EdgeMarket › What D1 Capital Partners L.P. reported owning
What D1 Capital Partners L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
11.2BPositions
44Quarter
2026-03-31Shown below
44largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CART Maplebear Inc. | 845.0M | 7.5% | 22.6M | 49.83 | +9.5% |
| MELI MERCADOLIBRE INC | 646.1M | 5.8% | 373.7K | 1,922.73 | -17.7% |
| JHX James Hardie Industries plc | 536.0M | 4.8% | 28.3M | 30.43 | +63.3% |
| DHR DANAHER CORP /DE/ | 436.9M | 3.9% | 2.3M | 218.85 | +3.5% |
| FLS FLOWSERVE CORP | 431.8M | 3.8% | 5.9M | 79.39 | +52.2% |
| USFD US Foods Holding Corp. | 395.0M | 3.5% | 4.3M | 109.62 | +39.1% |
| CLH CLEAN HARBORS INC | 383.7M | 3.4% | 1.3M | 315.98 | +29.5% |
| AMZN AMAZON COM INC | 376.5M | 3.4% | 1.8M | 258.63 | +15.6% |
| NU Nu Holdings Ltd. | 372.0M | 3.3% | 25.9M | 14.58 | +7.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 356.4M | 3.2% | 725.0K | 629.27 | +27.2% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 346.6M | 3.1% | 4.7M | 64.71 | -20.1% |
| TXN TEXAS INSTRUMENTS INC | 340.3M | 3.0% | 1.8M | 264.36 | +31.7% |
| SE Sea Ltd | 335.6M | 3.0% | 4.1M | 117.53 | -34.2% |
| RDDT Reddit, Inc. | 331.1M | 2.9% | 2.5M | 153.29 | -29.8% |
| KRC KILROY REALTY CORP | 318.1M | 2.8% | 11.3M | 36.58 | -6.0% |
| KNX Knight-Swift Transportation Holdings Inc. | 316.2M | 2.8% | 5.5M | 71.60 | +70.1% |
| AVGO Broadcom Inc. | 303.8M | 2.7% | 981.5K | 368.45 | +26.5% |
| NVDA NVIDIA CORP | 273.6M | 2.4% | 1.6M | 214.72 | +22.4% |
| APP AppLovin Corp | 266.4M | 2.4% | 669.3K | 305.77 | -25.9% |
| XPO XPO, Inc. | 250.5M | 2.2% | 1.3M | 197.74 | +56.1% |
| LINE Lineage, Inc. | 242.5M | 2.2% | 7.4M | 41.61 | +6.2% |
| DIS Walt Disney Co | 227.0M | 2.0% | 2.4M | 107.78 | -7.9% |
| SCHW SCHWAB CHARLES CORP | 221.5M | 2.0% | 2.4M | 112.30 | +17.6% |
| CPNG Coupang, Inc. | 219.2M | 2.0% | 11.6M | 16.45 | -43.0% |
| DASH DoorDash, Inc. | 215.8M | 1.9% | 1.4M | 223.49 | -8.3% |
| CVNA CARVANA CO. | 210.1M | 1.9% | 668.4K | 69.91 | +3.2% |
| COF CAPITAL ONE FINANCIAL CORP | 203.7M | 1.8% | 1.1M | 217.91 | +1.5% |
| MLM MARTIN MARIETTA MATERIALS INC | 190.1M | 1.7% | 322.9K | 534.92 | -10.9% |
| SPOT Spotify Technology S.A. | 165.1M | 1.5% | 340.5K | 533.72 | -24.2% |
| JCI Johnson Controls International plc | 160.3M | 1.4% | 1.2M | 143.05 | +35.0% |
| CLS CELESTICA INC | 152.5M | 1.4% | 541.6K | 296.55 | +62.1% |
| SHW SHERWIN WILLIAMS CO | 151.9M | 1.4% | 473.8K | 346.59 | -5.6% |
| GOOGL Alphabet Inc. | 134.8M | 1.2% | 468.9K | 344.82 | +73.0% |
| APO Apollo Global Management, Inc. | 129.1M | 1.1% | 1.2M | 132.69 | -2.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 111.1M | 1.0% | 328.6K | 418.95 | +83.3% |
| LYV Live Nation Entertainment, Inc. | 102.8M | 0.9% | 674.3K | 181.82 | +12.3% |
| ADI ANALOG DEVICES INC | 93.0M | 0.8% | 292.4K | 373.09 | +52.4% |
| AFRM Affirm Holdings, Inc. | 88.7M | 0.8% | 1.9M | 77.03 | +5.5% |
| FERG Ferguson Enterprises Inc. /DE/ | 81.5M | 0.7% | 349.3K | 242.24 | +5.1% |
| unmapped CUSIP 89055F103 | 75.0M | 0.7% | 213.4K | — | — |
| ADSK Autodesk, Inc. | 74.0M | 0.7% | 308.9K | 253.82 | -12.1% |
| U Unity Software Inc. | 71.5M | 0.6% | 3.3M | 46.93 | +30.9% |
| PURR Hyperliquid Strategies Inc | 40.7M | 0.4% | 8.0M | 10.58 | — |
| ASML ASML HOLDING NV | 9.0M | 0.1% | 6.8K | 1,763.76 | +135.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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