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
0 / 25
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 | 7,612,643 | $1.49 billion | 17.6% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 3,422,815 | $1.06 billion | 12.5% | INCREASED | — | 1Y — 5Y — |
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 — |
T-MOBILE US INC T-MOBILE US INC · COM · 872590104 | 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 — |
DISNEY WALT CO DISNEY WALT CO · COM · 254687106 | LONG | 1,727,902 | $237.0 million | 2.8% | REDUCED | — | 1Y — 5Y — |
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 — |