D1 Capital Partners L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$5176.9T

Holdings

34

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (34 positions)

#StockSharesValue% PortfolioType
1
CARTMAPLEBEAR INC
22,551,414$918.7T17.75%
2
XPOXPO INC
4,711,042$506.5T9.78%
3
4I1PHILIP MORRIS INTL INC
3,286,873$399.0T7.71%
4
RCLROYAL CARIBBEAN GROUP
1,570,262$278.5T5.38%
5
GEHCGE HEALTHCARE TECHNOLOGIES I
2,857,314$268.2T5.18%
6
AMZNAMAZON COM INC
1,211,234$225.7T4.36%
7
SPOTSPOTIFY TECHNOLOGY S A
604,254$222.7T4.30%
8
LYVLIVE NATION ENTERTAINMENT IN
1,828,680$200.2T3.87%
9
BACBANK AMERICA CORP
4,406,706$174.9T3.38%
10
WMGWARNER MUSIC GROUP CORP
5,264,498$164.8T3.18%
11
METAMETA PLATFORMS INC
251,665$144.1T2.78%
12
STZCONSTELLATION BRANDS INC
533,050$137.4T2.65%
13
WRBYWARBY PARKER INC
7,861,364$128.4T2.48%
14
HDBHDFC BANK LTD
1,924,045$120.4T2.33%
15
SBUXSTARBUCKS CORP
1,192,028$116.2T2.24%
16
XYZBLOCK INC
1,632,342$109.6T2.12%
17
QSRRESTAURANT BRANDS INTL INC
1,330,040$95.9T1.85%
18
VIKVIKING HOLDINGS LTD
2,586,161$90.2T1.74%
19
PTCPTC INC
468,000$84.5T1.63%
20
LINELINEAGE INC
1,050,000$82.3T1.59%
21
MTZMASTEC INC
664,828$81.8T1.58%
22
AMEAMETEK INC
464,633$79.8T1.54%
23
LENLENNAR CORP
402,000$75.4T1.46%
24
AKXANSYS INC
230,189$73.3T1.42%
25
ENQENTEGRIS INC
641,101$72.1T1.39%
26
CCLCARNIVAL CORP
3,695,629$68.3T1.32%
27
MSFTMICROSOFT CORP
152,185$65.5T1.26%
28
PDDPDD HOLDINGS INC
384,000$51.8T1.00%
29
CEGCONSTELLATION ENERGY CORP
184,000$47.8T0.92%
30
VRTVERTIV HOLDINGS CO
422,513$42.0T0.81%
31
LXEOLEXEO THERAPEUTICS INC
2,506,607$22.7T0.44%
32
IRENIRIS ENERGY LTD
1,534,000$12.9T0.25%
33
HUTHUT 8 CORP
912,000$11.2T0.22%
34
BTDRBITDEER TECHNOLOGIES GROUP
525,000$4.1T0.08%