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 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 24
- −1 vs. Q1 2022
- Portfolio value
- $4.22B
- −$4.27B (−50.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 2,579,964 | $662.6M | 15.7% | −842,851−24.6% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 6,154,637 | $583.6M | 13.8% | −1,458,006−19.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 4,176,620 | $443.6M | 10.5% | +207,960+5.2% | AddedConverted for a 20-for-1 split | History |
| RIVNRivian Automotive, Inc. | Stock | 15,590,987 | $401.3M | 9.5% | 00.0% | Unchanged | History |
| PODDInsulet Corp | Stock | 1,235,820 | $269.3M | 6.4% | −206,152−14.3% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 1,829,994 | $254.5M | 6.0% | +492,057+36.8% | Added | History |
| TEAMAtlassian Corp | CL A | 1,232,159 | $230.9M | 5.5% | +276,336+28.9% | Added | History |
| RHRH | COM | 1,042,540 | $221.3M | 5.2% | +88,989+9.3% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 14,944,023 | $168.3M | 4.0% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 1,237,584 | $166.5M | 3.9% | −2,096,018−62.9% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 4,858,061 | $127.5M | 3.0% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 177,900 | $119.8M | 2.8% | +177,900 | New | History |
| PCORProcore Technologies, Inc. | COM | 2,587,656 | $117.5M | 2.8% | −3,737,653−59.1% | Reduced | History |
| DISWalt Disney Co | Stock | 737,315 | $69.6M | 1.6% | −990,587−57.3% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 654,407 | $62.3M | 1.5% | −863,769−56.9% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 4,300,718 | $59.7M | 1.4% | −794,164−15.6% | Reduced | History |
| SGHTSight Sciences, Inc. | COM | 5,852,036 | $52.6M | 1.2% | 00.0% | Unchanged | History |
| OPENOpendoor Technologies Inc. | COM | 10,473,502 | $49.3M | 1.2% | −9,714,123−48.1% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 440,000 | $49.0M | 1.2% | −1,780,614−80.2% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 450,350 | $37.2M | 0.9% | +450,350 | New | History |
| Cazoo Group LtdG2007L105 | COM | 36,826,525 | $26.5M | 0.6% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 52,000 | $24.7M | 0.6% | +52,000 | New | History |
| RACEFerrari N.V. | COM | 115,000 | $21.1M | 0.5% | +115,000 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 203,555 | $1.67M | <0.1% | −6,966,591−97.2% | Reduced | History |
Sold out since Q1 2022 (5)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| BURLBurlington Stores, Inc. | COM | 1,135,031 | $206.8M | 2.4% | History |
| SGSweetgreen, Inc. | COM CL A | 5,824,628 | $186.3M | 2.2% | History |
| Ribbit Leap LtdG7552B121 | UNIT 99/99/9999 | 3,000,000 | $29.9M | 0.4% | – |
| MXCTMaxcyte, Inc. | COM | 3,510,000 | $24.5M | 0.3% | History |
| RPIDRapid Micro Biosystems, Inc. | CLASS A COM | 2,644,444 | $18.0M | 0.2% | History |