13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000895
Total Value
$4.88B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 2,993,787 | $718.0M | 14.72% |
| 2 | AMAZON COM INC | AMZN | 7,340,913 | $616.6M | 12.64% |
| 3 | RH | RH | 1,770,635 | $473.1M | 9.70% |
| 4 | INSULET CORP | PODD | 975,373 | $287.1M | 5.89% |
| 5 | EXPEDIA GROUP INC | EXPE | 3,144,400 | $275.4M | 5.65% |
| 6 | RIVIAN AUTOMOTIVE INC | RIVN | 13,908,880 | $256.3M | 5.26% |
| 7 | ALPHABET INC | GOOG | 2,877,000 | $253.8M | 5.20% |
| 8 | SHERWIN WILLIAMS CO | SHW | 1,009,700 | $239.6M | 4.91% |
| 9 | FLOOR & DECOR HLDGS INC | FND | 2,939,175 | $204.7M | 4.20% |
| 10 | WARBY PARKER INC | WRBY | 14,944,023 | $201.6M | 4.13% |
| 11 | SNOWFLAKE INC | SNOW | 1,132,874 | $162.6M | 3.33% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 1,110,341 | $140.3M | 2.88% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 2,492,656 | $117.6M | 2.41% |
| 14 | TEMPUR SEALY INTL INC | SGI | 3,016,852 | $103.6M | 2.12% |
| 15 | WORKDAY INC | WDAY | 546,939 | $91.5M | 1.88% |
| 16 | BILL COM HLDGS INC | BILL | 832,175 | $90.7M | 1.86% |
| 17 | FERRARI N V | RACE | 416,523 | $89.2M | 1.83% |
| 18 | DLOCAL LTD | DLO | 5,582,153 | $86.9M | 1.78% |
| 19 | ALIBABA GROUP HLDG LTD | BBAAY | 930,000 | $81.9M | 1.68% |
| 20 | SIGHT SCIENCES INC | SGHT | 5,852,036 | $71.5M | 1.47% |
| 21 | DATADOG INC | DDOG | 816,000 | $60.0M | 1.23% |
| 22 | ATLASSIAN CORPORATION | TEAM | 439,646 | $56.6M | 1.16% |
| 23 | BLOCK INC | BSQKZ | 895,000 | $56.2M | 1.15% |
| 24 | ALKAMI TECHNOLOGY INC | ALKT | 2,437,455 | $35.6M | 0.73% |
| 25 | NVIDIA CORPORATION | NVDA | 236,475 | $34.6M | 0.71% |
| 26 | MICRON TECHNOLOGY INC | MU | 515,000 | $25.7M | 0.53% |
| 27 | JD.COM INC | JDCMF | 445,000 | $25.0M | 0.51% |
| 28 | INTUIT | INTU | 35,888 | $14.0M | 0.29% |
| 29 | CAZOO GROUP LTD | G2007L105 | 36,826,525 | $5.8M | 0.12% |
| 30 | ROBINHOOD MKTS INC | 770700102 | 203,555 | $1.7M | 0.03% |