← D1 Capital Partners L.P.
Positions
25
Total value
$8.49B
Top 10 concentration
74.3%
New positions
1
Exited positions· 21 vs. Q4 2021
Holdings · 25
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | EXPEDIA GROUP INC EXPE · 30212P303 | COM NEW | $1.49B | 17.54% | 7,612,643 | -40.0% |
| 2 | MICROSOFT CORP MSFT · 594918104 | COM | $1.06B | 12.43% | 3,422,815 | +35.8% |
| 3 | RIVIAN AUTOMOTIVE INC RIVN · 76954A103 | COM CL A | $783.29M | 9.22% | 15,590,987 | — |
| 4 | AMAZON COM INC AMZN · 023135106 | COM | $646.88M | 7.62% | 198,433 | -22.1% |
| 5 | WARBY PARKER INC WRBY · 93403J106 | CL A COM | $505.26M | 5.95% | 14,944,023 | +11.5% |
| 6 | T-MOBILE US INC TMUS · 872590104 | COM | $427.87M | 5.04% | 3,333,602 | -37.2% |
| 7 | INSULET CORP PODD · 45784P101 | COM | $384.13M | 4.52% | 1,441,972 | -14.8% |
| 8 | PROCORE TECHNOLOGIES INC PCOR · 74275K108 | COM | $366.62M | 4.32% | 6,325,309 | +10.8% |
| 9 | HILTON WORLDWIDE HLDGS INC HLT · 43300A203 | COM | $336.96M | 3.97% | 2,220,614 | -13.6% |
| 10 | RH RH · 74967X103 | COM | $310.94M | 3.66% | 953,551 | -25.9% |
| 11 | SNOWFLAKE INC SNOW · 833445109 | CL A | $306.56M | 3.61% | 1,337,937 | -1.3% |
| 12 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $280.85M | 3.31% | 955,823 | New |
| 13 | DISNEY WALT CO DIS · 254687106 | COM | $237M | 2.79% | 1,727,902 | -68.2% |
| 14 | DATADOG INC DDOG · 23804L103 | CL A COM | $229.96M | 2.71% | 1,518,176 | -34.2% |
| 15 | BURLINGTON STORES INC BURL · 122017106 | COM | $206.77M | 2.43% | 1,135,031 | -4.1% |
| 16 | SWEETGREEN INC SG · 87043Q108 | COM CL A | $186.33M | 2.19% | 5,824,628 | -5.3% |
| 17 | OPENDOOR TECHNOLOGIES INC OPEN · 683712103 | COM | $174.62M | 2.06% | 20,187,625 | +6.7% |
| 18 | DLOCAL LTD DLO · G29018101 | CLASS A COM | $151.86M | 1.79% | 4,858,061 | -30.8% |
| 19 | CAZOO GROUP LTD G2007L105 | COM | $101.64M | 1.20% | 36,826,525 | +268.3% |
| 20 | ROBINHOOD MKTS INC HOOD · 770700102 | COM CL A | $96.87M | 1.14% | 7,170,146 | -3.8% |
| 21 | ALKAMI TECHNOLOGY INC ALKT · 01644J108 | COM | $72.91M | 0.86% | 5,094,882 | -12.6% |
| 22 | SIGHT SCIENCES INC SGHT · 82657M105 | COM | $67.65M | 0.80% | 5,852,036 | — |
| 23 | RIBBIT LEAP LTD G7552B121 | UNIT 99/99/9999 | $29.85M | 0.35% | 3,000,000 | — |
| 24 | MAXCYTE INC MXCT · 57777K106 | COM | $24.54M | 0.29% | 3,510,000 | — |
| 25 | RAPID MICRO BIOSYSTEMS INC RPID · 75340L104 | CLASS A COM | $17.96M | 0.21% | 2,644,444 | — |
Total filing value: $8.49B