D1 Capital Partners L.P. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$7.2T
Holdings
28
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,693,000 | $988.3B | 13.65% | |
| 2 | AMZNAMAZON COM INC | 411,500 | $714.3B | 9.87% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 3,465,000 | $579.5B | 8.00% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 6,030,000 | $561.5B | 7.76% | |
| 5 | JDJD COM INC | 19,724,079 | $556.4B | 7.69% | |
| 6 | METAFACEBOOK INC | 2,970,000 | $528.9B | 7.31% | |
| 7 | RACEFERRARI N V | 2,511,311 | $387.0B | 5.35% | |
| 8 | LINLINDE PLC | 1,660,000 | $321.6B | 4.44% | |
| 9 | GWREGUIDEWIRE SOFTWARE INC | 2,875,589 | $303.0B | 4.19% | |
| 10 | TMETENCENT MUSIC ENTMT GROUP | 19,500,000 | $249.0B | 3.44% | |
| 11 | FISFIDELITY NATL INFORMATION SV | 1,785,000 | $237.0B | 3.27% | |
| 12 | LVSLAS VEGAS SANDS CORP | 3,985,000 | $230.2B | 3.18% | |
| 13 | IQVIQVIA HLDGS INC | 1,459,203 | $218.0B | 3.01% | |
| 14 | CRMSALESFORCE COM INC | 1,160,000 | $172.2B | 2.38% | |
| 15 | DISDISNEY WALT CO | 1,230,000 | $160.3B | 2.21% | |
| 16 | PLANUSDANAPLAN INC | 3,304,889 | $155.3B | 2.15% | |
| 17 | ADBEADOBE INC | 545,000 | $150.6B | 2.08% | |
| 18 | ARMKARAMARK | 3,009,665 | $131.2B | 1.81% | |
| 19 | WYNNWYNN RESORTS LTD | 964,400 | $104.8B | 1.45% | |
| 20 | CLVTCLARIVATE ANALYTICS PLC | 5,929,895 | $100.0B | 1.38% | |
| 21 | TWLOTWILIO INC | 907,300 | $99.8B | 1.38% | |
| 22 | AVTRAVANTOR INC | 6,655,000 | $97.8B | 1.35% | |
| 23 | CHWYCHEWY INC | 2,625,000 | $64.5B | 0.89% | |
| 24 | NOWSERVICENOW INC | 226,200 | $57.4B | 0.79% | |
| 25 | —REPLAY ACQUISITION CORP | 2,500,000 | $25.6B | 0.35% | |
| 26 | NVSTENVISTA HLDGS CORP | 800,000 | $22.3B | 0.31% | |
| 27 | LVGOLIVONGO HEALTH INC | 782,530 | $13.6B | 0.19% | |
| 28 | —QUTOUTIAO INC | 2,525,000 | $9.3B | 0.13% |