Golden Door Asset
Census

Crossover · Crossover · New York, NY

D1 Capital Partners

Q2 2019 · compared with Q1 2019

Filed as D1 Capital Partners L.P.

Crossover hedge fund.

Software
$474M
Weight of 13F
6.8%
Names
3
Net bought
+$149M

Filed 14 August 2019 · SEC filing.

28 positions in the whole 13F.

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

What moved the book

The five software lines with the largest share change this quarter.

Software held