203 is the total number of securities D1 Capital Partners L.P. has owned. The longest D1 Capital Partners L.P. has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMZN | AMAZON COM INC | 10 | 1 | 1.72% | 6.98% | 13.29% | Q4 2018 | Q1 2023 | 16 |
| HLT | HILTON WORLDWIDE HLDGS... | 10 | 5 | 1.16% | 5.36% | 10.11% | Q4 2018 | Q4 2022 | 15 |
| DIS | DISNEY WALT CO | 15 | 15 | 1.57% | 4.36% | 12.67% | Q4 2018 | Q2 2022 | 15 |
| JD | JD.COM INC | 12 | 2 | 0.51% | 7.04% | 9.73% | Q1 2019 | Q4 2022 | 14 |
| MSFT | MICROSOFT CORP | 13 | 13 | 2.58% | 8.37% | 15.70% | Q1 2020 | Q1 2023 | 13 |
| EXPE | EXPEDIA GROUP INC | 12 | 12 | 3.63% | 8.55% | 17.54% | Q2 2020 | Q1 2023 | 12 |
| FB | META PLATFORMS INC | 11 | 1 | 2.49% | 5.47% | 9.28% | Q1 2019 | Q1 2023 | 12 |
| RH | RH | 12 | 12 | 0.37% | 3.85% | 9.70% | Q2 2020 | Q1 2023 | 12 |
| RACE | FERRARI N V | 9 | 3 | 0.50% | 2.79% | 6.22% | Q4 2018 | Q4 2022 | 12 |
| NFLX | NETFLIX INC | 10 | 1 | 0.36% | 8.46% | 20.82% | Q4 2018 | Q3 2021 | 11 |
| GOOGL | ALPHABET INC | 5 | 3 | 1.03% | 3.55% | 5.66% | Q4 2018 | Q1 2023 | 11 |
| DHR | DANAHER CORPORATION | 8 | 1 | 0.55% | 3.17% | 5.56% | Q4 2018 | Q1 2023 | 11 |
| SNOW | SNOWFLAKE INC | 11 | 11 | 0.88% | 3.02% | 6.03% | Q3 2020 | Q1 2023 | 11 |
| LVS | LAS VEGAS SANDS CORP | 10 | 10 | 0.61% | 2.54% | 5.38% | Q4 2018 | Q1 2021 | 10 |
| DDOG | DATADOG INC | 10 | 10 | 1.18% | 2.25% | 3.30% | Q4 2020 | Q1 2023 | 10 |
| BABA | ALIBABA GROUP HLDG LTD | 6 | 1 | 0.75% | 4.03% | 10.23% | Q4 2018 | Q1 2023 | 9 |
| PODD | INSULET CORP | 8 | 1 | 1.80% | 3.80% | 6.38% | Q4 2018 | Q1 2023 | 9 |
| PCOR | PROCORE TECHNOLOGIES INC | 8 | 8 | 2.34% | 3.07% | 4.32% | Q2 2021 | Q1 2023 | 8 |
| FIS | FIDELITY NATL INFORMAT... | 8 | 8 | 1.18% | 2.67% | 4.46% | Q2 2019 | Q1 2021 | 8 |
| DLO | DLOCAL LTD | 8 | 8 | 0.78% | 1.69% | 3.02% | Q2 2021 | Q1 2023 | 8 |
| CVNA | CARVANA CO | 7 | 7 | 0.93% | 4.32% | 6.48% | Q2 2020 | Q4 2021 | 7 |
| WARBY PARKER INC | 7 | 7 | 2.42% | 3.84% | 5.95% | Q3 2021 | Q1 2023 | 7 | |
| TMUS | T-MOBILE US INC | 7 | 7 | 2.25% | 3.61% | 5.04% | Q1 2021 | Q3 2022 | 7 |
| MU | MICRON TECHNOLOGY INC | 3 | 2 | 0.53% | 1.79% | 3.93% | Q1 2019 | Q4 2022 | 7 |
| ALKT | ALKAMI TECHNOLOGY INC | 7 | 7 | 0.71% | 0.95% | 1.42% | Q2 2021 | Q4 2022 | 7 |
| SIGHT SCIENCES INC | 7 | 7 | 0.62% | 0.93% | 1.46% | Q3 2021 | Q1 2023 | 7 | |
| ROBINHOOD MKTS INC | 7 | 7 | 0.03% | 0.92% | 4.34% | Q3 2021 | Q1 2023 | 7 | |
| RPLAU | REPLAY ACQUISITION CORP | 7 | 7 | 0.13% | 0.26% | 0.38% | Q2 2019 | Q4 2020 | 7 |
| LEAPU | RIBBIT LEAP LTD | 7 | 7 | 0.18% | 0.23% | 0.35% | Q3 2020 | Q1 2022 | 7 |
| RIVIAN AUTOMOTIVE INC | 6 | 6 | 4.05% | 7.86% | 9.77% | Q4 2021 | Q1 2023 | 6 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 6 | 6 | 1.41% | 3.09% | 4.57% | Q4 2018 | Q1 2020 | 6 |
| BLL | BALL CORP | 6 | 6 | 0.11% | 2.05% | 3.78% | Q3 2020 | Q4 2021 | 6 |
| LYV | LIVE NATION ENTERTAINM... | 4 | 1 | 0.31% | 1.99% | 4.32% | Q1 2020 | Q1 2023 | 6 |
| BEKE | KE HLDGS INC | 6 | 6 | 0.40% | 1.43% | 2.07% | Q3 2020 | Q4 2021 | 6 |
| CLVT | CLARIVATE PLC | 6 | 6 | 0.47% | 1.25% | 1.87% | Q2 2019 | Q3 2020 | 6 |
| NYT | NEW YORK TIMES CO | 6 | 6 | 0.20% | 0.86% | 1.56% | Q2 2020 | Q3 2021 | 6 |
| CAZOO GROUP LTD | 6 | 6 | 0.12% | 0.51% | 1.20% | Q3 2021 | Q4 2022 | 6 | |
| ORLY | O REILLY AUTOMOTIVE IN... | 5 | 5 | 0.20% | 4.08% | 8.78% | Q4 2019 | Q4 2020 | 5 |
| PLAN | ANAPLAN INC | 5 | 5 | 0.50% | 1.69% | 2.35% | Q3 2019 | Q3 2020 | 5 |
| OM | OUTSET MED INC | 5 | 5 | 1.23% | 1.43% | 1.84% | Q3 2020 | Q3 2021 | 5 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 5 | 5 | 0.93% | 1.42% | 2.06% | Q3 2021 | Q3 2022 | 5 |
| PPD | PPD INC | 5 | 5 | 0.48% | 0.89% | 1.52% | Q1 2020 | Q1 2021 | 5 |
| U | UNITY SOFTWARE INC | 4 | 4 | 2.85% | 5.45% | 9.39% | Q3 2020 | Q2 2021 | 4 |
| DHI | D R HORTON INC | 3 | 1 | 0.36% | 5.20% | 8.77% | Q4 2018 | Q1 2020 | 4 |
| USB | US BANCORP DEL | 4 | 4 | 0.71% | 3.42% | 4.86% | Q1 2020 | Q4 2020 | 4 |
| LIN | LINDE PLC | 4 | 4 | 1.07% | 2.85% | 4.44% | Q2 2019 | Q1 2020 | 4 |
| TEAM | ATLASSIAN CORP PLC | 3 | 1 | 0.58% | 2.70% | 5.47% | Q4 2020 | Q3 2022 | 4 |
| TME | TENCENT MUSIC ENTMT GROUP | 3 | 1 | 0.44% | 2.30% | 4.02% | Q4 2018 | Q1 2020 | 4 |
| WYNN | WYNN RESORTS LTD | 4 | 4 | 1.28% | 2.22% | 3.78% | Q4 2018 | Q3 2019 | 4 |
| ADBE | ADOBE INC | 4 | 4 | 1.49% | 2.08% | 2.89% | Q4 2018 | Q3 2019 | 4 |
| SHOP | SHOPIFY INC | 4 | 4 | 1.01% | 1.53% | 2.50% | Q1 2021 | Q4 2021 | 4 |
| COUP | COUPA SOFTWARE INC | 4 | 4 | 1.26% | 1.47% | 1.74% | Q1 2021 | Q4 2021 | 4 |
| SQ | BLOCK INC | 3 | 1 | 1.08% | 1.22% | 1.44% | Q4 2021 | Q1 2023 | 4 |
| HPP | HUDSON PAC PPTYS INC | 4 | 4 | 0.32% | 1.01% | 2.22% | Q1 2020 | Q4 2020 | 4 |
| LUXAU | LUX HEALTH TECH ACQUIS... | 4 | 4 | 0.16% | 0.19% | 0.24% | Q4 2020 | Q3 2021 | 4 |
| CBAHU | CBRE ACQUISITION HLDGS... | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2021 | 4 |
| HAACU | HEALTH ASSURN ACQUISIT... | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2021 | 4 |
| TSIBU | TISHMAN SPEYER INNOVAT... | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
| HMCOU | HUMANCO ACQUISITION CORP | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
| SHW | SHERWIN WILLIAMS CO | 2 | 1 | 4.57% | 5.65% | 7.47% | Q4 2018 | Q4 2022 | 3 |
| JPM | JPMORGAN CHASE & CO | 3 | 3 | 4.27% | 4.46% | 4.78% | Q2 2020 | Q4 2020 | 3 |
| BKNG | BOOKING HOLDINGS INC | 3 | 3 | 2.64% | 3.13% | 3.65% | Q4 2020 | Q2 2021 | 3 |
| PTON | PELOTON INTERACTIVE INC | 3 | 3 | 1.70% | 2.75% | 3.35% | Q1 2021 | Q3 2021 | 3 |
| IQV | IQVIA HLDGS INC | 3 | 3 | 1.99% | 2.64% | 3.01% | Q1 2019 | Q3 2019 | 3 |
| TPX | TEMPUR SEALY INTL INC | 2 | 1 | 0.93% | 2.51% | 4.46% | Q3 2021 | Q1 2023 | 3 |
| TGT | TARGET CORP | 3 | 3 | 1.95% | 2.36% | 3.00% | Q2 2020 | Q4 2020 | 3 |
| AVB | AVALONBAY CMNTYS INC | 3 | 3 | 0.47% | 2.29% | 4.05% | Q2 2020 | Q4 2020 | 3 |
| FTCH | FARFETCH LTD | 2 | 1 | 0.38% | 2.16% | 3.10% | Q4 2018 | Q3 2021 | 3 |
| CRM | SALESFORCE INC | 2 | 1 | 0.75% | 1.74% | 2.38% | Q3 2019 | Q1 2023 | 3 |
| BILI | BILIBILI INC | 3 | 3 | 1.56% | 1.74% | 1.95% | Q4 2018 | Q2 2019 | 3 |
| OC | OWENS CORNING NEW | 3 | 3 | 1.15% | 1.71% | 2.27% | Q4 2018 | Q2 2019 | 3 |
| TSLA | TESLA INC | 2 | 1 | 0.89% | 1.69% | 2.84% | Q4 2021 | Q3 2022 | 3 |
| NOW | SERVICENOW INC | 2 | 1 | 0.31% | 1.50% | 3.39% | Q4 2018 | Q4 2019 | 3 |
| PNC | PNC FINL SVCS GROUP INC | 2 | 1 | 0.75% | 1.21% | 2.07% | Q2 2020 | Q1 2023 | 3 |
| CHWY | CHEWY INC | 3 | 3 | 0.89% | 0.98% | 1.08% | Q2 2019 | Q4 2019 | 3 |
| KRC | KILROY RLTY CORP | 3 | 3 | 0.26% | 0.97% | 1.80% | Q1 2020 | Q3 2020 | 3 |
| DEI | DOUGLAS EMMETT INC | 3 | 3 | 0.57% | 0.93% | 1.16% | Q2 2020 | Q4 2020 | 3 |
| AAP | ADVANCE AUTO PARTS INC | 3 | 3 | 0.69% | 0.91% | 1.06% | Q2 2020 | Q4 2020 | 3 |
| EW | EDWARDS LIFESCIENCES CORP | 3 | 3 | 0.07% | 0.55% | 0.83% | Q1 2021 | Q3 2021 | 3 |
| MRVI | MARAVAI LIFESCIENCES H... | 2 | 1 | 0.27% | 0.44% | 0.78% | Q4 2020 | Q3 2021 | 3 |
| DGNRU | DRAGONEER GROWTH OPPOR... | 3 | 3 | 0.26% | 0.29% | 0.31% | Q3 2020 | Q1 2021 | 3 |
| MAXCYTE INC | 3 | 3 | 0.22% | 0.25% | 0.29% | Q3 2021 | Q1 2022 | 3 | |
| RAPID MICRO BIOSYSTEMS... | 3 | 3 | 0.17% | 0.22% | 0.27% | Q3 2021 | Q1 2022 | 3 | |
| SQSP | SQUARESPACE INC | 3 | 3 | 0.05% | 0.16% | 0.31% | Q2 2021 | Q4 2021 | 3 |
| EPWRU | EMPOWERMENT & INCLUSIO... | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
| LITTU | LOGISTICS INNOVTN TECH... | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
| KVSA | KHOSLA VENTURES ACQUIS... | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
| UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.82% | 2.75% | 4.68% | Q1 2020 | Q1 2023 | 2 |
| BA | BOEING CO | 1 | 1 | 1.89% | 2.42% | 2.94% | Q4 2018 | Q2 2019 | 2 |
| BATH & BODY WORKS INC | 2 | 2 | 1.44% | 2.32% | 3.21% | Q3 2021 | Q4 2021 | 2 | |
| LB | L BRANDS INC | 2 | 2 | 1.34% | 2.28% | 3.21% | Q1 2021 | Q2 2021 | 2 |
| BURL | BURLINGTON STORES INC | 2 | 2 | 2.08% | 2.26% | 2.44% | Q4 2021 | Q1 2022 | 2 |
| WDAY | WORKDAY INC | 2 | 2 | 1.88% | 2.20% | 2.53% | Q3 2022 | Q4 2022 | 2 |
| ARMK | ARAMARK | 2 | 2 | 1.81% | 2.05% | 2.29% | Q3 2019 | Q4 2019 | 2 |
| AMAT | APPLIED MATLS INC | 2 | 2 | 1.59% | 1.84% | 2.09% | Q4 2018 | Q1 2019 | 2 |
| SWEETGREEN INC | 2 | 2 | 1.19% | 1.69% | 2.19% | Q4 2021 | Q1 2022 | 2 | |
| BILL | BILL HOLDINGS INC | 2 | 2 | 1.49% | 1.67% | 1.86% | Q4 2022 | Q1 2023 | 2 |
| TWLO | TWILIO INC | 2 | 2 | 1.38% | 1.62% | 1.86% | Q2 2019 | Q3 2019 | 2 |
| STNE | STONECO LTD | 2 | 2 | 0.85% | 1.52% | 2.20% | Q2 2021 | Q3 2021 | 2 |
| EDU | NEW ORIENTAL ED & TECH... | 2 | 2 | 0.35% | 1.47% | 2.59% | Q4 2020 | Q1 2021 | 2 |
| BAX | BAXTER INTL INC | 2 | 2 | 0.78% | 1.40% | 2.03% | Q4 2020 | Q1 2021 | 2 |
| NKE | NIKE INC | 1 | 1 | 0.86% | 1.26% | 1.65% | Q1 2020 | Q1 2021 | 2 |
| AZO | AUTOZONE INC | 2 | 2 | 0.84% | 1.15% | 1.47% | Q1 2020 | Q2 2020 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 0.71% | 1.02% | 1.34% | Q3 2022 | Q4 2022 | 2 |
| FUTU | FUTU HLDGS LTD | 1 | 1 | 0.11% | 0.94% | 1.76% | Q2 2021 | Q1 2023 | 2 |
| SMAR | SMARTSHEET INC | 2 | 2 | 0.88% | 0.94% | 1.00% | Q2 2020 | Q3 2020 | 2 |
| DECK | DECKERS OUTDOOR CORP | 1 | 1 | 0.88% | 0.92% | 0.97% | Q4 2020 | Q2 2021 | 2 |
| LRCX | LAM RESEARCH CORP | 2 | 2 | 0.61% | 0.90% | 1.19% | Q4 2018 | Q1 2019 | 2 |
| ASML | ASML HOLDING N V | 2 | 2 | 0.59% | 0.90% | 1.21% | Q2 2022 | Q3 2022 | 2 |
| MASI | MASIMO CORP | 2 | 2 | 0.83% | 0.86% | 0.90% | Q3 2021 | Q4 2021 | 2 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.05% | 0.85% | 1.64% | Q4 2018 | Q3 2021 | 2 |
| ESS | ESSEX PPTY TR INC | 2 | 2 | 0.73% | 0.84% | 0.96% | Q2 2020 | Q3 2020 | 2 |
| MSGS | MADISON SQUARE GRDN SP... | 2 | 2 | 0.54% | 0.81% | 1.08% | Q2 2020 | Q3 2020 | 2 |
| FTV | FORTIVE CORP | 2 | 2 | 0.52% | 0.80% | 1.07% | Q2 2021 | Q3 2021 | 2 |
| TXG | 10X GENOMICS INC | 1 | 1 | 0.13% | 0.79% | 1.44% | Q4 2020 | Q4 2021 | 2 |
| PH | PARKER-HANNIFIN CORP | 2 | 2 | 0.26% | 0.70% | 1.15% | Q3 2021 | Q4 2021 | 2 |
| VMC | VULCAN MATLS CO | 1 | 1 | 0.49% | 0.67% | 0.85% | Q4 2018 | Q3 2021 | 2 |
| BX | BLACKSTONE GROUP INC | 2 | 2 | 0.38% | 0.54% | 0.70% | Q4 2020 | Q1 2021 | 2 |
| NVST | ENVISTA HLDGS CORP | 2 | 2 | 0.31% | 0.54% | 0.77% | Q3 2019 | Q4 2019 | 2 |
| PINS | PINTEREST INC | 2 | 2 | 0.27% | 0.52% | 0.78% | Q2 2021 | Q3 2021 | 2 |
| TUYA | TUYA INC | 2 | 2 | 0.52% | 0.52% | 0.53% | Q1 2021 | Q2 2021 | 2 |
| IQ | IQIYI INC | 2 | 2 | 0.11% | 0.50% | 0.88% | Q4 2018 | Q1 2019 | 2 |
| CRWD | CROWDSTRIKE HLDGS INC | 2 | 2 | 0.29% | 0.44% | 0.58% | Q2 2021 | Q3 2021 | 2 |
| SBUX | STARBUCKS CORP | 2 | 2 | 0.23% | 0.28% | 0.34% | Q1 2020 | Q2 2020 | 2 |
| QTT | QUTOUTIAO INC | 2 | 2 | 0.13% | 0.28% | 0.42% | Q2 2019 | Q3 2019 | 2 |
| FOA | FINANCE OF AMERICA COMPAN | 2 | 2 | 0.18% | 0.25% | 0.32% | Q2 2021 | Q3 2021 | 2 |
| RBACU | REDBALL ACQUISITION CORP | 2 | 2 | 0.19% | 0.20% | 0.22% | Q3 2020 | Q4 2020 | 2 |
| CD | CHINDATA GROUP HLDGS LTD | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
| TSIAU | TS INNOVATION ACQUISIT... | 2 | 2 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q1 2021 | 2 |
| DADA | DADA NEXUS LTD | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q3 2020 | 2 |
| DYNS | DYNAMICS SPECIAL PURPO... | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
| ABSCI CORPORATION | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 | |
| CPARU | CATALYST PARTNRS ACQUI... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
| FOAWS | FINANCE OF AMERICA COMPAN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| AABA | ALTABA INC | 1 | 1 | 5.97% | 5.97% | 5.97% | Q1 2019 | Q1 2019 | 1 |
| ANTM | ELEVANCE HEALTH INC | 1 | 1 | 5.91% | 5.91% | 5.91% | Q1 2023 | Q1 2023 | 1 |
| LULU | LULULEMON ATHLETICA INC | 1 | 1 | 5.26% | 5.26% | 5.26% | Q1 2023 | Q1 2023 | 1 |
| FND | FLOOR & DECOR HLDGS INC | 1 | 1 | 4.20% | 4.20% | 4.20% | Q4 2022 | Q4 2022 | 1 |
| LEN | LENNAR CORP | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2019 | Q1 2019 | 1 |
| MELI | MERCADOLIBRE INC | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2018 | Q4 2018 | 1 |
| HDB | HDFC BANK LTD | 1 | 1 | 3.76% | 3.76% | 3.76% | Q1 2023 | Q1 2023 | 1 |
| LOW | LOWES COS INC | 1 | 1 | 3.50% | 3.50% | 3.50% | Q1 2023 | Q1 2023 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 3.42% | 3.42% | 3.42% | Q4 2018 | Q4 2018 | 1 |
| V | VISA INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2018 | Q4 2018 | 1 |
| IR | INGERSOLL RAND INC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2020 | Q3 2020 | 1 |
| WP | WORLDPAY INC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2019 | Q2 2019 | 1 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2022 | Q3 2022 | 1 |
| PEGA | PEGASYSTEMS INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2018 | Q4 2018 | 1 |
| ADSK | AUTODESK INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2018 | Q4 2018 | 1 |
| ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2022 | Q3 2022 | 1 |
| DT | DYNATRACE INC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2020 | Q3 2020 | 1 |
| TXRH | TEXAS ROADHOUSE INC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2021 | Q3 2021 | 1 |
| AVTR | AVANTOR INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2019 | Q3 2019 | 1 |
| TOAST INC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2021 | Q4 2021 | 1 | |
| ATLASSIAN CORPORATION | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 | |
| CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2021 | Q2 2021 | 1 |
| MAA | MID-AMER APT CMNTYS INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2023 | Q1 2023 | 1 |
| GENERAL ELECTRIC CO | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2023 | Q1 2023 | 1 | |
| FWONK | LIBERTY MEDIA CORP DEL | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2023 | Q1 2023 | 1 |
| NTES | NETEASE INC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2021 | Q3 2021 | 1 |
| SNAP | SNAP INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2019 | Q2 2019 | 1 |
| CPT | CAMDEN PPTY TR | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2023 | Q1 2023 | 1 |
| BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
| DRI | DARDEN RESTAURANTS INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
| SPGI | S&P GLOBAL INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2022 | Q3 2022 | 1 |
| HUYA | HUYA INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
| GITLAB INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 | |
| FLT | FLEETCOR TECHNOLOGIES INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2020 | Q2 2020 | 1 |
| DE | DEERE & CO | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q4 2018 | 1 |
| BFAM | BRIGHT HORIZONS FAM SO... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
| VVV | VALVOLINE INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
| ESTC | ELASTIC N V | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2020 | Q2 2020 | 1 |
| BAC | BK OF AMERICA CORP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
| PDD | PINDUODUO INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
| BHG | BRIGHT HEALTH GROUP INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
| EXAS | EXACT SCIENCES CORP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
| XP | XP INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2021 | Q3 2021 | 1 |
| BMBL | BUMBLE INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
| GLBE | GLOBAL E ONLINE LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
| GH | GUARDANT HEALTH INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
| INTU | INTUIT | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
| TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
| GDRX | GOODRX HLDGS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
| FL | FOOT LOCKER INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
| INMD | INMODE LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
| LTCH | LATCH INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
| ADI | ANALOG DEVICES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
| LVGO | LIVONGO HEALTH INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
| RPLA | REPLAY ACQUISITION CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
| API | AGORA INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
| ALLO | ALLOGENE THERAPEUTICS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
| BZ | KANZHUN LIMITED | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
| SMARTRENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 | |
| CAZOO GROUP LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 | |
| HST | HOST HOTELS & RESORTS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
| PK | PARK HOTELS RESORTS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
| RAAS | CLOOPEN GROUP HOLDING ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
| WDH | WATERDROP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
| OLAPLEX HLDGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 | |
| YSG | YATSEN HLDG LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
| CCC INTELLIGENT SOLUTI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 | |
| YMM | FULL TRUCK ALLIANCE CO... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
| RPLAWS | REPLAY ACQUISITION CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
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The securities at the top of the list , including AMAZON COM INC, HILTON WORLDWIDE HLDGS INC, and DISNEY WALT CO, are the highest-conviction holdings of D1 Capital Partners L.P..
The conviction is calculated by counting the number of quarters a security has been reported by D1 Capital Partners L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that D1 Capital Partners L.P. owns currently or has owned in the past.