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D1 Capital Partners L.P.

NEW YORK, NY · CIK 0001747057

Portfolio Value: $16.55B
Positions: 45
Period: 2021-12-31
Filed: 2022-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018

Portfolio Value

$16.55B

Positions

45

New

9

Increased

17

Decreased

11

Sold Out

136

D1 Capital Partners L.P. Q4 2021 13F Filing Summary

D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $16.55B across 45 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include EXPE ($2.29B), RIVN ($1.62B), CVNA ($976.09M). The top 10 positions account for 61.9% of the portfolio. This quarter saw 9 new positions, 17 increases, 11 reductions, 136 complete exits. Notable new buys: RIVN ($1.62B), BURL ($345.03M), TOST ($221.56M). Notable exits: FTCHQ, STNE, PTON.

All Holdings

#StockValue↓WeightChange
1
EXPEEXPEDIA GROUP INC
COM NEW
$2.29B
13.85%
+10.5%
2
RIVNRIVIAN AUTOMOTIVE INC
COM CL A
$1.62B
9.77%
New
3
CVNACARVANA CO
CL A
$976.09M
5.90%
+77.7%
4
JDJD.COM INC
SPON ADR CL A
$888.63M
5.37%
-28.7%
5
AMZNAMAZON COM INC
COM
$849.10M
5.13%
+16.0%
6
MSFTMICROSOFT CORP
COM
$847.94M
5.12%
-7.9%
7
DISDISNEY WALT CO
COM
$841.17M
5.08%
+75.7%
8
RHRH
COM
$689.35M
4.16%
+32.8%
9
WRBYWARBY PARKER INC
CL A COM
$624.09M
3.77%
+64.4%
10
TMUST-MOBILE US INC
COM
$615.20M
3.72%
+10.5%
11
SNOWSNOWFLAKE INC
CL A
$459.02M
2.77%
+4.8%
12
PCORPROCORE TECHNOLOGIES INC
COM
$456.66M
2.76%
-11.0%
13
PODDINSULET CORP
COM
$450.42M
2.72%
+27.9%
14
SHOPSHOPIFY INC
CL A
$414.42M
2.50%
+84.0%
15
DDOGDATADOG INC
CL A COM
$410.76M
2.48%
-42.6%
16
HLTHILTON WORLDWIDE HLDGS INC
COM
$400.95M
2.42%
+0.0%
17
BURLBURLINGTON STORES INC
COM
$345.03M
2.08%
New
18
BEKEKE HLDGS INC
SPONSORED ADS
$342.18M
2.07%
+338.2%
19
OPENOPENDOOR TECHNOLOGIES INC
COM
$276.43M
1.67%
+72.6%
20
DLODLOCAL LTD
CLASS A COM
$250.64M
1.51%
+173.3%
21
TXG10X GENOMICS INC
CL A COM
$239.08M
1.44%
+0.0%
22
BBWIBATH & BODY WORKS INC
COM
$238.05M
1.44%
-62.5%
23
COUPEURCOUPA SOFTWARE INC
COM
$236.98M
1.43%
+26.3%
24
TOSTTOAST INC
CL A
$221.56M
1.34%
New
25
SGSWEETGREEN INC
COM CL A
$196.79M
1.19%
New
26
XYZBLOCK INC
CL A
$177.98M
1.08%
New
27
MASIMASIMO CORP
COM
$148.56M
0.90%
-7.3%
28
TSLATESLA INC
COM
$147.53M
0.89%
New
29
HOODROBINHOOD MKTS INC
COM CL A
$132.35M
0.80%
-59.6%
30
ALKTALKAMI TECHNOLOGY INC
COM
$116.92M
0.71%
+10.5%
31
SGHTSIGHT SCIENCES INC
COM
$102.82M
0.62%
-
32
GTLBGITLAB INC
CLASS A COM
$99.88M
0.60%
New
33
DHRDANAHER CORPORATION
COM
$91.15M
0.55%
-84.9%
34
CAZOO GROUP LTD
COM
$60.30M
0.36%
-
35
GLBEGLOBAL E ONLINE LTD
SHS
$50.71M
0.31%
New
36
GHGUARDANT HEALTH INC
COM
$47.87M
0.29%
New
37
PHPARKER-HANNIFIN CORP
COM
$43.37M
0.26%
-81.4%
38
MXCTMAXCYTE INC
COM
$35.77M
0.22%
-
39
RIBBIT LEAP LTD
UNIT 99/99/9999
$29.82M
0.18%
-
40
RPIDRAPID MICRO BIOSYSTEMS INC
CLASS A COM
$28.14M
0.17%
-
41
BALLBALL CORP
COM
$18.58M
0.11%
-97.4%
42
ATITISHMAN SPEYER INNOVATION CO
UNIT 02/11/2026
$12.80M
0.08%
-
43
ATIABSCI CORPORATION
COM
$12.77M
0.08%
-
44
NOVLOGISTICS INNOVTN TECHNLGS C
UNIT 06/10/2026
$10.00M
0.06%
-
45
SQUARESPACE INC
CLASS A
$7.77M
0.05%
-53.0%

Position Changes

StockValueShares
RIVNRIVIAN AUTOMOTIVE INC
$1.62B15,590,987
BURLBURLINGTON STORES INC
$345.03M1,183,600
TOSTTOAST INC
$221.56M6,383,040
SGSWEETGREEN INC
$196.79M6,149,628
XYZBLOCK INC
$177.98M1,102,000
TSLATESLA INC
$147.53M139,600
GTLBGITLAB INC
$99.88M1,147,992
GLBEGLOBAL E ONLINE LTD
$50.71M800,000
GHGUARDANT HEALTH INC
$47.87M478,579