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 Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 66
- +10 vs. Q2 2021
- Portfolio value
- $17.9B
- +$2.59B (+16.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXPEExpedia Group, Inc. | Stock | 11,482,642 | $1.88B | 10.5% | +3,938,641+52.2% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 17,789,658 | $1.29B | 7.2% | +2,243,100+14.4% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 18,455,648 | $776.6M | 4.3% | +18,455,648 | New | History |
| MSFTMicrosoft Corp | Stock | 2,737,873 | $771.9M | 4.3% | −468,000−14.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 219,454 | $720.9M | 4.0% | −91,900−29.5% | Reduced | History |
| CVNACarvana Co. | CL A | 2,369,941 | $714.6M | 4.0% | −302,094−11.3% | Reduced | History |
| BALLBALL Corp | COM | 7,507,666 | $675.5M | 3.8% | +1,019,219+15.7% | Added | History |
| RHRH | COM | 968,235 | $645.7M | 3.6% | −19,984−2.0% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 4,802,186 | $613.5M | 3.4% | +2,148,185+80.9% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 6,881,774 | $599.1M | 3.3% | +2,918,507+73.6% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 9,103,000 | $573.8M | 3.2% | +2,280,000+33.4% | Added | History |
| PCORProcore Technologies, Inc. | COM | 6,418,702 | $573.4M | 3.2% | −478,914−6.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 4,020,411 | $568.3M | 3.2% | −575,374−12.5% | Reduced | History |
| DHRDanaher Corp | Stock | 1,834,421 | $558.5M | 3.1% | −507,000−21.7% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 14,274,781 | $535.0M | 3.0% | +4,851,383+51.5% | Added | – |
| DISWalt Disney Co | Stock | 3,090,761 | $522.9M | 2.9% | +1,416,349+84.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,310,513 | $444.8M | 2.5% | −480,403−26.8% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 8,153,082 | $432.5M | 2.4% | +8,153,082 | New | History |
| STNEStoneCo Ltd. | COM | 11,304,969 | $392.5M | 2.2% | +9,369,469+484.1% | Added | History |
| SNOWSnowflake Inc. | Stock | 1,292,404 | $390.9M | 2.2% | −800,496−38.2% | Reduced | History |
| PODDInsulet Corp | Stock | 1,324,082 | $376.3M | 2.1% | +322,082+32.1% | Added | History |
| COUPCoupa Software Inc | COM | 1,186,798 | $260.1M | 1.5% | +453,340+61.8% | Added | History |
| TXRHTexas Roadhouse, Inc. | COM | 2,764,000 | $252.4M | 1.4% | +2,764,000 | New | History |
| NFLXNetflix Inc | Stock | 387,964 | $236.8M | 1.3% | +387,964 | New | History |
| OMOutset Medical, Inc. | COM | 4,575,753 | $226.2M | 1.3% | 00.0% | Unchanged | History |
| OPENOpendoor Technologies Inc. | COM | 10,963,000 | $225.1M | 1.3% | +10,963,000 | New | History |
| SHOPShopify Inc. | Stock | 163,500 | $221.7M | 1.2% | +21,570+15.2% | Added | History |
| PHParker-Hannifin Corp | Stock | 734,000 | $205.2M | 1.1% | +734,000 | New | History |
| FTVFortive Corp | Stock | 2,720,000 | $191.9M | 1.1% | +1,570,000+136.5% | Added | History |
| SGISomnigroup International Inc. | COM | 3,601,000 | $167.1M | 0.9% | +3,601,000 | New | History |
| NYTNew York Times Co | CL A | 3,126,719 | $154.1M | 0.9% | +179,526+6.1% | Added | History |
| MASIMasimo Corp | COM | 547,298 | $148.2M | 0.8% | +547,298 | New | History |
| NTESNetEase, Inc. | SPONSORED ADS | 1,656,000 | $141.4M | 0.8% | +1,656,000 | New | History |
| DLOdLocal Ltd | CLASS A COM | 2,570,000 | $140.2M | 0.8% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 2,718,973 | $138.5M | 0.8% | +2,199,973+423.9% | Added | History |
| SGHTSight Sciences, Inc. | COM | 5,852,036 | $132.8M | 0.7% | +5,852,036 | New | History |
| ALKTAlkami Technology, Inc. | Stock | 5,275,000 | $130.2M | 0.7% | 00.0% | Unchanged | History |
| VMCVulcan Materials CO | COM | 520,000 | $88.0M | 0.5% | +520,000 | New | History |
| Cazoo Group LtdG2007L105 | COM | 10,000,000 | $77.7M | 0.4% | +10,000,000 | New | – |
| BEKEKE Holdings Inc. | SPONSORED ADS | 3,880,784 | $70.9M | 0.4% | 00.0% | Unchanged | History |
| XPXP Inc. | CL A | 1,650,000 | $66.3M | 0.4% | +1,650,000 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 210,000 | $51.6M | 0.3% | −145,400−40.9% | Reduced | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 1,000,000 | $49.1M | 0.3% | 00.0% | Unchanged | History |
| RPIDRapid Micro Biosystems, Inc. | CLASS A COM | 2,644,444 | $48.8M | 0.3% | +2,644,444 | New | History |
| MXCTMaxcyte, Inc. | COM | 3,510,000 | $42.9M | 0.2% | +3,510,000 | New | History |
| FLFoot Locker, Inc. | COM | 851,987 | $38.9M | 0.2% | +851,987 | New | History |
| FOAFinance of America Companies Inc. | COM CL A | 6,494,201 | $32.1M | 0.2% | 00.0% | Unchanged | History |
| Cbre Acquisition Hldgs Inc12510J205 | UNIT 99/99/9999 | 3,000,000 | $31.5M | 0.2% | 00.0% | Unchanged | – |
| Ribbit Leap LtdG7552B121 | UNIT 99/99/9999 | 3,000,000 | $31.4M | 0.2% | 00.0% | Unchanged | – |
| Lux Health Tech Acquisition55068A209 | UNIT 11/30/2027 | 3,000,000 | $30.4M | 0.2% | 00.0% | Unchanged | – |
| SQSPSquarespace, Inc. | CLASS A | 560,000 | $21.6M | 0.1% | −244,621−30.4% | Reduced | History |
| Health Assurn Acquisition Co42226W208 | UNIT 99/99/9999 | 2,000,000 | $20.0M | 0.1% | 00.0% | Unchanged | – |
| SMRTSmartRent, Inc. | COM CL A | 1,500,000 | $19.5M | 0.1% | +1,500,000 | New | History |
| Dynamics Special Purpose Cor268010105 | CLASS A COM | 1,950,000 | $19.4M | 0.1% | 00.0% | Unchanged | – |
| ABSIAbsci Corp | COM | 1,557,216 | $18.1M | 0.1% | +1,557,216 | New | History |
| Empowerment & Inclusion Capi29248N209 | UNIT 99/99/9999 | 1,500,000 | $15.0M | 0.1% | 00.0% | Unchanged | – |
| EWEdwards Lifesciences Corp | Stock | 116,794 | $13.2M | 0.1% | −1,113,206−90.5% | Reduced | History |
| Tishman Speyer Innovation Co88825H209 | UNIT 02/11/2026 | 1,300,000 | $13.0M | 0.1% | 00.0% | Unchanged | – |
| HumanCo Acquisition Corp.44487N208 | UNIT 12/08/2023 | 1,000,000 | $10.2M | 0.1% | 00.0% | Unchanged | – |
| Logistics Innovtn Technlgs C54141L209 | UNIT 06/10/2026 | 1,000,000 | $9.90M | 0.1% | 00.0% | Unchanged | – |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 1,000,000 | $9.85M | 0.1% | 00.0% | Unchanged | – |
| SPOTSpotify Technology S.A. | Stock | 40,000 | $9.01M | 0.1% | +40,000 | New | History |
| Khosla Ventures Acquisition482504107 | CL A | 750,000 | $7.40M | <0.1% | 00.0% | Unchanged | – |
| OLPXOlaplex Holdings, Inc. | COM | 300,000 | $7.35M | <0.1% | +300,000 | New | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 500,000 | $5.25M | <0.1% | +500,000 | New | History |
| Finance of America Compan31738L115 | *W EXP 04/08/202 | 485,649 | $312.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2021 (11)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 255,164 | $558.3M | 3.7% | History |
| UUnity Software Inc. | COM | 3,967,037 | $435.7M | 2.8% | History |
| CMGChipotle Mexican Grill Inc | COM | 102,400 | $158.8M | 1.0% | History |
| DECKDeckers Outdoor Corp | COM | 351,000 | $134.8M | 0.9% | History |
| TUYATuya Inc. | SPONSERED ADS | 3,291,667 | $80.6M | 0.5% | History |
| NEUENeueHealth, Inc. | COM | 3,350,000 | $57.5M | 0.4% | History |
| LTCHLatch, Inc. | COM | 2,500,000 | $30.7M | 0.2% | History |
| BZKanzhun Ltd | SPONSORED ADS | 525,000 | $20.8M | 0.1% | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 94,000 | $16.8M | 0.1% | History |
| WDHWaterdrop Inc. | ADS | 1,000,000 | $6.48M | <0.1% | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 125,000 | $2.55M | <0.1% | History |