D1 Capital Partners as of March 31, 2021
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 47 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $1.4B | 5.8M | 235.77 | |
| Jd.com Spon Adr Cl A (JD) | 7.5 | $1.0B | 12M | 84.33 | |
| Expedia Group Com New (EXPE) | 6.6 | $892M | 5.2M | 172.12 | |
| Facebook Cl A (META) | 6.1 | $826M | 2.8M | 294.53 | |
| Danaher Corporation (DHR) | 4.4 | $598M | 2.7M | 225.08 | |
| Metropcs Communications (TMUS) | 4.4 | $594M | 4.7M | 125.29 | |
| Hilton Worldwide Holdings (HLT) | 4.3 | $574M | 4.8M | 120.92 | |
| Carvana Cl A (CVNA) | 3.9 | $525M | 2.0M | 262.40 | |
| Amazon (AMZN) | 3.8 | $509M | 165k | 3094.08 | |
| Netflix (NFLX) | 3.6 | $491M | 942k | 521.66 | |
| Snowflake Cl A (SNOW) | 3.5 | $477M | 2.1M | 229.28 | |
| Rh (RH) | 3.3 | $451M | 757k | 596.60 | |
| Datadog Cl A Com (DDOG) | 3.3 | $447M | 5.4M | 83.34 | |
| Booking Holdings (BKNG) | 3.1 | $420M | 180k | 2329.84 | |
| Unity Software (U) | 2.9 | $398M | 4.0M | 100.31 | |
| Ball Corporation (BALL) | 2.7 | $371M | 4.4M | 84.74 | |
| New Oriental Ed & Technology Spon Adr | 2.6 | $351M | 25M | 14.00 | |
| Baxter International (BAX) | 2.0 | $274M | 3.2M | 84.34 | |
| Outset Med (OM) | 1.8 | $249M | 4.6M | 54.39 | |
| Coupa Software | 1.7 | $235M | 924k | 254.48 | |
| Peloton Interactive Cl A Com (PTON) | 1.7 | $230M | 2.0M | 112.44 | |
| Nike CL B (NKE) | 1.7 | $223M | 1.7M | 132.89 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.6 | $221M | 3.9M | 56.98 | |
| Walt Disney Company (DIS) | 1.6 | $212M | 1.1M | 184.52 | |
| Ppd | 1.5 | $205M | 5.4M | 37.84 | |
| Las Vegas Sands (LVS) | 1.4 | $188M | 3.1M | 60.76 | |
| L Brands | 1.3 | $181M | 2.9M | 61.86 | |
| Fidelity National Information Services (FIS) | 1.2 | $160M | 1.1M | 140.61 | |
| Shopify Cl A (SHOP) | 1.0 | $137M | 124k | 1106.50 | |
| New York Times Cl A (NYT) | 0.9 | $124M | 2.5M | 50.62 | |
| Edwards Lifesciences (EW) | 0.7 | $101M | 1.2M | 83.64 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $94M | 1.3M | 74.53 | |
| Tuya Sponsered Ads (TUYA) | 0.5 | $70M | 3.3M | 21.14 | |
| Bumble Com Cl A (BMBL) | 0.3 | $44M | 700k | 62.38 | |
| Dragoneer Growth Opportun Unit 08/18/2027 | 0.3 | $42M | 4.0M | 10.40 | |
| Ribbit Leap Unit 99/99/9999 | 0.2 | $33M | 3.0M | 11.00 | |
| Lux Health Tech Acquisition Unit 11/30/2027 | 0.2 | $32M | 3.0M | 10.65 | |
| Cbre Acquisition Hldgs Unit 99/99/9999 | 0.2 | $30M | 3.0M | 9.96 | |
| Replay Acquisition Corp | 0.2 | $24M | 2.5M | 9.55 | |
| Ts Innovation Acquisitn Corp Unit 99/99/9999 | 0.2 | $23M | 2.0M | 11.59 | |
| Health Assurn Acquisition Unit 99/99/9999 | 0.2 | $22M | 2.0M | 10.76 | |
| Empowerment & Inclusion Capi Unit 99/99/9999 | 0.1 | $15M | 1.5M | 9.86 | |
| Tishman Speyer Innovation Unit 02/11/2026 | 0.1 | $13M | 1.3M | 10.02 | |
| Humanco Acquisition Corp Unit 12/08/2023 | 0.1 | $11M | 1.0M | 10.50 | |
| Cloopen Group Holding Limite Ads | 0.1 | $7.9M | 575k | 13.73 | |
| Khosla Ventures Acquisition Cl A | 0.1 | $7.6M | 750k | 10.10 | |
| Replay Acquisition Corp *w Exp 03/01/202 | 0.0 | $1.6M | 1.3M | 1.25 |
