D1 Capital Partners L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$4.9T
Holdings
30
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,993,787 | $718.0B | 14.72% | |
| 2 | AMZNAMAZON COM INC | 7,340,913 | $616.6B | 12.64% | |
| 3 | RHRH | 1,770,635 | $473.1B | 9.70% | |
| 4 | PODDINSULET CORP | 975,373 | $287.1B | 5.89% | |
| 5 | EXPEEXPEDIA GROUP INC | 3,144,400 | $275.4B | 5.65% | |
| 6 | RIVNRIVIAN AUTOMOTIVE INC | 13,908,880 | $256.3B | 5.26% | |
| 7 | GOOGLALPHABET INC | 2,877,000 | $253.8B | 5.20% | |
| 8 | SHWSHERWIN WILLIAMS CO | 1,009,700 | $239.6B | 4.91% | |
| 9 | FNDFLOOR & DECOR HLDGS INC | 2,939,175 | $204.7B | 4.20% | |
| 10 | WRBYWARBY PARKER INC | 14,944,023 | $201.6B | 4.13% | |
| 11 | SNOWSNOWFLAKE INC | 1,132,874 | $162.6B | 3.33% | |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 1,110,341 | $140.3B | 2.88% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 2,492,656 | $117.6B | 2.41% | |
| 14 | TPDTEMPUR SEALY INTL INC | 3,016,852 | $103.6B | 2.12% | |
| 15 | WDAYWORKDAY INC | 546,939 | $91.5B | 1.88% | |
| 16 | BILLBILL COM HLDGS INC | 832,175 | $90.7B | 1.86% | |
| 17 | RACEFERRARI N V | 416,523 | $89.2B | 1.83% | |
| 18 | DLODLOCAL LTD | 5,582,153 | $86.9B | 1.78% | |
| 19 | BABAALIBABA GROUP HLDG LTD | 930,000 | $81.9B | 1.68% | |
| 20 | SGHTSIGHT SCIENCES INC | 5,852,036 | $71.5B | 1.47% | |
| 21 | DDOGDATADOG INC | 816,000 | $60.0B | 1.23% | |
| 22 | TEAMATLASSIAN CORPORATION | 439,646 | $56.6B | 1.16% | |
| 23 | XYZBLOCK INC | 895,000 | $56.2B | 1.15% | |
| 24 | ALKTALKAMI TECHNOLOGY INC | 2,437,455 | $35.6B | 0.73% | |
| 25 | NVDANVIDIA CORPORATION | 236,475 | $34.6B | 0.71% | |
| 26 | MUMICRON TECHNOLOGY INC | 515,000 | $25.7B | 0.53% | |
| 27 | JDJD.COM INC | 445,000 | $25.0B | 0.51% | |
| 28 | INTUINTUIT | 35,888 | $14.0B | 0.29% | |
| 29 | —CAZOO GROUP LTD | 36,826,525 | $5.8B | 0.12% | |
| 30 | HOODROBINHOOD MKTS INC | 203,555 | $1.7B | 0.03% |