← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2024-06-30 · Filed 2024-08-14 · Accession 0001172661-24-003352
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 1,291,326 | $249.5 million |
| 2 | BITDEER TECHNOLOGIES GROUP | CL A ORD SHS · G11448100 | LONG | 525,000 | $5.4 million |
| 3 | SQUARE INC | CL A · 852234103 | LONG | 1,831,342 | $118.1 million |
| 4 | CARNIVAL CORP | UNIT 99/99/9999 · 143658300 | LONG | 3,716,000 | $69.6 million |
| 5 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 574,433 | $147.8 million |
| 6 | ANTHEM INC | COM · 036752103 | LONG | 295,932 | $160.4 million |
| 7 | FLUTTER ENTMT PLC | SHS · G3643J108 | LONG | 434,500 | $79.2 million |
| 8 | GE VERNOVA INC | COM · 36828A101 | LONG | 1,367,462 | $234.5 million |
| 9 | HDFC BANK LTD | SPONSORED ADS · 40415F101 | LONG | 3,431,998 | $220.8 million |
| 10 | HUT 8 CORP | COM · 44812J104 | LONG | 1,160,000 | $17.4 million |
| 11 | INSULET CORP | COM · 45784P101 | LONG | 270,652 | $54.6 million |
| 12 | INVITATION HOMES INC | COM · 46187W107 | LONG | 3,400,874 | $122.1 million |
| 13 | IREN LIMITED | ORDINARY SHARES · Q4982L109 | LONG | 1,534,000 | $17.3 million |
| 14 | LENNAR CORP | CL A · 526057104 | LONG | 2,420,000 | $362.7 million |
| 15 | LEXEO THERAPEUTICS INC | COM · 52886X107 | LONG | 2,506,607 | $40.2 million |
| 16 | LIBERTY MEDIA CORP DEL | COM LBTY ONE S C · 531229755 | LONG | 624,392 | $44.9 million |
| 17 | LIVE NATION ENTERTAINMENT IN | COM · 538034109 | LONG | 3,543,532 | $332.2 million |
| 18 | MAPLEBEAR INC | COM · 565394103 | LONG | 28,911,022 | $929.2 million |
| 19 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 1,547,987 | $108.2 million |
| 20 | MASTEC INC | COM · 576323109 | LONG | 743,000 | $79.5 million |
| 21 | MICROSOFT CORP | COM · 594918104 | LONG | 311,885 | $139.4 million |
| 22 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 14,605,159 | $188.3 million |
| 23 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 468,000 | $62.2 million |
| 24 | PFIZER INC | COM · 717081103 | LONG | 7,621,000 | $213.2 million |
| 25 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 6,085,544 | $616.6 million |
| 26 | RESTAURANT BRANDS INTL INC | COM · 76131D103 | LONG | 2,843,500 | $200.1 million |
| 27 | RIVIAN AUTOMOTIVE INC | COM CL A · 76954A103 | LONG | 101,056 | $1.4 million |
| 28 | ROYAL CARIBBEAN CRUISES LTD | COM · V7780T103 | LONG | 1,512,103 | $241.1 million |
| 29 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 680,061 | $213.4 million |
| 30 | SOMNIGROUP INTERNATIONAL INC | COM · 88023U101 | LONG | 132,346 | $6.3 million |
| 31 | VIKING HOLDINGS LTD | ORD SHS · G93A5A101 | LONG | 882,860 | $30.0 million |
| 32 | WARBY PARKER INC | CL A COM · 93403J106 | LONG | 9,444,023 | $151.7 million |
| 33 | WARNER MUSIC GROUP CORP | COM CL A · 934550203 | LONG | 2,749,783 | $84.3 million |
| 34 | WORKDAY INC | CL A · 98138H101 | LONG | 518,000 | $115.8 million |
| 35 | XPO LOGISTICS INC | COM · 983793100 | LONG | 2,558,000 | $271.5 million |