13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004793
Total Value
$5.18B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 22,551,414 | $918.7M | 17.75% |
| 2 | XPO INC | XPO | 4,711,042 | $506.5M | 9.78% |
| 3 | PHILIP MORRIS INTL INC | 718172109 | 3,286,873 | $399.0M | 7.71% |
| 4 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,570,262 | $278.5M | 5.38% |
| 5 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 2,857,314 | $268.2M | 5.18% |
| 6 | AMAZON COM INC | AMZN | 1,211,234 | $225.7M | 4.36% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 604,254 | $222.7M | 4.30% |
| 8 | LIVE NATION ENTERTAINMENT IN | LYV | 1,828,680 | $200.2M | 3.87% |
| 9 | BANK AMERICA CORP | 060505104 | 4,406,706 | $174.9M | 3.38% |
| 10 | WARNER MUSIC GROUP CORP | WMG | 5,264,498 | $164.8M | 3.18% |
| 11 | META PLATFORMS INC | META | 251,665 | $144.1M | 2.78% |
| 12 | CONSTELLATION BRANDS INC | STZ | 533,050 | $137.4M | 2.65% |
| 13 | WARBY PARKER INC | WRBY | 7,861,364 | $128.4M | 2.48% |
| 14 | HDFC BANK LTD | HDB | 1,924,045 | $120.4M | 2.33% |
| 15 | STARBUCKS CORP | SBUX | 1,192,028 | $116.2M | 2.24% |
| 16 | BLOCK INC | BSQKZ | 1,632,342 | $109.6M | 2.12% |
| 17 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,330,040 | $95.9M | 1.85% |
| 18 | VIKING HOLDINGS LTD | VIK | 2,586,161 | $90.2M | 1.74% |
| 19 | PTC INC | PTC | 468,000 | $84.5M | 1.63% |
| 20 | LINEAGE INC | LINE | 1,050,000 | $82.3M | 1.59% |
| 21 | MASTEC INC | MTZ | 664,828 | $81.8M | 1.58% |
| 22 | AMETEK INC | AME | 464,633 | $79.8M | 1.54% |
| 23 | LENNAR CORP | LEN-B | 402,000 | $75.4M | 1.46% |
| 24 | ANSYS INC | 03662Q105 | 230,189 | $73.3M | 1.42% |
| 25 | ENTEGRIS INC | ENTG | 641,101 | $72.1M | 1.39% |
| 26 | CARNIVAL CORP | CUKPF | 3,695,629 | $68.3M | 1.32% |
| 27 | MICROSOFT CORP | MSFT | 152,185 | $65.5M | 1.26% |
| 28 | PDD HOLDINGS INC | PDD | 384,000 | $51.8M | 1.00% |
| 29 | CONSTELLATION ENERGY CORP | CEG | 184,000 | $47.8M | 0.92% |
| 30 | VERTIV HOLDINGS CO | VRT | 422,513 | $42.0M | 0.81% |
| 31 | LEXEO THERAPEUTICS INC | LXEO | 2,506,607 | $22.7M | 0.44% |
| 32 | IRIS ENERGY LTD | IREN | 1,534,000 | $12.9M | 0.25% |
| 33 | HUT 8 CORP | HUT | 912,000 | $11.2M | 0.22% |
| 34 | BITDEER TECHNOLOGIES GROUP | BTDR | 525,000 | $4.1M | 0.08% |