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 | $42,451 |
See Full List: All Stocks Held By D1 Capital Partners L.P.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By D1 Capital Partners L.P.
Size ($ 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 |