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 31.2% .

 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%
PODD SellINSULET CORP$269,335
-29.9%
1,235,820
-14.3%
6.38%
+41.1%
TMUS SellT-MOBILE US INC$166,505
-61.1%
1,237,584
-62.9%
3.94%
-21.7%
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%
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%
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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EDGAR filings