← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2019-12-31 · Filed 2020-02-14 · Accession 0001172661-20-000484
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 240,000 | $50.9 million |
| 2 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 52,500 | $70.3 million |
| 3 | AMAZON COM INC | COM · 023135106 | LONG | 490,000 | $905.4 million |
| 4 | ANAPLAN INC | COM · 03272L108 | LONG | 3,050,000 | $159.8 million |
| 5 | ARAMARK | COM · 03852U106 | LONG | 3,600,000 | $156.2 million |
| 6 | CHEWY INC | CL A · 16679L109 | LONG | 2,547,000 | $73.9 million |
| 7 | CLARIVATE ANALYTICS PLC | COM · G21810109 | LONG | 7,600,000 | $127.7 million |
| 8 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 1,120,000 | $162.0 million |
| 9 | ENVISTA HLDGS CORP | COM · 29415F104 | LONG | 1,760,000 | $52.2 million |
| 10 | EXACT SCIENCES CORP | COM · 30063P105 | LONG | 275,000 | $25.4 million |
| 11 | FACEBOOK INC | CL A · 30303M102 | LONG | 3,080,000 | $632.2 million |
| 12 | FERRARI N V | COM · N3167Y103 | LONG | 2,557,495 | $423.4 million |
| 13 | FIDELITY NATL INFORMATION SV | COM · 31620M106 | LONG | 1,385,000 | $192.6 million |
| 14 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 874,400 | $96.0 million |
| 15 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 6,210,000 | $688.8 million |
| 16 | JD COM INC | SPON ADR CL A · 47215P106 | LONG | 17,180,000 | $605.3 million |
| 17 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 2,340,000 | $161.6 million |
| 18 | LINDE PLC | SHS · G5494J103 | LONG | 1,006,000 | $214.2 million |
| 19 | NETFLIX INC | COM · 64110L106 | LONG | 4,382,600 | $1.42 billion |
| 20 | O REILLY AUTOMOTIVE INC NEW | COM · 67103H107 | LONG | 30,901 | $13.5 million |
| 21 | REPLAY ACQUISITION CORP | UNIT 03/01/2024 · G75130123 | LONG | 2,500,000 | $25.9 million |
| 22 | SALESFORCE COM INC | COM · 79466L302 | LONG | 315,000 | $51.2 million |
| 23 | SERVICENOW INC | COM · 81762P102 | LONG | 818,000 | $230.9 million |
| 24 | TENCENT MUSIC ENTMT GROUP | SPON ADS · 88034P109 | LONG | 23,350,000 | $274.1 million |