{"data":{"profile":{"id":"ece3fe27-b3aa-4a3b-bb58-715359f92907","slug":"d1-capital-partners","displayName":"D1 Capital Partners","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A public/private investor with strong technology and infrastructure overlap.","strategyTags":["Technology","Infrastructure","Public/private markets"],"schemaVersion":1,"principalNames":["Dan Sundheim"],"associatedPeople":[{"name":"Dan Sundheim","role":"Principal","description":"Dan Sundheim is associated with D1 Capital Partners, whose public and private investments have strong technology and infrastructure overlap."}]},"createdAt":"2026-07-19T03:10:12.415Z","updatedAt":"2026-10-20T00:30:08.411Z"},"managers":[{"id":"754e7535-ab75-424c-bc17-029a0df23ded","investorProfileId":"ece3fe27-b3aa-4a3b-bb58-715359f92907","cik":"0001747057","legalName":"D1 Capital Partners L.P.","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001747057.json","schemaVersion":1},"firstTrackedAt":"2026-07-19T03:10:12.415Z","lastDiscoveryAt":"2026-10-20T00:30:02.803Z","createdAt":"2026-07-19T03:10:12.415Z","updatedAt":"2026-10-20T00:30:08.411Z"}],"snapshot":{"id":"63c38906-e39b-4cc4-8b4a-53e76df73c99","managerId":"754e7535-ab75-424c-bc17-029a0df23ded","reportPeriod":"2023-03-31","throughFilingId":"69d0af9a-8e6d-453c-bb0a-7705eb6a6648","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"e5a5efceb471e8f9462f0a182a19f09e9b0a9be3ec9d9b1f76ff543f9d87749f","summary":{"counts":{"long":35,"puts":0,"calls":0,"mapped":13,"rawLines":35,"unmapped":22,"aiCovered":10,"positions":35,"otherSecurities":1},"values":{"disclosedLongUsd":"5276133126","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"5314230200"},"coverage":{"aiPositionRatio":0.2857142857142857,"aiLongValueRatio":0.382281,"mappingPositionRatio":0.37142857142857144,"mappingLongValueRatio":0.483218},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.201573,"top5":0.308457,"top10":0.534619},"schemaVersion":1},"createdAt":"2026-07-19T03:15:13.169Z"},"filing":{"id":"69d0af9a-8e6d-453c-bb0a-7705eb6a6648","managerId":"754e7535-ab75-424c-bc17-029a0df23ded","ingestionRunId":"3ba9c24d-ea8e-47da-a15c-12c45e0dc2d6","accessionNumber":"0001172661-23-002096","formType":"13F-HR","reportPeriod":"2023-03-31","filedAt":"2023-05-15","acceptedAt":"2023-05-15T12:40:17.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"430fd725f89be2c26529e80243242c1d169919487fca9fe9b2305d3f017fec7c","canonical":"adbc2dc2bc9c7369329be4c7053de475d878baceb09c7d12f7fb133b1e29042d"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/0001172661-23-002096-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/infotable.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/0001172661-23-002096.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":35,"reportedValue":"5314230200","normalizedValueUsd":"5314230200"},"artifacts":[{"kind":"COVER_XML","byteSize":2194,"fetchedAt":"2026-07-19T03:15:12.868Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/primary_doc.xml","contentHash":"23fae268759df0f897053cbbe118661f97bcb076eb2e676eff8103c1a078afe5","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":16602,"fetchedAt":"2026-07-19T03:15:12.905Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/infotable.xml","contentHash":"3c752bf8656b50a0c1fb5ec4156740537ae71261e0a4f5969524d004c175f824","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":19991,"fetchedAt":"2026-07-19T03:15:13.031Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1747057/000117266123002096/0001172661-23-002096.txt","contentHash":"18831b111836f155ec0f64c588847bcb320c694bc4c6ad12ebf90f1932820880","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T03:15:12.494Z","lastSeenAt":"2026-10-20T00:30:02.720Z","createdAt":"2026-07-19T03:15:12.494Z","updatedAt":"2026-10-20T00:30:02.720Z"},"positions":[{"id":"6b1e6fe4-01df-4c24-860d-5b70f45a8e3d","positionKey":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e:LONG","positionKind":"LONG","marketValueUsd":"448880217","longBookWeight":"0.08507750","sharesPrincipal":{"type":"SH","amount":"1556990"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-47.9926","valueChangePercent":"-37.4792","shareChangeAbsolute":"-1436797","valueChangeAbsolute":"-269089781"},"security":{"id":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e","cusip":"594918104","issuerName":"MICROSOFT CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad685985-4691-42af-b331-5edb333335ae","ticker":"MSFT","name":"Microsoft Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1511,3631,5654,5655,5656,9678,10365,10451,12624,12779,14844,14918,19335,19391,20268,22205,24942,25025,25027,26497,27293,27799,27931,30626,30627,31038,31171,31172,32039,32479,33443,33444,33879],"modelCount":33,"horizons":{"3_MONTH":{"average":"4.6576","median":"4.0000","minimum":"3.0000","maximum":"8.0000","standardDeviation":"1.6378"},"1_YEAR":{"average":"16.4091","median":"15.0000","minimum":"8.0000","maximum":"28.0000","standardDeviation":"4.8170"},"5_YEAR":{"average":"97.6970","median":"85.0000","minimum":"65.0000","maximum":"185.0000","standardDeviation":"28.8323"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:52.803Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"529.05","marketCap":"3928484.8170223115","updatedAt":"2026-10-19T11:07:15.509Z"}},{"id":"ef58a240-fe6d-4b33-b18f-a702d0d7f915","positionKey":"184ce7fa-7f1d-4b27-8bac-e1f93d7f807e:LONG","positionKind":"LONG","marketValueUsd":"314050230","longBookWeight":"0.05952280","sharesPrincipal":{"type":"SH","amount":"683000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"184ce7fa-7f1d-4b27-8bac-e1f93d7f807e","cusip":"036752103","issuerName":"ELEVANCE HEALTH INC FORMERLY","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"18ce5ff5-3bc3-4f72-abd4-9f82cf59987a","positionKey":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c:LONG","positionKind":"LONG","marketValueUsd":"300597922","longBookWeight":"0.05697314","sharesPrincipal":{"type":"SH","amount":"2897888"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"0.726","valueChangePercent":"18.4213","shareChangeAbsolute":"20888","valueChangeAbsolute":"46760212"},"security":{"id":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c","cusip":"02079K305","issuerName":"ALPHABET INC","classTitle":"CAP STK CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"5a28ff35-05c5-4c96-a13e-46308efc971a","ticker":"GOOGL","name":"Alphabet Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1706,1707,5769,5770,5771,9672,10347,10442,12612,12773,14838,14906,19329,19379,20256,22199,24936,25007,25009,26494,27288,27780,27934,30613,30614,31032,31160,31161,32032,32472,33438,33439,33874],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.1485","median":"5.0000","minimum":"3.0000","maximum":"10.0000","standardDeviation":"1.6496"},"1_YEAR":{"average":"18.4242","median":"18.0000","minimum":"12.0000","maximum":"30.0000","standardDeviation":"3.8438"},"5_YEAR":{"average":"101.5758","median":"95.0000","minimum":"65.0000","maximum":"180.0000","standardDeviation":"25.6031"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:39.026Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"340.59","marketCap":"4165415.6999999997","updatedAt":"2026-10-19T11:07:45.569Z"}},{"id":"f7bb1269-7094-4193-84a7-1775022601bc","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"284297668","longBookWeight":"0.05388371","sharesPrincipal":{"type":"SH","amount":"2752422"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-62.5057","valueChangePercent":"-53.8954","shareChangeAbsolute":"-4588491","valueChangeAbsolute":"-332339024"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"b6b394ea-90ec-4c73-a42c-ff039b9e0e45","ticker":"AMZN","name":"Amazon.com Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1698,1699,5765,5766,5767,9671,10344,10440,12610,12772,14837,14904,19328,19377,20254,22198,24935,25004,25006,26493,27287,27777,27933,30611,30612,31031,31157,31159,32031,32471,33302,33303,33873],"modelCount":33,"horizons":{"3_MONTH":{"average":"6.1515","median":"5.5000","minimum":"3.0000","maximum":"15.0000","standardDeviation":"2.7122"},"1_YEAR":{"average":"21.0000","median":"18.0000","minimum":"12.0000","maximum":"40.0000","standardDeviation":"6.6742"},"5_YEAR":{"average":"125.0000","median":"115.0000","minimum":"80.0000","maximum":"250.0000","standardDeviation":"48.2575"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:36.559Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"250","marketCap":"2696578.5551371886","updatedAt":"2026-10-19T11:00:05.126Z"}},{"id":"c4c2cb90-639d-43fa-90f6-f1b08f11b533","positionKey":"3035c4ae-4434-4908-9dea-33403d61e710:LONG","positionKind":"LONG","marketValueUsd":"279637464","longBookWeight":"0.05300045","sharesPrincipal":{"type":"SH","amount":"767834"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"3035c4ae-4434-4908-9dea-33403d61e710","cusip":"550021109","issuerName":"LULULEMON ATHLETICA INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"0a105e43-2816-4790-8ae7-6352ecf7d37a","ticker":"LULU","name":"Lululemon Athletica Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[751,3112,4625,4626,4627,8559,8562,10924,12278,15578,15579,18320,19675,20768,20769,22781,23771,23773,25492,26727,27519,28510,28511,28513,28514,31403,31404,32156,32592,32998,33575,33978],"modelCount":32,"horizons":{"3_MONTH":{"average":"1.1875","median":"3.0000","minimum":"-12.0000","maximum":"8.0000","standardDeviation":"4.6110"},"1_YEAR":{"average":"12.6250","median":"12.0000","minimum":"-12.0000","maximum":"25.0000","standardDeviation":"7.3218"},"5_YEAR":{"average":"75.2500","median":"75.0000","minimum":"42.0000","maximum":"150.0000","standardDeviation":"25.7512"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:13:31.025Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"97.1","marketCap":"11246.710282540114","updatedAt":"2026-10-19T11:01:43.659Z"}},{"id":"3500869e-2f88-4267-9688-33e60673a838","positionKey":"1cf5c32c-3747-44ec-b8f7-079409da1b78:LONG","positionKind":"LONG","marketValueUsd":"249534477","longBookWeight":"0.04729495","sharesPrincipal":{"type":"SH","amount":"2571725"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-18.2125","valueChangePercent":"-9.4082","shareChangeAbsolute":"-572675","valueChangeAbsolute":"-25914963"},"security":{"id":"1cf5c32c-3747-44ec-b8f7-079409da1b78","cusip":"30212P303","issuerName":"EXPEDIA INC DEL","classTitle":"COM NEW","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"82540c02-ff81-49ea-b4d5-a1eef940c6db","positionKey":"da702d05-f9fc-457f-8841-22389dc2036e:LONG","positionKind":"LONG","marketValueUsd":"248582340","longBookWeight":"0.04711449","sharesPrincipal":{"type":"SH","amount":"526000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"da702d05-f9fc-457f-8841-22389dc2036e","cusip":"91324P102","issuerName":"UNITEDHEALTH GROUP INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"149ee3aa-ec12-44f6-a871-ea3a4edd6923","ticker":"UNH","name":"UnitedHealth Group Inc."},"aiProjections":[],"currentMarketData":{"lastPrice":"309.11","marketCap":"280406.1774699084","updatedAt":"2025-06-29T04:44:30.700Z"}},{"id":"54e3c823-d225-48a0-a550-3ab36f5dc8fd","positionKey":"cb88b4cc-5494-4946-a918-fb5624e95c24:LONG","positionKind":"LONG","marketValueUsd":"237207940","longBookWeight":"0.04495867","sharesPrincipal":{"type":"SH","amount":"6006785"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"99.1077","valueChangePercent":"129.0347","shareChangeAbsolute":"2989933","valueChangeAbsolute":"133639411"},"security":{"id":"cb88b4cc-5494-4946-a918-fb5624e95c24","cusip":"88023U101","issuerName":"SOMNIGROUP INTERNATIONAL INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"97d62f36-f898-4e53-96e6-1446dacfebd9","positionKey":"0d377058-771f-4fbc-8654-f529bbe142f4:LONG","positionKind":"LONG","marketValueUsd":"229584670","longBookWeight":"0.04351381","sharesPrincipal":{"type":"SH","amount":"3279781"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"0d377058-771f-4fbc-8654-f529bbe142f4","cusip":"538034109","issuerName":"LIVE NATION ENTERTAINMENT IN","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"20667d54-bec0-4ae0-be6c-eef665383981","ticker":"LYV","name":"Live Nation Entertainment"},"aiProjections":[],"currentMarketData":null},{"id":"e6acba1e-9e49-4430-9e7c-3f12a041c62d","positionKey":"aa6222d5-2ae7-49ff-9f95-ce448e881c9b:LONG","positionKind":"LONG","marketValueUsd":"228348240","longBookWeight":"0.04327946","sharesPrincipal":{"type":"SH","amount":"906000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"aa6222d5-2ae7-49ff-9f95-ce448e881c9b","cusip":"235851102","issuerName":"DANAHER CORP DEL","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"8e91c512-d9dc-4216-8a25-3ce75c05a737","ticker":"DHR","name":"Danaher Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[2732,5553,5554,5555,9606,9609,11978,12542,16890,16891,19138,19139,20202,22080,23050,24845,24847,26332,26333,27309,29915,29916,29918,29919,31965,31966,32440,32855,33282,33824,34226],"modelCount":31,"horizons":{"3_MONTH":{"average":"3.6516","median":"3.0000","minimum":"2.0000","maximum":"8.0000","standardDeviation":"1.3244"},"1_YEAR":{"average":"13.3226","median":"12.0000","minimum":"9.0000","maximum":"25.0000","standardDeviation":"3.4770"},"5_YEAR":{"average":"74.0161","median":"72.0000","minimum":"50.0000","maximum":"150.0000","standardDeviation":"19.4159"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:48:44.155Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"229.04","marketCap":"161011.93267540252","updatedAt":"2026-10-19T11:09:45.460Z"}},{"id":"0a3eeaa8-35bf-47b6-8bed-695b57db333a","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"216301301","longBookWeight":"0.04099617","sharesPrincipal":{"type":"SH","amount":"1020578"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"47396bbf-f982-49a1-bc42-bdad5e10d209","ticker":"META","name":"Meta Platforms Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1712,1713,5773,5774,5775,9673,10350,10444,12614,12774,14839,14908,19330,19381,20258,22200,24937,25010,25012,26512,27289,27783,27932,30615,30616,31033,31162,31164,32033,32474,33304,33305,33875],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.6515","median":"5.0000","minimum":"3.0000","maximum":"12.0000","standardDeviation":"2.0578"},"1_YEAR":{"average":"20.8939","median":"20.0000","minimum":"12.0000","maximum":"45.0000","standardDeviation":"6.2738"},"5_YEAR":{"average":"123.2424","median":"120.0000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"39.7576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:41.731Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"709.325","marketCap":"1807009.7166182154","updatedAt":"2026-10-19T11:00:09.368Z"}},{"id":"d26dea5f-afb1-472d-8f01-ec8bd0216351","positionKey":"7b1d9b47-9da1-49cf-b609-2a196463429c:LONG","positionKind":"LONG","marketValueUsd":"215309462","longBookWeight":"0.04080819","sharesPrincipal":{"type":"SH","amount":"13908880"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"0.0","valueChangePercent":"-16.0065","shareChangeAbsolute":"0","valueChangeAbsolute":"-41031196"},"security":{"id":"7b1d9b47-9da1-49cf-b609-2a196463429c","cusip":"76954A103","issuerName":"RIVIAN AUTOMOTIVE INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"d5c6be30-cbf9-49a6-a42e-5c12b00730bb","positionKey":"d6597c70-da4f-40a6-98d8-8f59ba842f25:LONG","positionKind":"LONG","marketValueUsd":"199876660","longBookWeight":"0.03788317","sharesPrincipal":{"type":"SH","amount":"2998000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"d6597c70-da4f-40a6-98d8-8f59ba842f25","cusip":"40415F101","issuerName":"HDFC BANK LTD","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"a84e7bec-0db1-4ba5-8fea-d15d52d1c9d6","positionKey":"dcd36f1e-5468-41b3-b747-dfc356b6ad17:LONG","positionKind":"LONG","marketValueUsd":"186118278","longBookWeight":"0.03527550","sharesPrincipal":{"type":"SH","amount":"930731"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"dcd36f1e-5468-41b3-b747-dfc356b6ad17","cusip":"548661107","issuerName":"LOWES COS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"97f19999-c56f-46be-858c-7c48dd1382b0","positionKey":"deb4a3a7-d464-4ccd-b254-d290c3eee21d:LONG","positionKind":"LONG","marketValueUsd":"176812681","longBookWeight":"0.03351179","sharesPrincipal":{"type":"SH","amount":"1730404"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"86.0649","valueChangePercent":"115.826","shareChangeAbsolute":"800404","valueChangeAbsolute":"94888981"},"security":{"id":"deb4a3a7-d464-4ccd-b254-d290c3eee21d","cusip":"01609W102","issuerName":"ALIBABA GROUP HLDG LTD","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"03bc58c4-b6e7-4f4d-863e-436b0f0ecd1c","positionKey":"076223a0-be60-4010-aed8-0904262a9b40:LONG","positionKind":"LONG","marketValueUsd":"158257204","longBookWeight":"0.02999492","sharesPrincipal":{"type":"SH","amount":"14944023"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"0.0","valueChangePercent":"-21.4974","shareChangeAbsolute":"0","valueChangeAbsolute":"-43337666"},"security":{"id":"076223a0-be60-4010-aed8-0904262a9b40","cusip":"93403J106","issuerName":"WARBY PARKER INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"61f31224-c233-4c2d-8009-25a2b439f8c7","positionKey":"0489de76-16ad-4e5b-92c1-393083aa8813:LONG","positionKind":"LONG","marketValueUsd":"158218604","longBookWeight":"0.02998760","sharesPrincipal":{"type":"SH","amount":"649635"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-63.3106","valueChangePercent":"-66.5567","shareChangeAbsolute":"-1121000","valueChangeAbsolute":"-314877362"},"security":{"id":"0489de76-16ad-4e5b-92c1-393083aa8813","cusip":"74967X103","issuerName":"RH","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"56115924-7ab0-430f-8b97-34d59b3c774b","positionKey":"5f509522-3f6d-424c-836f-ecc62d2e6d57:LONG","positionKind":"LONG","marketValueUsd":"141056232","longBookWeight":"0.02673477","sharesPrincipal":{"type":"SH","amount":"442238"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-54.6596","valueChangePercent":"-50.8754","shareChangeAbsolute":"-533135","valueChangeAbsolute":"-146083825"},"security":{"id":"5f509522-3f6d-424c-836f-ecc62d2e6d57","cusip":"45784P101","issuerName":"INSULET CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"6cff311f-ff47-4599-a6cc-9d4deac281fd","positionKey":"aac9e929-4534-4754-a049-09c96b52f7b3:LONG","positionKind":"LONG","marketValueUsd":"131313753","longBookWeight":"0.02488825","sharesPrincipal":{"type":"SH","amount":"2096659"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-15.8865","valueChangePercent":"11.658","shareChangeAbsolute":"-395997","valueChangeAbsolute":"13710243"},"security":{"id":"aac9e929-4534-4754-a049-09c96b52f7b3","cusip":"74275K108","issuerName":"PROCORE TECHNOLOGIES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2a1990ff-65c9-4598-b262-21e45c084ff6","positionKey":"af8c3851-cca6-45cc-aac6-453fe4d09e20:LONG","positionKind":"LONG","marketValueUsd":"111359769","longBookWeight":"0.02110632","sharesPrincipal":{"type":"SH","amount":"557412"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"af8c3851-cca6-45cc-aac6-453fe4d09e20","cusip":"79466L302","issuerName":"SALESFORCE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"24defec0-a0e4-4824-9776-d853cc80eb7e","positionKey":"d99860d7-267c-42a1-8bd7-fc2048461888:LONG","positionKind":"LONG","marketValueUsd":"103760950","longBookWeight":"0.01966609","sharesPrincipal":{"type":"SH","amount":"1428034"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"75.0041","valueChangePercent":"73.0041","shareChangeAbsolute":"612034","valueChangeAbsolute":"43784950"},"security":{"id":"d99860d7-267c-42a1-8bd7-fc2048461888","cusip":"23804L103","issuerName":"DATADOG INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"412e088f-fa77-4bee-a690-8ca34014c2da","ticker":"DDOG","name":"Datadog Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[538,3011,4500,4501,4502,8415,8418,10772,12230,15382,15383,18199,19596,20608,20609,22741,23611,23613,25372,26654,27546,28311,28312,28314,28315,31323,31324,32116,32555,32958,33332,33333],"modelCount":32,"horizons":{"3_MONTH":{"average":"6.0625","median":"5.5000","minimum":"2.0000","maximum":"12.0000","standardDeviation":"2.4992"},"1_YEAR":{"average":"21.7656","median":"22.0000","minimum":"8.0000","maximum":"40.0000","standardDeviation":"6.4578"},"5_YEAR":{"average":"136.4063","median":"140.0000","minimum":"55.0000","maximum":"250.0000","standardDeviation":"46.6576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-04T11:03:36.477Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"247.11","marketCap":"88731.03376922906","updatedAt":"2026-10-19T11:08:39.054Z"}},{"id":"9109b104-c674-4ca8-88bd-7a980e98b5ed","positionKey":"b1cbbc91-72d6-483e-99ac-11706803f406:LONG","positionKind":"LONG","marketValueUsd":"93742311","longBookWeight":"0.01776723","sharesPrincipal":{"type":"SH","amount":"1807952"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"b1cbbc91-72d6-483e-99ac-11706803f406","cusip":"36118L106","issuerName":"FUTU HLDGS LTD","classTitle":"SPON ADS CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"cd709d57-acfb-46a9-9d15-477fb7cd2606","positionKey":"21c80877-8fd8-4856-8df9-0f3d642052f2:LONG","positionKind":"LONG","marketValueUsd":"92159656","longBookWeight":"0.01746727","sharesPrincipal":{"type":"SH","amount":"5681853"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"1.786","valueChangePercent":"6.0353","shareChangeAbsolute":"99700","valueChangeAbsolute":"5245534"},"security":{"id":"21c80877-8fd8-4856-8df9-0f3d642052f2","cusip":"G29018101","issuerName":"DLOCAL LTD","classTitle":"CLASS A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"df4c88c8-35f9-4549-8b1f-e2e6d2ce5300","positionKey":"ed0a2294-5a10-4520-92ab-70eceb9617cf:LONG","positionKind":"LONG","marketValueUsd":"79111500","longBookWeight":"0.01499421","sharesPrincipal":{"type":"SH","amount":"975000"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"17.1628","valueChangePercent":"-12.7515","shareChangeAbsolute":"142825","valueChangeAbsolute":"-11562288"},"security":{"id":"ed0a2294-5a10-4520-92ab-70eceb9617cf","cusip":"090043100","issuerName":"BILL COM HLDGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"684a3653-771a-4e80-bdae-894f930763c5","positionKey":"b8524b1c-0796-4aaa-adbc-c65b0dafae54:LONG","positionKind":"LONG","marketValueUsd":"65310658","longBookWeight":"0.01237850","sharesPrincipal":{"type":"SH","amount":"951357"},"comparison":{"status":"INCREASED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"6.2968","valueChangePercent":"16.1247","shareChangeAbsolute":"56357","valueChangeAbsolute":"9068858"},"security":{"id":"b8524b1c-0796-4aaa-adbc-c65b0dafae54","cusip":"852234103","issuerName":"BLOCK INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"375f1b97-fb90-4daf-ac9d-82d22a84ce0a","ticker":"XYZ","name":"Block Inc. (formerly Square SQ)"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[508,2987,4476,4477,4478,8391,8394,10748,12224,15352,15353,18181,19584,20584,20585,22735,23587,23589,25354,26644,27278,28281,28282,28284,28285,31311,31312,32110,32549,32952,33532,33938],"modelCount":32,"horizons":{"3_MONTH":{"average":"5.6250","median":"6.0000","minimum":"-5.0000","maximum":"15.0000","standardDeviation":"3.9091"},"1_YEAR":{"average":"22.6250","median":"22.0000","minimum":"8.0000","maximum":"60.0000","standardDeviation":"10.0180"},"5_YEAR":{"average":"123.7500","median":"115.0000","minimum":"50.0000","maximum":"250.0000","standardDeviation":"59.8957"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:06:46.204Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"77.89","marketCap":"49156","updatedAt":"2026-10-19T11:13:21.565Z"}},{"id":"3a706440-d366-4291-b28a-a048b31dfd57","positionKey":"30f16e5d-ffa1-41e4-8f5c-11431fe97274:LONG","positionKind":"LONG","marketValueUsd":"54389806","longBookWeight":"0.01030864","sharesPrincipal":{"type":"SH","amount":"360102"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"30f16e5d-ffa1-41e4-8f5c-11431fe97274","cusip":"59522J103","issuerName":"MID-AMER APT CMNTYS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"7356c1d8-904c-492d-81f9-6580773532d1","ticker":"MAA","name":"Mid-America Apartments"},"aiProjections":[],"currentMarketData":null},{"id":"2921c51e-1b51-4b62-a75b-16f671db0e2a","positionKey":"140a2f2b-40c7-4632-906b-209ebe21d40b:LONG","positionKind":"LONG","marketValueUsd":"53536000","longBookWeight":"0.01014682","sharesPrincipal":{"type":"SH","amount":"560000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"140a2f2b-40c7-4632-906b-209ebe21d40b","cusip":"369604301","issuerName":"GE AEROSPACE","classTitle":"COM NEW","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"abae7e33-fa42-481c-811e-bd0d43e49530","positionKey":"67aff030-142b-45b9-9ba9-57e3c11afa64:LONG","positionKind":"LONG","marketValueUsd":"51146795","longBookWeight":"0.00969399","sharesPrincipal":{"type":"SH","amount":"5852036"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"0.0","valueChangePercent":"-28.4193","shareChangeAbsolute":"0","valueChangeAbsolute":"-20306565"},"security":{"id":"67aff030-142b-45b9-9ba9-57e3c11afa64","cusip":"82657M105","issuerName":"SIGHT SCIENCES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"3bf8527a-3e7f-41e1-a385-f5cd15903144","positionKey":"c9726763-f68f-4914-9e36-d39e7e35233c:LONG","positionKind":"LONG","marketValueUsd":"46766379","longBookWeight":"0.00886376","sharesPrincipal":{"type":"SH","amount":"303107"},"comparison":{"status":"REDUCED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"-73.2444","valueChangePercent":"-71.2406","shareChangeAbsolute":"-829767","valueChangeAbsolute":"-115846355"},"security":{"id":"c9726763-f68f-4914-9e36-d39e7e35233c","cusip":"833445109","issuerName":"SNOWFLAKE INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"e179311b-adc9-4232-9bad-0ff3b7b54b16","ticker":"SNOW","name":"Snowflake Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[528,3003,4492,4493,4494,8407,8410,10764,12228,15372,15373,18193,19592,20600,20601,22739,23603,23605,23606,25366,27432,28301,28302,28304,28305,31319,31320,32114,32553,32956,33536,33942],"modelCount":32,"horizons":{"3_MONTH":{"average":"3.1094","median":"5.0000","minimum":"-8.0000","maximum":"10.0000","standardDeviation":"5.0369"},"1_YEAR":{"average":"19.0938","median":"19.0000","minimum":"6.0000","maximum":"30.0000","standardDeviation":"5.9391"},"5_YEAR":{"average":"112.0938","median":"120.0000","minimum":"45.0000","maximum":"220.0000","standardDeviation":"38.6324"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:07:19.166Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"306.84","marketCap":"108253.15062088206","updatedAt":"2026-10-19T11:01:03.002Z"}},{"id":"6a19c4ed-92c0-4233-96cd-b03bc3bf018d","positionKey":"e797e37a-1c27-465f-91d9-33e86b0026af:LONG","positionKind":"LONG","marketValueUsd":"44678524","longBookWeight":"0.00846804","sharesPrincipal":{"type":"SH","amount":"597067"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"e797e37a-1c27-465f-91d9-33e86b0026af","cusip":"531229854","issuerName":"LIBERTY MEDIA CORP DEL","classTitle":"COM SER C FRMLA","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"54e8d3cd-e768-4283-b18d-9bf1ad2140b7","positionKey":"676da5da-ad21-4542-8508-973113408823:LONG","positionKind":"LONG","marketValueUsd":"43069614","longBookWeight":"0.00816310","sharesPrincipal":{"type":"SH","amount":"338864"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"676da5da-ad21-4542-8508-973113408823","cusip":"693475105","issuerName":"PNC FINL SVCS GROUP INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"0188b93f-aee2-4cc2-918a-4d99ce417e6f","ticker":"PNC","name":"PNC Financial Services Group Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:33:12.994Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1539,1540,3860,6045,6046,8796,8799,11167,12345,15885,15886,18518,19807,21002,21003,22847,24034,24036,25691,26848,27500,28835,28836,28838,28839,31535,31536,32222,32656,33064,33634,34036],"modelCount":32,"horizons":{"3_MONTH":{"average":"3.0219","median":"3.0000","minimum":"1.0000","maximum":"5.0000","standardDeviation":"0.7639"},"1_YEAR":{"average":"12.1094","median":"12.0000","minimum":"8.0000","maximum":"20.0000","standardDeviation":"2.6976"},"5_YEAR":{"average":"59.0625","median":"55.0000","minimum":"35.0000","maximum":"150.0000","standardDeviation":"19.5319"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:22:15.732Z","generatedAt":"2026-10-20T00:33:13.425Z"}],"currentMarketData":{"lastPrice":"217.39","marketCap":"86726.36422225676","updatedAt":"2026-10-19T11:02:34.982Z"}},{"id":"480e6752-55a9-4d7e-9e66-2b451df2fab5","positionKey":"c4c690db-1a6b-477b-a6fd-755f9638d9e6:LONG","positionKind":"LONG","marketValueUsd":"38097074","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"363383"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"c4c690db-1a6b-477b-a6fd-755f9638d9e6","cusip":"133131102","issuerName":"CAMDEN PPTY TR","classTitle":"SH BEN INT","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"a9f9b90d-3ade-4ec5-85cd-e272601766b6","positionKey":"9eb5f02b-0426-4b37-ac93-e4d9f960c396:LONG","positionKind":"LONG","marketValueUsd":"26554400","longBookWeight":"0.00503292","sharesPrincipal":{"type":"SH","amount":"760000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"9eb5f02b-0426-4b37-ac93-e4d9f960c396","cusip":"92047W101","issuerName":"VALVOLINE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"686f9423-29e6-49a1-a131-a0b428b39e44","positionKey":"daf65234-54ee-4227-92a3-dfde9c4134f0:LONG","positionKind":"LONG","marketValueUsd":"4584902","longBookWeight":"0.00086898","sharesPrincipal":{"type":"SH","amount":"1841326"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c"},"security":{"id":"daf65234-54ee-4227-92a3-dfde9c4134f0","cusip":"G2007L204","issuerName":"CAZOO GROUP LTD","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"732e837c-cc12-4d9d-a7d3-5060a6cf14d0","positionKey":"d91e037e-107f-4689-b537-1c0a7caad874:LONG","positionKind":"LONG","marketValueUsd":"1976519","longBookWeight":"0.00037461","sharesPrincipal":{"type":"SH","amount":"203555"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"ff17da72-7c1e-466c-a1f3-3217825cd85c","shareChangePercent":"0.0","valueChangePercent":"19.2874","shareChangeAbsolute":"0","valueChangeAbsolute":"319581"},"security":{"id":"d91e037e-107f-4689-b537-1c0a7caad874","cusip":"770700102","issuerName":"ROBINHOOD MKTS INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}