D1 Capital Partners L.P. Buys Alibaba Group Holding, Netflix Inc, JD.com Inc, Sells Altaba Inc, The Walt Disney Co, Lennar Corp

• New Purchases: BABA, FIS, WP, BA, TWLO, AMZN, LIN, CHWY, SNAP, CCC, RPLA.U,
• Added Positions: NFLX, JD, MU, LVS, IQV, OC, FB, GWRE, BILI,
• Reduced Positions: DIS, DHI, WYNN, HLT, RACE, GOOGL, ADBE,
• Sold Out: AABA, LEN, DHR, AMAT, LRCX, IQ,

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

1. Netflix Inc (NFLX) - 2,528,000 shares, 13.29% of the total portfolio. Shares added by 38.52%
2. Alibaba Group Holding Ltd (BABA) - 4,235,000 shares, 10.27% of the total portfolio. New Position
3. JD.com Inc (JD) - 22,540,000 shares, 9.77% of the total portfolio. Shares added by 59.72%
4. The Walt Disney Co (DIS) - 3,780,000 shares, 7.56% of the total portfolio. Shares reduced by 40.19%
5. Hilton Worldwide Holdings Inc (HLT) - 5,145,000 shares, 7.20% of the total portfolio. Shares reduced by 16.29%

D1 Capital Partners L.P. initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $174.60. The impact to a portfolio due to this purchase was 10.27%. The holding were 4,235,000 shares as of .

D1 Capital Partners L.P. initiated holding in Fidelity National Information Services Inc. The purchase prices were between $110.89 and $123.88, with an estimated average price of $117.36. The stock is now traded at around $138.31. The impact to a portfolio due to this purchase was 2.87%. The holding were 1,635,800 shares as of .

D1 Capital Partners L.P. initiated holding in Worldpay Inc. The purchase prices were between $111.23 and $125.41, with an estimated average price of $118.52. The stock is now traded at around $135.00. The impact to a portfolio due to this purchase was 2.07%. The holding were 1,180,000 shares as of .

D1 Capital Partners L.P. initiated holding in Boeing Co. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $330.45. The impact to a portfolio due to this purchase was 1.9%. The holding were 365,000 shares as of .

D1 Capital Partners L.P. initiated holding in Twilio Inc. The purchase prices were between $122.12 and $146.66, with an estimated average price of $133. The stock is now traded at around $124.76. The impact to a portfolio due to this purchase was 1.87%. The holding were 957,800 shares as of .

D1 Capital Partners L.P. initiated holding in Amazon.com Inc. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1792.57. The impact to a portfolio due to this purchase was 1.8%. The holding were 66,500 shares as of .

D1 Capital Partners L.P. added to a holding in Netflix Inc by 38.52%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $302.80. The impact to a portfolio due to this purchase was 3.7%. The holding were 2,528,000 shares as of .

D1 Capital Partners L.P. added to a holding in JD.com Inc by 59.72%. The purchase prices were between $25.76 and $31.26, with an estimated average price of $28.75. The stock is now traded at around $31.29. The impact to a portfolio due to this purchase was 3.65%. The holding were 22,540,000 shares as of .

D1 Capital Partners L.P. added to a holding in Micron Technology Inc by 264.80%. The purchase prices were between $32.43 and $43.9, with an estimated average price of $38.12. The stock is now traded at around $43.55. The impact to a portfolio due to this purchase was 2.87%. The holding were 7,150,000 shares as of .

D1 Capital Partners L.P. added to a holding in Las Vegas Sands Corp by 142.69%. The purchase prices were between $52.94 and $68.44, with an estimated average price of $61.97. The stock is now traded at around $52.40. The impact to a portfolio due to this purchase was 1.94%. The holding were 3,900,000 shares as of .

D1 Capital Partners L.P. added to a holding in IQVIA Holdings Inc by 65.80%. The purchase prices were between $132.28 and $160.9, with an estimated average price of $140.12. The stock is now traded at around $155.21. The impact to a portfolio due to this purchase was 1.16%. The holding were 1,270,000 shares as of .

D1 Capital Partners L.P. added to a holding in Owens-Corning Inc by 36.93%. The purchase prices were between $48.34 and $58.2, with an estimated average price of $51.07. The stock is now traded at around $55.38. The impact to a portfolio due to this purchase was 0.61%. The holding were 2,740,000 shares as of .

D1 Capital Partners L.P. sold out a holding in Altaba Inc. The sale prices were between $59.2 and $79.15, with an estimated average price of $69.95.

D1 Capital Partners L.P. sold out a holding in Lennar Corp. The sale prices were between $47.55 and $53.66, with an estimated average price of $51.55.

D1 Capital Partners L.P. sold out a holding in Danaher Corp. The sale prices were between $124.88 and $143.73, with an estimated average price of $133.42.

D1 Capital Partners L.P. sold out a holding in Applied Materials Inc. The sale prices were between $38.69 and $44.91, with an estimated average price of $42.09.

D1 Capital Partners L.P. sold out a holding in Lam Research Corp. The sale prices were between $172.43 and $207.78, with an estimated average price of $189.69.

D1 Capital Partners L.P. sold out a holding in iQIYI Inc. The sale prices were between $17.66 and $24.79, with an estimated average price of $20.67.

D1 Capital Partners L.P. reduced to a holding in The Walt Disney Co by 40.19%. The sale prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.20. The impact to a portfolio due to this sale was -5.09%. D1 Capital Partners L.P. still held 3,780,000 shares as of .

D1 Capital Partners L.P. reduced to a holding in D.R. Horton Inc by 35.14%. The sale prices were between $41.7 and $46.67, with an estimated average price of $44.31. The stock is now traded at around $47.75. The impact to a portfolio due to this sale was -3.08%. D1 Capital Partners L.P. still held 7,617,690 shares as of .

D1 Capital Partners L.P. reduced to a holding in Wynn Resorts Ltd by 58.68%. The sale prices were between $103.57 and $149.3, with an estimated average price of $128.56. The stock is now traded at around $105.55. The impact to a portfolio due to this sale was -2.22%. D1 Capital Partners L.P. still held 724,400 shares as of .

D1 Capital Partners L.P. reduced to a holding in Ferrari NV by 21.22%. The sale prices were between $132.33 and $162.21, with an estimated average price of $143.88. The stock is now traded at around $155.83. The impact to a portfolio due to this sale was -0.79%. D1 Capital Partners L.P. still held 1,220,000 shares as of .