← D1 Capital Partners L.P.
Positions
24
Total value
$6.81B
Top 10 concentration
82.0%
New positions
3
Exited positions· 7 vs. Q3 2019
Holdings · 24
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC NFLX · 64110L106 | COM | $1.42B | 20.82% | 4,382,600 | +18.7% |
| 2 | AMAZON COM INC AMZN · 023135106 | COM | $905.44M | 13.29% | 490,000 | +19.1% |
| 3 | HILTON WORLDWIDE HLDGS INC HLT · 43300A203 | COM | $688.75M | 10.11% | 6,210,000 | +3.0% |
| 4 | FACEBOOK INC META · 30303M102 | CL A | $632.17M | 9.28% | 3,080,000 | +3.7% |
| 5 | JD COM INC JD · 47215P106 | SPON ADR CL A | $605.25M | 8.89% | 17,180,000 | -12.9% |
| 6 | FERRARI N V RACE · N3167Y103 | COM | $423.37M | 6.22% | 2,557,495 | +1.8% |
| 7 | TENCENT MUSIC ENTMT GROUP TME · 88034P109 | SPON ADS | $274.13M | 4.02% | 23,350,000 | +19.7% |
| 8 | SERVICENOW INC NOW · 81762P102 | COM | $230.94M | 3.39% | 818,000 | +261.6% |
| 9 | LINDE PLC LIN · G5494J103 | SHS | $214.18M | 3.14% | 1,006,000 | -39.4% |
| 10 | FIDELITY NATL INFORMATION SV FIS · 31620M106 | COM | $192.64M | 2.83% | 1,385,000 | -22.4% |
| 11 | DISNEY WALT CO DIS · 254687106 | COM DISNEY | $161.99M | 2.38% | 1,120,000 | -8.9% |
| 12 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $161.55M | 2.37% | 2,340,000 | -41.3% |
| 13 | ANAPLAN INC PLANUSD · 03272L108 | COM | $159.82M | 2.35% | 3,050,000 | -7.7% |
| 14 | ARAMARK ARMK · 03852U106 | COM | $156.24M | 2.29% | 3,600,000 | +19.6% |
| 15 | CLARIVATE ANALYTICS PLC CLVT · G21810109 | COM | $127.68M | 1.87% | 7,600,000 | +28.2% |
| 16 | GUIDEWIRE SOFTWARE INC GWRE · 40171V100 | COM | $95.98M | 1.41% | 874,400 | -69.6% |
| 17 | CHEWY INC CHWY · 16679L109 | CL A | $73.86M | 1.08% | 2,547,000 | -3.0% |
| 18 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $70.32M | 1.03% | 52,500 | New |
| 19 | ENVISTA HLDGS CORP NVST · 29415F104 | COM | $52.17M | 0.77% | 1,760,000 | +120.0% |
| 20 | SALESFORCE COM INC CRM · 79466L302 | COM | $51.23M | 0.75% | 315,000 | -72.8% |
| 21 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $50.9M | 0.75% | 240,000 | -93.1% |
| 22 | REPLAY ACQUISITION CORP G75130123 | UNIT 03/01/2024 | $25.93M | 0.38% | 2,500,000 | — |
| 23 | EXACT SCIENCES CORP EXK · 30063P105 | COM | $25.43M | 0.37% | 275,000 | New |
| 24 | O REILLY AUTOMOTIVE INC NEW ORLY · 67103H107 | COM | $13.54M | 0.20% | 30,901 | New |
Total filing value: $6.81B