D1 Capital Partners

D1 Capital Partners as of Sept. 30, 2021

Portfolio Holdings for D1 Capital Partners

D1 Capital Partners holds 66 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Expedia Group Com New (EXPE) 10.5 $1.9B 12M 163.90
Jd.com Spon Adr Cl A (JD) 7.2 $1.3B 18M 72.24
Robinhood Mkts Com Cl A (HOOD) 4.3 $777M 19M 42.08
Microsoft Corporation (MSFT) 4.3 $772M 2.7M 281.92
Amazon (AMZN) 4.0 $721M 220k 3285.04
Carvana Cl A (CVNA) 4.0 $715M 2.4M 301.54
Ball Corporation (BALL) 3.8 $676M 7.5M 89.97
Rh (RH) 3.6 $646M 968k 666.91
Metropcs Communications (TMUS) 3.4 $614M 4.8M 127.76
Peloton Interactive Cl A Com (PTON) 3.3 $599M 6.9M 87.05
Bath &#38 Body Works In (BBWI) 3.2 $574M 9.1M 63.03
Procore Technologies (PCOR) 3.2 $573M 6.4M 89.34
Datadog Cl A Com (DDOG) 3.2 $568M 4.0M 141.35
Danaher Corporation (DHR) 3.1 $559M 1.8M 304.44
Farfetch Ord Sh Cl A (FTCHQ) 3.0 $535M 14M 37.48
Walt Disney Company (DIS) 2.9 $523M 3.1M 169.17
Facebook Cl A (META) 2.5 $445M 1.3M 339.39
Warby Parker Cl A Com (WRBY) 2.4 $433M 8.2M 53.05
Stoneco Com Cl A (STNE) 2.2 $393M 11M 34.72
Snowflake Cl A (SNOW) 2.2 $391M 1.3M 302.43
Insulet Corporation (PODD) 2.1 $376M 1.3M 284.23
Coupa Software 1.5 $260M 1.2M 219.18
Texas Roadhouse (TXRH) 1.4 $252M 2.8M 91.33
Netflix (NFLX) 1.3 $237M 388k 610.34
Outset Med (OM) 1.3 $226M 4.6M 49.44
Opendoor Technologies (OPEN) 1.3 $225M 11M 20.53
Shopify Cl A (SHOP) 1.2 $222M 164k 1355.78
Parker-Hannifin Corporation (PH) 1.1 $205M 734k 279.62
Fortive (FTV) 1.1 $192M 2.7M 70.57
Tempur-Pedic International (TPX) 0.9 $167M 3.6M 46.41
New York Times Cl A (NYT) 0.9 $154M 3.1M 49.27
Masimo Corporation (MASI) 0.8 $148M 547k 270.71
Netease Sponsored Ads (NTES) 0.8 $141M 1.7M 85.40
Dlocal Class A Com (DLO) 0.8 $140M 2.6M 54.56
Pinterest Cl A (PINS) 0.8 $139M 2.7M 50.95
Sight Sciences (SGHT) 0.7 $133M 5.9M 22.70
Alkami Technology (ALKT) 0.7 $130M 5.3M 24.68
Vulcan Materials Company (VMC) 0.5 $88M 520k 169.16
Cazoo Group 0.4 $78M 10M 7.77
Ke Hldgs Sponsored Ads (BEKE) 0.4 $71M 3.9M 18.26
XP Cl A (XP) 0.4 $66M 1.7M 40.17
Crowdstrike Hldgs Cl A (CRWD) 0.3 $52M 210k 245.78
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.3 $49M 1.0M 49.08
Rapid Micro Biosystems Class A Com (RPID) 0.3 $49M 2.6M 18.47
Maxcyte (MXCT) 0.2 $43M 3.5M 12.21
Foot Locker (FL) 0.2 $39M 852k 45.66
Finance Of America Compan Com Cl A 0.2 $32M 6.5M 4.95
Cbre Acquisition Hldgs Unit 99/99/9999 0.2 $32M 3.0M 10.50
Ribbit Leap Unit 99/99/9999 0.2 $31M 3.0M 10.46
Lux Health Tech Acquisition Unit 11/30/2027 0.2 $31M 3.0M 10.15
Squarespace Class A (SQSP) 0.1 $22M 560k 38.64
Health Assurn Acquisition Unit 99/99/9999 0.1 $20M 2.0M 10.02
Smartrent Com Cl A (SMRT) 0.1 $20M 1.5M 13.02
Dynamics Special Purpose Cor Class A Com 0.1 $19M 2.0M 9.94
Absci Corp (ABSI) 0.1 $18M 1.6M 11.63
Empowerment & Inclusion Capi Unit 99/99/9999 0.1 $15M 1.5M 10.00
Edwards Lifesciences (EW) 0.1 $13M 117k 113.21
Tishman Speyer Innovation Unit 02/11/2026 0.1 $13M 1.3M 10.00
Humanco Acquisition Corp Unit 12/08/2023 0.1 $10M 1.0M 10.23
Logistics Innovtn Technlgs C Unit 06/10/2026 0.1 $9.9M 1.0M 9.90
Catalyst Partnrs Acquisitn C Unit 99/99/9999 0.1 $9.9M 1.0M 9.85
Spotify Technology S A SHS (SPOT) 0.1 $9.0M 40k 225.35
Khosla Ventures Acquisition Cl A 0.0 $7.4M 750k 9.87
Olaplex Hldgs (OLPX) 0.0 $7.4M 300k 24.50
Ccc Intelligent Solutions Holdings (CCCS) 0.0 $5.3M 500k 10.51
Finance Of America Compan *w Exp 04/08/202 (FOACW) 0.0 $312k 486k 0.64