D1 Capital Partners L.P. Q1 2022 holdings

$8.49 Billion is the total value of D1 Capital Partners L.P.'s 25 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 48.9% .

 Value Shares↓ Weighting
EXPE SellEXPEDIA GROUP INC$1,489,566
-35.0%
7,612,643
-40.0%
17.54%
+26.7%
MSFT BuyMICROSOFT CORP$1,055,288
+24.5%
3,422,815
+35.8%
12.43%
+142.6%
 RIVIAN AUTOMOTIVE INC$783,291
-51.5%
15,590,9870.0%9.22%
-5.5%
AMZN SellAMAZON COM INC$646,882
-23.8%
198,433
-22.1%
7.62%
+48.5%
BuyWARBY PARKER INC$505,257
-19.0%
14,944,023
+11.5%
5.95%
+57.8%
TMUS SellT-MOBILE US INC$427,868
-30.5%
3,333,602
-37.2%
5.04%
+35.6%
PODD SellINSULET CORP$384,127
-14.7%
1,441,972
-14.8%
4.52%
+66.2%
PCOR BuyPROCORE TECHNOLOGIES INC$366,615
-19.7%
6,325,309
+10.8%
4.32%
+56.5%
HLT SellHILTON WORLDWIDE HLDGS INC$336,956
-16.0%
2,220,614
-13.6%
3.97%
+63.8%
RH SellRH$310,943
-54.9%
953,551
-25.9%
3.66%
-12.1%
SNOW SellSNOWFLAKE INCcl a$306,562
-33.2%
1,337,937
-1.3%
3.61%
+30.2%
TEAM NewATLASSIAN CORP PLCcl a$280,849955,823
+100.0%
3.31%
DIS SellDISNEY WALT CO$236,999
-71.8%
1,727,902
-68.2%
2.79%
-45.1%
DDOG SellDATADOG INC$229,958
-44.0%
1,518,176
-34.2%
2.71%
+9.1%
BURL SellBURLINGTON STORES INC$206,769
-40.1%
1,135,031
-4.1%
2.44%
+16.8%
SellSWEETGREEN INC$186,330
-5.3%
5,824,628
-5.3%
2.19%
+84.5%
OPEN BuyOPENDOOR TECHNOLOGIES INC$174,623
-36.8%
20,187,625
+6.7%
2.06%
+23.1%
DLO SellDLOCAL LTD$151,863
-39.4%
4,858,061
-30.8%
1.79%
+18.1%
BuyCAZOO GROUP LTD$101,641
+68.6%
36,826,525
+268.3%
1.20%
+228.8%
SellROBINHOOD MKTS INC$96,869
-26.8%
7,170,146
-3.8%
1.14%
+42.8%
ALKT SellALKAMI TECHNOLOGY INC$72,908
-37.6%
5,094,882
-12.6%
0.86%
+21.7%
 SIGHT SCIENCES INC$67,650
-34.2%
5,852,0360.0%0.80%
+28.3%
LEAPU  RIBBIT LEAP LTDunit 99/99/9999$29,850
+0.1%
3,000,0000.0%0.35%
+95.6%
 MAXCYTE INC$24,535
-31.4%
3,510,0000.0%0.29%
+33.8%
 RAPID MICRO BIOSYSTEMS INC$17,956
-36.2%
2,644,4440.0%0.21%
+24.1%
SQSP ExitSQUARESPACE INCclass a$0-263,453
-100.0%
-0.05%
LITTU ExitLOGISTICS INNOVTN TECHNLGS Cunit 06/10/2026$0-1,000,000
-100.0%
-0.06%
ExitABSCI CORPORATION$0-1,557,216
-100.0%
-0.08%
TSIBU ExitTISHMAN SPEYER INNOVATION COunit 02/11/2026$0-1,300,000
-100.0%
-0.08%
BLL ExitBALL CORP$0-193,023
-100.0%
-0.11%
PH ExitPARKER-HANNIFIN CORP$0-136,334
-100.0%
-0.26%
GH ExitGUARDANT HEALTH INC$0-478,579
-100.0%
-0.29%
GLBE ExitGLOBAL E ONLINE LTD$0-800,000
-100.0%
-0.31%
DHR ExitDANAHER CORPORATION$0-277,035
-100.0%
-0.55%
ExitGITLAB INC$0-1,147,992
-100.0%
-0.60%
TSLA ExitTESLA INC$0-139,600
-100.0%
-0.89%
MASI ExitMASIMO CORP$0-507,397
-100.0%
-0.90%
SQ ExitBLOCK INCcl a$0-1,102,000
-100.0%
-1.08%
ExitTOAST INCcl a$0-6,383,040
-100.0%
-1.34%
COUP ExitCOUPA SOFTWARE INC$0-1,499,398
-100.0%
-1.43%
ExitBATH & BODY WORKS INC$0-3,411,000
-100.0%
-1.44%
TXG Exit10X GENOMICS INC$0-1,605,000
-100.0%
-1.44%
BEKE ExitKE HLDGS INCsponsored ads$0-17,007,004
-100.0%
-2.07%
SHOP ExitSHOPIFY INCcl a$0-300,875
-100.0%
-2.50%
JD ExitJD.COM INCspon adr cl a$0-12,682,047
-100.0%
-5.37%
CVNA ExitCARVANA COcl a$0-4,211,082
-100.0%
-5.90%

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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EDGAR filings