D1 Capital Partners L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.0T
Holdings
35
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 22,551,414 | $934.1B | 15.52% | |
| 2 | 4I1PHILIP MORRIS INTL INC | 3,630,033 | $436.9B | 7.26% | |
| 3 | RCLROYAL CARIBBEAN GROUP | 1,570,262 | $362.2B | 6.02% | |
| 4 | STZCONSTELLATION BRANDS INC | 1,527,689 | $337.6B | 5.61% | |
| 5 | ELVELEVANCE HEALTH INC | 799,000 | $294.8B | 4.90% | |
| 6 | ENQENTEGRIS INC | 2,752,902 | $272.7B | 4.53% | |
| 7 | GEHCGE HEALTHCARE TECHNOLOGIES I | 3,486,584 | $272.6B | 4.53% | |
| 8 | XPOXPO INC | 2,033,838 | $266.7B | 4.43% | |
| 9 | LINELINEAGE INC | 3,753,598 | $219.8B | 3.65% | |
| 10 | MMM3M CO | 1,356,493 | $175.1B | 2.91% | |
| 11 | CRLCHARLES RIV LABS INTL INC | 935,820 | $172.8B | 2.87% | |
| 12 | APPAPPLOVIN CORP | 481,000 | $155.8B | 2.59% | |
| 13 | NUNU HLDGS LTD | 14,885,000 | $154.2B | 2.56% | |
| 14 | METAMETA PLATFORMS INC | 252,188 | $147.7B | 2.45% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 326,254 | $146.0B | 2.43% | |
| 16 | LYVLIVE NATION ENTERTAINMENT IN | 1,004,776 | $130.1B | 2.16% | |
| 17 | WRBYWARBY PARKER INC | 5,261,814 | $127.4B | 2.12% | |
| 18 | SNPSSYNOPSYS INC | 253,000 | $122.8B | 2.04% | |
| 19 | QSRRESTAURANT BRANDS INTL INC | 1,768,419 | $115.3B | 1.92% | |
| 20 | BBWIBATH & BODY WORKS INC | 2,832,000 | $109.8B | 1.82% | |
| 21 | PTCPTC INC | 589,171 | $108.3B | 1.80% | |
| 22 | TOLTOLL BROTHERS INC | 845,000 | $106.4B | 1.77% | |
| 23 | VSTVISTRA CORP | 672,000 | $92.6B | 1.54% | |
| 24 | AMZNAMAZON COM INC | 409,234 | $89.8B | 1.49% | |
| 25 | LENLENNAR CORP | 672,433 | $88.1B | 1.46% | |
| 26 | COFCAPITAL ONE FINL CORP | 487,000 | $86.8B | 1.44% | |
| 27 | AKXANSYS INC | 249,189 | $84.1B | 1.40% | |
| 28 | WMGWARNER MUSIC GROUP CORP | 2,669,498 | $82.8B | 1.38% | |
| 29 | DALDELTA AIR LINES INC DEL | 1,326,000 | $80.2B | 1.33% | |
| 30 | MLB1MERCADOLIBRE INC | 45,400 | $77.2B | 1.28% | |
| 31 | MDBMONGODB INC | 327,000 | $76.1B | 1.27% | |
| 32 | LRCXLAM RESEARCH CORP | 418,000 | $30.2B | 0.50% | |
| 33 | AMATAPPLIED MATLS INC | 181,283 | $29.5B | 0.49% | |
| 34 | YPFYPF SOCIEDAD ANONIMA | 374,276 | $15.9B | 0.26% | |
| 35 | LXEOLEXEO THERAPEUTICS INC | 2,203,900 | $14.5B | 0.24% |