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D1 Capital Partners L.P.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $34,783,267,943
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $21,535,575,760
- MAPLEBEAR INC · COM · 565394103 · shares: $1,068,425,997
- JAMES HARDIE INDS PLC · ORD SHS · G4253H101 · shares: $721,141,609
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $593,431,734
- JOHNSON CONTROLS INTERNATION · SHS · G51502105 · shares: $548,188,210
- MERCADOLIBRE INC · COM · 58733R102 · shares: $470,983,290
- US FOODS HLDG CORP · COM · 912008109 · shares: $460,325,819
- DANAHER CORP DEL · COM · 235851102 · shares: $434,682,789
- SHERWIN WILLIAMS CO · COM · 824348106 · shares: $431,250,815
- REDDIT INC · CL A · 75734B100 · shares: $427,772,461
Reported holdings
55 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 126,042,232 shares | $21,535,575,760 |
| MAPLEBEAR INC | COM | 565394103 | — | 22,564,435 shares | $1,068,425,997 |
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | — | 27,545,516 shares | $721,141,609 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 44,418,543 shares | $593,431,734 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 3,751,887 shares | $548,188,210 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 277,475 shares | $470,983,290 |
| US FOODS HLDG CORP | COM | 912008109 | — | 4,501,964 shares | $460,325,819 |
| DANAHER CORP DEL | COM | 235851102 | — | 2,282,039 shares | $434,682,789 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,252,471 shares | $431,250,815 |
| REDDIT INC | CL A | 75734B100 | — | 2,464,411 shares | $427,772,461 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 817,123 shares | $409,672,787 |
| KILROY REALTY CORP | COM | 49427F108 | — | 10,498,120 shares | $393,364,556 |
| CLEAN HARBORS INC | COM | 184496107 | — | 1,315,501 shares | $393,005,924 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 4,975,364 shares | $390,068,538 |
| FLOWSERVE CORP | COM | 34354P105 | — | 4,968,713 shares | $368,479,756 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 669,282 shares | $344,834,165 |
| META PLATFORMS INC | CL A | 30303M102 | — | 566,500 shares | $319,103,785 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 1,282,038 shares | $304,266,079 |
| DISNEY WALT CO | COM | 254687106 | — | 2,874,400 shares | $276,661,000 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 738,300 shares | $263,846,271 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 568,855 shares | $261,178,396 |
| CARVANA CO | CL A | 146869102 | — | 3,779,517 shares | $248,767,809 |
| DOORDASH INC | CL A | 25809K105 | — | 1,303,705 shares | $240,572,684 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 574,200 shares | $228,347,856 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 2,466,590 shares | $227,592,259 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,093,438 shares | $219,365,532 |
| LINEAGE INC | COM | 53566V106 | — | 4,736,312 shares | $204,845,494 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 345,060 shares | $198,996,102 |
| COMPASS INC | CL A | 20464U100 | — | 15,224,831 shares | $187,722,166 |
| COUPANG INC | CL A | 22266T109 | — | 10,292,141 shares | $178,774,489 |
| LINDE PLC | SHS | G54950103 | — | 341,538 shares | $177,237,730 |
| TESLA INC | COM | 88160R101 | — | 401,900 shares | $169,039,140 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 1,084,051 shares | $165,816,441 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 1,678,332 shares | $160,834,556 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 1,908,511 shares | $155,639,072 |
| AMAZON COM INC | COM | 023135106 | — | 628,082 shares | $149,697,064 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 1,639,222 shares | $146,677,585 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 1,159,000 shares | $137,121,290 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 833,996 shares | $136,199,887 |
| TEXAS INSTRS INC | COM | 882508104 | — | 405,474 shares | $120,859,635 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 85,103 shares | $117,642,983 |
| AMRIZE LTD | SHS | H2927K103 | — | 2,187,487 shares | $116,593,057 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 3,572,473 shares | $102,101,278 |
| LITTELFUSE INC | COM | 537008104 | — | 224,164 shares | $102,068,594 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 830,891 shares | $94,871,134 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 628,446 shares | $62,555,515 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 216,019 shares | $54,976,836 |
| HYPERLIQUID STRATEGIES INC | COM | 44916Y106 | — | 6,342,600 shares | $49,916,262 |
| MADISON AIR SOLUTIONS CORP | COM SHS CL A | 55658T105 | — | 1,250,000 shares | $48,750,000 |
| ANALOG DEVICES INC | COM | 032654105 | — | 102,040 shares | $40,527,227 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 150,000 shares | $33,150,000 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 85,000 shares | $30,033,050 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 30,115 shares | $29,060,975 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 300,000 shares | $24,522,000 |
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | — | 125,000 shares | $6,132,500 |