D1 Capital Partners L.P. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$15.3B
Holdings
56
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.COM INC | 15,546,558 | $1.2T | 8111.67% | |
| 2 | EXPEEXPEDIA GROUP INC | 7,544,001 | $1.2T | 8074.12% | |
| 3 | AMZNAMAZON COM INC | 311,354 | $1.1T | 7002.48% | |
| 4 | MSFTMICROSOFT CORP | 3,205,873 | $868.5B | 5677.72% | |
| 5 | CVNACARVANA CO | 2,672,035 | $806.5B | 5272.41% | |
| 6 | RHRH | 988,219 | $671.0B | 4386.74% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 6,897,616 | $654.9B | 4281.67% | |
| 8 | DHRDANAHER CORPORATION | 2,341,421 | $628.3B | 4107.86% | |
| 9 | METAFACEBOOK INC | 1,790,916 | $622.7B | 4071.09% | |
| 10 | BKNGBOOKING HOLDINGS INC | 255,164 | $558.3B | 3650.09% | |
| 11 | BALLBALL CORP | 6,488,447 | $525.7B | 3436.78% | |
| 12 | SNOWSNOWFLAKE INC | 2,092,900 | $506.1B | 3308.44% | |
| 13 | LBEURL BRANDS INC | 6,823,000 | $491.7B | 3214.31% | |
| 14 | PTONPELOTON INTERACTIVE INC | 3,963,267 | $491.5B | 3213.39% | |
| 15 | DDOGDATADOG INC | 4,595,785 | $478.3B | 3127.13% | |
| 16 | FTCHQFARFETCH LTD | 9,423,398 | $474.6B | 3102.50% | |
| 17 | UUNITY SOFTWARE INC | 3,967,037 | $435.7B | 2848.43% | |
| 18 | TMUST-MOBILE US INC | 2,654,001 | $384.4B | 2512.92% | |
| 19 | DISDISNEY WALT CO | 1,674,412 | $294.3B | 1924.09% | |
| 20 | PODDINSULET CORP | 1,002,000 | $275.1B | 1798.23% | |
| 21 | OMGBPOUTSET MED INC | 4,575,753 | $228.7B | 1495.12% | |
| 22 | SHOPSHOPIFY INC | 141,930 | $207.4B | 1355.62% | |
| 23 | COUPEURCOUPA SOFTWARE INC | 733,458 | $192.2B | 1256.83% | |
| 24 | ALKTALKAMI TECHNOLOGY INC | 5,275,000 | $188.2B | 1230.11% | |
| 25 | BEKEKE HLDGS INC | 3,880,784 | $185.0B | 1209.69% | |
| 26 | CMGCHIPOTLE MEXICAN GRILL INC | 102,400 | $158.8B | 1037.88% | |
| 27 | DLODLOCAL LTD | 2,570,000 | $135.0B | 882.59% | |
| 28 | DECKDECKERS OUTDOOR CORP | 351,000 | $134.8B | 881.33% | |
| 29 | STNESTONECO LTD | 1,935,500 | $129.8B | 848.55% | |
| 30 | NYTNEW YORK TIMES CO | 2,947,193 | $128.3B | 839.10% | |
| 31 | EWEDWARDS LIFESCIENCES CORP | 1,230,000 | $127.4B | 832.83% | |
| 32 | CRWDCROWDSTRIKE HLDGS INC | 355,400 | $89.3B | 583.91% | |
| 33 | TUYATUYA INC | 3,291,667 | $80.6B | 527.23% | |
| 34 | FTVFORTIVE CORP | 1,150,000 | $80.2B | 524.32% | |
| 35 | —BRIGHT HEALTH GROUP INC | 3,350,000 | $57.5B | 375.82% | |
| 36 | FOAFINANCE OF AMERICA COMPAN | 6,494,201 | $49.6B | 323.94% | |
| 37 | 8DTSQUARESPACE INC | 804,621 | $47.8B | 312.52% | |
| 38 | MRVIMARAVAI LIFESCIENCES HLDGS I | 1,000,000 | $41.7B | 272.81% | |
| 39 | PINSPINTEREST INC | 519,000 | $41.0B | 267.88% | |
| 40 | —RIBBIT LEAP LTD | 3,000,000 | $33.3B | 217.90% | |
| 41 | —LUX HEALTH TECH ACQUISITION | 3,000,000 | $31.0B | 202.50% | |
| 42 | LTCHLATCH INC | 2,500,000 | $30.7B | 200.54% | |
| 43 | —CBRE ACQUISITION HLDGS INC | 3,000,000 | $29.9B | 195.34% | |
| 44 | —HEALTH ASSURN ACQUISITION CO | 2,000,000 | $20.8B | 136.11% | |
| 45 | BZKANZHUN LIMITED | 525,000 | $20.8B | 136.09% | |
| 46 | —DYNAMICS SPECIAL PURPOSE COR | 1,950,000 | $19.4B | 126.72% | |
| 47 | FUTUFUTU HLDGS LTD | 94,000 | $16.8B | 110.05% | |
| 48 | —EMPOWERMENT & INCLUSION CAPI | 1,500,000 | $15.2B | 99.04% | |
| 49 | —TISHMAN SPEYER INNOVATION CO | 1,300,000 | $13.1B | 85.41% | |
| 50 | —HUMANCO ACQUISITION CORP | 1,000,000 | $10.3B | 67.66% | |
| 51 | —CATALYST PARTNRS ACQUISITN C | 1,000,000 | $10.0B | 65.64% | |
| 52 | —LOGISTICS INNOVTN TECHNLGS C | 1,000,000 | $9.9B | 65.05% | |
| 53 | —KHOSLA VENTURES ACQUISITION | 750,000 | $7.4B | 48.50% | |
| 54 | WDHWATERDROP INC | 1,000,000 | $6.5B | 42.36% | |
| 55 | YMMFULL TRUCK ALLIANCE CO LTD | 125,000 | $2.5B | 16.66% | |
| 56 | —FINANCE OF AMERICA COMPAN | 485,649 | $651.0M | 4.26% |