0001172661-23-003845.txt : 20231114 0001172661-23-003845.hdr.sgml : 20231114 20231114091733 ACCESSION NUMBER: 0001172661-23-003845 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402017 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 09-30-2023 09-30-2023 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 11-14-2023 0 37 6942931823 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 56963400 201000 SH SOLE 201000 0 0 ALPHABET INC CAP STK CL A 02079K305 191171804 1460888 SH SOLE 1460888 0 0 AMAZON COM INC COM 023135106 114967582 904402 SH SOLE 904402 0 0 BLOCK INC CL A 852234103 104912001 2370357 SH SOLE 2370357 0 0 CAMDEN PPTY TR SH BEN INT 133131102 153896414 1627156 SH SOLE 1627156 0 0 CAZOO GROUP LTD CL A G2007L204 1003707 1841326 SH SOLE 1841326 0 0 DANAHER CORPORATION COM 235851102 80880600 326000 SH SOLE 326000 0 0 DLOCAL LTD CLASS A COM G29018101 52461561 2736649 SH SOLE 2736649 0 0 ELEVANCE HEALTH INC COM 036752103 417581713 959032 SH SOLE 959032 0 0 ENTEGRIS INC COM 29362U104 112785910 1201000 SH SOLE 1201000 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 155526547 2649064 SH SOLE 2649064 0 0 GENERAL ELECTRIC CO COM NEW 369604301 292587379 2646652 SH SOLE 2646652 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 249240596 4223701 SH SOLE 4223701 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 102154689 680215 SH SOLE 680215 0 0 INSULET CORP COM 45784P101 290422678 1820946 SH SOLE 1820946 0 0 INVITATION HOMES INC COM 46187W107 275267548 8686259 SH SOLE 8686259 0 0 LAS VEGAS SANDS CORP COM 517834107 72262864 1576415 SH SOLE 1576415 0 0 LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 1867000 58162 SH SOLE 58162 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 122793798 1971008 SH SOLE 1971008 0 0 MAPLEBEAR INC COM 565394103 858245267 28906880 SH SOLE 28906880 0 0 MASTERCARD INCORPORATED CL A 57636Q104 15044580 38000 SH SOLE 38000 0 0 META PLATFORMS INC CL A 30303M102 510530521 1700578 SH SOLE 1700578 0 0 MICROSOFT CORP COM 594918104 538982093 1706990 SH SOLE 1706990 0 0 MONGODB INC CL A 60937P106 36315300 105000 SH SOLE 105000 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 287515200 39657269 SH SOLE 39657269 0 0 NVIDIA CORPORATION COM 67066G104 63830868 146741 SH SOLE 146741 0 0 PHILIP MORRIS INTL INC COM 718172109 282928554 3056044 SH SOLE 3056044 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 53082886 812659 SH SOLE 812659 0 0 RH COM 74967X103 86181360 326000 SH SOLE 326000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 327388606 13483880 SH SOLE 13483880 0 0 SALESFORCE INC COM 79466L302 39542100 195000 SH SOLE 195000 0 0 SIGHT SCIENCES INC COM 82657M105 19721361 5852036 SH SOLE 5852036 0 0 TEMPUR SEALY INTL INC COM 88023U101 410010139 9460317 SH SOLE 9460317 0 0 VALVOLINE INC COM 92047W101 105909399 3285031 SH SOLE 3285031 0 0 VISA INC COM CL A 92826C839 149846455 651478 SH SOLE 651478 0 0 WARBY PARKER INC CL A COM 93403J106 196663343 14944023 SH SOLE 14944023 0 0 YUM BRANDS INC COM 988498101 112446000 900000 SH SOLE 900000 0 0