D1 Capital Partners as of June 30, 2021
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 56 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd.com Spon Adr Cl A (JD) | 8.1 | $1.2B | 16M | 79.81 | |
| Expedia Group Com New (EXPE) | 8.1 | $1.2B | 7.5M | 163.71 | |
| Amazon (AMZN) | 7.0 | $1.1B | 311k | 3440.16 | |
| Microsoft Corporation (MSFT) | 5.7 | $869M | 3.2M | 270.90 | |
| Carvana Cl A (CVNA) | 5.3 | $807M | 2.7M | 301.82 | |
| Rh (RH) | 4.4 | $671M | 988k | 679.00 | |
| Procore Technologies (PCOR) | 4.3 | $655M | 6.9M | 94.95 | |
| Danaher Corporation (DHR) | 4.1 | $628M | 2.3M | 268.36 | |
| Facebook Cl A (META) | 4.1 | $623M | 1.8M | 347.71 | |
| Booking Holdings (BKNG) | 3.7 | $558M | 255k | 2188.09 | |
| Ball Corporation (BALL) | 3.4 | $526M | 6.5M | 81.02 | |
| Snowflake Cl A (SNOW) | 3.3 | $506M | 2.1M | 241.80 | |
| L Brands | 3.2 | $492M | 6.8M | 72.06 | |
| Peloton Interactive Cl A Com (PTON) | 3.2 | $492M | 4.0M | 124.02 | |
| Datadog Cl A Com (DDOG) | 3.1 | $478M | 4.6M | 104.08 | |
| Farfetch Ord Sh Cl A (FTCHF) | 3.1 | $475M | 9.4M | 50.36 | |
| Unity Software (U) | 2.8 | $436M | 4.0M | 109.83 | |
| Metropcs Communications (TMUS) | 2.5 | $384M | 2.7M | 144.83 | |
| Walt Disney Company (DIS) | 1.9 | $294M | 1.7M | 175.77 | |
| Insulet Corporation (PODD) | 1.8 | $275M | 1.0M | 274.51 | |
| Outset Med (OM) | 1.5 | $229M | 4.6M | 49.98 | |
| Shopify Cl A (SHOP) | 1.4 | $207M | 142k | 1460.98 | |
| Coupa Software | 1.3 | $192M | 734k | 262.11 | |
| Alkami Technology (ALKT) | 1.2 | $188M | 5.3M | 35.67 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.2 | $185M | 3.9M | 47.68 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $159M | 102k | 1550.34 | |
| Dlocal Class A Com (DLO) | 0.9 | $135M | 2.6M | 52.53 | |
| Deckers Outdoor Corporation (DECK) | 0.9 | $135M | 351k | 384.07 | |
| Stoneco Com Cl A (STNE) | 0.8 | $130M | 1.9M | 67.06 | |
| New York Times Cl A (NYT) | 0.8 | $128M | 2.9M | 43.55 | |
| Edwards Lifesciences (EW) | 0.8 | $127M | 1.2M | 103.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $89M | 355k | 251.31 | |
| Tuya Sponsered Ads (TUYA) | 0.5 | $81M | 3.3M | 24.50 | |
| Fortive (FTV) | 0.5 | $80M | 1.2M | 69.74 | |
| Bright Health Group | 0.4 | $58M | 3.4M | 17.16 | |
| Finance Of America Compan Com Cl A (FOA) | 0.3 | $50M | 6.5M | 7.63 | |
| Squarespace Class A (SQSP) | 0.3 | $48M | 805k | 59.41 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.3 | $42M | 1.0M | 41.73 | |
| Pinterest Cl A (PINS) | 0.3 | $41M | 519k | 78.95 | |
| Ribbit Leap Unit 99/99/9999 | 0.2 | $33M | 3.0M | 11.11 | |
| Lux Health Tech Acquisition Unit 11/30/2027 | 0.2 | $31M | 3.0M | 10.32 | |
| Latch (LTCH) | 0.2 | $31M | 2.5M | 12.27 | |
| Cbre Acquisition Hldgs Unit 99/99/9999 | 0.2 | $30M | 3.0M | 9.96 | |
| Health Assurn Acquisition Unit 99/99/9999 | 0.1 | $21M | 2.0M | 10.41 | |
| Kanzhun Sponsored Ads (BZ) | 0.1 | $21M | 525k | 39.65 | |
| Dynamics Special Purpose Cor Class A Com | 0.1 | $19M | 2.0M | 9.94 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $17M | 94k | 179.09 | |
| Empowerment & Inclusion Capi Unit 99/99/9999 | 0.1 | $15M | 1.5M | 10.10 | |
| Tishman Speyer Innovation Unit 02/11/2026 | 0.1 | $13M | 1.3M | 10.05 | |
| Humanco Acquisition Corp Unit 12/08/2023 | 0.1 | $10M | 1.0M | 10.35 | |
| Catalyst Partnrs Acquisitn C Unit 99/99/9999 | 0.1 | $10M | 1.0M | 10.04 | |
| Logistics Innovtn Technlgs C Unit 06/10/2026 | 0.1 | $10M | 1.0M | 9.95 | |
| Khosla Ventures Acquisition Cl A | 0.0 | $7.4M | 750k | 9.89 | |
| Waterdrop Ads (WDH) | 0.0 | $6.5M | 1.0M | 6.48 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.0 | $2.5M | 125k | 20.38 | |
| Finance Of America Compan *w Exp 04/08/202 (FOA.WS) | 0.0 | $651k | 486k | 1.34 |
