D1 Capital Partners as of Sept. 30, 2019
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 13.7 | $988M | 3.7M | 267.62 | |
| Amazon (AMZN) | 9.9 | $714M | 412k | 1735.91 | |
| Alibaba Group Holding (BABA) | 8.0 | $580M | 3.5M | 167.23 | |
| Hilton Worldwide Holdings (HLT) | 7.8 | $562M | 6.0M | 93.11 | |
| Jd (JD) | 7.7 | $556M | 20M | 28.21 | |
| Facebook Inc cl a (META) | 7.3 | $529M | 3.0M | 178.08 | |
| Ferrari Nv Ord (RACE) | 5.3 | $387M | 2.5M | 154.09 | |
| Linde | 4.4 | $322M | 1.7M | 193.72 | |
| Guidewire Software (GWRE) | 4.2 | $303M | 2.9M | 105.38 | |
| Tencent Music Entertco L spon ad (TME) | 3.4 | $249M | 20M | 12.77 | |
| Fidelity National Information Services (FIS) | 3.3 | $237M | 1.8M | 132.76 | |
| Las Vegas Sands (LVS) | 3.2 | $230M | 4.0M | 57.76 | |
| Iqvia Holdings (IQV) | 3.0 | $218M | 1.5M | 149.38 | |
| salesforce (CRM) | 2.4 | $172M | 1.2M | 148.44 | |
| Walt Disney Company (DIS) | 2.2 | $160M | 1.2M | 130.32 | |
| Anaplan | 2.1 | $155M | 3.3M | 47.00 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $151M | 545k | 276.25 | |
| Aramark Hldgs (ARMK) | 1.8 | $131M | 3.0M | 43.58 | |
| Wynn Resorts (WYNN) | 1.4 | $105M | 964k | 108.72 | |
| Twilio Inc cl a (TWLO) | 1.4 | $100M | 907k | 109.96 | |
| Clarivate Analytics Plc sn (CLVT) | 1.4 | $100M | 5.9M | 16.87 | |
| Avantor (AVTR) | 1.4 | $98M | 6.7M | 14.70 | |
| Chewy Inc cl a (CHWY) | 0.9 | $65M | 2.6M | 24.58 | |
| Servicenow (NOW) | 0.8 | $57M | 226k | 253.85 | |
| Replay Acquisition Unt | 0.3 | $26M | 2.5M | 10.26 | |
| Envista Hldgs Corp (NVST) | 0.3 | $22M | 800k | 27.88 | |
| Livongo Health | 0.2 | $14M | 783k | 17.44 | |
| Qutoutiao Inc ads rep shs a | 0.1 | $9.3M | 2.5M | 3.70 |
