D1 Capital Partners as of Sept. 30, 2022
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.6 | $633M | 2.7M | 232.90 | |
| Amazon (AMZN) | 10.3 | $566M | 5.0M | 113.00 | |
| Rivian Automotive Com Cl A (RIVN) | 9.4 | $513M | 16M | 32.91 | |
| Sherwin-Williams Company (SHW) | 7.5 | $409M | 2.0M | 204.75 | |
| Expedia Group Com New (EXPE) | 5.6 | $309M | 3.3M | 93.69 | |
| Insulet Corporation (PODD) | 5.6 | $305M | 1.3M | 229.40 | |
| Rh (RH) | 5.1 | $278M | 1.1M | 246.07 | |
| Snowflake Cl A (SNOW) | 4.8 | $265M | 1.6M | 169.96 | |
| Warby Parker Cl A Com (WRBY) | 3.6 | $199M | 15M | 13.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $174M | 1.8M | 95.65 | |
| Micron Technology (MU) | 2.8 | $154M | 3.1M | 50.10 | |
| Hilton Worldwide Holdings (HLT) | 2.8 | $152M | 1.3M | 120.62 | |
| Workday Cl A (WDAY) | 2.5 | $139M | 912k | 152.22 | |
| Procore Technologies (PCOR) | 2.3 | $128M | 2.6M | 49.48 | |
| Metropcs Communications (TMUS) | 2.3 | $123M | 919k | 134.17 | |
| Ferrari Nv Ord (RACE) | 2.2 | $120M | 651k | 185.00 | |
| Dlocal Class A Com (DLO) | 2.0 | $108M | 5.3M | 20.52 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $94M | 330k | 284.34 | |
| Intuitive Surgical Com New (ISRG) | 1.4 | $79M | 420k | 187.44 | |
| Block Cl A (SQ) | 1.4 | $79M | 1.4M | 54.99 | |
| Atlassian Corp Cl A | 1.4 | $78M | 371k | 210.59 | |
| Tesla Motors (TSLA) | 1.3 | $74M | 278k | 265.25 | |
| NVIDIA Corporation (NVDA) | 1.3 | $73M | 604k | 121.39 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.2 | $66M | 160k | 415.35 | |
| Datadog Cl A Com (DDOG) | 1.2 | $65M | 729k | 88.78 | |
| Jd.com Spon Adr Cl A (JD) | 1.1 | $61M | 1.2M | 50.30 | |
| Alkami Technology (ALKT) | 1.0 | $55M | 3.7M | 15.05 | |
| Opendoor Technologies (OPEN) | 0.9 | $51M | 16M | 3.11 | |
| Boston Scientific Corporation (BSX) | 0.7 | $39M | 1.0M | 38.73 | |
| Sight Sciences (SGHT) | 0.7 | $37M | 5.9M | 6.35 | |
| S&p Global (SPGI) | 0.6 | $35M | 113k | 305.35 | |
| Cazoo Group | 0.3 | $17M | 37M | 0.46 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $2.1M | 204k | 10.10 |
