13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003845
Total Value
$6.94B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 28,906,880 | $858.2M | 12.36% |
| 2 | MICROSOFT CORP | MSFT | 1,706,990 | $539.0M | 7.76% |
| 3 | META PLATFORMS INC | META | 1,700,578 | $510.5M | 7.35% |
| 4 | ELEVANCE HEALTH INC | ELV | 959,032 | $417.6M | 6.01% |
| 5 | TEMPUR SEALY INTL INC | SGI | 9,460,317 | $410.0M | 5.91% |
| 6 | RIVIAN AUTOMOTIVE INC | RIVN | 13,483,880 | $327.4M | 4.72% |
| 7 | GENERAL ELECTRIC CO | 369604301 | 2,646,652 | $292.6M | 4.21% |
| 8 | INSULET CORP | PODD | 1,820,946 | $290.4M | 4.18% |
| 9 | NU HLDGS LTD | NU | 39,657,269 | $287.5M | 4.14% |
| 10 | PHILIP MORRIS INTL INC | 718172109 | 3,056,044 | $282.9M | 4.08% |
| 11 | INVITATION HOMES INC | INVH | 8,686,259 | $275.3M | 3.96% |
| 12 | HDFC BANK LTD | HDB | 4,223,701 | $249.2M | 3.59% |
| 13 | WARBY PARKER INC | WRBY | 14,944,023 | $196.7M | 2.83% |
| 14 | ALPHABET INC | GOOG | 1,460,888 | $191.2M | 2.75% |
| 15 | EQUITY RESIDENTIAL | EQR | 2,649,064 | $155.5M | 2.24% |
| 16 | CAMDEN PPTY TR | 133131102 | 1,627,156 | $153.9M | 2.22% |
| 17 | VISA INC | V | 651,478 | $149.8M | 2.16% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 1,971,008 | $122.8M | 1.77% |
| 19 | AMAZON COM INC | AMZN | 904,402 | $115.0M | 1.66% |
| 20 | ENTEGRIS INC | ENTG | 1,201,000 | $112.8M | 1.62% |
| 21 | YUM BRANDS INC | YUM | 900,000 | $112.4M | 1.62% |
| 22 | VALVOLINE INC | VVV | 3,285,031 | $105.9M | 1.53% |
| 23 | BLOCK INC | BSQKZ | 2,370,357 | $104.9M | 1.51% |
| 24 | HILTON WORLDWIDE HLDGS INC | HLT | 680,215 | $102.2M | 1.47% |
| 25 | RH | RH | 326,000 | $86.2M | 1.24% |
| 26 | DANAHER CORPORATION | 235851102 | 326,000 | $80.9M | 1.16% |
| 27 | LAS VEGAS SANDS CORP | LVS | 1,576,415 | $72.3M | 1.04% |
| 28 | NVIDIA CORPORATION | NVDA | 146,741 | $63.8M | 0.92% |
| 29 | AIR PRODS & CHEMS INC | AIIR | 201,000 | $57.0M | 0.82% |
| 30 | PROCORE TECHNOLOGIES INC | PCOR | 812,659 | $53.1M | 0.76% |
| 31 | DLOCAL LTD | DLO | 2,736,649 | $52.5M | 0.76% |
| 32 | SALESFORCE INC | CRM | 195,000 | $39.5M | 0.57% |
| 33 | MONGODB INC | MDB | 105,000 | $36.3M | 0.52% |
| 34 | SIGHT SCIENCES INC | SGHT | 5,852,036 | $19.7M | 0.28% |
| 35 | MASTERCARD INCORPORATED | MA | 38,000 | $15.0M | 0.22% |
| 36 | LIBERTY MEDIA CORP DEL | FWONB | 58,162 | $1.9M | 0.03% |
| 37 | CAZOO GROUP LTD | G2007L204 | 1,841,326 | $1.0M | 0.01% |