D1 Capital Partners L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$34.78B
Q ending 2026-06-30
Prior quarter
$11.23B
Q ending 2026-03-31
Change
+209.7% QoQ · +382.8% YoY
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Space Exploration Techn Corp | SPCX | Shares | $21.54B | 126.0M |
| Maplebear Inc | CART | Shares | $1.07B | 22.6M |
| James Hardie Inds Plc | Shares | $721.1M | 27.5M | |
| Nu Hldgs Ltd | Shares | $593.4M | 44.4M | |
| Johnson Controls Internation | Shares | $548.2M | 3.8M | |
| Mercadolibre Inc | MELI | Shares | $471.0M | 277K |
| Us Foods Hldg Corp | USFD | Shares | $460.3M | 4.5M |
| Danaher Corp Del | DHR | Shares | $434.7M | 2.3M |
| Sherwin Williams Co | SHW | Shares | $431.3M | 1.3M |
| Reddit Inc | RDDT | Shares | $427.8M | 2.5M |
| Thermo Fisher Scientific Inc | TMO | Shares | $409.7M | 817K |
| Kilroy Realty Corp | KRC | Shares | $393.4M | 10.5M |
| Clean Harbors Inc | CLH | Shares | $393.0M | 1.3M |
| Somnigroup International Inc | SGI | Shares | $390.1M | 5.0M |
| Flowserve Corp | FLS | Shares | $368.5M | 5.0M |
| Applovin Corp | APP | Shares | $344.8M | 669K |
| Meta Platforms Inc | META | Shares | $319.1M | 567K |
| Ferguson Enterprises Inc | FERG | Shares | $304.3M | 1.3M |
| Disney Walt Co | DIS | Shares | $276.7M | 2.9M |
| Alphabet Inc | GOOGL | Shares | $263.8M | 738K |
| Spotify Technology S A | Shares | $261.2M | 569K | |
| Carvana Co | CVNA | Shares | $248.8M | 3.8M |
| Doordash Inc | DASH | Shares | $240.6M | 1.3M |
| Intuitive Surgical Inc | ISRG | Shares | $228.3M | 574K |
| Schwab Charles Corp | SCHW | Shares | $227.6M | 2.5M |
| Capital One Finl Corp | COF | Shares | $219.4M | 1.1M |
| Lineage Inc | LINE | Shares | $204.8M | 4.7M |
| Martin Marietta Matls Inc | MLM | Shares | $199.0M | 345K |
| Compass Inc | COMP | Shares | $187.7M | 15.2M |
| Coupang Inc | CPNG | Shares | $178.8M | 10.3M |
| Linde Plc | Shares | $177.2M | 342K | |
| Tesla Inc | TSLA | Shares | $169.0M | 402K |
| Lattice Semiconductor Corp | LSCC | Shares | $165.8M | 1.1M |
| Sea Ltd | SE | Shares | $160.8M | 1.7M |
| Affirm Hldgs Inc | AFRM | Shares | $155.6M | 1.9M |
| Amazon Com Inc | AMZN | Shares | $149.7M | 628K |
| Builders Firstsource Inc | BLDR | Shares | $146.7M | 1.6M |
| Apollo Global Mgmt Inc | APO | Shares | $137.1M | 1.2M |
| Qnity Electronics Inc | Q | Shares | $136.2M | 834K |
| Texas Instrs Inc | TXN | Shares | $120.9M | 405K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $117.6M | 85K |
| Amrize Ltd | Shares | $116.6M | 2.2M | |
| Unity Software Inc | U | Shares | $102.1M | 3.6M |
| Littelfuse Inc | LFUS | Shares | $102.1M | 224K |
| Shopify Inc | SHOP | Shares | $94.9M | 831K |
| Coreweave Inc | CRWV | Shares | $62.6M | 628K |
| Snowflake Inc | SNOW | Shares | $55.0M | 216K |
| Hyperliquid Strategies Inc | PURR | Shares | $49.9M | 6.3M |
| Madison Air Solutions Corp | MAIR | Shares | $48.8M | 1.3M |
| Analog Devices Inc | ADI | Shares | $40.5M | 102K |
| Cerebras Systems Inc | CBRS | Shares | $33.1M | 150K |
| Alphabet Inc | GOOG | Shares | $30.0M | 85K |
| Seagate Technology Hldngs Pl | Shares | $29.1M | 30K | |
| Quantinuum Inc | QNT | Shares | $24.5M | 300K |
| Dpc Holdings Plc | Shares | $6.1M | 125K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.