D1 Capital Partners L.P. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$6.8T
Holdings
24
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 4,382,600 | $1.4T | 20.82% | |
| 2 | AMZNAMAZON COM INC | 490,000 | $905.4B | 13.29% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 6,210,000 | $688.8B | 10.11% | |
| 4 | METAFACEBOOK INC | 3,080,000 | $632.2B | 9.28% | |
| 5 | JDJD COM INC | 17,180,000 | $605.3B | 8.89% | |
| 6 | RACEFERRARI N V | 2,557,495 | $423.4B | 6.22% | |
| 7 | TMETENCENT MUSIC ENTMT GROUP | 23,350,000 | $274.1B | 4.02% | |
| 8 | NOWSERVICENOW INC | 818,000 | $230.9B | 3.39% | |
| 9 | LINLINDE PLC | 1,006,000 | $214.2B | 3.14% | |
| 10 | FISFIDELITY NATL INFORMATION SV | 1,385,000 | $192.6B | 2.83% | |
| 11 | DISDISNEY WALT CO | 1,120,000 | $162.0B | 2.38% | |
| 12 | LVSLAS VEGAS SANDS CORP | 2,340,000 | $161.6B | 2.37% | |
| 13 | PLANUSDANAPLAN INC | 3,050,000 | $159.8B | 2.35% | |
| 14 | ARMKARAMARK | 3,600,000 | $156.2B | 2.29% | |
| 15 | CLVTCLARIVATE ANALYTICS PLC | 7,600,000 | $127.7B | 1.87% | |
| 16 | GWREGUIDEWIRE SOFTWARE INC | 874,400 | $96.0B | 1.41% | |
| 17 | CHWYCHEWY INC | 2,547,000 | $73.9B | 1.08% | |
| 18 | GOOGLALPHABET INC | 52,500 | $70.3B | 1.03% | |
| 19 | NVSTENVISTA HLDGS CORP | 1,760,000 | $52.2B | 0.77% | |
| 20 | CRMSALESFORCE COM INC | 315,000 | $51.2B | 0.75% | |
| 21 | BABAALIBABA GROUP HLDG LTD | 240,000 | $50.9B | 0.75% | |
| 22 | —REPLAY ACQUISITION CORP | 2,500,000 | $25.9B | 0.38% | |
| 23 | EXASEXACT SCIENCES CORP | 275,000 | $25.4B | 0.37% | |
| 24 | ORLYO REILLY AUTOMOTIVE INC NEW | 30,901 | $13.5B | 0.20% |