13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 35 holding rows worth $6,016,852,228.
- Accession
- 0001172661-25-000951
- Filer
- CIK 1747057
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 35 entries on the cover page, a total value of $6,016,852,228 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,016,852,228 with VALUE read as dollars as filed, 13F file number 028-19335. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MAPLEBEAR INC COM | 565394103 | Stock | 22,551,414 | $934,079,568 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,630,033 | $436,874,472 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 1,570,262 | $362,243,741 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 1,527,689 | $337,619,269 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 799,000 | $294,751,100 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 2,752,902 | $272,702,472 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 3,486,584 | $272,581,137 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 2,033,838 | $266,737,854 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 3,753,598 | $219,848,235 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,356,493 | $175,109,681 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 935,820 | $172,752,372 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 481,000 | $155,762,230 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 14,885,000 | $154,208,600 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 252,188 | $147,658,596 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 326,254 | $145,959,515 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 1,004,776 | $130,118,492 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 5,261,814 | $127,388,517 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 253,000 | $122,796,080 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 1,768,419 | $115,265,550 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 2,832,000 | $109,796,640 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 589,171 | $108,330,872 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 845,000 | $106,427,750 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 672,000 | $92,648,640 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 409,234 | $89,781,847 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 672,433 | $88,115,620 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 487,000 | $86,841,840 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 249,189 | $84,058,925 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 2,669,498 | $82,754,438 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 1,326,000 | $80,223,000 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 45,400 | $77,199,976 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 327,000 | $76,128,870 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 418,000 | $30,192,140 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 181,283 | $29,482,054 | dollars as filed | |
| YPF SOCIEDAD ANONIMA | 984245100 | SPON ADR CL D | 374,276 | $15,910,473 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 2,203,900 | $14,501,662 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-000951 | this filing | 2025-02-14 | acceptance time not in the bulk data set |