← D1 Capital Partners portfolio

13F-HR filing

VALIDATED

Holdings period 2022-06-30 · Filed 2022-08-15 · Accession 0001172661-22-001842

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#IssuerClass / CUSIPKindSharesValue
1ALKAMI TECHNOLOGY INCCOM · 01644J108LONG4,300,718$59.7 million
2AMAZON COM INCCOM · 023135106LONG4,176,620$443.6 million
3ASML HLDG NVN Y REGISTRY SHS · N07059210LONG52,000$24.7 million
4ATLASSIAN CORP PLCCL A · G06242104LONG1,232,159$230.9 million
5CAZOO GROUP LTDCOM · G2007L105LONG36,826,525$26.5 million
6DATADOG INCCL A COM · 23804L103LONG654,407$62.3 million
7DISNEY WALT COCOM · 254687106LONG737,315$69.6 million
8DLOCAL LTDCLASS A COM · G29018101LONG4,858,061$127.5 million
9EXPEDIA INC DELCOM NEW · 30212P303LONG6,154,637$583.6 million
10FERRARI N VCOM · N3167Y103LONG115,000$21.1 million
11HILTON WORLDWIDE HLDGS INCCOM · 43300A203LONG440,000$49.0 million
12INSULET CORPCOM · 45784P101LONG1,235,820$269.3 million
13LIVE NATION ENTERTAINMENT INCOM · 538034109LONG450,350$37.2 million
14MICROSOFT CORPCOM · 594918104LONG2,579,964$662.6 million
15OPENDOOR TECHNOLOGIES INCCOM · 683712103LONG10,473,502$49.3 million
16PROCORE TECHNOLOGIES INCCOM · 74275K108LONG2,587,656$117.5 million
17RHCOM · 74967X103LONG1,042,540$221.3 million
18RIVIAN AUTOMOTIVE INCCOM CL A · 76954A103LONG15,590,987$401.3 million
19ROBINHOOD MKTS INCCOM CL A · 770700102LONG203,555$1.7 million
20SIGHT SCIENCES INCCOM · 82657M105LONG5,852,036$52.6 million
21SNOWFLAKE INCCL A · 833445109LONG1,829,994$254.5 million
22TESLA INCCOM · 88160R101LONG177,900$119.8 million
23T MOBILE US INCCOM · 872590104LONG1,237,584$166.5 million
24WARBY PARKER INCCL A COM · 93403J106LONG14,944,023$168.3 million