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NEW YORK, NY · CIK 0001747057
New positions
1
Added to
5
Trimmed
14
Exited
22
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $8.49B across 25 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 74.3% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | $1.49B | 17.54% | -40.0% |
| 2 | MSFTMICROSOFT CORP | $1.06B | 12.43% | +35.8% |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | $783.29M | 9.22% | - |
| 4 | AMZNAMAZON COM INC | $646.88M | 7.62% | -22.1% |
| 5 | WRBYWARBY PARKER INC | $505.26M | 5.95% | +11.5% |
| 6 | TMUST-MOBILE US INC | $427.87M | 5.04% | -37.2% |
| 7 | PODDINSULET CORP | $384.13M | 4.52% | -14.8% |
| 8 | PCORPROCORE TECHNOLOGIES INC | $366.62M | 4.32% | +10.8% |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | $336.96M | 3.97% | -13.6% |
| 10 | RHRH | $310.94M | 3.66% | -25.9% |
| Stock | Value | Shares |
|---|---|---|
| TEAMATLASSIAN CORP PLC | $280.85M | 955,823 |
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