000 | $701.7B | 12.67% | |
| 2 | NFLXNETFLIX INC | 1,825,000 | $650.7B | 11.75% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 6,146,000 | $510.8B | 9.22% | |
| 4 | DHID R HORTON INC | 11,745,000 | $486.0B | 8.77% | |
| 5 | JDJD COM INC | 14,111,797 | $425.5B | 7.68% | |
| 6 | METAFACEBOOK INC | 1,995,000 | $332.5B | 6.00% | |
| 7 | AABAUSDALTABA INC | 4,460,000 | $330.6B | 5.97% | |
| 8 | GOOGLALPHABET INC | 262,000 | $308.3B | 5.57% | |
| 9 | LENLENNAR CORP | 4,620,000 | $226.8B | 4.09% | |
| 10 | WYNNWYNN RESORTS LTD | 1,753,000 | $209.2B | 3.78% | |
| 11 | RACEFERRARI N V | 1,548,700 | $207.2B | 3.74% | |
| 12 | GWREGUIDEWIRE SOFTWARE INC | 2,004,000 | $194.7B | 3.51% | |
| 13 | DHRDANAHER CORPORATION | 1,200,000 | $158.4B | 2.86% | |
| 14 | IQVIQVIA HLDGS INC | 766,000 | $110.2B | 1.99% | |
| 15 | BILIBILIBILI INC | 5,700,000 | $108.0B | 1.95% | |
| 16 | ADBEADOBE INC | 386,000 | $102.9B | 1.86% | |
| 17 | LVSLAS VEGAS SANDS CORP | 1,607,000 | $98.0B | 1.77% | |
| 18 | OCOWENS CORNING NEW | 2,001,000 | $94.3B | 1.70% | |
| 19 | AMATAPPLIED MATLS INC | 2,220,000 | $88.0B | 1.59% | |
| 20 | MUMICRON TECHNOLOGY INC | 1,960,000 | $81.0B | 1.46% | |
| 21 | LRCXEURLAM RESEARCH CORP | 369,000 | $66.1B | 1.19% | |
| 22 | IQIQIYI INC | 2,050,000 | $49.0B | 0.89% |