D1 Capital Partners L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$5690.6T
Holdings
28
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 28,908,951 | $678.5T | 11.92% | |
| 2 | 4I1PHILIP MORRIS INTL INC | 4,748,356 | $446.7T | 7.85% | |
| 3 | METAMETA PLATFORMS INC | 1,251,278 | $442.9T | 7.78% | |
| 4 | TPDTEMPUR SEALY INTL INC | 6,677,472 | $340.4T | 5.98% | |
| 5 | ELVELEVANCE HEALTH INC | 689,032 | $324.9T | 5.71% | |
| 6 | HDBHDFC BANK LTD | 4,297,701 | $288.4T | 5.07% | |
| 7 | NUNU HLDGS LTD | 33,613,678 | $280.0T | 4.92% | |
| 8 | GOOGLALPHABET INC | 1,959,069 | $273.7T | 4.81% | |
| 9 | EQREQUITY RESIDENTIAL | 4,438,082 | $271.4T | 4.77% | |
| 10 | INVHINVITATION HOMES INC | 7,470,374 | $254.8T | 4.48% | |
| 11 | MSFTMICROSOFT CORP | 642,542 | $241.6T | 4.25% | |
| 12 | GEGENERAL ELECTRIC CO | 1,872,652 | $239.0T | 4.20% | |
| 13 | PODDINSULET CORP | 1,004,946 | $218.1T | 3.83% | |
| 14 | WRBYWARBY PARKER INC | 14,944,023 | $210.7T | 3.70% | |
| 15 | AMZNAMAZON COM INC | 1,228,402 | $186.6T | 3.28% | |
| 16 | CPTCAMDEN PPTY TR | 1,476,927 | $146.6T | 2.58% | |
| 17 | RIVNRIVIAN AUTOMOTIVE INC | 5,866,314 | $137.6T | 2.42% | |
| 18 | RHRH | 326,000 | $95.0T | 1.67% | |
| 19 | MAMASTERCARD INCORPORATED | 208,305 | $88.8T | 1.56% | |
| 20 | FWONALIBERTY MEDIA CORP DEL | 1,323,860 | $83.6T | 1.47% | |
| 21 | VVISA INC | 305,478 | $79.5T | 1.40% | |
| 22 | XYZBLOCK INC | 943,357 | $73.0T | 1.28% | |
| 23 | ENQENTEGRIS INC | 544,178 | $65.2T | 1.15% | |
| 24 | PCORPROCORE TECHNOLOGIES INC | 812,659 | $56.3T | 0.99% | |
| 25 | DLODLOCAL LTD | 2,736,649 | $48.4T | 0.85% | |
| 26 | TKOTKO GROUP HOLDINGS INC | 523,587 | $42.7T | 0.75% | |
| 27 | LYVLIVE NATION ENTERTAINMENT IN | 453,532 | $42.5T | 0.75% | |
| 28 | LXEOLEXEO THERAPEUTICS INC | 2,506,607 | $33.6T | 0.59% |