D1 Capital Partners
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
22
// PORTFOLIO VALUATION (TRACKED)
$150.2B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
37
// THREAT LEVEL DISTRIBUTION
- DANGEROUS7 · 31.8%
- ARMED6 · 27.3%
- BLOATED5 · 22.7%
- TERMINAL HYPE4 · 18.2%
Based on 22 enriched portfolio companies
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
22 companies · $150.2B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Ramp | corporate cards | $32B | SERIES_A | 2020 | ARMED |
| Groq | ai | $20B | SERIES_B | 2019 | ARMED |
| Robinhood | brokerage | $20B | SERIES_G | 2020 | TERMINAL HYPE |
| Wise | fintech | $12B | SECONDARY | 2020 | DANGEROUS |
| Instacart | food delivery | $9B | SERIES_D | 2017 | TERMINAL HYPE |
| Bolt | mobility | $8.4B | SERIES_E | 2021 | DANGEROUS |
| Dream11 | fantasy sports | $8B | SERIES_F | 2021 | DANGEROUS |
| Fireblocks | blockchain | $8B | SERIES_D | 2021 | ARMED |
| Dream Sports | gaming | $8B | SERIES_F | 2021 | DANGEROUS |
| GoPuff | convenience retail | $3.5B | SERIES_C | 2019 | BLOATED |
| Loft | marketplace | $2.9B | SERIES_C | 2021 | BLOATED |
| DriveNets | software | $2.5B | SERIES_B | 2021 | DANGEROUS |
| Side | proptech | $2.5B | SERIES_D | 2021 | BLOATED |
| Addepar | fintech | $2.17B | SERIES_E | 2019 | DANGEROUS |
| AvidXchange | fintech | $2B | VENTURE_ROUND | 2019 | TERMINAL HYPE |
| Multiverse | edtech | $1.7B | SERIES_C | 2021 | ARMED |
| Dutchie.com | cannabis | $1.7B | SERIES_C | 2021 | ARMED |
| NotCo | ai | $1.5B | SERIES_D | 2021 | BLOATED |
| Lacework | cloud computing | $1.3B | SERIES_C | 2019 | TERMINAL HYPE |
| Loft Brazil Technology | proptech | $1B | SERIES_B | 2020 | BLOATED |
// RECENT ACTIVITY
- RampSERIES_D2022$550M
- FireblocksSERIES_E2022$550M
- Dream SportsSERIES_G2022$840M
- GoPuffVENTURE_ROUND2022$250M
- MultiverseSERIES_D2022$220M
// WOWL ASSESSMENT
D1 Capital Partners is a crossover hedge fund that deployed heavily into late-stage unicorns during the 2020-2021 valuation peak, writing large checks into consumer fintech and delivery platforms. The portfolio bears the scars of that timing — Robinhood, Instacart, and GoPuff all raised at valuations that now look terminal. The fund chased growth at any price and is now managing the consequences of buying FOMO at the top.
The 32% hit rate and $150B+ portfolio valuation obscure the damage beneath. Robinhood traded at $85 in mid-2021 and now hovers near $40 — a 53% drawdown that vaporized D1's paper gains. Instacart went public at a $10B valuation after raising at $39B — a 74% markdown. GoPuff raised $3.4B at $15B and is now valued at $3.5B, a 77% collapse. The fund caught the 2021 wave but rode it too long — the exits have not validated the entry prices.
// THREAT LEVEL: BLOATED
VERDICT: A hedge fund that mistook a liquidity surge for a secular shift and is now managing the hangover.
// WHY WOWLS WATCHES
D1's portfolio is a case study in FOMO deployment — the fund wrote the checks everyone wanted in 2021 and now holds the bag everyone wants to forget. If the crossover model worked, these returns would prove it.
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// LOADING INTEL…
// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
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