D1 Capital Partners as of Dec. 31, 2019
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 20.8 | $1.4B | 4.4M | 323.57 | |
| Amazon (AMZN) | 13.3 | $905M | 490k | 1847.84 | |
| Hilton Worldwide Holdings (HLT) | 10.1 | $689M | 6.2M | 110.91 | |
| Facebook Inc cl a (META) | 9.3 | $632M | 3.1M | 205.25 | |
| Jd (JD) | 8.9 | $605M | 17M | 35.23 | |
| Ferrari Nv Ord (RACE) | 6.2 | $423M | 2.6M | 165.54 | |
| Tencent Music Entertco L spon ad (TME) | 4.0 | $274M | 23M | 11.74 | |
| Servicenow (NOW) | 3.4 | $231M | 818k | 282.32 | |
| Linde | 3.1 | $214M | 1.0M | 212.90 | |
| Fidelity National Information Services (FIS) | 2.8 | $193M | 1.4M | 139.09 | |
| Walt Disney Company (DIS) | 2.4 | $162M | 1.1M | 144.63 | |
| Las Vegas Sands (LVS) | 2.4 | $162M | 2.3M | 69.04 | |
| Anaplan | 2.4 | $160M | 3.1M | 52.40 | |
| Aramark Hldgs (ARMK) | 2.3 | $156M | 3.6M | 43.40 | |
| Clarivate Analytics Plc sn (CLVT) | 1.9 | $128M | 7.6M | 16.80 | |
| Guidewire Software (GWRE) | 1.4 | $96M | 874k | 109.77 | |
| Chewy Inc cl a (CHWY) | 1.1 | $74M | 2.5M | 29.00 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $70M | 53k | 1339.39 | |
| Envista Hldgs Corp (NVST) | 0.8 | $52M | 1.8M | 29.64 | |
| salesforce (CRM) | 0.8 | $51M | 315k | 162.64 | |
| Alibaba Group Holding (BABA) | 0.8 | $51M | 240k | 212.10 | |
| Replay Acquisition Unt | 0.4 | $26M | 2.5M | 10.37 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $25M | 275k | 92.48 | |
| O'reilly Automotive (ORLY) | 0.2 | $14M | 31k | 438.27 |
