0001172661-21-002238.txt : 20211115 0001172661-21-002238.hdr.sgml : 20211115 20211115123926 ACCESSION NUMBER: 0001172661-21-002238 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211408304 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 true false 0001747057 XXXXXXXX 09-30-2021 09-30-2021 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 11-15-2021 0 66 17884622 INFORMATION TABLE 2 infotable.xml ABSCI CORPORATION COM 00091E109 18110 1557216 SH SOLE 1557216 0 0 ALKAMI TECHNOLOGY INC COM 01644J108 130187 5275000 SH SOLE 5275000 0 0 AMAZON COM INC COM 023135106 720915 219454 SH SOLE 219454 0 0 BALL CORP COM 058498106 675465 7507666 SH SOLE 7507666 0 0 BATH & BODY WORKS INC COM 070830104 573762 9103000 SH SOLE 9103000 0 0 CARVANA CO CL A 146869102 714632 2369941 SH SOLE 2369941 0 0 CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 9850 1000000 SH SOLE 1000000 0 0 CAZOO GROUP LTD COM G2007L105 77700 10000000 SH SOLE 10000000 0 0 CBRE ACQUISITION HLDGS INC UNIT 99/99/9999 12510J205 31500 3000000 SH SOLE 3000000 0 0 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 5255 500000 SH SOLE 500000 0 0 COUPA SOFTWARE INC COM 22266L106 260122 1186798 SH SOLE 1186798 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 51614 210000 SH SOLE 210000 0 0 DANAHER CORPORATION COM 235851102 558471 1834421 SH SOLE 1834421 0 0 DATADOG INC CL A COM 23804L103 568285 4020411 SH SOLE 4020411 0 0 DISNEY WALT CO COM 254687106 522864 3090761 SH SOLE 3090761 0 0 DLOCAL LTD CLASS A COM G29018101 140219 2570000 SH SOLE 2570000 0 0 DYNAMICS SPECIAL PURPOSE COR CLASS A COM 268010105 19383 1950000 SH SOLE 1950000 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 13222 116794 SH SOLE 116794 0 0 EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 15000 1500000 SH SOLE 1500000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1882005 11482642 SH SOLE 11482642 0 0 FACEBOOK INC CL A 30303M102 444775 1310513 SH SOLE 1310513 0 0 FARFETCH LTD ORD SH CL A 30744W107 535019 14274781 SH SOLE 14274781 0 0 FINANCE OF AMERICA COMPAN *W EXP 04/08/202 31738L115 312 485649 SH SOLE 485649 0 0 FINANCE OF AMERICA COMPAN COM CL A 31738L107 32126 6494201 SH SOLE 6494201 0 0 FOOT LOCKER INC COM 344849104 38902 851987 SH SOLE 851987 0 0 FORTIVE CORP COM 34959J108 191950 2720000 SH SOLE 2720000 0 0 HEALTH ASSURN ACQUISITION CO UNIT 99/99/9999 42226W208 20040 2000000 SH SOLE 2000000 0 0 HUMANCO ACQUISITION CORP UNIT 12/08/2023 44487N208 10230 1000000 SH SOLE 1000000 0 0 INSULET CORP COM 45784P101 376344 1324082 SH SOLE 1324082 0 0 JD.COM INC SPON ADR CL A 47215P106 1285125 17789658 SH SOLE 17789658 0 0 KE HLDGS INC SPONSORED ADS 482497104 70863 3880784 SH SOLE 3880784 0 0 KHOSLA VENTURES ACQUISITION CL A 482504107 7403 750000 SH SOLE 750000 0 0 LOGISTICS INNOVTN TECHNLGS C UNIT 06/10/2026 54141L209 9900 1000000 SH SOLE 1000000 0 0 LUX HEALTH TECH ACQUISITION UNIT 11/30/2027 55068A209 30450 3000000 SH SOLE 3000000 0 0 MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 49080 1000000 SH SOLE 1000000 0 0 MASIMO CORP COM 574795100 148159 547298 SH SOLE 547298 0 0 MAXCYTE INC COM 57777K106 42857 3510000 SH SOLE 3510000 0 0 MICROSOFT CORP COM 594918104 771861 2737873 SH SOLE 2737873 0 0 NETEASE INC SPONSORED ADS 64110W102 141422 1656000 SH SOLE 1656000 0 0 NETFLIX INC COM 64110L106 236790 387964 SH SOLE 387964 0 0 NEW YORK TIMES CO CL A 650111107 154053 3126719 SH SOLE 3126719 0 0 OLAPLEX HLDGS INC COM 679369108 7350 300000 SH SOLE 300000 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 225070 10963000 SH SOLE 10963000 0 0 OUTSET MED INC COM 690145107 226225 4575753 SH SOLE 4575753 0 0 PARKER-HANNIFIN CORP COM 701094104 205241 734000 SH SOLE 734000 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 599058 6881774 SH SOLE 6881774 0 0 PINTEREST INC CL A 72352L106 138532 2718973 SH SOLE 2718973 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 573447 6418702 SH SOLE 6418702 0 0 RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104 48843 2644444 SH SOLE 2644444 0 0 RH COM 74967X103 645726 968235 SH SOLE 968235 0 0 RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 31380 3000000 SH SOLE 3000000 0 0 ROBINHOOD MKTS INC COM CL A 770700102 776614 18455648 SH SOLE 18455648 0 0 SHOPIFY INC CL A 82509L107 221670 163500 SH SOLE 163500 0 0 SIGHT SCIENCES INC COM 82657M105 132841 5852036 SH SOLE 5852036 0 0 SMARTRENT INC COM CL A 83193G107 19530 1500000 SH SOLE 1500000 0 0 SNOWFLAKE INC CL A 833445109 390862 1292404 SH SOLE 1292404 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 9014 40000 SH SOLE 40000 0 0 SQUARESPACE INC CLASS A 85225A107 21638 560000 SH SOLE 560000 0 0 STONECO LTD COM CL A G85158106 392509 11304969 SH SOLE 11304969 0 0 TEMPUR SEALY INTL INC COM 88023U101 167122 3601000 SH SOLE 3601000 0 0 TEXAS ROADHOUSE INC COM 882681109 252436 2764000 SH SOLE 2764000 0 0 TISHMAN SPEYER INNOVATION CO UNIT 02/11/2026 88825H209 13000 1300000 SH SOLE 1300000 0 0 T-MOBILE US INC COM 872590104 613527 4802186 SH SOLE 4802186 0 0 VULCAN MATLS CO COM 929160109 87963 520000 SH SOLE 520000 0 0 WARBY PARKER INC CL A COM 93403J106 432521 8153082 SH SOLE 8153082 0 0 XP INC CL A G98239109 66281 1650000 SH SOLE 1650000 0 0