← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2019-09-30 · Filed 2019-11-14 · Accession 0001172661-19-002237
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 545,000 | $150.6 million |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 3,465,000 | $579.5 million |
| 3 | AMAZON COM INC | COM · 023135106 | LONG | 411,500 | $714.3 million |
| 4 | ANAPLAN INC | COM · 03272L108 | LONG | 3,304,889 | $155.3 million |
| 5 | ARAMARK | COM · 03852U106 | LONG | 3,009,665 | $131.2 million |
| 6 | AVANTOR INC | COM · 05352A100 | LONG | 6,655,000 | $97.8 million |
| 7 | CHEWY INC | CL A · 16679L109 | LONG | 2,625,000 | $64.5 million |
| 8 | CLARIVATE ANALYTICS PLC | COM · G21810109 | LONG | 5,929,895 | $100.0 million |
| 9 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 1,230,000 | $160.3 million |
| 10 | ENVISTA HLDGS CORP | COM · 29415F104 | LONG | 800,000 | $22.3 million |
| 11 | FACEBOOK INC | CL A · 30303M102 | LONG | 2,970,000 | $528.9 million |
| 12 | FERRARI N V | COM · N3167Y103 | LONG | 2,511,311 | $387.0 million |
| 13 | FIDELITY NATL INFORMATION SV | COM · 31620M106 | LONG | 1,785,000 | $237.0 million |
| 14 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 2,875,589 | $303.0 million |
| 15 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 6,030,000 | $561.5 million |
| 16 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 1,459,203 | $218.0 million |
| 17 | JD COM INC | SPON ADR CL A · 47215P106 | LONG | 19,724,079 | $556.4 million |
| 18 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 3,985,000 | $230.2 million |
| 19 | LINDE PLC | SHS · G5494J103 | LONG | 1,660,000 | $321.6 million |
| 20 | LIVONGO HEALTH INC | COM · 539183103 | LONG | 782,530 | $13.6 million |
| 21 | NETFLIX INC | COM · 64110L106 | LONG | 3,693,000 | $988.3 million |
| 22 | QUTOUTIAO INC | ADS REP SHS A · 74915J107 | LONG | 2,525,000 | $9.3 million |
| 23 | REPLAY ACQUISITION CORP | UNIT 03/01/2024 · G75130123 | LONG | 2,500,000 | $25.6 million |
| 24 | SALESFORCE COM INC | COM · 79466L302 | LONG | 1,160,000 | $172.2 million |
| 25 | SERVICENOW INC | COM · 81762P102 | LONG | 226,200 | $57.4 million |
| 26 | TENCENT MUSIC ENTMT GROUP | SPON ADS · 88034P109 | LONG | 19,500,000 | $249.0 million |
| 27 | TWILIO INC | CL A · 90138F102 | LONG | 907,300 | $99.8 million |
| 28 | WYNN RESORTS LTD | COM · 983134107 | LONG | 964,400 | $104.8 million |