← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2020-03-31 · Filed 2020-05-15 · Accession 0000902664-20-002107
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 513,304 | $99.8 million |
| 2 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 115,000 | $133.6 million |
| 3 | AMAZON COM INC | COM · 023135106 | LONG | 365,000 | $711.6 million |
| 4 | ANAPLAN INC | COM · 03272L108 | LONG | 5,962,617 | $180.4 million |
| 5 | AUTOZONE INC | COM · 053332102 | LONG | 168,000 | $142.1 million |
| 6 | BANK AMER CORP | COM · 060505104 | LONG | 2,036,500 | $43.2 million |
| 7 | CLARIVATE ANALYTICS PLC | COM · G21810109 | LONG | 2,361,000 | $49.0 million |
| 8 | D R HORTON INC | COM · 23331A109 | LONG | 1,013,424 | $34.5 million |
| 9 | DANAHER CORP DEL | COM · 235851102 | LONG | 3,881,366 | $537.2 million |
| 10 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 7,630,000 | $737.1 million |
| 11 | FACEBOOK INC | CL A · 30303M102 | LONG | 5,306,325 | $885.1 million |
| 12 | FERRARI N V | COM · N3167Y103 | LONG | 2,461,146 | $375.5 million |
| 13 | FIDELITY NATL INFORMATION SV | COM · 31620M106 | LONG | 3,541,583 | $430.8 million |
| 14 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 1,745,400 | $138.4 million |
| 15 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 11,130,472 | $759.5 million |
| 16 | HUDSON PAC PPTYS INC | COM · 444097109 | LONG | 1,313,400 | $33.3 million |
| 17 | INMODE LTD | SHS · M5425M103 | LONG | 971,100 | $20.9 million |
| 18 | JD COM INC | SPON ADR CL A · 47215P106 | LONG | 18,380,000 | $744.4 million |
| 19 | KILROY REALTY CORP | COM · 49427F108 | LONG | 387,225 | $24.7 million |
| 20 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 8,335,000 | $354.0 million |
| 21 | LINDE PLC | SHS · G5494J103 | LONG | 1,537,399 | $266.0 million |
| 22 | LIVE NATION ENTERTAINMENT IN | COM · 538034109 | LONG | 3,507,000 | $159.4 million |
| 23 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 3,248,245 | $136.6 million |
| 24 | MICROSOFT CORP | COM · 594918104 | LONG | 1,578,640 | $249.0 million |
| 25 | NETFLIX INC | COM · 64110L106 | LONG | 2,697,578 | $1.01 billion |
| 26 | NIKE INC | CL B · 654106103 | LONG | 1,008,888 | $83.5 million |
| 27 | O REILLY AUTOMOTIVE INC NEW | COM · 67103H107 | LONG | 2,818,653 | $848.6 million |
| 28 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 1,067,300 | $38.5 million |
| 29 | PPD INC | COM · 69355F102 | LONG | 6,037,011 | $107.5 million |
| 30 | REPLAY ACQUISITION CORP | UNIT 03/01/2024 · G75130123 | LONG | 2,500,000 | $24.5 million |
| 31 | STARBUCKS CORP | COM · 855244109 | LONG | 498,730 | $32.8 million |
| 32 | TENCENT MUSIC ENTMT GROUP | SPON ADS · 88034P109 | LONG | 12,629,800 | $127.1 million |
| 33 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 320,000 | $79.8 million |
| 34 | US BANCORP DEL | COM NEW · 902973304 | LONG | 2,000,000 | $68.9 million |