D1 Capital Partners as of Dec. 31, 2022
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.7 | $718M | 3.0M | 239.82 | |
| Amazon (AMZN) | 12.6 | $617M | 7.3M | 84.00 | |
| Rh (RH) | 9.7 | $473M | 1.8M | 267.19 | |
| Insulet Corporation (PODD) | 5.9 | $287M | 975k | 294.39 | |
| Expedia Group Com New (EXPE) | 5.6 | $275M | 3.1M | 87.60 | |
| Rivian Automotive Com Cl A (RIVN) | 5.3 | $256M | 14M | 18.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $254M | 2.9M | 88.23 | |
| Sherwin-Williams Company (SHW) | 4.9 | $240M | 1.0M | 237.33 | |
| Floor & Decor Hldgs Cl A (FND) | 4.2 | $205M | 2.9M | 69.63 | |
| Warby Parker Cl A Com (WRBY) | 4.1 | $202M | 15M | 13.49 | |
| Snowflake Cl A (SNOW) | 3.3 | $163M | 1.1M | 143.54 | |
| Hilton Worldwide Holdings (HLT) | 2.9 | $140M | 1.1M | 126.36 | |
| Procore Technologies (PCOR) | 2.4 | $118M | 2.5M | 47.18 | |
| Tempur-Pedic International (TPX) | 2.1 | $104M | 3.0M | 34.33 | |
| Workday Cl A (WDAY) | 1.9 | $92M | 547k | 167.33 | |
| Bill Com Holdings Ord (BILL) | 1.9 | $91M | 832k | 108.96 | |
| Ferrari Nv Ord (RACE) | 1.8 | $89M | 417k | 214.22 | |
| Dlocal Class A Com (DLO) | 1.8 | $87M | 5.6M | 15.57 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $82M | 930k | 88.09 | |
| Sight Sciences (SGHT) | 1.5 | $72M | 5.9M | 12.21 | |
| Datadog Cl A Com (DDOG) | 1.2 | $60M | 816k | 73.50 | |
| Atlassian Corporation Cl A (TEAM) | 1.2 | $57M | 440k | 128.68 | |
| Block Cl A (SQ) | 1.2 | $56M | 895k | 62.84 | |
| Alkami Technology (ALKT) | 0.7 | $36M | 2.4M | 14.59 | |
| NVIDIA Corporation (NVDA) | 0.7 | $35M | 237k | 146.14 | |
| Micron Technology (MU) | 0.5 | $26M | 515k | 49.98 | |
| Jd.com Spon Adr Cl A (JD) | 0.5 | $25M | 445k | 56.13 | |
| Intuit (INTU) | 0.3 | $14M | 36k | 389.22 | |
| Cazoo Group | 0.1 | $5.8M | 37M | 0.16 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.7M | 204k | 8.14 |
