D1 Capital Partners L.P. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$9.7T
Holdings
34
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 2,697,578 | $1.0T | 10.47% | |
| 2 | METAFACEBOOK INC | 5,306,325 | $885.1B | 9.15% | |
| 3 | ORLYO REILLY AUTOMOTIVE INC NEW | 2,818,653 | $848.6B | 8.77% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 11,130,472 | $759.5B | 7.85% | |
| 5 | JDJD COM INC | 18,380,000 | $744.4B | 7.70% | |
| 6 | DISDISNEY WALT CO | 7,630,000 | $737.1B | 7.62% | |
| 7 | AMZNAMAZON COM INC | 365,000 | $711.6B | 7.36% | |
| 8 | DHRDANAHER CORPORATION | 3,881,366 | $537.2B | 5.56% | |
| 9 | FISFIDELITY NATL INFORMATION SV | 3,541,583 | $430.8B | 4.45% | |
| 10 | RACEFERRARI N V | 2,461,146 | $375.5B | 3.88% | |
| 11 | LVSLAS VEGAS SANDS CORP | 8,335,000 | $354.0B | 3.66% | |
| 12 | LINLINDE PLC | 1,537,399 | $266.0B | 2.75% | |
| 13 | MSFTMICROSOFT CORP | 1,578,640 | $249.0B | 2.57% | |
| 14 | PLANUSDANAPLAN INC | 5,962,617 | $180.4B | 1.87% | |
| 15 | LYVLIVE NATION ENTERTAINMENT IN | 3,507,000 | $159.4B | 1.65% | |
| 16 | AZOAUTOZONE INC | 168,000 | $142.1B | 1.47% | |
| 17 | GWREGUIDEWIRE SOFTWARE INC | 1,745,400 | $138.4B | 1.43% | |
| 18 | MUMICRON TECHNOLOGY INC | 3,248,245 | $136.6B | 1.41% | |
| 19 | GOOGLALPHABET INC | 115,000 | $133.6B | 1.38% | |
| 20 | TMETENCENT MUSIC ENTMT GROUP | 12,629,800 | $127.1B | 1.31% | |
| 21 | —PPD INC | 6,037,011 | $107.5B | 1.11% | |
| 22 | BABAALIBABA GROUP HLDG LTD | 513,304 | $99.8B | 1.03% | |
| 23 | NKENIKE INC | 1,008,888 | $83.5B | 0.86% | |
| 24 | UNHUNITEDHEALTH GROUP INC | 320,000 | $79.8B | 0.83% | |
| 25 | USBUS BANCORP DEL | 2,000,000 | $68.9B | 0.71% | |
| 26 | CLVTCLARIVATE ANALYTICS PLC | 2,361,000 | $49.0B | 0.51% | |
| 27 | BACBK OF AMERICA CORP | 2,036,500 | $43.2B | 0.45% | |
| 28 | PDDPINDUODUO INC | 1,067,300 | $38.5B | 0.40% | |
| 29 | DHID R HORTON INC | 1,013,424 | $34.5B | 0.36% | |
| 30 | HPPHUDSON PAC PPTYS INC | 1,313,400 | $33.3B | 0.34% | |
| 31 | SBUXSTARBUCKS CORP | 498,730 | $32.8B | 0.34% | |
| 32 | KRCKILROY RLTY CORP | 387,225 | $24.7B | 0.26% | |
| 33 | —REPLAY ACQUISITION CORP | 2,500,000 | $24.5B | 0.25% | |
| 34 | INMDINMODE LTD | 971,100 | $20.9B | 0.22% |