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 Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 45
- −21 vs. Q3 2021
- Portfolio value
- $16.6B
- −$1.33B (−7.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXPEExpedia Group, Inc. | Stock | 12,683,542 | $2.29B | 13.8% | +1,200,900+10.5% | Added | History |
| RIVNRivian Automotive, Inc. | Stock | 15,590,987 | $1.62B | 9.8% | +15,590,987 | New | History |
| CVNACarvana Co. | CL A | 4,211,082 | $976.1M | 5.9% | +1,841,141+77.7% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 12,682,047 | $888.6M | 5.4% | −5,107,611−28.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 254,654 | $849.1M | 5.1% | +35,200+16.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,521,232 | $847.9M | 5.1% | −216,641−7.9% | Reduced | History |
| DISWalt Disney Co | Stock | 5,430,761 | $841.2M | 5.1% | +2,340,000+75.7% | Added | History |
| RHRH | COM | 1,286,235 | $689.3M | 4.2% | +318,000+32.8% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 13,404,023 | $624.1M | 3.8% | +5,250,941+64.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 5,304,372 | $615.2M | 3.7% | +502,186+10.5% | Added | History |
| SNOWSnowflake Inc. | Stock | 1,355,039 | $459.0M | 2.8% | +62,635+4.8% | Added | History |
| PCORProcore Technologies, Inc. | COM | 5,710,394 | $456.7M | 2.8% | −708,308−11.0% | Reduced | History |
| PODDInsulet Corp | Stock | 1,692,857 | $450.4M | 2.7% | +368,775+27.9% | Added | History |
| SHOPShopify Inc. | Stock | 300,875 | $414.4M | 2.5% | +137,375+84.0% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 2,306,199 | $410.8M | 2.5% | −1,714,212−42.6% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 2,570,333 | $400.9M | 2.4% | +2,570,333 | New | History |
| BURLBurlington Stores, Inc. | COM | 1,183,600 | $345.0M | 2.1% | +1,183,600 | New | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 17,007,004 | $342.2M | 2.1% | +13,126,220+338.2% | Added | History |
| OPENOpendoor Technologies Inc. | COM | 18,920,610 | $276.4M | 1.7% | +7,957,610+72.6% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 7,022,581 | $250.6M | 1.5% | +4,452,581+173.3% | Added | History |
| TXG10x Genomics, Inc. | CL A COM | 1,605,000 | $239.1M | 1.4% | +1,605,000 | New | History |
| BBWIBath & Body Works, Inc. | COM | 3,411,000 | $238.1M | 1.4% | −5,692,000−62.5% | Reduced | History |
| COUPCoupa Software Inc | COM | 1,499,398 | $237.0M | 1.4% | +312,600+26.3% | Added | History |
| TOSTToast, Inc. | Stock | 6,383,040 | $221.6M | 1.3% | +6,383,040 | New | History |
| SGSweetgreen, Inc. | COM CL A | 6,149,628 | $196.8M | 1.2% | +6,149,628 | New | History |
| XYZBlock, Inc. | CL A | 1,102,000 | $178.0M | 1.1% | +1,102,000 | New | History |
| MASIMasimo Corp | COM | 507,397 | $148.6M | 0.9% | −39,901−7.3% | Reduced | History |
| TSLATesla, Inc. | Stock | 139,600 | $147.5M | 0.9% | +139,600 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 7,452,100 | $132.3M | 0.8% | −11,003,548−59.6% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 5,828,511 | $116.9M | 0.7% | +553,511+10.5% | Added | History |
| SGHTSight Sciences, Inc. | COM | 5,852,036 | $102.8M | 0.6% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 1,147,992 | $99.9M | 0.6% | +1,147,992 | New | History |
| DHRDanaher Corp | Stock | 277,035 | $91.1M | 0.6% | −1,557,386−84.9% | Reduced | History |
| Cazoo Group LtdG2007L105 | COM | 10,000,000 | $60.3M | 0.4% | 00.0% | Unchanged | – |
| GLBEGlobal-E Online Ltd. | SHS | 800,000 | $50.7M | 0.3% | +800,000 | New | History |
| GHGuardant Health, Inc. | COM | 478,579 | $47.9M | 0.3% | +478,579 | New | History |
| PHParker-Hannifin Corp | Stock | 136,334 | $43.4M | 0.3% | −597,666−81.4% | Reduced | History |
| MXCTMaxcyte, Inc. | COM | 3,510,000 | $35.8M | 0.2% | 00.0% | Unchanged | History |
| Ribbit Leap LtdG7552B121 | UNIT 99/99/9999 | 3,000,000 | $29.8M | 0.2% | 00.0% | Unchanged | – |
| RPIDRapid Micro Biosystems, Inc. | CLASS A COM | 2,644,444 | $28.1M | 0.2% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 193,023 | $18.6M | 0.1% | −7,314,643−97.4% | Reduced | History |
| Tishman Speyer Innovation Co88825H209 | UNIT 02/11/2026 | 1,300,000 | $12.8M | 0.1% | 00.0% | Unchanged | – |
| ABSIAbsci Corp | COM | 1,557,216 | $12.8M | 0.1% | 00.0% | Unchanged | History |
| Logistics Innovtn Technlgs C54141L209 | UNIT 06/10/2026 | 1,000,000 | $10.0M | 0.1% | 00.0% | Unchanged | – |
| SQSPSquarespace, Inc. | CLASS A | 263,453 | $7.77M | <0.1% | −296,547−53.0% | Reduced | History |
Sold out since Q3 2021 (32)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| PTONPeloton Interactive, Inc. | CL A COM | 6,881,774 | $599.1M | 3.3% | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 14,274,781 | $535.0M | 3.0% | – |
| METAMeta Platforms, Inc. | Stock | 1,310,513 | $444.8M | 2.5% | History |
| STNEStoneCo Ltd. | COM | 11,304,969 | $392.5M | 2.2% | History |
| TXRHTexas Roadhouse, Inc. | COM | 2,764,000 | $252.4M | 1.4% | History |
| NFLXNetflix Inc | Stock | 387,964 | $236.8M | 1.3% | History |
| OMOutset Medical, Inc. | COM | 4,575,753 | $226.2M | 1.3% | History |
| FTVFortive Corp | Stock | 2,720,000 | $191.9M | 1.1% | History |
| SGISomnigroup International Inc. | COM | 3,601,000 | $167.1M | 0.9% | History |
| NYTNew York Times Co | CL A | 3,126,719 | $154.1M | 0.9% | History |
| NTESNetEase, Inc. | SPONSORED ADS | 1,656,000 | $141.4M | 0.8% | History |
| PINSPinterest, Inc. | CL A | 2,718,973 | $138.5M | 0.8% | History |
| VMCVulcan Materials CO | COM | 520,000 | $88.0M | 0.5% | History |
| XPXP Inc. | CL A | 1,650,000 | $66.3M | 0.4% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 210,000 | $51.6M | 0.3% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 1,000,000 | $49.1M | 0.3% | History |
| FLFoot Locker, Inc. | COM | 851,987 | $38.9M | 0.2% | History |
| FOAFinance of America Companies Inc. | COM CL A | 6,494,201 | $32.1M | 0.2% | History |
| Cbre Acquisition Hldgs Inc12510J205 | UNIT 99/99/9999 | 3,000,000 | $31.5M | 0.2% | – |
| Lux Health Tech Acquisition55068A209 | UNIT 11/30/2027 | 3,000,000 | $30.4M | 0.2% | – |
| Health Assurn Acquisition Co42226W208 | UNIT 99/99/9999 | 2,000,000 | $20.0M | 0.1% | – |
| SMRTSmartRent, Inc. | COM CL A | 1,500,000 | $19.5M | 0.1% | History |
| Dynamics Special Purpose Cor268010105 | CLASS A COM | 1,950,000 | $19.4M | 0.1% | – |
| Empowerment & Inclusion Capi29248N209 | UNIT 99/99/9999 | 1,500,000 | $15.0M | 0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 116,794 | $13.2M | 0.1% | History |
| HumanCo Acquisition Corp.44487N208 | UNIT 12/08/2023 | 1,000,000 | $10.2M | 0.1% | – |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 1,000,000 | $9.85M | 0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 40,000 | $9.01M | 0.1% | History |
| Khosla Ventures Acquisition482504107 | CL A | 750,000 | $7.40M | <0.1% | – |
| OLPXOlaplex Holdings, Inc. | COM | 300,000 | $7.35M | <0.1% | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 500,000 | $5.25M | <0.1% | History |
| Finance of America Compan31738L115 | *W EXP 04/08/202 | 485,649 | $312.0K | <0.1% | – |