D1 Capital Partners L.P. Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$7.0B

Holdings

28

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (28 positions)

#StockSharesValue% PortfolioType
1
NFLXNETFLIX INC
2,528,000$928.6B13235.01%
2
BABAALIBABA GROUP HLDG LTD
4,235,000$717.6B10228.16%
3
JDJD COM INC
22,540,000$682.7B9730.97%
4
DISDISNEY WALT CO
3,780,000$527.8B7523.22%
5
HLTHILTON WORLDWIDE HLDGS INC
5,145,000$502.9B7167.37%
6
METAFACEBOOK INC
2,195,000$423.6B6038.02%
7
DHID R HORTON INC
7,617,690$328.6B4682.80%
8
MUMICRON TECHNOLOGY INC
7,150,000$275.9B3932.64%
9
GOOGLALPHABET INC
254,000$275.0B3919.98%
10
GWREGUIDEWIRE SOFTWARE INC
2,355,000$238.8B3402.87%
11
LVSLAS VEGAS SANDS CORP
3,900,000$230.5B3284.59%
12
IQVIQVIA HLDGS INC
1,270,000$204.3B2912.48%
13
FISFIDELITY NATL INFORMATION SV
1,635,800$200.7B2860.27%
14
RACEFERRARI N V
1,220,000$196.9B2806.85%
15
OCOWENS CORNING NEW
2,740,000$159.5B2272.88%
16
WPWORLDPAY INC
1,180,000$144.6B2061.09%
17
BABOEING CO
365,000$132.9B1893.69%
18
TWLOTWILIO INC
957,800$130.6B1861.37%
19
AMZNAMAZON COM INC
66,500$125.9B1794.81%
20
BILIBILIBILI INC
6,725,000$109.4B1559.49%
21
ADBEADOBE INC
354,200$104.4B1487.50%
22
WYNNWYNN RESORTS LTD
724,400$89.8B1280.16%
23
LINLINDE PLC
375,000$75.3B1073.24%
24
CHWYCHEWY INC
1,959,974$68.6B977.73%
25
SNAPSNAP INC
3,750,000$53.6B764.31%
26
CLVTCLARIVATE ANALYTICS PLC
2,144,546$33.0B470.10%
27
QUTOUTIAO INC
7,500,000$29.6B421.17%
28
REPLAY ACQUISITION CORP
2,500,000$25.1B357.22%