← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2019-06-30 · Filed 2019-08-14 · Accession 0001172661-19-001734
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 354,200 | $104.4 million |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 4,235,000 | $717.6 million |
| 3 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 254,000 | $275.0 million |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 66,500 | $125.9 million |
| 5 | BILIBILI INC | SPONS ADS REP Z · 090040106 | LONG | 6,725,000 | $109.4 million |
| 6 | BOEING CO | COM · 097023105 | LONG | 365,000 | $132.9 million |
| 7 | CHEWY INC | CL A · 16679L109 | LONG | 1,959,974 | $68.6 million |
| 8 | CLARIVATE ANALYTICS PLC | COM · G21810109 | LONG | 2,144,546 | $33.0 million |
| 9 | D R HORTON INC | COM · 23331A109 | LONG | 7,617,690 | $328.6 million |
| 10 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 3,780,000 | $527.8 million |
| 11 | FACEBOOK INC | CL A · 30303M102 | LONG | 2,195,000 | $423.6 million |
| 12 | FERRARI N V | COM · N3167Y103 | LONG | 1,220,000 | $196.9 million |
| 13 | FIDELITY NATL INFORMATION SV | COM · 31620M106 | LONG | 1,635,800 | $200.7 million |
| 14 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 2,355,000 | $238.8 million |
| 15 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 5,145,000 | $502.9 million |
| 16 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 1,270,000 | $204.3 million |
| 17 | JD COM INC | SPON ADR CL A · 47215P106 | LONG | 22,540,000 | $682.7 million |
| 18 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 3,900,000 | $230.5 million |
| 19 | LINDE PLC | SHS · G5494J103 | LONG | 375,000 | $75.3 million |
| 20 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 7,150,000 | $275.9 million |
| 21 | NETFLIX INC | COM · 64110L106 | LONG | 2,528,000 | $928.6 million |
| 22 | OWENS CORNING NEW | COM · 690742101 | LONG | 2,740,000 | $159.5 million |
| 23 | QUTOUTIAO INC | ADS REP SHS A · 74915J107 | LONG | 7,500,000 | $29.6 million |
| 24 | REPLAY ACQUISITION CORP | UNIT 03/01/2024 · G75130123 | LONG | 2,500,000 | $25.1 million |
| 25 | SNAP INC | CL A · 83304A106 | LONG | 3,750,000 | $53.6 million |
| 26 | TWILIO INC | CL A · 90138F102 | LONG | 957,800 | $130.6 million |
| 27 | WORLDPAY INC | CL A · 981558109 | LONG | 1,180,000 | $144.6 million |
| 28 | WYNN RESORTS LTD | COM · 983134107 | LONG | 724,400 | $89.8 million |