D1 Capital Partners L.P. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$4.2T
Holdings
24
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,579,964 | $662.6B | 15.70% | |
| 2 | EXPEEXPEDIA GROUP INC | 6,154,637 | $583.6B | 13.83% | |
| 3 | AMZNAMAZON COM INC | 4,176,620 | $443.6B | 10.51% | |
| 4 | RIVNRIVIAN AUTOMOTIVE INC | 15,590,987 | $401.3B | 9.51% | |
| 5 | PODDINSULET CORP | 1,235,820 | $269.3B | 6.38% | |
| 6 | SNOWSNOWFLAKE INC | 1,829,994 | $254.5B | 6.03% | |
| 7 | TEAMATLASSIAN CORP PLC | 1,232,159 | $230.9B | 5.47% | |
| 8 | RHRH | 1,042,540 | $221.3B | 5.24% | |
| 9 | WRBYWARBY PARKER INC | 14,944,023 | $168.3B | 3.99% | |
| 10 | TMUST-MOBILE US INC | 1,237,584 | $166.5B | 3.95% | |
| 11 | DLODLOCAL LTD | 4,858,061 | $127.5B | 3.02% | |
| 12 | TSLATESLA INC | 177,900 | $119.8B | 2.84% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 2,587,656 | $117.5B | 2.78% | |
| 14 | DISDISNEY WALT CO | 737,315 | $69.6B | 1.65% | |
| 15 | DDOGDATADOG INC | 654,407 | $62.3B | 1.48% | |
| 16 | ALKTALKAMI TECHNOLOGY INC | 4,300,718 | $59.7B | 1.42% | |
| 17 | SGHTSIGHT SCIENCES INC | 5,852,036 | $52.6B | 1.25% | |
| 18 | OPENOPENDOOR TECHNOLOGIES INC | 10,473,502 | $49.3B | 1.17% | |
| 19 | HLTHILTON WORLDWIDE HLDGS INC | 440,000 | $49.0B | 1.16% | |
| 20 | LYVLIVE NATION ENTERTAINMENT IN | 450,350 | $37.2B | 0.88% | |
| 21 | —CAZOO GROUP LTD | 36,826,525 | $26.5B | 0.63% | |
| 22 | ASMLASML HOLDING N V | 52,000 | $24.7B | 0.59% | |
| 23 | RACEFERRARI N V | 115,000 | $21.1B | 0.50% | |
| 24 | HOODROBINHOOD MKTS INC | 203,555 | $1.7B | 0.04% |