D1 Capital Partners as of Dec. 31, 2021
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 45 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Expedia Group Com New (EXPE) | 13.8 | $2.3B | 13M | 180.72 | |
| Rivian Automotive Com Cl A (RIVN) | 9.8 | $1.6B | 16M | 103.69 | |
| Carvana Cl A (CVNA) | 5.9 | $976M | 4.2M | 231.79 | |
| Jd.com Spon Adr Cl A (JD) | 5.4 | $889M | 13M | 70.07 | |
| Amazon (AMZN) | 5.1 | $849M | 255k | 3334.34 | |
| Microsoft Corporation (MSFT) | 5.1 | $848M | 2.5M | 336.32 | |
| Walt Disney Company (DIS) | 5.1 | $841M | 5.4M | 154.89 | |
| Rh (RH) | 4.2 | $689M | 1.3M | 535.94 | |
| Warby Parker Cl A Com (WRBY) | 3.8 | $624M | 13M | 46.56 | |
| Metropcs Communications (TMUS) | 3.7 | $615M | 5.3M | 115.98 | |
| Snowflake Cl A (SNOW) | 2.8 | $459M | 1.4M | 338.75 | |
| Procore Technologies (PCOR) | 2.8 | $457M | 5.7M | 79.97 | |
| Insulet Corporation (PODD) | 2.7 | $450M | 1.7M | 266.07 | |
| Shopify Cl A (SHOP) | 2.5 | $414M | 301k | 1377.39 | |
| Datadog Cl A Com (DDOG) | 2.5 | $411M | 2.3M | 178.11 | |
| Hilton Worldwide Holdings (HLT) | 2.4 | $401M | 2.6M | 155.99 | |
| Burlington Stores (BURL) | 2.1 | $345M | 1.2M | 291.51 | |
| Ke Hldgs Sponsored Ads (BEKE) | 2.1 | $342M | 17M | 20.12 | |
| Opendoor Technologies (OPEN) | 1.7 | $276M | 19M | 14.61 | |
| Dlocal Class A Com (DLO) | 1.5 | $251M | 7.0M | 35.69 | |
| 10x Genomics Cl A Com (TXG) | 1.4 | $239M | 1.6M | 148.96 | |
| Bath & Body Works In (BBWI) | 1.4 | $238M | 3.4M | 69.79 | |
| Coupa Software | 1.4 | $237M | 1.5M | 158.05 | |
| Toast Cl A (TOST) | 1.3 | $222M | 6.4M | 34.71 | |
| Sweetgreen Com Cl A (SG) | 1.2 | $197M | 6.1M | 32.00 | |
| Block Cl A (SQ) | 1.1 | $178M | 1.1M | 161.51 | |
| Masimo Corporation (MASI) | 0.9 | $149M | 507k | 292.78 | |
| Tesla Motors (TSLA) | 0.9 | $148M | 140k | 1056.78 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $132M | 7.5M | 17.76 | |
| Alkami Technology (ALKT) | 0.7 | $117M | 5.8M | 20.06 | |
| Sight Sciences (SGHT) | 0.6 | $103M | 5.9M | 17.57 | |
| Gitlab Class A Com (GTLB) | 0.6 | $100M | 1.1M | 87.00 | |
| Danaher Corporation (DHR) | 0.6 | $91M | 277k | 329.01 | |
| Cazoo Group | 0.4 | $60M | 10M | 6.03 | |
| Global E Online SHS (GLBE) | 0.3 | $51M | 800k | 63.39 | |
| Guardant Health (GH) | 0.3 | $48M | 479k | 100.02 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $43M | 136k | 318.12 | |
| Maxcyte (MXCT) | 0.2 | $36M | 3.5M | 10.19 | |
| Ribbit Leap Unit 99/99/9999 | 0.2 | $30M | 3.0M | 9.94 | |
| Rapid Micro Biosystems Class A Com (RPID) | 0.2 | $28M | 2.6M | 10.64 | |
| Ball Corporation (BALL) | 0.1 | $19M | 193k | 96.27 | |
| Tishman Speyer Innovation Unit 02/11/2026 | 0.1 | $13M | 1.3M | 9.85 | |
| Absci Corp (ABSI) | 0.1 | $13M | 1.6M | 8.20 | |
| Logistics Innovtn Technlgs C Unit 06/10/2026 | 0.1 | $10M | 1.0M | 10.00 | |
| Squarespace Class A (SQSP) | 0.0 | $7.8M | 264k | 29.50 |
