D1 Capital Partners L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$5.5T
Holdings
33
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,718,088 | $633.0B | 11.55% | |
| 2 | AMZNAMAZON COM INC | 5,007,620 | $565.9B | 10.33% | |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | 15,590,988 | $513.1B | 9.36% | |
| 4 | SHWSHERWIN WILLIAMS CO | 1,998,700 | $409.2B | 7.47% | |
| 5 | EXPEEXPEDIA GROUP INC | 3,292,637 | $308.5B | 5.63% | |
| 6 | PODDINSULET CORP | 1,328,196 | $304.7B | 5.56% | |
| 7 | RHRH | 1,129,647 | $278.0B | 5.07% | |
| 8 | SNOWSNOWFLAKE INC | 1,560,000 | $265.1B | 4.84% | |
| 9 | WRBYWARBY PARKER INC | 14,944,023 | $199.4B | 3.64% | |
| 10 | GOOGLALPHABET INC | 1,820,000 | $174.1B | 3.18% | |
| 11 | MUMICRON TECHNOLOGY INC | 3,080,000 | $154.3B | 2.82% | |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 1,263,004 | $152.3B | 2.78% | |
| 13 | WDAYWORKDAY INC | 912,000 | $138.8B | 2.53% | |
| 14 | PCORPROCORE TECHNOLOGIES INC | 2,587,656 | $128.0B | 2.34% | |
| 15 | TMUST-MOBILE US INC | 919,361 | $123.4B | 2.25% | |
| 16 | RACEFERRARI N V | 650,741 | $120.4B | 2.20% | |
| 17 | DLODLOCAL LTD | 5,283,720 | $108.4B | 1.98% | |
| 18 | MAMASTERCARD INCORPORATED | 330,000 | $93.8B | 1.71% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 420,000 | $78.7B | 1.44% | |
| 20 | XYZBLOCK INC | 1,430,000 | $78.6B | 1.43% | |
| 21 | TEAMATLASSIAN CORP PLC | 370,876 | $78.1B | 1.43% | |
| 22 | TSLATESLA INC | 277,581 | $73.6B | 1.34% | |
| 23 | NVDANVIDIA CORPORATION | 604,130 | $73.3B | 1.34% | |
| 24 | ASMLASML HOLDING N V | 159,942 | $66.4B | 1.21% | |
| 25 | DDOGDATADOG INC | 729,407 | $64.8B | 1.18% | |
| 26 | JDJD.COM INC | 1,202,973 | $60.5B | 1.10% | |
| 27 | ALKTALKAMI TECHNOLOGY INC | 3,650,718 | $54.9B | 1.00% | |
| 28 | OPENOPENDOOR TECHNOLOGIES INC | 16,382,642 | $51.0B | 0.93% | |
| 29 | BSXBOSTON SCIENTIFIC CORP | 1,000,000 | $38.7B | 0.71% | |
| 30 | SGHTSIGHT SCIENCES INC | 5,852,036 | $37.2B | 0.68% | |
| 31 | SPGIS&P GLOBAL INC | 113,000 | $34.5B | 0.63% | |
| 32 | —CAZOO GROUP LTD | 36,826,525 | $16.9B | 0.31% | |
| 33 | HOODROBINHOOD MKTS INC | 203,555 | $2.1B | 0.04% |