189 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 15 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DIS | DISNEY WALT CO | 15 | 15 | 1.57% | 4.36% | 12.67% | Q4 2018 | Q2 2022 | 15 |
| AMZN | AMAZON COM INC | 8 | 1 | 1.72% | 6.69% | 13.29% | Q4 2018 | Q3 2022 | 14 |
| HLT | HILTON WORLDWIDE HLDGS... | 10 | 4 | 1.16% | 5.53% | 10.11% | Q4 2018 | Q3 2022 | 14 |
| JD | JD.COM INC | 12 | 1 | 1.10% | 7.54% | 9.73% | Q1 2019 | Q3 2022 | 13 |
| NFLX | NETFLIX INC | 10 | 1 | 0.36% | 8.46% | 20.82% | Q4 2018 | Q3 2021 | 11 |
| MSFT | MICROSOFT CORP | 11 | 11 | 2.58% | 7.78% | 15.70% | Q1 2020 | Q3 2022 | 11 |
| FB | FACEBOOK INC | 11 | 11 | 2.49% | 5.60% | 9.28% | Q1 2019 | Q3 2021 | 11 |
| RACE | FERRARI N V | 9 | 2 | 0.50% | 2.87% | 6.22% | Q4 2018 | Q3 2022 | 11 |
| EXPE | EXPEDIA GROUP INC | 10 | 10 | 3.63% | 9.22% | 17.54% | Q2 2020 | Q3 2022 | 10 |
| RH | RH | 10 | 10 | 0.37% | 3.35% | 5.24% | Q2 2020 | Q3 2022 | 10 |
| DHR | DANAHER CORPORATION | 8 | 2 | 0.55% | 3.06% | 5.56% | Q4 2018 | Q4 2021 | 10 |
| LVS | LAS VEGAS SANDS CORP | 10 | 10 | 0.61% | 2.54% | 5.38% | Q4 2018 | Q1 2021 | 10 |
| SNOW | SNOWFLAKE INC | 9 | 9 | 1.32% | 3.22% | 6.03% | Q3 2020 | Q3 2022 | 9 |
| GOOGL | ALPHABET INC | 5 | 1 | 1.03% | 3.13% | 5.57% | Q4 2018 | Q3 2022 | 9 |
| FIS | FIDELITY NATL INFORMAT... | 8 | 8 | 1.18% | 2.67% | 4.46% | Q2 2019 | Q1 2021 | 8 |
| DDOG | DATADOG INC | 8 | 8 | 1.18% | 2.41% | 3.30% | Q4 2020 | Q3 2022 | 8 |
| BABA | ALIBABA GROUP HLDG LTD | 6 | 1 | 0.75% | 4.47% | 10.23% | Q4 2018 | Q3 2020 | 7 |
| CVNA | CARVANA CO | 7 | 7 | 0.93% | 4.32% | 6.48% | Q2 2020 | Q4 2021 | 7 |
| PODD | INSULET CORP | 6 | 1 | 1.80% | 3.66% | 6.38% | Q4 2018 | Q3 2022 | 7 |
| TMUS | T-MOBILE US INC | 7 | 7 | 2.25% | 3.61% | 5.04% | Q1 2021 | Q3 2022 | 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 |
| PCOR | PROCORE TECHNOLOGIES INC | 6 | 6 | 2.34% | 3.28% | 4.32% | Q2 2021 | Q3 2022 | 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 |
| MU | MICRON TECHNOLOGY INC | 3 | 1 | 1.04% | 2.00% | 3.93% | Q1 2019 | Q3 2022 | 6 |
| DLO | DLOCAL LTD | 6 | 6 | 0.78% | 1.66% | 3.02% | Q2 2021 | Q3 2022 | 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 |
| ALKT | ALKAMI TECHNOLOGY INC | 6 | 6 | 0.71% | 0.99% | 1.42% | Q2 2021 | Q3 2022 | 6 |
| NYT | NEW YORK TIMES CO | 6 | 6 | 0.20% | 0.86% | 1.56% | Q2 2020 | Q3 2021 | 6 |
| ORLY | O REILLY AUTOMOTIVE IN... | 5 | 5 | 0.20% | 4.08% | 8.78% | Q4 2019 | Q4 2020 | 5 |
| WARBY PARKER INC | 5 | 5 | 2.42% | 3.95% | 5.95% | Q3 2021 | Q3 2022 | 5 | |
| PLAN | ANAPLAN INC | 5 | 5 | 0.50% | 1.69% | 2.35% | Q3 2019 | Q3 2020 | 5 |
| LYV | LIVE NATION ENTERTAINM... | 4 | 1 | 0.31% | 1.52% | 2.90% | Q1 2020 | Q2 2022 | 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 |
| ROBINHOOD MKTS INC | 5 | 5 | 0.04% | 1.27% | 4.34% | Q3 2021 | Q3 2022 | 5 | |
| PPD | PPD INC | 5 | 5 | 0.48% | 0.89% | 1.52% | Q1 2020 | Q1 2021 | 5 |
| SIGHT SCIENCES INC | 5 | 5 | 0.62% | 0.82% | 1.25% | Q3 2021 | Q3 2022 | 5 | |
| CAZOO GROUP LTD | 5 | 5 | 0.31% | 0.59% | 1.20% | Q3 2021 | Q3 2022 | 5 | |
| RIVIAN AUTOMOTIVE INC | 4 | 4 | 9.22% | 9.47% | 9.77% | Q4 2021 | Q3 2022 | 4 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| SHW | SHERWIN WILLIAMS CO | 1 | 1 | 4.57% | 6.02% | 7.47% | Q4 2018 | Q3 2022 | 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 |
| 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 | |
| TWLO | TWILIO INC | 2 | 2 | 1.38% | 1.62% | 1.86% | Q2 2019 | Q3 2019 | 2 |
| CRM | SALESFORCE COM INC | 2 | 2 | 0.75% | 1.56% | 2.38% | Q3 2019 | Q4 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 |
| PNC | PNC FINL SVCS GROUP INC | 2 | 2 | 0.75% | 1.41% | 2.07% | Q2 2020 | Q3 2020 | 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 |
| SQ | BLOCK INC | 1 | 1 | 1.08% | 1.26% | 1.44% | Q4 2021 | Q3 2022 | 2 |
| AZO | AUTOZONE INC | 2 | 2 | 0.84% | 1.15% | 1.47% | Q1 2020 | Q2 2020 | 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 |
| 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 |
| 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 |
| WDAY | WORKDAY INC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q3 2022 | Q3 2022 | 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 | |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2022 | Q3 2022 | 1 |
| CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2021 | Q2 2021 | 1 |
| TPX | TEMPUR SEALY INTL INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2021 | Q3 2021 | 1 |
| UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 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 |
| 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 |
| 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 |
| 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 |
| FUTU | FUTU HLDGS LTD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
| SMARTRENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 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 DISNEY WALT CO, AMAZON COM INC, and HILTON WORLDWIDE HLDGS INC, 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.