← D1 Capital Partners L.P.
Positions
33
Total value
$5.21B
Top 10 concentration
63.7%
New positions
—
Holdings · 33
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC NFLX · 64110L106 | COM | $608.98M | 11.69% | 2,275,200 | New |
| 2 | AMAZON COM INC AMZN · 023135106 | COM | $426.26M | 8.18% | 283,800 | New |
| 3 | HILTON WORLDWIDE HLDGS INC HLT · 43300A203 | COM | $370.46M | 7.11% | 5,159,609 | New |
| 4 | D R HORTON INC DHI · 23331A109 | COM | $363.06M | 6.97% | 10,475,000 | New |
| 5 | DISNEY WALT CO DIS · 254687106 | COM DISNEY | $325.66M | 6.25% | 2,970,000 | New |
| 6 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $276.2M | 5.30% | 2,015,000 | New |
| 7 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $264.27M | 5.07% | 252,895 | New |
| 8 | GUIDEWIRE SOFTWARE INC GWRE · 40171V100 | COM | $238.27M | 4.57% | 2,969,805 | New |
| 9 | SHERWIN WILLIAMS CO SHW · 824348106 | COM | $238.04M | 4.57% | 605,000 | New |
| 10 | MERCADOLIBRE INC MELI · 58733R102 | COM | $207.89M | 3.99% | 709,900 | New |
| 11 | FERRARI N V RACE · N3167Y103 | COM | $200.37M | 3.85% | 2,015,000 | New |
| 12 | ALIBABA GROUP HLDG LTD 01609W102 · Call | SPONSORED ADS | $178.19M | 3.42% | 1,300,000 | New |
| 13 | BOEING CO BA · 097023105 | COM | $153.06M | 2.94% | 474,600 | New |
| 14 | ADOBE INC ADBE · 00724F101 | COM | $150.45M | 2.89% | 665,000 | New |
| 15 | VISA INC V · 92826C839 | COM CL A | $139.53M | 2.68% | 1,057,500 | New |
| 16 | INSULET CORP PODD · 45784P101 | COM | $132.86M | 2.55% | 1,675,000 | New |
| 17 | WYNN RESORTS LTD WYNN · 983134107 | COM | $124.13M | 2.38% | 1,255,000 | New |
| 18 | APPLIED MATLS INC AMAT · 038222105 | COM | $108.86M | 2.09% | 3,325,000 | New |
| 19 | BILIBILI INC BILI · 090040106 | SPONS ADS REP Z | $89M | 1.71% | 6,100,000 | New |
| 20 | PEGASYSTEMS INC PEGA · 705573103 | COM | $87.05M | 1.67% | 1,820,000 | New |
| 21 | SPOTIFY TECHNOLOGY S A SPOT · L8681T102 | SHS | $85.69M | 1.65% | 755,000 | New |
| 22 | AUTODESK INC ADSK · 052769106 | COM | $79.1M | 1.52% | 615,000 | New |
| 23 | DANAHER CORP DEL DHR · 235851102 | COM | $67.03M | 1.29% | 650,000 | New |
| 24 | OWENS CORNING NEW OC · 690742101 | COM | $60.08M | 1.15% | 1,366,000 | New |
| 25 | VULCAN MATLS CO VMC · 929160109 | COM | $44.46M | 0.85% | 450,000 | New |
| 26 | LAM RESEARCH CORP LRCX · 512807108 | COM | $32M | 0.61% | 235,000 | New |
| 27 | HUYA INC HUYA · 44852D108 | ADS REP SHS A | $31.97M | 0.61% | 2,065,000 | New |
| 28 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $31.54M | 0.61% | 606,000 | New |
| 29 | DEERE & CO DE · 244199105 | COM | $29.83M | 0.57% | 200,000 | New |
| 30 | TENCENT MUSIC ENTMT GROUP TME · 88034P109 | SPON ADS | $22.98M | 0.44% | 1,738,124 | New |
| 31 | FARFETCH LTD FTCHQ · 30744W107 | ORD SH CL A | $19.61M | 0.38% | 1,107,350 | New |
| 32 | SERVICENOW INC NOW · 81762P102 | COM | $16.03M | 0.31% | 90,000 | New |
| 33 | IQIYI INC IQ · 46267X108 | SPONSORED ADS | $5.95M | 0.11% | 400,000 | New |
Total filing value: $5.21B