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Size ($ in 1000's)
At 12/31/2023: $5,690,635 At 09/30/2023: $6,942,934
D1 Capital Partners L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from D1 Capital Partners L.P. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the D1 Capital Partners L.P. top holdings by largest position size, as per the latest 13f filing made by D1 Capital Partners L.P..
In the D1 Capital Partners L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by D1 Capital Partners L.P. in that top holding, then the share count change between reporting periods, and finally the D1 Capital Partners L.P. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
MAPLEBEAR INC |
28,908,951 |
+2,071 |
$678,493 | CART | 28,908,951 | +2,071 | $678,493 | PHILIP MORRIS INTL INC |
4,748,356 |
+1,692,312 |
$446,725 | PM | 4,748,356 | +1,692,312 | $446,725 | META PLATFORMS INC |
1,251,278 |
-449,300 |
$442,902 | META | 1,251,278 | -449,300 | $442,902 | TEMPUR SEALY INTL INC |
6,677,472 |
-2,782,845 |
$340,351 | TPX | 6,677,472 | -2,782,845 | $340,351 | ELEVANCE HEALTH INC |
689,032 |
-270,000 |
$324,920 | ELV | 689,032 | -270,000 | $324,920 | HDFC BANK LTD |
4,297,701 |
+74,000 |
$288,419 | HDB | 4,297,701 | +74,000 | $288,419 | NU HLDGS LTD |
33,613,678 |
-6,043,591 |
$280,002 | NU | 33,613,678 | -6,043,591 | $280,002 | ALPHABET INC |
1,959,069 |
+498,181 |
$273,662 | GOOGL | 1,959,069 | +498,181 | $273,662 | EQUITY RESIDENTIAL |
4,438,082 |
+1,789,018 |
$271,433 | EQR | 4,438,082 | +1,789,018 | $271,433 | INVITATION HOMES INC |
7,470,374 |
-1,215,885 |
$254,814 | INVH | 7,470,374 | -1,215,885 | $254,814 | MICROSOFT CORP |
642,542 |
-1,064,448 |
$241,621 | MSFT | 642,542 | -1,064,448 | $241,621 | GENERAL ELECTRIC CO |
1,872,652 |
-774,000 |
$239,007 | GE | 1,872,652 | -774,000 | $239,007 | INSULET CORP |
1,004,946 |
-816,000 |
$218,053 | PODD | 1,004,946 | -816,000 | $218,053 | WARBY PARKER INC |
14,944,023 |
UNCH |
$210,711 | WRBY | 14,944,023 | UNCH | $210,711 | AMAZON COM INC |
1,228,402 |
+324,000 |
$186,643 | AMZN | 1,228,402 | +324,000 | $186,643 | CAMDEN PPTY TR |
1,476,927 |
-150,229 |
$146,644 | CPT | 1,476,927 | -150,229 | $146,644 | RIVIAN AUTOMOTIVE INC |
5,866,314 |
-7,617,566 |
$137,624 | RIVN | 5,866,314 | -7,617,566 | $137,624 | RH |
326,000 |
UNCH |
$95,022 | RH | 326,000 | UNCH | $95,022 | MASTERCARD INCORPORATED |
208,305 |
+170,305 |
$88,844 | MA | 208,305 | +170,305 | $88,844 | LIBERTY MEDIA CORP DEL |
1,323,860 |
-647,148 |
$83,575 | FWONK | 1,323,860 | -647,148 | $83,575 | VISA INC |
305,478 |
-346,000 |
$79,531 | V | 305,478 | -346,000 | $79,531 | BLOCK INC |
943,357 |
-1,427,000 |
$72,969 | SQ | 943,357 | -1,427,000 | $72,969 | ENTEGRIS INC |
544,178 |
-656,822 |
$65,203 | ENTG | 544,178 | -656,822 | $65,203 | PROCORE TECHNOLOGIES INC |
812,659 |
UNCH |
$56,252 | PCOR | 812,659 | UNCH | $56,252 | DLOCAL LTD |
2,736,649 |
UNCH |
$48,411 | DLO | 2,736,649 | UNCH | $48,411 | TKO GROUP HOLDINGS INC |
523,587 |
+523,587 |
$42,714 | TKO | 523,587 | +523,587 | $42,714 | LIVE NATION ENTERTAINMENT IN |
453,532 |
+453,532 |
$42,451 | LYV | 453,532 | +453,532 | $42,451 |
See Full List: All Stocks Held By D1 Capital Partners L.P.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By D1 Capital Partners L.P.
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