Filed: 5/15/2026ACC: 0001172661-26-002178
📋 What this filing means
D1 CAPITAL PARTNERS L.P. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $11.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$11.23B
Total AUM (reported)
174.53M
Total Shares
Allocation by class
COM$7.68B68.4%
CL A$1.29B11.5%
ORD SHS$536.01M4.8%
ORD SHS CL A$372.05M3.3%
COM CL A$355.12M3.2%
SPONSORD ADS$335.56M3.0%
SHS$325.40M2.9%
Portfolio Concentration
Top 3$2.03B18.0%
4–10$2.75B24.5%
11–25$4.21B37.5%
Rest$2.25B20.0%
Top 3 weight
18.0%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 174.53M
Sole
Full voting authority
174.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
MAPLEBEAR INC
SOLEShares22.56M
TypeSH
Market value$845.03M
7.52%
Sole
22.56M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares373.68K
TypeSH
Market value$646.09M
5.75%
Sole
373.68K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares28.30M
TypeSH
Market value$536.01M
4.77%
Sole
28.30M
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares2.30M
TypeSH
Market value$436.87M
3.89%
Sole
2.30M
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares5.87M
TypeSH
Market value$431.83M
3.84%
Sole
5.87M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares4.28M
TypeSH
Market value$394.98M
3.52%
Sole
4.28M
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares1.34M
TypeSH
Market value$383.73M
3.42%
Sole
1.34M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.81M
TypeSH
Market value$376.45M
3.35%
Sole
1.81M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares25.89M
TypeSH
Market value$372.05M
3.31%
Sole
25.89M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares725K
TypeSH
Market value$356.36M
3.17%
Sole
725K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares4.69M
TypeSH
Market value$346.57M
3.09%
Sole
4.69M
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares1.75M
TypeSH
Market value$340.33M
3.03%
Sole
1.75M
Shared
0.00
None
0.00
SEA LTD
SOLEShares4.05M
TypeSH
Market value$335.56M
2.99%
Sole
4.05M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares2.46M
TypeSH
Market value$331.12M
2.95%
Sole
2.46M
Shared
0.00
None
0.00
KILROY REALTY CORP
SOLEShares11.28M
TypeSH
Market value$318.07M
2.83%
Sole
11.28M
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares5.49M
TypeSH
Market value$316.20M
2.82%
Sole
5.49M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares981.50K
TypeSH
Market value$303.78M
2.70%
Sole
981.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.57M
TypeSH
Market value$273.60M
2.44%
Sole
1.57M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares669.28K
TypeSH
Market value$266.37M
2.37%
Sole
669.28K
Shared
0.00
None
0.00
XPO INC
SOLEShares1.29M
TypeSH
Market value$250.51M
2.23%
Sole
1.29M
Shared
0.00
None
0.00
LINEAGE INC
SOLEShares7.40M
TypeSH
Market value$242.50M
2.16%
Sole
7.40M
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.36M
TypeSH
Market value$226.98M
2.02%
Sole
2.36M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.36M
TypeSH
Market value$221.55M
1.97%
Sole
2.36M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares11.61M
TypeSH
Market value$219.23M
1.95%
Sole
11.61M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.44M
TypeSH
Market value$215.84M
1.92%
Sole
1.44M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MAPLEBEAR INCSOLE | COM | 22.56M | SH | $845.03M 7.52% | 22.56M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 373.68K | SH | $646.09M 5.75% | 373.68K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 28.30M | SH | $536.01M 4.77% | 28.30M | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 2.30M | SH | $436.87M 3.89% | 2.30M | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 5.87M | SH | $431.83M 3.84% | 5.87M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 4.28M | SH | $394.98M 3.52% | 4.28M | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 1.34M | SH | $383.73M 3.42% | 1.34M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.81M | SH | $376.45M 3.35% | 1.81M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 25.89M | SH | $372.05M 3.31% | 25.89M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 725K | SH | $356.36M 3.17% | 725K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 4.69M | SH | $346.57M 3.09% | 4.69M | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 1.75M | SH | $340.33M 3.03% | 1.75M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 4.05M | SH | $335.56M 2.99% | 4.05M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 2.46M | SH | $331.12M 2.95% | 2.46M | 0.00 | 0.00 |
KILROY REALTY CORPSOLE | COM | 11.28M | SH | $318.07M 2.83% | 11.28M | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 5.49M | SH | $316.20M 2.82% | 5.49M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 981.50K | SH | $303.78M 2.70% | 981.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.57M | SH | $273.60M 2.44% | 1.57M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 669.28K | SH | $266.37M 2.37% | 669.28K | 0.00 | 0.00 |
XPO INCSOLE | COM | 1.29M | SH | $250.51M 2.23% | 1.29M | 0.00 | 0.00 |
LINEAGE INCSOLE | COM | 7.40M | SH | $242.50M 2.16% | 7.40M | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.36M | SH | $226.98M 2.02% | 2.36M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.36M | SH | $221.55M 1.97% | 2.36M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 11.61M | SH | $219.23M 1.95% | 11.61M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.44M | SH | $215.84M 1.92% | 1.44M | 0.00 | 0.00 |
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