← D1 Capital Partners L.P.
Positions
28
Total value
$7.24B
Top 10 concentration
71.7%
New positions
8
Exited positions· 8 vs. Q2 2019
Holdings · 28
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC NFLX · 64110L106 | COM | $988.32M | 13.65% | 3,693,000 | +46.1% |
| 2 | AMAZON COM INC AMZN · 023135106 | COM | $714.33M | 9.87% | 411,500 | +518.8% |
| 3 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $579.45M | 8.00% | 3,465,000 | -18.2% |
| 4 | HILTON WORLDWIDE HLDGS INC HLT · 43300A203 | COM | $561.45M | 7.76% | 6,030,000 | +17.2% |
| 5 | JD COM INC JD · 47215P106 | SPON ADR CL A | $556.42M | 7.69% | 19,724,079 | -12.5% |
| 6 | FACEBOOK INC META · 30303M102 | CL A | $528.9M | 7.31% | 2,970,000 | +35.3% |
| 7 | FERRARI N V RACE · N3167Y103 | COM | $386.97M | 5.35% | 2,511,311 | +105.8% |
| 8 | LINDE PLC LIN · G5494J103 | SHS | $321.58M | 4.44% | 1,660,000 | +342.7% |
| 9 | GUIDEWIRE SOFTWARE INC GWRE · 40171V100 | COM | $303.03M | 4.19% | 2,875,589 | +22.1% |
| 10 | TENCENT MUSIC ENTMT GROUP TME · 88034P109 | SPON ADS | $249.02M | 3.44% | 19,500,000 | New |
| 11 | FIDELITY NATL INFORMATION SV FIS · 31620M106 | COM | $236.98M | 3.27% | 1,785,000 | +9.1% |
| 12 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $230.17M | 3.18% | 3,985,000 | +2.2% |
| 13 | IQVIA HLDGS INC IQV · 46266C105 | COM | $217.98M | 3.01% | 1,459,203 | +14.9% |
| 14 | SALESFORCE COM INC CRM · 79466L302 | COM | $172.19M | 2.38% | 1,160,000 | New |
| 15 | DISNEY WALT CO DIS · 254687106 | COM DISNEY | $160.29M | 2.21% | 1,230,000 | -67.5% |
| 16 | ANAPLAN INC PLANUSD · 03272L108 | COM | $155.33M | 2.15% | 3,304,889 | New |
| 17 | ADOBE INC ADBE · 00724F101 | COM | $150.56M | 2.08% | 545,000 | +53.9% |
| 18 | ARAMARK ARMK · 03852U106 | COM | $131.16M | 1.81% | 3,009,665 | New |
| 19 | WYNN RESORTS LTD WYNN · 983134107 | COM | $104.85M | 1.45% | 964,400 | +33.1% |
| 20 | CLARIVATE ANALYTICS PLC CLVT · G21810109 | COM | $100.04M | 1.38% | 5,929,895 | +176.5% |
| 21 | TWILIO INC TWLO · 90138F102 | CL A | $99.77M | 1.38% | 907,300 | -5.3% |
| 22 | AVANTOR INC AVTR · 05352A100 | COM | $97.83M | 1.35% | 6,655,000 | New |
| 23 | CHEWY INC CHWY · 16679L109 | CL A | $64.52M | 0.89% | 2,625,000 | +33.9% |
| 24 | SERVICENOW INC NOW · 81762P102 | COM | $57.42M | 0.79% | 226,200 | New |
| 25 | REPLAY ACQUISITION CORP G75130123 | UNIT 03/01/2024 | $25.64M | 0.35% | 2,500,000 | — |
| 26 | ENVISTA HLDGS CORP NVST · 29415F104 | COM | $22.3M | 0.31% | 800,000 | New |
| 27 | LIVONGO HEALTH INC LVGO · 539183103 | COM | $13.65M | 0.19% | 782,530 | New |
| 28 | QUTOUTIAO INC QTTOY · 74915J107 | ADS REP SHS A | $9.34M | 0.13% | 2,525,000 | -66.3% |
Total filing value: $7.24B