D1 Capital Partners L.P. Buys ServiceNow Inc, Alphabet Inc, Envista Holdings Corp, Sells Alibaba Group Holding, IQVIA Holdings Inc, Guidewire Software Inc

Author's Avatar
Feb 17, 2020
Article's Main Image
Investment company D1 Capital Partners L.P. (Current Portfolio) buys ServiceNow Inc, Alphabet Inc, Envista Holdings Corp, Clarivate Analytics PLC, Exact Sciences Corp, sells Alibaba Group Holding, IQVIA Holdings Inc, Guidewire Software Inc, Adobe Inc, Linde PLC during the 3-months ended 2019Q4, according to the most recent filings of the investment company, D1 Capital Partners L.P.. As of 2019Q4, D1 Capital Partners L.P. owns 24 stocks with a total value of $6.8 billion. These are the details of the buys and sells.

For the details of D1 Capital Partners L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/d1+capital+partners+l.p./current-portfolio/portfolio

These are the top 5 holdings of D1 Capital Partners L.P.
  1. Netflix Inc (NFLX) - 4,382,600 shares, 20.82% of the total portfolio. Shares added by 18.67%
  2. Amazon.com Inc (AMZN) - 490,000 shares, 13.29% of the total portfolio. Shares added by 19.08%
  3. Hilton Worldwide Holdings Inc (HLT) - 6,210,000 shares, 10.11% of the total portfolio. Shares added by 2.99%
  4. Facebook Inc (FB) - 3,080,000 shares, 9.28% of the total portfolio. Shares added by 3.70%
  5. JD.com Inc (JD) - 17,180,000 shares, 8.89% of the total portfolio. Shares reduced by 12.9%
New Purchase: Alphabet Inc (GOOGL)

D1 Capital Partners L.P. initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1518.73. The impact to a portfolio due to this purchase was 1.03%. The holding were 52,500 shares as of .

New Purchase: Exact Sciences Corp (EXAS)

D1 Capital Partners L.P. initiated holding in Exact Sciences Corp. The purchase prices were between $77.66 and $99.74, with an estimated average price of $87.93. The stock is now traded at around $98.18. The impact to a portfolio due to this purchase was 0.37%. The holding were 275,000 shares as of .

New Purchase: O'Reilly Automotive Inc (ORLY)

D1 Capital Partners L.P. initiated holding in O'Reilly Automotive Inc. The purchase prices were between $387.35 and $449.89, with an estimated average price of $429.99. The stock is now traded at around $390.89. The impact to a portfolio due to this purchase was 0.2%. The holding were 30,901 shares as of .

Added: ServiceNow Inc (NOW)

D1 Capital Partners L.P. added to a holding in ServiceNow Inc by 261.63%. The purchase prices were between $220.01 and $286.88, with an estimated average price of $264.22. The stock is now traded at around $356.16. The impact to a portfolio due to this purchase was 2.45%. The holding were 818,000 shares as of .

Added: Envista Holdings Corp (NVST)

D1 Capital Partners L.P. added to a holding in Envista Holdings Corp by 120.00%. The purchase prices were between $26.78 and $30.67, with an estimated average price of $28.5. The stock is now traded at around $29.30. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,760,000 shares as of .

Added: Clarivate Analytics PLC (CCC)

D1 Capital Partners L.P. added to a holding in Clarivate Analytics PLC by 28.16%. The purchase prices were between $15.72 and $18.05, with an estimated average price of $16.86. The stock is now traded at around $21.76. The impact to a portfolio due to this purchase was 0.41%. The holding were 7,600,000 shares as of .

Sold Out: IQVIA Holdings Inc (IQV)

D1 Capital Partners L.P. sold out a holding in IQVIA Holdings Inc. The sale prices were between $137.59 and $155.95, with an estimated average price of $146.17.

Sold Out: Adobe Inc (ADBE)

D1 Capital Partners L.P. sold out a holding in Adobe Inc. The sale prices were between $261.09 and $331.2, with an estimated average price of $295.33.

Sold Out: Wynn Resorts Ltd (WYNN)

D1 Capital Partners L.P. sold out a holding in Wynn Resorts Ltd. The sale prices were between $102.57 and $140.94, with an estimated average price of $122.11.

Sold Out: Twilio Inc (TWLO)

D1 Capital Partners L.P. sold out a holding in Twilio Inc. The sale prices were between $91.06 and $116.59, with an estimated average price of $102.

Sold Out: Avantor Inc (AVTR)

D1 Capital Partners L.P. sold out a holding in Avantor Inc. The sale prices were between $13.63 and $18.56, with an estimated average price of $15.96.



Here is the complete portfolio of D1 Capital Partners L.P.. Also check out:

1. D1 Capital Partners L.P.'s Undervalued Stocks
2. D1 Capital Partners L.P.'s Top Growth Companies, and
3. D1 Capital Partners L.P.'s High Yield stocks
4. Stocks that D1 Capital Partners L.P. keeps buying