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NEW YORK, NY · CIK 0001747057
Portfolio Value
$4.22B
Positions
24
New
4
Increased
4
Decreased
11
Sold Out
5
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $4.22B across 24 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 80.6% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | $662.61M | 15.70% | -24.6% |
| 2 | EXPEEXPEDIA GROUP INC | $583.64M | 13.83% | -19.2% |
| 3 | AMZNAMAZON COM INC | $443.60M | 10.51% | +2004.8% |
| 4 | RIVNRIVIAN AUTOMOTIVE INC | $401.31M | 9.51% | - |
| 5 | PODDINSULET CORP | $269.33M | 6.38% | -14.3% |
| 6 | SNOWSNOWFLAKE INC | $254.48M | 6.03% | +36.8% |
| 7 | TEAMATLASSIAN CORP PLC | $230.91M | 5.47% | +28.9% |
| 8 | RHRH | $221.29M | 5.24% | +9.3% |
| 9 | WRBYWARBY PARKER INC | $168.27M | 3.99% | - |
| 10 | TMUST-MOBILE US INC | $166.50M | 3.95% | -62.9% |
| Stock | Value | Shares |
|---|---|---|
| TSLATESLA INC | $119.80M | 177,900 |
| LYVLIVE NATION ENTERTAINMENT IN | $37.19M | 450,350 |
| ASMLASML HOLDING N V | $24.75M | 52,000 |
| RACEFERRARI N V | $21.10M | 115,000 |
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