0000902664-20-002107.txt : 20200515 0000902664-20-002107.hdr.sgml : 20200515 20200515094147 ACCESSION NUMBER: 0000902664-20-002107 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: D1 Capital Partners L.P. CENTRAL INDEX KEY: 0001747057 IRS NUMBER: 822247965 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19335 FILM NUMBER: 20881310 BUSINESS ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 390-9100 MAIL ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001747057 XXXXXXXX 03-31-2020 03-31-2020 false D1 Capital Partners L.P.

9 West 57th Street 36th Floor New York NY 10019

13F HOLDINGS REPORT 028-19335 N Amanda Hector 212-390-9124 /s/ Amanda Hector New York NY 05-15-2020 0 34 9670208 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 99827 513304 SH SOLE 513304 0 0 ALPHABET INC CAP STK CL A 02079K305 133624 115000 SH SOLE 115000 0 0 AMAZON COM INC COM 023135106 711648 365000 SH SOLE 365000 0 0 ANAPLAN INC COM 03272L108 180429 5962617 SH SOLE 5962617 0 0 AUTOZONE INC COM 053332102 142128 168000 SH SOLE 168000 0 0 BK OF AMERICA CORP COM 060505104 43235 2036500 SH SOLE 2036500 0 0 CLARIVATE ANALYTICS PLC COM G21810109 48991 2361000 SH SOLE 2361000 0 0 D R HORTON INC COM 23331A109 34456 1013424 SH SOLE 1013424 0 0 DANAHER CORPORATION COM 235851102 537220 3881366 SH SOLE 3881366 0 0 DISNEY WALT CO COM DISNEY 254687106 737058 7630000 SH SOLE 7630000 0 0 FACEBOOK INC CL A 30303M102 885095 5306325 SH SOLE 5306325 0 0 FERRARI N V COM N3167Y103 375497 2461146 SH SOLE 2461146 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 430798 3541583 SH SOLE 3541583 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 138428 1745400 SH SOLE 1745400 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 759543 11130472 SH SOLE 11130472 0 0 HUDSON PAC PPTYS INC COM 444097109 33308 1313400 SH SOLE 1313400 0 0 INMODE LTD SHS M5425M103 20879 971100 SH SOLE 971100 0 0 JD COM INC SPON ADR CL A 47215P106 744390 18380000 SH SOLE 18380000 0 0 KILROY RLTY CORP COM 49427F108 24666 387225 SH SOLE 387225 0 0 LAS VEGAS SANDS CORP COM 517834107 353987 8335000 SH SOLE 8335000 0 0 LINDE PLC SHS G5494J103 265970 1537399 SH SOLE 1537399 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 159428 3507000 SH SOLE 3507000 0 0 MICRON TECHNOLOGY INC COM 595112103 136621 3248245 SH SOLE 3248245 0 0 MICROSOFT CORP COM 594918104 248967 1578640 SH SOLE 1578640 0 0 NETFLIX INC COM 64110L106 1012941 2697578 SH SOLE 2697578 0 0 NIKE INC CL B 654106103 83475 1008888 SH SOLE 1008888 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 848555 2818653 SH SOLE 2818653 0 0 PINDUODUO INC SPONSORED ADS 722304102 38455 1067300 SH SOLE 1067300 0 0 PPD INC COM 69355F102 107519 6037011 SH SOLE 6037011 0 0 REPLAY ACQUISITION CORP UNIT 03/01/2024 G75130123 24525 2500000 SH SOLE 2500000 0 0 STARBUCKS CORP COM 855244109 32787 498730 SH SOLE 498730 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 127056 12629800 SH SOLE 12629800 0 0 UNITEDHEALTH GROUP INC COM 91324P102 79802 320000 SH SOLE 320000 0 0 US BANCORP DEL COM NEW 902973304 68900 2000000 SH SOLE 2000000 0 0