D1 Capital Partners
SuperinvestorD1 Capital Partners L.P.
- SEC CIK
- 0001747057
- Manager
- Dan Sundheim
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 56
- +9 vs. Q1 2021
- Portfolio value
- $15.3B
- +$1.78B (+13.2%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 15,546,558 | $1.24B | 8.1% | +3,530,000+29.4% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 7,544,001 | $1.24B | 8.1% | +2,362,374+45.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 311,354 | $1.07B | 7.0% | +146,754+89.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,205,873 | $868.5M | 5.7% | −2,597,059−44.8% | Reduced | History |
| CVNACarvana Co. | CL A | 2,672,035 | $806.5M | 5.3% | +672,709+33.6% | Added | History |
| RHRH | COM | 988,219 | $671.0M | 4.4% | +231,769+30.6% | Added | History |
| PCORProcore Technologies, Inc. | COM | 6,897,616 | $654.9M | 4.3% | +6,897,616 | New | History |
| DHRDanaher Corp | Stock | 2,341,421 | $628.3M | 4.1% | −313,785−11.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,790,916 | $622.7M | 4.1% | −1,012,235−36.1% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 255,164 | $558.3M | 3.7% | +74,853+41.5% | Added | History |
| BALLBALL Corp | COM | 6,488,447 | $525.7M | 3.4% | +2,114,000+48.3% | Added | History |
| SNOWSnowflake Inc. | Stock | 2,092,900 | $506.1M | 3.3% | +13,404+0.6% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 6,823,000 | $491.7M | 3.2% | +3,895,000+133.0% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 3,963,267 | $491.5M | 3.2% | +1,919,267+93.9% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 4,595,785 | $478.3M | 3.1% | −761,490−14.2% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 9,423,398 | $474.6M | 3.1% | +9,423,398 | New | – |
| UUnity Software Inc. | COM | 3,967,037 | $435.7M | 2.8% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 2,654,001 | $384.4M | 2.5% | −2,086,999−44.0% | Reduced | History |
| DISWalt Disney Co | Stock | 1,674,412 | $294.3M | 1.9% | +526,000+45.8% | Added | History |
| PODDInsulet Corp | Stock | 1,002,000 | $275.1M | 1.8% | +1,002,000 | New | History |
| OMOutset Medical, Inc. | COM | 4,575,753 | $228.7M | 1.5% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 141,930 | $207.4M | 1.4% | +18,400+14.9% | Added | History |
| COUPCoupa Software Inc | COM | 733,458 | $192.2M | 1.3% | −190,542−20.6% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 5,275,000 | $188.2M | 1.2% | +5,275,000 | New | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 3,880,784 | $185.0M | 1.2% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 102,400 | $158.8M | 1.0% | +102,400 | New | History |
| DLOdLocal Ltd | CLASS A COM | 2,570,000 | $135.0M | 0.9% | +2,570,000 | New | History |
| DECKDeckers Outdoor Corp | COM | 351,000 | $134.8M | 0.9% | +351,000 | New | History |
| STNEStoneCo Ltd. | COM | 1,935,500 | $129.8M | 0.8% | +1,935,500 | New | History |
| NYTNew York Times Co | CL A | 2,947,193 | $128.3M | 0.8% | +489,000+19.9% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 1,230,000 | $127.4M | 0.8% | +20,000+1.7% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 355,400 | $89.3M | 0.6% | +355,400 | New | History |
| TUYATuya Inc. | SPONSERED ADS | 3,291,667 | $80.6M | 0.5% | 00.0% | Unchanged | History |
| FTVFortive Corp | Stock | 1,150,000 | $80.2M | 0.5% | +1,150,000 | New | History |
| NEUENeueHealth, Inc. | COM | 3,350,000 | $57.5M | 0.4% | +3,350,000 | New | History |
| FOAFinance of America Companies Inc. | COM CL A | 6,494,201 | $49.6M | 0.3% | +6,494,201 | New | History |
| SQSPSquarespace, Inc. | CLASS A | 804,621 | $47.8M | 0.3% | +804,621 | New | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 1,000,000 | $41.7M | 0.3% | +1,000,000 | New | History |
| PINSPinterest, Inc. | CL A | 519,000 | $41.0M | 0.3% | +519,000 | New | History |
| Ribbit Leap LtdG7552B121 | UNIT 99/99/9999 | 3,000,000 | $33.3M | 0.2% | 00.0% | Unchanged | – |
| Lux Health Tech Acquisition55068A209 | UNIT 11/30/2027 | 3,000,000 | $31.0M | 0.2% | 00.0% | Unchanged | – |
| LTCHLatch, Inc. | COM | 2,500,000 | $30.7M | 0.2% | +2,500,000 | New | History |
| Cbre Acquisition Hldgs Inc12510J205 | UNIT 99/99/9999 | 3,000,000 | $29.9M | 0.2% | 00.0% | Unchanged | – |
| Health Assurn Acquisition Co42226W208 | UNIT 99/99/9999 | 2,000,000 | $20.8M | 0.1% | 00.0% | Unchanged | – |
| BZKanzhun Ltd | SPONSORED ADS | 525,000 | $20.8M | 0.1% | +525,000 | New | History |
| Dynamics Special Purpose Cor268010105 | CLASS A COM | 1,950,000 | $19.4M | 0.1% | +1,950,000 | New | – |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 94,000 | $16.8M | 0.1% | +94,000 | New | History |
| Empowerment & Inclusion Capi29248N209 | UNIT 99/99/9999 | 1,500,000 | $15.2M | 0.1% | 00.0% | Unchanged | – |
| Tishman Speyer Innovation Co88825H209 | UNIT 02/11/2026 | 1,300,000 | $13.1M | 0.1% | 00.0% | Unchanged | – |
| HumanCo Acquisition Corp.44487N208 | UNIT 12/08/2023 | 1,000,000 | $10.3M | 0.1% | 00.0% | Unchanged | – |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 1,000,000 | $10.0M | 0.1% | +1,000,000 | New | – |
| Logistics Innovtn Technlgs C54141L209 | UNIT 06/10/2026 | 1,000,000 | $9.95M | 0.1% | +1,000,000 | New | – |
| Khosla Ventures Acquisition482504107 | CL A | 750,000 | $7.42M | <0.1% | 00.0% | Unchanged | – |
| WDHWaterdrop Inc. | ADS | 1,000,000 | $6.48M | <0.1% | +1,000,000 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 125,000 | $2.55M | <0.1% | +125,000 | New | History |
| Finance of America Compan31738L115 | *W EXP 04/08/202 | 485,649 | $651.0K | <0.1% | +485,649 | New | – |
Sold out since Q1 2021 (15)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 4,750,087 | $574.4M | 4.3% | History |
| NFLXNetflix Inc | Stock | 942,000 | $491.4M | 3.6% | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 25,032,390 | $350.5M | 2.6% | History |
| BAXBaxter International Inc | Stock | 3,245,000 | $273.7M | 2.0% | History |
| NKENIKE, Inc. | Stock | 1,681,000 | $223.4M | 1.7% | History |
| PPDPPD, Inc. | COM | 5,415,524 | $204.9M | 1.5% | History |
| LVSLas Vegas Sands Corp | COM | 3,093,202 | $187.9M | 1.4% | History |
| FISFidelity National Information Services, Inc. | Stock | 1,134,131 | $159.5M | 1.2% | History |
| BXBlackstone Inc. | COM | 1,260,000 | $93.9M | 0.7% | History |
| BMBLBumble Inc. | COM CL A | 700,000 | $43.7M | 0.3% | History |
| Dragoneer Growth Opportun CoG28302126 | UNIT 08/18/2027 | 4,000,000 | $41.6M | 0.3% | – |
| Replay Acquisition CorpG75130107 | COM | 2,500,000 | $23.9M | 0.2% | – |
| TS Innovation Acquisitn Corp87284T209 | UNIT 99/99/9999 | 2,000,000 | $23.2M | 0.2% | – |
| Cloopen Group Holding Limite18900M104 | ADS | 575,000 | $7.89M | 0.1% | – |
| Replay Acquisition CorpG75130115 | *W EXP 03/01/202 | 1,250,000 | $1.56M | <0.1% | – |