D1 Capital Partners L.P. Q2 2022 holdings

$4.22 Billion is the total value of D1 Capital Partners L.P.'s 24 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 36.0% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$662,612
-37.2%
2,579,964
-24.6%
15.70%
+26.3%
EXPE SellEXPEDIA GROUP INC$583,644
-60.8%
6,154,637
-19.2%
13.83%
-21.2%
AMZN BuyAMAZON COM INC$443,599
-31.4%
4,176,620
+2004.8%
10.51%
+38.0%
 RIVIAN AUTOMOTIVE INC$401,312
-48.8%
15,590,9870.0%9.51%
+3.1%
PODD SellINSULET CORP$269,335
-29.9%
1,235,820
-14.3%
6.38%
+41.1%
SNOW BuySNOWFLAKE INCcl a$254,479
-17.0%
1,829,994
+36.8%
6.03%
+67.0%
TEAM BuyATLASSIAN CORP PLCcl a$230,907
-17.8%
1,232,159
+28.9%
5.47%
+65.4%
RH BuyRH$221,290
-28.8%
1,042,540
+9.3%
5.24%
+43.2%
 WARBY PARKER INC$168,270
-66.7%
14,944,0230.0%3.99%
-33.0%
TMUS SellT-MOBILE US INC$166,505
-61.1%
1,237,584
-62.9%
3.94%
-21.7%
DLO  DLOCAL LTD$127,524
-16.0%
4,858,0610.0%3.02%
+69.0%
TSLA NewTESLA INC$119,801177,900
+100.0%
2.84%
PCOR SellPROCORE TECHNOLOGIES INC$117,454
-68.0%
2,587,656
-59.1%
2.78%
-35.5%
DIS SellDISNEY WALT CO$69,603
-70.6%
737,315
-57.3%
1.65%
-40.9%
DDOG SellDATADOG INC$62,326
-72.9%
654,407
-56.9%
1.48%
-45.5%
ALKT SellALKAMI TECHNOLOGY INC$59,737
-18.1%
4,300,718
-15.6%
1.42%
+64.7%
 SIGHT SCIENCES INC$52,610
-22.2%
5,852,0360.0%1.25%
+56.5%
OPEN SellOPENDOOR TECHNOLOGIES INC$49,330
-71.8%
10,473,502
-48.1%
1.17%
-43.1%
HLT SellHILTON WORLDWIDE HLDGS INC$49,034
-85.4%
440,000
-80.2%
1.16%
-70.7%
LYV NewLIVE NATION ENTERTAINMENT IN$37,190450,350
+100.0%
0.88%
 CAZOO GROUP LTD$26,515
-73.9%
36,826,5250.0%0.63%
-47.5%
ASML NewASML HOLDING N V$24,74652,000
+100.0%
0.59%
RACE NewFERRARI N V$21,100115,000
+100.0%
0.50%
SellROBINHOOD MKTS INC$1,673
-98.3%
203,555
-97.2%
0.04%
-96.5%
ExitRAPID MICRO BIOSYSTEMS INC$0-2,644,444
-100.0%
-0.21%
ExitMAXCYTE INC$0-3,510,000
-100.0%
-0.29%
LEAPU ExitRIBBIT LEAP LTDunit 99/99/9999$0-3,000,000
-100.0%
-0.35%
ExitSWEETGREEN INC$0-5,824,628
-100.0%
-2.19%
BURL ExitBURLINGTON STORES INC$0-1,135,031
-100.0%
-2.44%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Amanda Hector — General Counsel / Chief Compliance Officer

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