D1 Capital Partners L.P. Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$13.5T
Holdings
47
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 5,802,932 | $1.4T | 10.13% | |
| 2 | JDJD.COM INC | 12,016,558 | $1.0T | 7.50% | |
| 3 | EXPEEXPEDIA GROUP INC | 5,181,627 | $891.9B | 6.60% | |
| 4 | METAFACEBOOK INC | 2,803,151 | $825.6B | 6.11% | |
| 5 | DHRDANAHER CORPORATION | 2,655,206 | $597.6B | 4.42% | |
| 6 | TMUST-MOBILE US INC | 4,741,000 | $594.0B | 4.40% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 4,750,087 | $574.4B | 4.25% | |
| 8 | CVNACARVANA CO | 1,999,326 | $524.6B | 3.88% | |
| 9 | AMZNAMAZON COM INC | 164,600 | $509.3B | 3.77% | |
| 10 | NFLXNETFLIX INC | 942,000 | $491.4B | 3.64% | |
| 11 | SNOWSNOWFLAKE INC | 2,079,496 | $476.8B | 3.53% | |
| 12 | RHRH | 756,450 | $451.3B | 3.34% | |
| 13 | DDOGDATADOG INC | 5,357,275 | $446.5B | 3.30% | |
| 14 | BKNGBOOKING HOLDINGS INC | 180,311 | $420.1B | 3.11% | |
| 15 | UUNITY SOFTWARE INC | 3,967,037 | $397.9B | 2.95% | |
| 16 | BALLBALL CORP | 4,374,447 | $370.7B | 2.74% | |
| 17 | EDUNEW ORIENTAL ED & TECHNOLOGY | 25,032,390 | $350.5B | 2.59% | |
| 18 | BAXBAXTER INTL INC | 3,245,000 | $273.7B | 2.03% | |
| 19 | OMGBPOUTSET MED INC | 4,575,753 | $248.9B | 1.84% | |
| 20 | COUPEURCOUPA SOFTWARE INC | 924,000 | $235.1B | 1.74% | |
| 21 | PTONPELOTON INTERACTIVE INC | 2,044,000 | $229.8B | 1.70% | |
| 22 | NKENIKE INC | 1,681,000 | $223.4B | 1.65% | |
| 23 | BEKEKE HLDGS INC | 3,880,784 | $221.1B | 1.64% | |
| 24 | DISDISNEY WALT CO | 1,148,412 | $211.9B | 1.57% | |
| 25 | —PPD INC | 5,415,524 | $204.9B | 1.52% | |
| 26 | LVSLAS VEGAS SANDS CORP | 3,093,202 | $187.9B | 1.39% | |
| 27 | LBEURL BRANDS INC | 2,928,000 | $181.1B | 1.34% | |
| 28 | FISFIDELITY NATL INFORMATION SV | 1,134,131 | $159.5B | 1.18% | |
| 29 | SHOPSHOPIFY INC | 123,530 | $136.7B | 1.01% | |
| 30 | NYTNEW YORK TIMES CO | 2,458,193 | $124.4B | 0.92% | |
| 31 | EWEDWARDS LIFESCIENCES CORP | 1,210,000 | $101.2B | 0.75% | |
| 32 | BXBLACKSTONE GROUP INC | 1,260,000 | $93.9B | 0.70% | |
| 33 | TUYATUYA INC | 3,291,667 | $69.6B | 0.52% | |
| 34 | BMBLBUMBLE INC | 700,000 | $43.7B | 0.32% | |
| 35 | —DRAGONEER GROWTH OPPORTUN CO | 4,000,000 | $41.6B | 0.31% | |
| 36 | —RIBBIT LEAP LTD | 3,000,000 | $33.0B | 0.24% | |
| 37 | —LUX HEALTH TECH ACQUISITION | 3,000,000 | $31.9B | 0.24% | |
| 38 | —CBRE ACQUISITION HLDGS INC | 3,000,000 | $29.9B | 0.22% | |
| 39 | —REPLAY ACQUISITION CORP | 2,500,000 | $23.9B | 0.18% | |
| 40 | —TS INNOVATION ACQUISITN CORP | 2,000,000 | $23.2B | 0.17% | |
| 41 | —HEALTH ASSURN ACQUISITION CO | 2,000,000 | $21.5B | 0.16% | |
| 42 | —EMPOWERMENT & INCLUSION CAPI | 1,500,000 | $14.8B | 0.11% | |
| 43 | —TISHMAN SPEYER INNOVATION CO | 1,300,000 | $13.0B | 0.10% | |
| 44 | —HUMANCO ACQUISITION CORP | 1,000,000 | $10.5B | 0.08% | |
| 45 | —CLOOPEN GROUP HOLDING LIMITE | 575,000 | $7.9B | 0.06% | |
| 46 | —KHOSLA VENTURES ACQUISITION | 750,000 | $7.6B | 0.06% | |
| 47 | —REPLAY ACQUISITION CORP | 1,250,000 | $1.6B | 0.01% |