← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2019-03-31 · Filed 2019-05-15 · Accession 0001172661-19-001338
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 386,000 | $102.9 million |
| 2 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 262,000 | $308.3 million |
| 3 | ALTABA INC | COM · 021346101 | LONG | 4,460,000 | $330.6 million |
| 4 | APPLIED MATLS INC | COM · 038222105 | LONG | 2,220,000 | $88.0 million |
| 5 | BILIBILI INC | SPONS ADS REP Z · 090040106 | LONG | 5,700,000 | $108.0 million |
| 6 | D R HORTON INC | COM · 23331A109 | LONG | 11,745,000 | $486.0 million |
| 7 | DANAHER CORP DEL | COM · 235851102 | LONG | 1,200,000 | $158.4 million |
| 8 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 6,320,000 | $701.7 million |
| 9 | FACEBOOK INC | CL A · 30303M102 | LONG | 1,995,000 | $332.5 million |
| 10 | FERRARI N V | COM · N3167Y103 | LONG | 1,548,700 | $207.2 million |
| 11 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 2,004,000 | $194.7 million |
| 12 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 6,146,000 | $510.8 million |
| 13 | IQIYI INC | SPONSORED ADS · 46267X108 | LONG | 2,050,000 | $49.0 million |
| 14 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 766,000 | $110.2 million |
| 15 | JD COM INC | SPON ADR CL A · 47215P106 | LONG | 14,111,797 | $425.5 million |
| 16 | LAM RESEARCH CORP | COM · 512807108 | LONG | 369,000 | $66.1 million |
| 17 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 1,607,000 | $98.0 million |
| 18 | LENNAR CORP | CL A · 526057104 | LONG | 4,620,000 | $226.8 million |
| 19 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 1,960,000 | $81.0 million |
| 20 | NETFLIX INC | COM · 64110L106 | LONG | 1,825,000 | $650.7 million |
| 21 | OWENS CORNING NEW | COM · 690742101 | LONG | 2,001,000 | $94.3 million |
| 22 | WYNN RESORTS LTD | COM · 983134107 | LONG | 1,753,000 | $209.2 million |