← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2024-12-31 · Filed 2025-02-14 · Accession 0001172661-25-000951
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | 3M CO | COM · 88579Y101 | LONG | 1,356,493 | $175.1 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 409,234 | $89.8 million |
| 3 | ANSYS INC | COM · 03662Q105 | LONG | 249,189 | $84.1 million |
| 4 | APPLIED MATLS INC | COM · 038222105 | LONG | 181,283 | $29.5 million |
| 5 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 481,000 | $155.8 million |
| 6 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 2,832,000 | $109.8 million |
| 7 | CAPITAL ONE FINL CORP | COM · 14040H105 | LONG | 487,000 | $86.8 million |
| 8 | Charles River Laboratories | COM · 159864107 | LONG | 935,820 | $172.8 million |
| 9 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 1,527,689 | $337.6 million |
| 10 | DELTA AIR LINES INC DEL | COM NEW · 247361702 | LONG | 1,326,000 | $80.2 million |
| 11 | ANTHEM INC | COM · 036752103 | LONG | 799,000 | $294.8 million |
| 12 | ENTEGRIS INC | COM · 29362U104 | LONG | 2,752,902 | $272.7 million |
| 13 | GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK · 36266G107 | LONG | 3,486,584 | $272.6 million |
| 14 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 418,000 | $30.2 million |
| 15 | LENNAR CORP | CL A · 526057104 | LONG | 672,433 | $88.1 million |
| 16 | LEXEO THERAPEUTICS INC | COM · 52886X107 | LONG | 2,203,900 | $14.5 million |
| 17 | LINEAGE INC | COM · 53566V106 | LONG | 3,753,598 | $219.8 million |
| 18 | LIVE NATION ENTERTAINMENT IN | COM · 538034109 | LONG | 1,004,776 | $130.1 million |
| 19 | MAPLEBEAR INC | COM · 565394103 | LONG | 22,551,414 | $934.1 million |
| 20 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 45,400 | $77.2 million |
| 21 | FACEBOOK INC | CL A · 30303M102 | LONG | 252,188 | $147.7 million |
| 22 | MONGODB INC | CL A · 60937P106 | LONG | 327,000 | $76.1 million |
| 23 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 14,885,000 | $154.2 million |
| 24 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 3,630,033 | $436.9 million |
| 25 | PTC INC | COM · 69370C100 | LONG | 589,171 | $108.3 million |
| 26 | RESTAURANT BRANDS INTL INC | COM · 76131D103 | LONG | 1,768,419 | $115.3 million |
| 27 | ROYAL CARIBBEAN CRUISES LTD | COM · V7780T103 | LONG | 1,570,262 | $362.2 million |
| 28 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 326,254 | $146.0 million |
| 29 | SYNOPSYS INC | COM · 871607107 | LONG | 253,000 | $122.8 million |
| 30 | TOLL BROTHERS INC | COM · 889478103 | LONG | 845,000 | $106.4 million |
| 31 | VISTRA CORP | COM · 92840M102 | LONG | 672,000 | $92.6 million |
| 32 | WARBY PARKER INC | CL A COM · 93403J106 | LONG | 5,261,814 | $127.4 million |
| 33 | WARNER MUSIC GROUP CORP | COM CL A · 934550203 | LONG | 2,669,498 | $82.8 million |
| 34 | XPO LOGISTICS INC | COM · 983793100 | LONG | 2,033,838 | $266.7 million |
| 35 | YPF SOCIEDAD ANONIMA | SPON ADR CL D · 984245100 | LONG | 374,276 | $15.9 million |