0001172661-23-003002.txt : 20230814 0001172661-23-003002.hdr.sgml : 20230814 20230814091651 ACCESSION NUMBER: 0001172661-23-003002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231166728 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 X0202 13F-HR LIVE false true false 0001747057 XXXXXXXX 06-30-2023 06-30-2023 false D1 Capital Partners L.P.

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

13F HOLDINGS REPORT 028-19335 000297298 801-113517 N Amanda Hector 212-390-9124 /s/ Amanda Hector New York NY 08-14-2023 0 38 5197459697 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 18225600 160000 SH SOLE 160000 0 0 AIR PRODS & CHEMS INC COM 009158106 39537960 132000 SH SOLE 132000 0 0 ALPHABET INC CAP STK CL A 02079K305 274008502 2289127 SH SOLE 2289127 0 0 AVALONBAY CMNTYS INC COM 053484101 152996026 808348 SH SOLE 808348 0 0 BLOCK INC CL A 852234103 101161237 1519622 SH SOLE 1519622 0 0 CAMDEN PPTY TR SH BEN INT 133131102 297994174 2737156 SH SOLE 2737156 0 0 CAZOO GROUP LTD CL A G2007L204 2172765 1841326 SH SOLE 1841326 0 0 DANAHER CORPORATION COM 235851102 202008000 841700 SH SOLE 841700 0 0 DATADOG INC CL A COM 23804L103 23079850 234599 SH SOLE 234599 0 0 DLOCAL LTD CLASS A COM G29018101 65583055 5373458 SH SOLE 5373458 0 0 ELEVANCE HEALTH INC COM 036752103 306885320 690732 SH SOLE 690732 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 193626172 2935064 SH SOLE 2935064 0 0 GENERAL ELECTRIC CO COM NEW 369604301 159831750 1455000 SH SOLE 1455000 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 208048576 2984915 SH SOLE 2984915 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 297848717 2046367 SH SOLE 2046367 0 0 INSULET CORP COM 45784P101 208538445 723238 SH SOLE 723238 0 0 INTUIT COM 461202103 36197010 79000 SH SOLE 79000 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 38909748 516867 SH SOLE 516867 0 0 LULULEMON ATHLETICA INC COM 550021109 141528342 373919 SH SOLE 373919 0 0 MASTERCARD INCORPORATED CL A 57636Q104 15912525 40459 SH SOLE 40459 0 0 META PLATFORMS INC CL A 30303M102 219131614 763578 SH SOLE 763578 0 0 MICROSOFT CORP COM 594918104 326914995 959990 SH SOLE 959990 0 0 MID-AMER APT CMNTYS INC COM 59522J103 102366396 674084 SH SOLE 674084 0 0 NVIDIA CORPORATION COM 67066G104 57530720 136000 SH SOLE 136000 0 0 PNC FINL SVCS GROUP INC COM 693475105 50334910 399642 SH SOLE 399642 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 82746851 1271659 SH SOLE 1271659 0 0 RH COM 74967X103 117213740 355635 SH SOLE 355635 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 231721941 13908880 SH SOLE 13908880 0 0 ROBINHOOD MKTS INC COM CL A 770700102 2031479 203555 SH SOLE 203555 0 0 SIGHT SCIENCES INC COM 82657M105 48454858 5852036 SH SOLE 5852036 0 0 SNOWFLAKE INC CL A 833445109 33081248 187983 SH SOLE 187983 0 0 SUN CMNTYS INC COM 866674104 49574800 380000 SH SOLE 380000 0 0 TEMPUR SEALY INTL INC COM 88023U101 378332325 9441785 SH SOLE 9441785 0 0 UNITEDHEALTH GROUP INC COM 91324P102 241377408 502200 SH SOLE 502200 0 0 VALVOLINE INC COM 92047W101 97527163 2600031 SH SOLE 2600031 0 0 VISA INC COM CL A 92826C839 172523995 726478 SH SOLE 726478 0 0 WARBY PARKER INC CL A COM 93403J106 174695629 14944023 SH SOLE 14944023 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 27805851 256346 SH SOLE 256346 0 0