13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003352
Total Value
$5.93B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 28,911,022 | $929.2M | 15.67% |
| 2 | PHILIP MORRIS INTL INC | 718172109 | 6,085,544 | $616.6M | 10.40% |
| 3 | LENNAR CORP | LEN-B | 2,420,000 | $362.7M | 6.12% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 3,543,532 | $332.2M | 5.60% |
| 5 | XPO INC | XPO | 2,558,000 | $271.5M | 4.58% |
| 6 | AMAZON COM INC | AMZN | 1,291,326 | $249.5M | 4.21% |
| 7 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,512,103 | $241.1M | 4.07% |
| 8 | GE VERNOVA INC | GEV | 1,367,462 | $234.5M | 3.96% |
| 9 | HDFC BANK LTD | HDB | 3,431,998 | $220.8M | 3.72% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 680,061 | $213.4M | 3.60% |
| 11 | PFIZER INC | PFE | 7,621,000 | $213.2M | 3.60% |
| 12 | RESTAURANT BRANDS INTL INC | 76131D103 | 2,843,500 | $200.1M | 3.38% |
| 13 | NU HLDGS LTD | NU | 14,605,159 | $188.3M | 3.18% |
| 14 | ELEVANCE HEALTH INC | ELV | 295,932 | $160.4M | 2.70% |
| 15 | WARBY PARKER INC | WRBY | 9,444,023 | $151.7M | 2.56% |
| 16 | CONSTELLATION BRANDS INC | STZ | 574,433 | $147.8M | 2.49% |
| 17 | MICROSOFT CORP | MSFT | 311,885 | $139.4M | 2.35% |
| 18 | INVITATION HOMES INC | INVH | 3,400,874 | $122.1M | 2.06% |
| 19 | BLOCK INC | BSQKZ | 1,831,342 | $118.1M | 1.99% |
| 20 | WORKDAY INC | WDAY | 518,000 | $115.8M | 1.95% |
| 21 | MARVELL TECHNOLOGY INC | MRVL | 1,547,987 | $108.2M | 1.83% |
| 22 | WARNER MUSIC GROUP CORP | WMG | 2,749,783 | $84.3M | 1.42% |
| 23 | MASTEC INC | MTZ | 743,000 | $79.5M | 1.34% |
| 24 | FLUTTER ENTMT PLC | G3643J108 | 434,500 | $79.2M | 1.34% |
| 25 | CARNIVAL CORP | CUKPF | 3,716,000 | $69.6M | 1.17% |
| 26 | PDD HOLDINGS INC | PDD | 468,000 | $62.2M | 1.05% |
| 27 | INSULET CORP | PODD | 270,652 | $54.6M | 0.92% |
| 28 | LIBERTY MEDIA CORP DEL | FWONB | 624,392 | $44.9M | 0.76% |
| 29 | LEXEO THERAPEUTICS INC | LXEO | 2,506,607 | $40.2M | 0.68% |
| 30 | VIKING HOLDINGS LTD | VIK | 882,860 | $30.0M | 0.51% |
| 31 | HUT 8 CORP | HUT | 1,160,000 | $17.4M | 0.29% |
| 32 | IRIS ENERGY LTD | IREN | 1,534,000 | $17.3M | 0.29% |
| 33 | TEMPUR SEALY INTL INC | SGI | 132,346 | $6.3M | 0.11% |
| 34 | BITDEER TECHNOLOGIES GROUP | BTDR | 525,000 | $5.4M | 0.09% |
| 35 | RIVIAN AUTOMOTIVE INC | RIVN | 101,056 | $1.4M | 0.02% |