D1 Capital Partners L.P. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$5.9T
Holdings
35
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 28,911,022 | $929.2B | 15.67% | |
| 2 | 4I1PHILIP MORRIS INTL INC | 6,085,544 | $616.6B | 10.40% | |
| 3 | LENLENNAR CORP | 2,420,000 | $362.7B | 6.12% | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 3,543,532 | $332.2B | 5.60% | |
| 5 | XPOXPO INC | 2,558,000 | $271.5B | 4.58% | |
| 6 | AMZNAMAZON COM INC | 1,291,326 | $249.5B | 4.21% | |
| 7 | RCLROYAL CARIBBEAN GROUP | 1,512,103 | $241.1B | 4.07% | |
| 8 | GEVGE VERNOVA INC | 1,367,462 | $234.5B | 3.96% | |
| 9 | HDBHDFC BANK LTD | 3,431,998 | $220.8B | 3.72% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 680,061 | $213.4B | 3.60% | |
| 11 | PFEPFIZER INC | 7,621,000 | $213.2B | 3.60% | |
| 12 | QSRRESTAURANT BRANDS INTL INC | 2,843,500 | $200.1B | 3.38% | |
| 13 | NUNU HLDGS LTD | 14,605,159 | $188.3B | 3.18% | |
| 14 | ELVELEVANCE HEALTH INC | 295,932 | $160.4B | 2.70% | |
| 15 | WRBYWARBY PARKER INC | 9,444,023 | $151.7B | 2.56% | |
| 16 | STZCONSTELLATION BRANDS INC | 574,433 | $147.8B | 2.49% | |
| 17 | MSFTMICROSOFT CORP | 311,885 | $139.4B | 2.35% | |
| 18 | INVHINVITATION HOMES INC | 3,400,874 | $122.1B | 2.06% | |
| 19 | XYZBLOCK INC | 1,831,342 | $118.1B | 1.99% | |
| 20 | WDAYWORKDAY INC | 518,000 | $115.8B | 1.95% | |
| 21 | MRVLMARVELL TECHNOLOGY INC | 1,547,987 | $108.2B | 1.83% | |
| 22 | WMGWARNER MUSIC GROUP CORP | 2,749,783 | $84.3B | 1.42% | |
| 23 | MTZMASTEC INC | 743,000 | $79.5B | 1.34% | |
| 24 | FLUTFLUTTER ENTMT PLC | 434,500 | $79.2B | 1.34% | |
| 25 | CCLCARNIVAL CORP | 3,716,000 | $69.6B | 1.17% | |
| 26 | PDDPDD HOLDINGS INC | 468,000 | $62.2B | 1.05% | |
| 27 | PODDINSULET CORP | 270,652 | $54.6B | 0.92% | |
| 28 | FWONALIBERTY MEDIA CORP DEL | 624,392 | $44.9B | 0.76% | |
| 29 | LXEOLEXEO THERAPEUTICS INC | 2,506,607 | $40.2B | 0.68% | |
| 30 | VIKVIKING HOLDINGS LTD | 882,860 | $30.0B | 0.51% | |
| 31 | HUTHUT 8 CORP | 1,160,000 | $17.4B | 0.29% | |
| 32 | IRENIRIS ENERGY LTD | 1,534,000 | $17.3B | 0.29% | |
| 33 | TPDTEMPUR SEALY INTL INC | 132,346 | $6.3B | 0.11% | |
| 34 | BTDRBITDEER TECHNOLOGIES GROUP | 525,000 | $5.4B | 0.09% | |
| 35 | RIVNRIVIAN AUTOMOTIVE INC | 101,056 | $1.4B | 0.02% |