D1 Capital Partners L.P. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$5.2B
Holdings
38
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 9,441,785 | $378.3T | 7279178.63% | |
| 2 | MSFTMICROSOFT CORP | 959,990 | $326.9T | 6289900.41% | |
| 3 | ELVELEVANCE HEALTH INC | 690,732 | $306.9T | 5904526.04% | |
| 4 | CPTCAMDEN PPTY TR | 2,737,156 | $298.0T | 5733458.87% | |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 2,046,367 | $297.8T | 5730660.25% | |
| 6 | GOOGLALPHABET INC | 2,289,127 | $274.0T | 5271970.44% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 502,200 | $241.4T | 4644142.61% | |
| 8 | RIVNRIVIAN AUTOMOTIVE INC | 13,908,880 | $231.7T | 4458369.77% | |
| 9 | METAMETA PLATFORMS INC | 763,578 | $219.1T | 4216129.73% | |
| 10 | PODDINSULET CORP | 723,238 | $208.5T | 4012315.34% | |
| 11 | HDBHDFC BANK LTD | 2,984,915 | $208.0T | 4002890.18% | |
| 12 | DHRDANAHER CORPORATION | 841,700 | $202.0T | 3886668.47% | |
| 13 | EQREQUITY RESIDENTIAL | 2,935,064 | $193.6T | 3725400.66% | |
| 14 | WRBYWARBY PARKER INC | 14,944,023 | $174.7T | 3361173.78% | |
| 15 | VVISA INC | 726,478 | $172.5T | 3319391.17% | |
| 16 | GEGENERAL ELECTRIC CO | 1,455,000 | $159.8T | 3075190.20% | |
| 17 | AVBAVALONBAY CMNTYS INC | 808,348 | $153.0T | 2943669.70% | |
| 18 | LULULULULEMON ATHLETICA INC | 373,919 | $141.5T | 2723029.50% | |
| 19 | RHRH | 355,635 | $117.2T | 2255212.40% | |
| 20 | MAAMID-AMER APT CMNTYS INC | 674,084 | $102.4T | 1969546.97% | |
| 21 | XYZBLOCK INC | 1,519,622 | $101.2T | 1946359.50% | |
| 22 | VVVVALVOLINE INC | 2,600,031 | $97.5T | 1876439.29% | |
| 23 | PCORPROCORE TECHNOLOGIES INC | 1,271,659 | $82.7T | 1592063.56% | |
| 24 | DLODLOCAL LTD | 5,373,458 | $65.6T | 1261829.19% | |
| 25 | NVDANVIDIA CORPORATION | 136,000 | $57.5T | 1106900.89% | |
| 26 | PNCPNC FINL SVCS GROUP INC | 399,642 | $50.3T | 968452.28% | |
| 27 | SUISUN CMNTYS INC | 380,000 | $49.6T | 953827.63% | |
| 28 | SGHTSIGHT SCIENCES INC | 5,852,036 | $48.5T | 932279.75% | |
| 29 | APDAIR PRODS & CHEMS INC | 132,000 | $39.5T | 760717.11% | |
| 30 | FWONALIBERTY MEDIA CORP DEL | 516,867 | $38.9T | 748630.21% | |
| 31 | INTUINTUIT | 79,000 | $36.2T | 696436.66% | |
| 32 | SNOWSNOWFLAKE INC | 187,983 | $33.1T | 636488.87% | |
| 33 | WWEUSDWORLD WRESTLING ENTMT INC | 256,346 | $27.8T | 534989.33% | |
| 34 | DDOGDATADOG INC | 234,599 | $23.1T | 444060.26% | |
| 35 | AMDADVANCED MICRO DEVICES INC | 160,000 | $18.2T | 350663.66% | |
| 36 | MAMASTERCARD INCORPORATED | 40,459 | $15.9T | 306159.70% | |
| 37 | —CAZOO GROUP LTD | 1,841,326 | $2.2T | 41804.37% | |
| 38 | HOODROBINHOOD MKTS INC | 203,555 | $2.0T | 39086.00% |