← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2018-12-31 · Filed 2019-02-14 · Accession 0001172661-19-000711
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 665,000 | $150.4 million |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 2,015,000 | $276.2 million |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | CALL | 1,300,000 | $178.2 million |
| 4 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 252,895 | $264.3 million |
| 5 | AMAZON COM INC | COM · 023135106 | LONG | 283,800 | $426.3 million |
| 6 | APPLIED MATLS INC | COM · 038222105 | LONG | 3,325,000 | $108.9 million |
| 7 | AUTODESK INC | COM · 052769106 | LONG | 615,000 | $79.1 million |
| 8 | BILIBILI INC | SPONS ADS REP Z · 090040106 | LONG | 6,100,000 | $89.0 million |
| 9 | BOEING CO | COM · 097023105 | LONG | 474,600 | $153.1 million |
| 10 | D R HORTON INC | COM · 23331A109 | LONG | 10,475,000 | $363.1 million |
| 11 | DANAHER CORP DEL | COM · 235851102 | LONG | 650,000 | $67.0 million |
| 12 | DEERE & CO | COM · 244199105 | LONG | 200,000 | $29.8 million |
| 13 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 2,970,000 | $325.7 million |
| 14 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 1,107,350 | $19.6 million |
| 15 | FERRARI N V | COM · N3167Y103 | LONG | 2,015,000 | $200.4 million |
| 16 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 2,969,805 | $238.3 million |
| 17 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 5,159,609 | $370.5 million |
| 18 | HUYA INC | ADS REP SHS A · 44852D108 | LONG | 2,065,000 | $32.0 million |
| 19 | INSULET CORP | COM · 45784P101 | LONG | 1,675,000 | $132.9 million |
| 20 | IQIYI INC | SPONSORED ADS · 46267X108 | LONG | 400,000 | $5.9 million |
| 21 | LAM RESEARCH CORP | COM · 512807108 | LONG | 235,000 | $32.0 million |
| 22 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 606,000 | $31.5 million |
| 23 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 709,900 | $207.9 million |
| 24 | NETFLIX INC | COM · 64110L106 | LONG | 2,275,200 | $609.0 million |
| 25 | OWENS CORNING NEW | COM · 690742101 | LONG | 1,366,000 | $60.1 million |
| 26 | PEGASYSTEMS INC | COM · 705573103 | LONG | 1,820,000 | $87.1 million |
| 27 | SERVICENOW INC | COM · 81762P102 | LONG | 90,000 | $16.0 million |
| 28 | SHERWIN WILLIAMS CO | COM · 824348106 | LONG | 605,000 | $238.0 million |
| 29 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 755,000 | $85.7 million |
| 30 | TENCENT MUSIC ENTMT GROUP | SPON ADS · 88034P109 | LONG | 1,738,124 | $23.0 million |
| 31 | VISA INC | COM CL A · 92826C839 | LONG | 1,057,500 | $139.5 million |
| 32 | VULCAN MATLS CO | COM · 929160109 | LONG | 450,000 | $44.5 million |
| 33 | WYNN RESORTS LTD | COM · 983134107 | LONG | 1,255,000 | $124.1 million |