13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002322
Total Value
$6.58B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 28,911,022 | $1.08B | 16.40% |
| 2 | PHILIP MORRIS INTL INC | 718172109 | 7,244,356 | $663.7M | 10.09% |
| 3 | EQUITY RESIDENTIAL | EQR | 6,928,682 | $437.3M | 6.65% |
| 4 | META PLATFORMS INC | META | 786,252 | $381.8M | 5.81% |
| 5 | ALPHABET INC | GOOG | 2,373,083 | $358.2M | 5.45% |
| 6 | HDFC BANK LTD | HDB | 5,832,958 | $326.5M | 4.96% |
| 7 | ELEVANCE HEALTH INC | ELV | 529,632 | $274.6M | 4.18% |
| 8 | LIVE NATION ENTERTAINMENT IN | LYV | 2,450,532 | $259.2M | 3.94% |
| 9 | INVITATION HOMES INC | INVH | 6,281,874 | $223.7M | 3.40% |
| 10 | PFIZER INC | PFE | 7,830,000 | $217.3M | 3.30% |
| 11 | WARBY PARKER INC | WRBY | 14,944,023 | $203.4M | 3.09% |
| 12 | CONSTELLATION BRANDS INC | STZ | 656,433 | $178.4M | 2.71% |
| 13 | INSULET CORP | PODD | 997,169 | $170.9M | 2.60% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 644,061 | $170.0M | 2.58% |
| 15 | NU HLDGS LTD | NU | 12,923,939 | $154.2M | 2.34% |
| 16 | MICROSOFT CORP | MSFT | 333,542 | $140.3M | 2.13% |
| 17 | AMAZON COM INC | AMZN | 775,402 | $139.9M | 2.13% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 1,757,834 | $115.3M | 1.75% |
| 19 | ROYAL CARIBBEAN GROUP | V7780T103 | 735,000 | $102.2M | 1.55% |
| 20 | GE VERNOVA LLC | GEV | 703,000 | $96.1M | 1.46% |
| 21 | BLOCK INC | BSQKZ | 1,036,342 | $87.7M | 1.33% |
| 22 | AVALONBAY CMNTYS INC | AWX | 448,525 | $83.2M | 1.27% |
| 23 | LENNAR CORP | LEN-B | 457,553 | $78.7M | 1.20% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 156,000 | $77.2M | 1.17% |
| 25 | CARNIVAL CORP | CUKPF | 4,566,000 | $74.6M | 1.13% |
| 26 | TEMPUR SEALY INTL INC | SGI | 1,296,172 | $73.6M | 1.12% |
| 27 | PROCORE TECHNOLOGIES INC | PCOR | 812,659 | $66.8M | 1.02% |
| 28 | RIVIAN AUTOMOTIVE INC | RIVN | 5,866,314 | $64.2M | 0.98% |
| 29 | ANALOG DEVICES INC | ADI | 299,000 | $59.1M | 0.90% |
| 30 | WORKDAY INC | WDAY | 205,500 | $56.1M | 0.85% |
| 31 | DLOCAL LTD | DLO | 3,765,649 | $55.4M | 0.84% |
| 32 | LEXEO THERAPEUTICS INC | LXEO | 2,506,607 | $39.3M | 0.60% |
| 33 | GUIDEWIRE SOFTWARE INC | GWRE | 313,733 | $36.6M | 0.56% |
| 34 | CAMDEN PPTY TR | 133131102 | 327,352 | $32.2M | 0.49% |