D1 Capital Partners
What D1 Capital Partners held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$34.78B
Q2 2026
Positions
55
shares, no options
Top 10
77%
of the portfolio
Changes
+35 / −26
21 new, 10 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP · CLASS A COM STK | 61.91% | 126,042,232 | $21.54B | New |
| CARTMAPLEBEAR INC | 3.07% | 22,564,435 | $1.07B | Unchanged |
| JHXJAMES HARDIE INDS PLC · ORD SHS | 2.07% | 27,545,516 | $721.14M | Reduced 3% |
| NUNU HLDGS LTD · ORD SHS CL A | 1.71% | 44,418,543 | $593.43M | Added 72% |
| JCIJOHNSON CONTROLS INTERNATION · SHS | 1.58% | 3,751,887 | $548.19M | Added 207% |
| MELIMERCADOLIBRE INC | 1.35% | 277,475 | $470.98M | Reduced 26% |
| USFDUS FOODS HLDG CORP | 1.32% | 4,501,964 | $460.33M | Added 5% |
| DHRDANAHER CORP DEL | 1.25% | 2,282,039 | $434.68M | Reduced 1% |
| SHWSHERWIN WILLIAMS CO | 1.24% | 1,252,471 | $431.25M | Added 164% |
| RDDTREDDIT INC · CL A | 1.23% | 2,464,411 | $427.77M | Unchanged |
| TMOTHERMO FISHER SCIENTIFIC INC | 1.18% | 817,123 | $409.67M | Added 13% |
| KRCKILROY REALTY CORP | 1.13% | 10,498,120 | $393.36M | Reduced 7% |
| CLHCLEAN HARBORS INC | 1.13% | 1,315,501 | $393.01M | Reduced 2% |
| SGISOMNIGROUP INTERNATIONAL INC | 1.12% | 4,975,364 | $390.07M | Added 6% |
| FLSFLOWSERVE CORP | 1.06% | 4,968,713 | $368.48M | Reduced 15% |
| APPAPPLOVIN CORP · COM CL A | 0.99% | 669,282 | $344.83M | Unchanged |
| METAMETA PLATFORMS INC · CL A | 0.92% | 566,500 | $319.10M | New |
| FERGFERGUSON ENTERPRISES INC · COMMON STOCK NEW | 0.87% | 1,282,038 | $304.27M | Added 267% |
| DISDISNEY WALT CO | 0.80% | 2,874,400 | $276.66M | Added 22% |
| GOOGLALPHABET INC · CAP STK CL A | 0.76% | 738,300 | $263.85M | Added 57% |
| SPOTSPOTIFY TECHNOLOGY S A · SHS | 0.75% | 568,855 | $261.18M | Added 67% |
| CVNACARVANA CO · CL A | 0.72% | 3,779,517 | $248.77M | Added 465% |
| DASHDOORDASH INC · CL A | 0.69% | 1,303,705 | $240.57M | Reduced 9% |
| ISRGINTUITIVE SURGICAL INC | 0.66% | 574,200 | $228.35M | New |
| SCHWSCHWAB CHARLES CORP | 0.65% | 2,466,590 | $227.59M | Added 5% |
| COFCAPITAL ONE FINL CORP | 0.63% | 1,093,438 | $219.37M | Reduced 2% |
| LINELINEAGE INC | 0.59% | 4,736,312 | $204.85M | Reduced 36% |
| MLMMARTIN MARIETTA MATLS INC | 0.57% | 345,060 | $199.00M | Added 7% |
| COMPCOMPASS INC · CL A | 0.54% | 15,224,831 | $187.72M | New |
| CPNGCOUPANG INC · CL A | 0.51% | 10,292,141 | $178.77M | Reduced 11% |
| LINLINDE PLC · SHS | 0.51% | 341,538 | $177.24M | New |
| TSLATESLA INC | 0.49% | 401,900 | $169.04M | New |
| LSCCLATTICE SEMICONDUCTOR CORP | 0.48% | 1,084,051 | $165.82M | New |
| SESEA LTD · SPONSORD ADS | 0.46% | 1,678,332 | $160.83M | Reduced 59% |
| AFRMAFFIRM HLDGS INC · COM CL A | 0.45% | 1,908,511 | $155.64M | Reduced 1% |
| AMZNAMAZON COM INC | 0.43% | 628,082 | $149.70M | Reduced 65% |
| BLDRBUILDERS FIRSTSOURCE INC | 0.42% | 1,639,222 | $146.68M | New |
| APOAPOLLO GLOBAL MGMT INC | 0.39% | 1,159,000 | $137.12M | Unchanged |
| QQNITY ELECTRONICS INC | 0.39% | 833,996 | $136.20M | New |
| TXNTEXAS INSTRS INC | 0.35% | 405,474 | $120.86M | Reduced 77% |
| MPWRMONOLITHIC PWR SYS INC | 0.34% | 85,103 | $117.64M | New |
| AMRZAMRIZE LTD · SHS | 0.34% | 2,187,487 | $116.59M | New |
| UUNITY SOFTWARE INC | 0.29% | 3,572,473 | $102.10M | Added 10% |
| LFUSLITTELFUSE INC | 0.29% | 224,164 | $102.07M | New |
| SHOPSHOPIFY INC · CL A SUB VTG SHS | 0.27% | 830,891 | $94.87M | New |
| CRWVCOREWEAVE INC · COM CL A | 0.18% | 628,446 | $62.56M | New |
| SNOWSNOWFLAKE INC · COM SHS | 0.16% | 216,019 | $54.98M | New |
| PURRHYPERLIQUID STRATEGIES INC | 0.14% | 6,342,600 | $49.92M | Reduced 21% |
| MAIRMADISON AIR SOLUTIONS CORP · COM SHS CL A | 0.14% | 1,250,000 | $48.75M | New |
| ADIANALOG DEVICES INC | 0.12% | 102,040 | $40.53M | Reduced 65% |
| CBRSCEREBRAS SYSTEMS INC · COM CL A | 0.10% | 150,000 | $33.15M | New |
| GOOGALPHABET INC · CAP STK CL C | 0.09% | 85,000 | $30.03M | New |
| STXSEAGATE TECHNOLOGY HLDNGS PL · ORD SHS | 0.08% | 30,115 | $29.06M | New |
| QNTQUANTINUUM INC · CL A COM | 0.07% | 300,000 | $24.52M | New |
| DPCDPC HOLDINGS PLC · ORDINARY SHARES | 0.02% | 125,000 | $6.13M | New |
Sold out in Q2 2026
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Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 55 positions | $34.78B | 2026-08-14 |
| 2026-03-31 | 44 positions | $11.23B | 2026-05-15 |
| 2025-12-31 | 42 positions | $10.70B | 2026-02-17 |
| 2025-09-30 | 38 positions | $8.71B | 2025-11-14 |
| 2025-06-30 | 33 positions | $7.20B | 2025-08-14 |
| 2025-03-31 | 41 positions | $6.53B | 2025-05-15 |
| 2024-12-31 | 35 positions | $6.02B | 2025-02-14 |
| 2024-09-30 | 34 positions | $5.18B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.