Filer Name: D1 CAPITAL PARTNERS L.P.
CIK: 1747057
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 35
Portfolio Value: $6.02B

D1 Capital Partners L.P. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CART US MAPLEBEAR INC 22,551,414 $934M 15.52% - -
PM US PHILIP MORRIS INTERNATIONAL 3,630,033 $437M 7.26% 10.4% -
RCL US ROYAL CARIBBEAN CRUISES LTD 1,570,262 $362M 6.02% - -
STZ US CONSTELLATION BRANDS INC-A 1,527,689 $338M 5.61% 186.6% -
ELV US ELEVANCE HEALTH INC 799,000 $295M 4.90% 100.0% -
GEHC US GE HEALTHCARE TECHNOLOGY 3,486,584 $273M 4.53% 22.0% -
ENTG US ENTEGRIS INC 2,752,902 $273M 4.53% 329.4% -
XPO US XPO INC 2,033,838 $267M 4.43% -56.8% -
LINE US LINEAGE INC 3,753,598 $220M 3.65% 257.5% -
MMM US 3M CO 1,356,493 $175M 2.91% 100.0% -
CRL US CHARLES RIVER LABORATORIES 935,820 $173M 2.87% 100.0% -
APP US APPLOVIN CORP-CLASS A 481,000 $156M 2.59% 100.0% -
NU US NU HOLDINGS LTD/CAYMAN ISL-A 14,885,000 $154M 2.56% 100.0% -
META US META PLATFORMS INC-CLASS A 252,188 $148M 2.45% 0.2% -
SPOT US SPOTIFY TECHNOLOGY SA 326,254 $146M 2.43% -46.0% -
LYV US LIVE NATION ENTERTAINMENT IN 1,004,776 $130M 2.16% -45.1% -
WRBY US WARBY PARKER INC-CLASS A 5,261,814 $127M 2.12% -33.1% -
SNPS US SYNOPSYS INC 253,000 $123M 2.04% 100.0% -
QSR US RESTAURANT BRANDS INTERN 1,768,419 $115M 1.92% 33.0% -
BBWI US BATH & BODY WORKS INC 2,832,000 $110M 1.82% 100.0% -
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