D1 Capital Partners portfolio · 2021-12-31
Disclosed long book
$16.49 billion
Long positions
45
Calls / puts
0 / 0
Top 5 concentration
40.2%
Longs with AI data
0 / 45
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 12,683,542 | $2.29 billion | 13.9% | INCREASED | — | 1Y — 5Y — |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103 | LONG | 15,590,987 | $1.62 billion | 9.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 4,211,082 | $976.1 million | 5.9% | INCREASED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 12,682,047 | $888.6 million | 5.4% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 254,654 | $849.1 million | 5.1% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 2,521,232 | $847.9 million | 5.1% | REDUCED | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM · 254687106 | LONG | 5,430,761 | $841.2 million | 5.1% | INCREASED | — | 1Y — 5Y — |
RH RH · COM · 74967X103 | LONG | 1,286,235 | $689.3 million | 4.2% | INCREASED | — | 1Y — 5Y — |
WARBY PARKER INC WARBY PARKER INC · CL A COM · 93403J106 | LONG | 13,404,023 | $624.1 million | 3.8% | INCREASED | — | 1Y — 5Y — |
T-MOBILE US INC T-MOBILE US INC · COM · 872590104 | LONG | 5,304,372 | $615.2 million | 3.7% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,355,039 | $459.0 million | 2.8% | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 5,710,394 | $456.7 million | 2.8% | REDUCED | — | 1Y — 5Y — |
INSULET CORP INSULET CORP · COM · 45784P101 | LONG | 1,692,857 | $450.4 million | 2.7% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 300,875 | $414.4 million | 2.5% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,306,199 | $410.8 million | 2.5% | REDUCED | — | 1Y — 5Y — |
HILTON WORLDWIDE HLDGS INC HILTON WORLDWIDE HLDGS INC · COM · 43300A203 | LONG | 2,570,333 | $400.9 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BURLINGTON STORES INC BURLINGTON STORES INC · COM · 122017106 | LONG | 1,183,600 | $345.0 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS · 482497104 | LONG | 17,007,004 | $342.2 million | 2.1% | INCREASED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 18,920,610 | $276.4 million | 1.7% | INCREASED | — | 1Y — 5Y — |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 7,022,581 | $250.6 million | 1.5% | INCREASED | — | 1Y — 5Y — |
10X GENOMICS INC 10X GENOMICS INC · CL A COM · 88025U109 | LONG | 1,605,000 | $239.1 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 3,411,000 | $238.1 million | 1.4% | REDUCED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 1,499,398 | $237.0 million | 1.4% | INCREASED | — | 1Y — 5Y — |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 6,383,040 | $221.6 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SWEETGREEN INC SWEETGREEN INC · COM CL A · 87043Q108 | LONG | 6,149,628 | $196.8 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,102,000 | $178.0 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MASIMO CORP MASIMO CORP · COM · 574795100 | LONG | 507,397 | $148.6 million | 0.9% | REDUCED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 139,600 | $147.5 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 7,452,100 | $132.3 million | 0.8% | REDUCED | — | 1Y — 5Y — |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM · 01644J108 | LONG | 5,828,511 | $116.9 million | 0.7% | INCREASED | — | 1Y — 5Y — |
SIGHT SCIENCES INC SIGHT SCIENCES INC · COM · 82657M105 | LONG | 5,852,036 | $102.8 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 1,147,992 | $99.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 277,035 | $91.1 million | 0.6% | REDUCED | — | 1Y — 5Y — |
CAZOO GROUP LTD CAZOO GROUP LTD · COM · G2007L105 | LONG | 10,000,000 | $60.3 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 800,000 | $50.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 478,579 | $47.9 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
PARKER-HANNIFIN CORP PARKER-HANNIFIN CORP · COM · 701094104 | LONG | 136,334 | $43.4 million | 0.3% | REDUCED | — | 1Y — 5Y — |
MAXCYTE INC MAXCYTE INC · COM · 57777K106 | LONG | 3,510,000 | $35.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
RIBBIT LEAP LTD RIBBIT LEAP LTD · UNIT 99/99/9999 · G7552B121 | LONG | 3,000,000 | $29.8 million | — | UNCHANGED | — | 1Y — 5Y — |
RAPID MICRO BIOSYSTEMS INC RAPID MICRO BIOSYSTEMS INC · CLASS A COM · 75340L104 | LONG | 2,644,444 | $28.1 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BALL CORP BALL CORP · COM · 058498106 | LONG | 193,023 | $18.6 million | 0.1% | REDUCED | — | 1Y — 5Y — |
TISHMAN SPEYER INNOVATION CO TISHMAN SPEYER INNOVATION CO · UNIT 02/11/2026 · 88825H209 | LONG | 1,300,000 | $12.8 million | — | UNCHANGED | — | 1Y — 5Y — |
ABSCI CORPORATION ABSCI CORPORATION · COM · 00091E109 | LONG | 1,557,216 | $12.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
LOGISTICS INNOVTN TECHNLGS C LOGISTICS INNOVTN TECHNLGS C · UNIT 06/10/2026 · 54141L209 | LONG | 1,000,000 | $10.0 million | — | UNCHANGED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 263,453 | $7.8 million | — | REDUCED | — | 1Y — 5Y — |