Holdings Channel
EntityShares/Amount
Change
Position Value
Change
TKO +523,587+$42,714
LYV +453,532+$42,451
LXEO +2,506,607+$33,639
EntityShares/Amount
Change
Position Value
Change
YUM -900,000-$112,446
VVV -3,285,031-$105,909
HLT -680,215-$102,155
DHR -326,000-$80,881
LVS -1,576,415-$72,263
NVDA -146,741-$63,831
APD -201,000-$56,963
CRM -195,000-$39,542
MDB -105,000-$36,315
SGHT -5,852,036-$19,721
EntityShares/Amount
Change
Position Value
Change
EQR +1,789,018+$115,906
PM +1,692,312+$163,796
GOOGL +498,181+$82,490
AMZN +324,000+$71,675
MA +170,305+$73,799
HDB +74,000+$39,178
CART +2,071-$179,752
WRBY UNCH+$14,048
RH UNCH+$8,841
PCOR UNCH+$3,169
EntityShares/Amount
Change
Position Value
Change
RIVN -7,617,566-$189,765
NU -6,043,591-$7,513
TPX -2,782,845-$69,659
SQ -1,427,000-$31,943
INVH -1,215,885-$20,454
MSFT -1,064,448-$297,361
PODD -816,000-$72,370
GE -774,000-$53,580
ENTG -656,822-$47,583
Size ($ 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

All Stocks Held By D1 Capital Partners L.P.
As of  12/31/2023, we find all stocks held by D1 Capital Partners L.P. to be as follows, presented in the table below with each row detailing each D1 Capital Partners L.P. position, ordered by largest to smallest position size. The all-stocks-held-by-D1 Capital Partners L.P. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by D1 Capital Partners L.P. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
MAPLEBEAR INC 28,908,951 +2,071 $678,493
     CART28,908,951+2,071$678,493
PHILIP MORRIS INTL INC 4,748,356 +1,692,312 $446,725
     PM4,748,356+1,692,312$446,725
META PLATFORMS INC 1,251,278 -449,300 $442,902
     META1,251,278-449,300$442,902
TEMPUR SEALY INTL INC 6,677,472 -2,782,845 $340,351
     TPX6,677,472-2,782,845$340,351
ELEVANCE HEALTH INC 689,032 -270,000 $324,920
     ELV689,032-270,000$324,920
HDFC BANK LTD 4,297,701 +74,000 $288,419
     HDB4,297,701+74,000$288,419
NU HLDGS LTD 33,613,678 -6,043,591 $280,002
     NU33,613,678-6,043,591$280,002
ALPHABET INC 1,959,069 +498,181 $273,662
     GOOGL1,959,069+498,181$273,662
EQUITY RESIDENTIAL 4,438,082 +1,789,018 $271,433
     EQR4,438,082+1,789,018$271,433
INVITATION HOMES INC 7,470,374 -1,215,885 $254,814
     INVH7,470,374-1,215,885$254,814
MICROSOFT CORP 642,542 -1,064,448 $241,621
     MSFT642,542-1,064,448$241,621
GENERAL ELECTRIC CO 1,872,652 -774,000 $239,007
     GE1,872,652-774,000$239,007
INSULET CORP 1,004,946 -816,000 $218,053
     PODD1,004,946-816,000$218,053
WARBY PARKER INC 14,944,023 UNCH $210,711
     WRBY14,944,023UNCH$210,711
AMAZON COM INC 1,228,402 +324,000 $186,643
     AMZN1,228,402+324,000$186,643
CAMDEN PPTY TR 1,476,927 -150,229 $146,644
     CPT1,476,927-150,229$146,644
RIVIAN AUTOMOTIVE INC 5,866,314 -7,617,566 $137,624
     RIVN5,866,314-7,617,566$137,624
RH 326,000 UNCH $95,022
     RH326,000UNCH$95,022
MASTERCARD INCORPORATED 208,305 +170,305 $88,844
     MA208,305+170,305$88,844
LIBERTY MEDIA CORP DEL 1,323,860 -647,148 $83,575
     FWONK1,323,860-647,148$83,575
VISA INC 305,478 -346,000 $79,531
     V305,478-346,000$79,531
BLOCK INC 943,357 -1,427,000 $72,969
     SQ943,357-1,427,000$72,969
ENTEGRIS INC 544,178 -656,822 $65,203
     ENTG544,178-656,822$65,203
PROCORE TECHNOLOGIES INC 812,659 UNCH $56,252
     PCOR812,659UNCH$56,252
DLOCAL LTD 2,736,649 UNCH $48,411
     DLO2,736,649UNCH$48,411
TKO GROUP HOLDINGS INC 523,587 +523,587 $42,714
     TKO523,587+523,587$42,714
LIVE NATION ENTERTAINMENT IN 453,532 +453,532 $42,451
     LYV453,532+453,532$42,451
LEXEO THERAPEUTICS INC 2,506,607 +2,506,607 $33,639
     LXEO2,506,607+2,506,607$33,639
AIR PRODS & CHEMS INC $0 (exited)
     APD0-201,000$0
SALESFORCE INC $0 (exited)
     CRM0-195,000$0
CAZOO GROUP LTD $0 (exited)
     CZOO0-1,841,326$0
DANAHER CORPORATION $0 (exited)
     DHR0-326,000$0
HILTON WORLDWIDE HLDGS INC $0 (exited)
     HLT0-680,215$0
LIBERTY MEDIA CORP DEL $0 (exited)
     LLYVK0-58,162$0
LAS VEGAS SANDS CORP $0 (exited)
     LVS0-1,576,415$0
MONGODB INC $0 (exited)
     MDB0-105,000$0
NVIDIA CORPORATION $0 (exited)
     NVDA0-146,741$0
SIGHT SCIENCES INC $0 (exited)
     SGHT0-5,852,036$0
VALVOLINE INC $0 (exited)
     VVV0-3,285,031$0
YUM BRANDS INC 0 -900,000 $0 (exited)
     YUM0-900,000$0

See Summary: D1 Capital Partners L.P. Top Holdings
See Details: Top 10 Stocks Held By D1 Capital Partners L.P.

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