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NEW YORK, NY · CIK 0001747057
Portfolio Value
$7.24B
Positions
28
New
8
Increased
14
Decreased
5
Sold Out
8
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $7.24B across 28 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 71.7% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $988.32M | 13.65% | +46.1% |
| 2 | AMZNAMAZON COM INC | $714.33M | 9.87% | +518.8% |
| 3 | BABAALIBABA GROUP HLDG LTD | $579.45M | 8.00% | -18.2% |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | $561.45M | 7.76% | +17.2% |
| 5 | JDJD COM INC | $556.42M | 7.69% | -12.5% |
| 6 | METAFACEBOOK INC | $528.90M | 7.31% | +35.3% |
| 7 | RACEFERRARI N V | $386.97M | 5.35% | +105.8% |
| 8 | LINLINDE PLC | $321.57M | 4.44% | +342.7% |
| 9 | GWREGUIDEWIRE SOFTWARE INC | $303.03M | 4.19% | +22.1% |
| 10 | TMETENCENT MUSIC ENTMT GROUP | $249.01M | 3.44% | New |
| Stock | Value | Shares |
|---|---|---|
| TMETENCENT MUSIC ENTMT GROUP | $249.01M | 19,500,000 |
| CRMSALESFORCE COM INC | $172.19M | 1,160,000 |
| PLANUSDANAPLAN INC | $155.33M | 3,304,889 |
| ARMKARAMARK | $131.16M | 3,009,665 |
| AVTRAVANTOR INC | $97.83M | 6,655,000 |
| NOWSERVICENOW INC | $57.42M | 226,200 |
| NVSTENVISTA HLDGS CORP | $22.30M | 800,000 |
| LVGOLIVONGO HEALTH INC | $13.65M | 782,530 |
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