D1 Capital Partners portfolio · 2022-03-31
Disclosed long book
$8.46 billion
Long positions
25
Calls / puts
0 / 0
Top 5 concentration
52.9%
Longs with AI data
2 / 25
Average AI 1Y
+15.7%
13F filing comparison
Quarter-over-quarter changes
2021-12-31 to 2022-03-31
Newly reported
1
No longer reported
21
Increased
5
Reduced
14
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
ATLASSIAN CORP PLC ATLASSIAN CORP PLC | LONG | 955,823 | $280.8 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
TISHMAN SPEYER INNOVATION CO TISHMAN SPEYER INNOVATION CO · UNIT 02/11/2026 | LONG | 1,300,000 | $12.8 million |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM | LONG | 478,579 | $47.9 million |
BALL CORP BALL CORP · COM | LONG | 193,023 | $18.6 million |
BLOCK INC BLOCK INC · CL A | LONG | 1,102,000 | $178.0 million |
TOAST INC TOAST INC · CL A | LONG | 6,383,040 | $221.6 million |
PARKER-HANNIFIN CORP PARKER-HANNIFIN CORP · COM | LONG | 136,334 | $43.4 million |
JD.COM INC JD.COM INC · SPON ADR CL A | LONG | 12,682,047 | $888.6 million |
10X GENOMICS INC 10X GENOMICS INC · CL A COM | LONG | 1,605,000 | $239.1 million |
GITLAB INC GITLAB INC · CLASS A COM | LONG | 1,147,992 | $99.9 million |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM | LONG | 3,411,000 | $238.1 million |
TESLA INC TESLA INC · COM | LONG | 139,600 | $147.5 million |
SQUARESPACE INC SQUARESPACE INC · CLASS A | LONG | 263,453 | $7.8 million |
CARVANA CO CARVANA CO · CL A | LONG | 4,211,082 | $976.1 million |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS | LONG | 800,000 | $50.7 million |
DANAHER CORPORATION DANAHER CORPORATION · COM | LONG | 277,035 | $91.1 million |
MASIMO CORP MASIMO CORP · COM | LONG | 507,397 | $148.6 million |
ABSCI CORPORATION ABSCI CORPORATION · COM | LONG | 1,557,216 | $12.8 million |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM | LONG | 1,499,398 | $237.0 million |
LOGISTICS INNOVTN TECHNLGS C LOGISTICS INNOVTN TECHNLGS C · UNIT 06/10/2026 | LONG | 1,000,000 | $10.0 million |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS | LONG | 17,007,004 | $342.2 million |
SHOPIFY INC SHOPIFY INC · CL A | LONG | 300,875 | $414.4 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 |
|---|---|---|---|---|---|---|---|
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 7,612,643 | $1.49 billion | 17.6% | REDUCED | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 3,422,815 | $1.06 billion | 12.5% | INCREASED | — | 1Y +16.6% 5Y +97.8% · 27 models |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103 | LONG | 15,590,987 | $783.3 million | 9.3% | UNCHANGED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 198,433 | $646.9 million | 7.6% | REDUCED | — | 1Y — 5Y — |
WARBY PARKER INC WARBY PARKER INC · CL A COM · 93403J106 | LONG | 14,944,023 | $505.3 million | 6.0% | INCREASED | — | 1Y — 5Y — |
TMUS T-Mobile US | LONG | 3,333,602 | $427.9 million | 5.1% | REDUCED | — | 1Y — 5Y — |
INSULET CORP INSULET CORP · COM · 45784P101 | LONG | 1,441,972 | $384.1 million | 4.5% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 6,325,309 | $366.6 million | 4.3% | INCREASED | — | 1Y — 5Y — |
HILTON WORLDWIDE HLDGS INC HILTON WORLDWIDE HLDGS INC · COM · 43300A203 | LONG | 2,220,614 | $337.0 million | 4.0% | REDUCED | — | 1Y — 5Y — |
RH RH · COM · 74967X103 | LONG | 953,551 | $310.9 million | 3.7% | REDUCED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,337,937 | $306.6 million | 3.6% | REDUCED | — | 1Y — 5Y — |
ATLASSIAN CORP PLC ATLASSIAN CORP PLC · CL A · G06242104 | LONG | 955,823 | $280.8 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DIS Walt Disney Co. | LONG | 1,727,902 | $237.0 million | 2.8% | REDUCED | — | 1Y +14.7% 5Y +71.8% · 25 models |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 1,518,176 | $230.0 million | 2.7% | REDUCED | — | 1Y — 5Y — |
BURLINGTON STORES INC BURLINGTON STORES INC · COM · 122017106 | LONG | 1,135,031 | $206.8 million | 2.4% | REDUCED | — | 1Y — 5Y — |
SWEETGREEN INC SWEETGREEN INC · COM CL A · 87043Q108 | LONG | 5,824,628 | $186.3 million | 2.2% | REDUCED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 20,187,625 | $174.6 million | 2.1% | INCREASED | — | 1Y — 5Y — |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 4,858,061 | $151.9 million | 1.8% | REDUCED | — | 1Y — 5Y — |
CAZOO GROUP LTD CAZOO GROUP LTD · COM · G2007L105 | LONG | 36,826,525 | $101.6 million | 1.2% | INCREASED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 7,170,146 | $96.9 million | 1.1% | REDUCED | — | 1Y — 5Y — |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM · 01644J108 | LONG | 5,094,882 | $72.9 million | 0.9% | REDUCED | — | 1Y — 5Y — |
SIGHT SCIENCES INC SIGHT SCIENCES INC · COM · 82657M105 | LONG | 5,852,036 | $67.7 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
RIBBIT LEAP LTD RIBBIT LEAP LTD · UNIT 99/99/9999 · G7552B121 | LONG | 3,000,000 | $29.9 million | — | UNCHANGED | — | 1Y — 5Y — |
MAXCYTE INC MAXCYTE INC · COM · 57777K106 | LONG | 3,510,000 | $24.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
RAPID MICRO BIOSYSTEMS INC RAPID MICRO BIOSYSTEMS INC · CLASS A COM · 75340L104 | LONG | 2,644,444 | $18.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |