D1 Capital Partners portfolio · 2021-06-30
Disclosed long book
$14.99 billion
Long positions
56
Calls / puts
0 / 0
Top 5 concentration
34.8%
Longs with AI data
4 / 56
Average AI 1Y
+17.4%
13F filing comparison
Quarter-over-quarter changes
2021-03-31 to 2021-06-30
Newly reported
24
No longer reported
15
Increased
14
Reduced
6
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC | LONG | 6,897,616 | $654.9 million |
FARFETCH LTD FARFETCH LTD | LONG | 9,423,398 | $474.6 million |
INSULET CORP INSULET CORP | LONG | 1,002,000 | $275.1 million |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC | LONG | 5,275,000 | $188.2 million |
CMG CHIPOTLE MEXICAN GRILL INC | LONG | 102,400 | $158.8 million |
DLOCAL LTD DLOCAL LTD | LONG | 2,570,000 | $135.0 million |
DECK DECKERS OUTDOOR CORP | LONG | 351,000 | $134.8 million |
STONECO LTD STONECO LTD | LONG | 1,935,500 | $129.8 million |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC | LONG | 355,400 | $89.3 million |
FTV FORTIVE CORP | LONG | 1,150,000 | $80.2 million |
BRIGHT HEALTH GROUP INC BRIGHT HEALTH GROUP INC | LONG | 3,350,000 | $57.5 million |
FINANCE OF AMERICA COMPAN FINANCE OF AMERICA COMPAN | LONG | 6,494,201 | $49.6 million |
SQUARESPACE INC SQUARESPACE INC | LONG | 804,621 | $47.8 million |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I | LONG | 1,000,000 | $41.7 million |
PINTEREST INC PINTEREST INC | LONG | 519,000 | $41.0 million |
LATCH INC LATCH INC | LONG | 2,500,000 | $30.7 million |
KANZHUN LIMITED KANZHUN LIMITED | LONG | 525,000 | $20.8 million |
DYNAMICS SPECIAL PURPOSE COR DYNAMICS SPECIAL PURPOSE COR | LONG | 1,950,000 | $19.4 million |
FUTU HLDGS LTD FUTU HLDGS LTD | LONG | 94,000 | $16.8 million |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C | LONG | 1,000,000 | $10.0 million |
LOGISTICS INNOVTN TECHNLGS C LOGISTICS INNOVTN TECHNLGS C | LONG | 1,000,000 | $9.9 million |
WATERDROP INC WATERDROP INC | LONG | 1,000,000 | $6.5 million |
FULL TRUCK ALLIANCE CO LTD FULL TRUCK ALLIANCE CO LTD | LONG | 125,000 | $2.5 million |
FINANCE OF AMERICA COMPAN FINANCE OF AMERICA COMPAN | LONG | 485,649 | $651,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
BAXTER INTL INC BAXTER INTL INC · COM | LONG | 3,245,000 | $273.7 million |
BLACKSTONE INC BLACKSTONE INC · COM | LONG | 1,260,000 | $93.9 million |
BUMBLE INC BUMBLE INC · COM CL A | LONG | 700,000 | $43.7 million |
CLOOPEN GROUP HOLDING LIMITE CLOOPEN GROUP HOLDING LIMITE · ADS | LONG | 575,000 | $7.9 million |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · UNIT 08/18/2027 | LONG | 4,000,000 | $41.6 million |
FIDELITY NATL INFORMATION SV FIDELITY NATL INFORMATION SV · COM | LONG | 1,134,131 | $159.5 million |
HILTON WORLDWIDE HLDGS INC HILTON WORLDWIDE HLDGS INC · COM | LONG | 4,750,087 | $574.4 million |
LAS VEGAS SANDS CORP LAS VEGAS SANDS CORP · COM | LONG | 3,093,202 | $187.9 million |
NETFLIX INC NETFLIX INC · COM | LONG | 942,000 | $491.4 million |
GRP I GRP I · SPON ADR | LONG | 25,032,390 | $350.5 million |
NIKE INC NIKE INC · CL B | LONG | 1,681,000 | $223.4 million |
PPD INC PPD INC · COM | LONG | 5,415,524 | $204.9 million |
REPLAY ACQUISITION CORP REPLAY ACQUISITION CORP · *W EXP 03/01/202 | LONG | 1,250,000 | $1.6 million |
REPLAY ACQUISITION CORP REPLAY ACQUISITION CORP · COM | LONG | 2,500,000 | $23.9 million |
TS INNOVATION ACQUISITN CORP TS INNOVATION ACQUISITN CORP · UNIT 99/99/9999 | LONG | 2,000,000 | $23.2 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 15,546,558 | $1.24 billion | 8.3% | INCREASED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 7,544,001 | $1.24 billion | 8.2% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 311,354 | $1.07 billion | 7.1% | INCREASED | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 3,205,873 | $868.5 million | 5.8% | REDUCED | — | 1Y +16.6% 5Y +97.8% · 27 models |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 2,672,035 | $806.5 million | 5.4% | INCREASED | — | 1Y — 5Y — |
RH RH · COM · 74967X103 | LONG | 988,219 | $671.0 million | 4.5% | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 6,897,616 | $654.9 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 2,341,421 | $628.3 million | 4.2% | REDUCED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 1,790,916 | $622.7 million | 4.2% | REDUCED | — | 1Y +22.1% 5Y +130.9% · 27 models |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 255,164 | $558.3 million | 3.7% | INCREASED | — | 1Y — 5Y — |
BALL CORP BALL CORP · COM · 058498106 | LONG | 6,488,447 | $525.7 million | 3.5% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 2,092,900 | $506.1 million | 3.4% | INCREASED | — | 1Y — 5Y — |
L BRANDS INC L BRANDS INC · COM · 501797104 | LONG | 6,823,000 | $491.7 million | 3.3% | INCREASED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 3,963,267 | $491.5 million | 3.3% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 4,595,785 | $478.3 million | 3.2% | REDUCED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 9,423,398 | $474.6 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 3,967,037 | $435.7 million | 2.9% | UNCHANGED | — | 1Y — 5Y — |
TMUS T-Mobile US | LONG | 2,654,001 | $384.4 million | 2.6% | REDUCED | — | 1Y — 5Y — |
DIS Walt Disney Co. | LONG | 1,674,412 | $294.3 million | 2.0% | INCREASED | — | 1Y +14.7% 5Y +71.8% · 25 models |
INSULET CORP INSULET CORP · COM · 45784P101 | LONG | 1,002,000 | $275.1 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
OUTSET MED INC OUTSET MED INC · COM · 690145107 | LONG | 4,575,753 | $228.7 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 141,930 | $207.4 million | 1.4% | INCREASED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 733,458 | $192.2 million | 1.3% | REDUCED | — | 1Y — 5Y — |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM · 01644J108 | LONG | 5,275,000 | $188.2 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS · 482497104 | LONG | 3,880,784 | $185.0 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
CMG Chipotle Mexican Grill Inc. | LONG | 102,400 | $158.8 million | 1.1% | NEWLY REPORTED | — | 1Y +16.0% 5Y +94.8% · 24 models |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 2,570,000 | $135.0 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DECK Deckers Brands | LONG | 351,000 | $134.8 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 1,935,500 | $129.8 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
NEW YORK TIMES CO NEW YORK TIMES CO · CL A · 650111107 | LONG | 2,947,193 | $128.3 million | 0.9% | INCREASED | — | 1Y — 5Y — |
EW Edwards Lifesciences | LONG | 1,230,000 | $127.4 million | 0.9% | INCREASED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 355,400 | $89.3 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TUYA INC TUYA INC · SPONSERED ADS · 90114C107 | LONG | 3,291,667 | $80.6 million | — | UNCHANGED | — | 1Y — 5Y — |
FTV Fortive | LONG | 1,150,000 | $80.2 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BRIGHT HEALTH GROUP INC BRIGHT HEALTH GROUP INC · COM · 10920V107 | LONG | 3,350,000 | $57.5 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
FINANCE OF AMERICA COMPAN FINANCE OF AMERICA COMPAN · COM CL A · 31738L107 | LONG | 6,494,201 | $49.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 804,621 | $47.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 1,000,000 | $41.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 519,000 | $41.0 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
RIBBIT LEAP LTD RIBBIT LEAP LTD · UNIT 99/99/9999 · G7552B121 | LONG | 3,000,000 | $33.3 million | — | UNCHANGED | — | 1Y — 5Y — |
LUX HEALTH TECH ACQUISITION LUX HEALTH TECH ACQUISITION · UNIT 11/30/2027 · 55068A209 | LONG | 3,000,000 | $31.0 million | — | UNCHANGED | — | 1Y — 5Y — |
LATCH INC LATCH INC · COM · 51818V106 | LONG | 2,500,000 | $30.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CBRE ACQUISITION HLDGS INC CBRE ACQUISITION HLDGS INC · UNIT 99/99/9999 · 12510J205 | LONG | 3,000,000 | $29.9 million | — | UNCHANGED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · UNIT 99/99/9999 · 42226W208 | LONG | 2,000,000 | $20.8 million | — | UNCHANGED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 525,000 | $20.8 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNAMICS SPECIAL PURPOSE COR DYNAMICS SPECIAL PURPOSE COR · CLASS A COM · 268010105 | LONG | 1,950,000 | $19.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
FUTU HLDGS LTD FUTU HLDGS LTD · SPON ADS CL A · 36118L106 | LONG | 94,000 | $16.8 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
EMPOWERMENT & INCLUSION CAPI EMPOWERMENT & INCLUSION CAPI · UNIT 99/99/9999 · 29248N209 | LONG | 1,500,000 | $15.2 million | — | UNCHANGED | — | 1Y — 5Y — |
TISHMAN SPEYER INNOVATION CO TISHMAN SPEYER INNOVATION CO · UNIT 02/11/2026 · 88825H209 | LONG | 1,300,000 | $13.1 million | — | UNCHANGED | — | 1Y — 5Y — |
HUMANCO ACQUISITION CORP HUMANCO ACQUISITION CORP · UNIT 12/08/2023 · 44487N208 | LONG | 1,000,000 | $10.3 million | — | UNCHANGED | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 1,000,000 | $10.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
LOGISTICS INNOVTN TECHNLGS C LOGISTICS INNOVTN TECHNLGS C · UNIT 06/10/2026 · 54141L209 | LONG | 1,000,000 | $9.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KHOSLA VENTURES ACQUISITION KHOSLA VENTURES ACQUISITION · CL A · 482504107 | LONG | 750,000 | $7.4 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
WATERDROP INC WATERDROP INC · ADS · 94132V105 | LONG | 1,000,000 | $6.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
FULL TRUCK ALLIANCE CO LTD FULL TRUCK ALLIANCE CO LTD · SPONSORED ADS · 35969L108 | LONG | 125,000 | $2.5 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
FINANCE OF AMERICA COMPAN FINANCE OF AMERICA COMPAN · *W EXP 04/08/202 · 31738L115 | LONG | 485,649 | $651,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |